Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w iShares Trust - iShares MSCI USA Quality GARP ETF, to m.in Resonant Capital Advisors, LLC, Mount Yale Investment Advisors, LLC, Cornerstone Advisors Asset Management, Inc, Carr Financial Group Corp, Creative Financial Designs Inc /adv, First Community Trust Na, Geneos Wealth Management Inc., Henderson Brothers Financial Partners, LLC, Wealth Enhancement Trust Services, Inc., Strategic Financial Concepts, LLC, Nelson, Van Denburg & Campbell Wealth Management Group, LLC, Impact Capital Partners LLC, Brown Advisory Inc, Moors & Cabot, Inc., Ritholtz Wealth Management, CI Private Wealth, LLC, RFG Advisory, LLC, Us Bancorp \de\, Brookstone Capital Management, i Boston Partners .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-04 | 13F | Archer Investment Corp | 122 | 8 | ||||||
| 2026-05-04 | 13F | Milestones Private Investment Advisors LLC | 60 571 | 4,36 | 3 875 | -1,97 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 38 971 | 172,47 | 2 493 | 155,85 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 12 646 | 206,42 | 809 | 187,54 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 236 134 | 14,74 | 15 105 | 7,78 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 4 664 | 298 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 373 937 | 1,01 | 23 921 | -5,12 | ||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 784 592 | 50 190 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 199 842 | 406,54 | 13 609 | 406,66 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 502 133 | 47,36 | 32 121 | 38,42 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 61 153 | 9,75 | 3 912 | 3,08 | ||||
| 2026-05-19 | 13F | Sonoma Allocations LLC | 22 981 | 40,57 | 1 498 | 30,94 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 29 378 | 5,88 | 1 879 | -0,53 | ||||
| 2026-05-07 | 13F | D'Orazio & Associates, Inc. | 158 950 | 4,32 | 10 168 | -2,00 | ||||
| 2026-05-12 | 13F | Carr Financial Group Corp | 190 058 | 12 158 | ||||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 111 356 | 28,11 | 7 123 | 20,34 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 45 309 | 119,13 | 2 898 | 105,82 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 14 125 | 81,77 | 904 | 70,70 | ||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 69 517 | 3,04 | 4 447 | -3,20 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 3 163 | 13,94 | 215 | 18,13 | ||||
| 2026-03-31 | 13F | Sankala Group LLC | 1 098 | 95,72 | 69 | 81,58 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 3 381 | 216 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 17 385 | 193,17 | 1 112 | 175,93 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 798 228 | 200,06 | 51 063 | 181,86 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 63 437 | 74,72 | 4 058 | 64,16 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 4 099 | 262 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 871 | 56 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 756 958 | 72,96 | 48 423 | 62,47 | ||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 16 841 | 32,99 | 1 077 | 24,94 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 2 070 | 2 553,85 | 132 | 2 540,00 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 612 564 | 25,32 | 39 186 | 17,72 | ||||
| 2026-04-09 | 13F | Key Client Fiduciary Advisors, LLC | 10 620 | 185,10 | 679 | 168,38 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 107 | 7 | ||||||
| 2026-04-22 | 13F | Spire Wealth Management | 18 599 | 57,41 | 1 190 | 47,89 | ||||
| 2026-05-01 | 13F | Arq Wealth Advisors, Llc | 251 100 | 12,54 | 16 063 | 5,71 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 129 075 | 8 257 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 352 | 369,33 | 23 | 340,00 | ||||
| 2026-04-30 | 13F | Landaas & Co /wi /adv | 467 813 | 5,37 | 29 926 | -1,03 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 38 542 | 377,48 | 2 | |||||
| 2026-04-09 | 13F | Planned Solutions, Inc. | 240 831 | 2,37 | 15 406 | -3,84 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 14 453 | 40,73 | 925 | 32,19 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 22 283 | 18,75 | 1 425 | 11,59 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 80 861 | 1 176,22 | 5 247 | 1 081,76 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 8 600 | 55,80 | 550 | 46,67 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 102 971 | 3,53 | 6 587 | -2,75 | ||||
| 2026-02-03 | 13F/A | Mount Yale Investment Advisors, LLC | 409 425 | 24 721 | ||||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 6 000 | 409 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 56 717 | 3 628 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 546 192 | 52,03 | 34 940 | 42,81 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 366 | 2 187,50 | 23 | 2 200,00 | ||||
| 2026-04-22 | 13F | Lakeshore Capital Group, Inc. | 108 795 | 3,30 | 6 960 | -2,97 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 33 837 | 13 940,25 | 2 165 | 13 431,25 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 15 366 | 983 | ||||||
| 2026-04-16 | 13F | Stonebridge Wealth Management, LLC | 30 107 | 0,73 | 1 926 | -5,41 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 6 442 | 412 | ||||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 5 363 | 343 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 7 994 | 511 | ||||||
| 2026-04-17 | 13F | Certified Advisory Corp | 133 439 | 273,31 | 8 536 | 250,70 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 220 429 | 31,05 | 14 101 | 23,10 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 6 441 | 43,55 | 412 | 35,08 | ||||
| 2026-05-07 | 13F | Cornerstone Advisors Asset Management, Inc | 224 439 | 14 357 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 344 709 | 4,49 | 22 051 | -1,85 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 160 | 10 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 5 095 | 31,65 | 326 | 23,57 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 169 050 | 6,69 | 10 815 | 0,22 | ||||
| 2026-05-11 | 13F | Boston Partners | 3 905 | 250 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 58 937 | 15,66 | 3 770 | 8,65 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 24 749 | 24,69 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 2 842 | 182 | ||||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11 718 | 750 | ||||||
| 2026-05-01 | 13F | Avion Wealth | 54 | 58,82 | 0 | |||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 22 371 | 2,19 | 1 431 | 143 000,00 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 7 292 | 466 | ||||||
| 2026-04-10 | 13F | Sunflower Bank, N.A. | 3 707 | 237 | ||||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 14 341 | 1 049 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 3 253 | 208 | ||||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 51 119 | 102,83 | 3 270 | 90,56 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 1 817 | 0,06 | 116 | -5,69 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 36 566 | 427,27 | 2 339 | 395,55 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 11 238 | 23,20 | 719 | 15,62 | ||||
| 2026-05-12 | 13F | Financial Network Wealth Management LLC | 151 137 | 2,36 | 10 | -10,00 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 3 934 | 252 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 2 225 | 20,34 | 142 | 13,60 | ||||
| 2026-05-11 | 13F | Adapt Wealth Advisors, Llc | 20 567 | 8,48 | 1 316 | 1,86 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 536 662 | 1,33 | 34 | -5,56 | ||||
| 2026-04-17 | 13F | Forefront Wealth Partners, LLC | 3 187 | 204 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 5 784 | 370 | ||||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 6 366 | 407 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 2 178 040 | 65,51 | 139 329 | 55,47 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 341 459 | 37,63 | 21 843 | 29,29 | ||||
| 2026-04-13 | 13F | Trust Co | 183 | 258,82 | 12 | 266,67 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 308 082 | 4,30 | 19 708 | -2,02 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 13 253 | 19,94 | 848 | 12,63 | ||||
| 2026-05-15 | 13F | Gw Henssler & Associates Ltd | 99 535 | 65,79 | 6 367 | 55,75 | ||||
| 2026-05-14 | 13F | Cedar Wealth Management, LLC | 31 929 | 30,81 | 2 042 | 22,86 | ||||
| 2026-01-29 | 13F | Comerica Bank | 109 | 7 | ||||||
| 2026-04-10 | 13F | Impact Capital Partners LLC | 7 488 | 479 | ||||||
| 2026-05-04 | 13F | Henderson Brothers Financial Partners, LLC | 17 390 | 1 112 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 22 914 | 1 466 | ||||||
| 2026-04-16 | 13F | First Community Trust Na | 36 380 | 2 327 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 4 785 | 16,00 | 0 | |||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 331 017 | 108,83 | 21 | 110,00 | ||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 145 | 9 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 350 588 | 86,95 | 22 427 | 75,62 | ||||
| 2026-05-06 | 13F | Wall Street Financial Group, Inc. | 5 | 0 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 16 520 | 137 566,67 | 1 070 | |||||
| 2026-04-27 | 13F | New England Capital Financial Advisors LLC | 1 020 | 65 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 69 177 | 566,57 | 4 425 | 526,77 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 155 | 10 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 3 543 | 227 | ||||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 23 358 | 14,63 | 1 494 | 7,71 |
