Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w iShares Trust - iShares U.S. Digital Infrastructure and Real Estate ETF, to m.in Mercer Global Advisors Inc /adv, VestGen Advisors, LLC, High Point Wealth Management, LLC, Haven Private, LLC, Western Wealth Management, LLC, SageView Advisory Group, LLC, Estabrook Capital Management, i Trask Adam Roland .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | VestGen Advisors, LLC | 27 719 | 3 311 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 224 | 22 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 4 667 | 3,94 | 0 | |||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 163 | 87,36 | 16 | 128,57 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 37 476 | 15,73 | 3 665 | 33,14 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 11 505 | 12,11 | 1 125 | 21,23 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 5 766 | 0,70 | 490 | -1,21 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1 910 | 1 415,87 | 187 | 1 760,00 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 2 | 0 | ||||||
| 2026-05-07 | 13F | Tidemark, LLC | 240 | 155,32 | 23 | 228,57 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 390 | 14,71 | 38 | 35,71 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 210 424 | 22,70 | 20 577 | 41,17 | ||||
| 2026-05-15 | 13F | Fmr Llc | 574 | 4,17 | 56 | 21,74 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 1 069 | 8,97 | 105 | 25,30 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 3 000 | 0,77 | 293 | 15,81 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 54 844 | 6,40 | 5 | 25,00 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 8 501 | 1 890,87 | 831 | 2 208,33 | ||||
| 2026-04-08 | 13F | High Point Wealth Management, LLC | 3 165 | 310 | ||||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 582 | 0,17 | 58 | 16,33 | ||||
| 2026-05-14 | 13F | Estabrook Capital Management | 200 | 20 | ||||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 5 573 | 545 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 1 139 | 12,44 | 111 | |||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 4 930 | 324,63 | 482 | 386,87 | ||||
| 2026-02-02 | 13F | Long Run Wealth Advisors, LLC | 45 769 | 1,66 | 3 890 | -0,38 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 6 076 | 12,85 | 594 | 29,98 | ||||
| 2026-05-05 | 13F | Haven Private, LLC | 2 170 | 212 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 116 | 11 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 12 269 | 54,66 | 1 176 | 74,48 | ||||
| 2026-05-11 | 13F | Manchester Capital Management LLC | 2 250 | 21,62 | 220 | 40,13 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 42 113 | 15,52 | 4 118 | 32,92 | ||||
| 2026-05-05 | 13F | UBS Group AG | 16 145 | 9,28 | 1 579 | 25,74 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 540 | 53 | ||||||
| 2026-04-07 | 13F | Signaturefd, Llc | 0 | 0 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 34 772 | 3 400 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1 890 | 185 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 1 400 | 119 | ||||||
| 2026-05-15 | 13F | Trask Adam Roland | 200 | 20 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 47 582 | 4 653 |
