IGM / iShares Trust - iShares Expanded Tech Sector ETF – Własność instytucjonalna – Kupujący

iShares Trust - iShares Expanded Tech Sector ETF
US ˙ ARCA ˙ US4642875490

Własność instytucjonalna i funduszowa – Kupujący

Główni posiadacze, którzy otworzyli nowe pozycje w iShares Trust - iShares Expanded Tech Sector ETF, to m.in FIL Ltd, VMS Asset Management Limited, XTX Topco Ltd, Diversify Wealth Management, Llc, Lazard Freres Gestion S.A.S., Financial Solutions Advisory Group, Inc., GLR Partners, LLC, Forum Finance Group S.A., Mount Yale Investment Advisors, LLC, Calamos Advisors LLC, Quantbot Technologies LP, Goelzer Investment Management, Inc., Resolute Wealth Advisor, Inc., Sierra Summit Advisors Llc, Beacon Investment Advisory Services, Inc., Napier Financial, LLC, Tower View Investment Management & Research LLC, Smithfield Trust Co, Western Wealth Management, LLC, i Tucker Asset Management Llc .

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
(%)
2026-04-14 13F Portfolio Resources Advisor Group, Inc. 1 277 0,39 151 -7,93
2026-04-13 13F 5T Wealth, LLC 4 228 1,90 501 -6,36
2026-04-23 13F Glass Jacobson Investment Advisors llc 47 6
2026-05-08 13F Twin Peaks Wealth Advisors, LLC 125 15
2026-05-27 13F Alpha Capital Advisors Inc /adv 3 758 0,03 445 -10,10
2026-05-12 13F Leavell Investment Management, Inc. 5 555 26,54 658 16,05
2026-05-07 13F Midland Wealth Advisors Llc 53 017 0,10 6 283 -8,14
2026-04-30 13F Simplicity Wealth,LLC 6 644 10,57 787 1,42
2026-05-15 13F Vestmark Advisory Solutions, Inc. 2 307 273
2026-05-15 13F Warren Averett Asset Management, LLC 9 216 1,07 1 092 -7,22
2026-05-07 13F Marshall & Sterling Wealth Advisors Inc. 2 763 150,27 327 130,28
2026-05-01 13F Diversify Wealth Management, Llc 14 210 2 008
2026-04-24 13F Medallion Wealth Advisors, LLC 21 23,53 2 0,00
2026-05-18 13F Ashton Thomas Securities, Llc 7 316 867
2026-05-12 13F Prostatis Group LLC 85 272 0,23 10 106 -8,04
2026-05-05 13F Smith, Moore & Co. 20 149 8,01 2 388 -0,91
2026-05-14 13F Phillips Wealth Planners LLC 3 393 6,00 527 28,22
2026-05-19 13F Western Wealth Management, LLC 282 33
2026-05-01 13F Emerald Investment Partners, Llc 10 802 0,02 1 280 -8,18
2026-05-15 13F Fmr Llc 41 548 4,25 4 924 -4,35
2026-04-30 13F Financial Freedom, LLC 27 669 2,89 3 279 -5,59
2026-02-05 13F Tucker Asset Management Llc 213 28
2026-05-05 13F D.a. Davidson & Co. 9 430 2,14 1 118 -6,29
2026-05-07 13F Scarborough Advisors, LLC 20 2
2026-04-30 13F Private Trust Co Na 255 12,33 30 3,45
2026-05-14 13F White Lighthouse Investment Management Inc. 123 424 8,31 14 627 -0,63
2026-04-22 13F WestEnd Advisors, LLC 836 049 1,50 99 085 -6,87
2026-04-20 13F Tower View Investment Management & Research LLC 565 67
2026-05-14 13F Synergy Investment Management, LLC 30 4
2026-05-11 13F Empirical Asset Management, LLC 9 871 2,42 1 170 -6,03
2026-05-04 13F Envestnet Asset Management Inc 1 781 026 6,22 211 069 -2,54
2026-05-01 13F Anchor Investment Management, LLC 391 1,82 46 -6,12
2026-05-15 13F Aqr Capital Management Llc 12 439 5,90 1 474 -2,83
2026-05-13 13F GeoWealth Management, LLC 3 178 60,67 377 47,45
2026-05-18 13F Arkadios Wealth Advisors 9 985 27,23 1 183 16,78
2026-05-06 13F Cornerstone Planning Group LLC 418 98,10 62 117,86
2026-05-08 13F Wallace Hart LLC 24 187 67,79 2 866 54,00
2026-05-12 13F Cahill Financial Advisors Inc 2 548 0,04 302 -8,51
2026-05-12 13F Stifel Financial Corp 288 020 2,61 34 134 -5,85
2026-05-15 13F Integrated Wealth Concepts LLC 4 056 63,09 481 49,53
2026-05-12 13F Independent Advisor Alliance 89 590 10 617
2026-05-12 13F Creative Planning 40 086 4,99 4 751 -3,67
2026-05-13 13F Dynamic Wealth Strategies, LLC 101 716 2,63 12 054 -5,83
2026-05-14 13F Northern Trust Corp 11 792 11,74 1 397 2,49
2026-04-08 13F Cadent Capital Advisors, LLC 43 592 5 166
2026-05-14 13F Atomi Financial Group, Inc. 6 149 22,86 729 12,69
2026-04-07 13F Comprehensive Financial Planning, Inc./PA 15 111 3,96 1 791 -4,64
2026-05-07 13F Forum Finance Group S.A. 2 874 0
2026-05-18 13F Centaurus Financial, Inc. 4 541 0,58 1
2026-04-22 13F Stone House Investment Management, LLC 42 5
2026-05-14 13F Us Bancorp \de\ 58 401 12,38 6 921 3,13
2026-05-14 13F Coastal Bridge Advisors, LLC 22 193 9,54 2 630 0,54
2026-05-01 13F Fifth Third Bancorp 27 262 409,76 3 231 368,12
2026-05-08 13F Smithfield Trust Co 349 0
2026-05-08 13F Roundview Capital LLC 2 721 0,55 322 -7,74
2026-05-14 13F Betterment LLC 2 500 9,79 0
2026-05-14 13F EP Wealth Advisors, Inc. 8 508 3,74 1 008 -4,82
2026-05-18 13F Strait & Sound Wealth Management LLC 6 657 1,34 789 -7,08
2026-04-28 13F Bogart Wealth, LLC 4 458 0,79 528 -7,53
2026-04-14 13F Beacon Investment Advisory Services, Inc. 750 89
2026-04-10 13F Perigon Wealth Management, LLC 25 838 1,06 3 062 -7,27
2026-04-29 13F Hubbell Strickland Wealth Management, LLC 3 581 0,06 424 -8,23
2026-05-05 13F UBS Group AG 564 285 10,02 66 873 0,95
2026-05-04 13F Calamos Advisors LLC 2 100 249
2026-02-06 13F Global Retirement Partners, LLC 62 307 1,14 8 048 3,71
2026-04-15 13F DAVENPORT & Co LLC 40 406 16,46 4 789 6,85
2026-05-13 13F AE Wealth Management LLC 9 282 236,91 1 100 209,58
2026-05-11 13F Commerce Bank 5 322 3,78 631 -4,83
2026-05-05 13F Harmony Asset Management Llc 9 518 4,85 1 128 -3,84
2026-04-30 13F First Horizon Corp 5 139 8,67 609 -0,16
2026-05-15 13F Flow Traders U.s. Llc 13 243 2
2026-05-15 13F Jones Financial Companies Lllp 62 462 15,57 7 199 3,12
2026-05-11 13F Resolute Wealth Advisor, Inc. 1 850 219
2026-01-29 13F Concurrent Investment Advisors, LLC 44 109 13,45 5 697 16,36
2026-05-12 13F TD Waterhouse Canada Inc. 2 006 258,21 241 234,72
2026-04-23 13F Accurate Wealth Management, LLC 8 667 23,92 1 107 20,61
2026-04-30 13F Sequoia Financial Advisors, LLC 3 471 87,02 411 71,97
2026-05-15 13F Cresset Asset Management, LLC 22 094 1,25 2 618 -7,10
2026-04-28 13F Kingswood Wealth Advisors, Llc 4 694 3,03 556 -5,44
2026-05-06 13F Assetmark, Inc 123 203 16,87 14 601 7,23
2026-05-15 13F Two Sigma Investments, Lp 67 500 7 999
2026-04-28 13F Stratos Wealth Partners, LTD. 8 851 2,63 1 049 -5,75
2026-05-14 13F Baird Financial Group, Inc. 13 441 7,94 1 593 -1,00
2026-05-14 13F Campion Asset Management LLC 33 862 2,08 4 013 -6,35
2026-05-13 13F Signature Equity Partners, LLC 1 321 44,69 157 33,33
2026-05-04 13F Copia Wealth Management 15 449 20,78 1 831 10,77
2026-05-13 13F Quantbot Technologies LP 1 871 222
2026-05-14 13F PlanVest Financial, Inc 24 3
2026-05-11 13F Becker Capital Management Inc 7 800 39,34 924 27,80
2026-05-12 13F Beaton Management Co. Inc. 4 950 2,06 1
2026-05-14 13F Hrt Financial Lp 5 605 1
2026-04-27 13F Mount Yale Investment Advisors, LLC 2 307 273
2026-05-11 13F Bailard, Inc. 135 740 4,36 16 087 -4,25
2026-05-15 13F Alliancebernstein L.p. 28 049 91,00 3 623 91,03
2026-05-15 13F AlphaCore Capital LLC 780 92
2026-04-17 13F Wealthbridge Capital Management, Llc 67 815 0,43 8 037 -7,85
2026-05-15 13F Cerity Partners LLC 952 453 1,01 112 875 -7,31
2026-04-29 13F Integrity Investment Advisors, LLC 59 956 7,03 7 105 -1,80
2026-05-14 13F Captrust Financial Advisors 25 693 5,34 3 045 -3,37
2026-04-16 13F Capital Advisors, Ltd. LLC 5 614 54,32 1
2026-02-11 13F Group One Trading, L.p. 513 66
2026-05-08 13F Russell Investments Group, Ltd. 779 5,41 92 -3,16
2026-05-07 13F Lazard Freres Gestion S.A.S. 7 110 1
2026-05-14 13F VMS Asset Management Limited 71 020 8 417
2026-05-13 13F Capital Advisor Network LLC 113 13
2026-05-15 13F Huntington National Bank 103 -20,31
2026-05-14 13F Horizon Investments, LLC 7 208 70,04 854 56,12
2026-05-11 13F Fairscale Capital, LLC 86 499 2,07 10 251 -6,35
2026-05-15 13F Trexquant Investment LP 2 645 2,36 313 -6,01
2026-02-13 13F Colony Group, LLC 159 592 105,95 20 582 110,89
2026-05-15 13F Quantinno Capital Management LP 37 659 5,83 4 463 -2,89
2026-05-13 13F GLR Partners, LLC 3 183 377
2026-05-15 13F/A EverSource Wealth Advisors, LLC 761 35,65 90 25,00
2026-04-29 13F KERR FINANCIAL PLANNING Corp 301 0,33 42 16,67
2026-05-14 13F Pinnacle Financial Partners, Inc. 5 706 5,67 676 -3,01
2026-05-11 13F Savvy Advisors, Inc. 9 565 25,94 1 134 15,61
2026-05-12 13F Baker Avenue Asset Management, LP 74 876 0,05 8 874 -8,19
2026-05-05 13F Napier Financial, LLC 600 71
2026-05-04 13F Mirae Asset Global Investments Co., Ltd. 482 300 82,00 57 157 66,99
2026-05-21 13F BankChampaign, National Association 87 10
2026-04-27 13F Pensionmark Financial Group, Llc 4 684 2,32 555 -6,09
2026-05-13 13F Buckingham Strategic Partners 69 263 651,71 8 208 589,75
2026-05-05 13F Cullen/frost Bankers, Inc. 2 556 10,46 303 1,34
2026-05-15 13F Advisor Group Holdings, Inc. 217 525 3,33 25 782 -5,19
2026-05-04 13F Savant Capital, LLC 1 749 12,40 207 3,50
2026-04-13 13F Shira Ridge Wealth Management 111 809 24,05 13 251 13,82
2026-05-04 13F Avantax Planning Partners, Inc. 3 766 446
2026-04-22 13F Kennedy Investment Group 7 625 6,35 904 -2,48
2026-04-23 13F Embree Financial Group 7 394 0,03 876 -8,18
2026-05-15 13F XTX Topco Ltd 21 905 2 596
2026-05-11 13F Rossby Financial, LCC 110 13
2026-05-11 13F Ashton Thomas Private Wealth, LLC 11 121 0,01 1 318 -8,29
2026-05-14 13F Gts Securities Llc 5 873 696
2026-05-15 13F Citadel Advisors Llc 31 821 123,51 3 771 105,17
2026-05-15 13F Citadel Advisors Llc Call 121 200 90,87 14 363 75,14
2026-05-15 13F Guardian Wealth Advisors, Llc / Nc 69 8
2026-05-14 13F Capital Analysts, Inc. 1 379 7,90 0
2026-05-14 13F Rockefeller Capital Management L.P. 72 169 3,30 8 553 -5,22
2026-05-15 13F Smartleaf Asset Management LLC 1 346 3,30 153 -10,06
2026-04-29 13F Schmidt P J Investment Management Inc 6 173 11,31 732 2,09
2026-05-07 13F Magnolia Wealth Management, LLC 156 18
2026-05-15 13F Empowered Funds, LLC 2 476 293
2026-05-15 13F Tudor Investment Corp Et Al 6 197 734
2026-04-28 13F Journey Beyond Wealth, LLC 29 826 9,42 3 535 0,40
2026-05-01 13F Clarity Financial LLC 2 048 5,13 243 -3,59
2026-02-17 13F Glenmede Trust Co Na 5 292 20,49 684 71,61
2026-04-17 13F Vermillion Wealth Management, Inc. 1 489 0,07 176 -8,33
2026-05-13 13F Principal Securities, Inc. 4 662 3,14 553 -5,32
2026-05-14 13F We Are One Seven, LLC 3 587 1,93 425 -6,39
2026-05-13 13F Ubs Asset Management Americas Inc 18 818 5 027,52 2 230 4 644,68
2026-02-17 13F High Falls Advisors, Inc 3 677 1,88 475 4,41
2026-05-15 13F FIL Ltd 335 739 39 788
2026-05-12 13F Jane Street Group, Llc 29 175 3 458
2026-05-15 13F Osterweis Capital Management Inc 224 -8,23
2026-05-06 13F Bartlett & Co. Wealth Management Llc 1 083 3,64 157 17,16
2026-05-13 13F Lloyd Advisory Services, LLC. 56 7
2026-04-07 13F CoreCap Advisors, LLC 167 40,34 20 26,67
2026-05-06 13F Hartland & Co., LLC 24 475 376,07 2 901 336,75
2026-05-12 13F Partners Capital Investment Group, Llp 13 550 0,02 1 606 -8,23
2026-05-15 13F Cape Investment Advisory, Inc. 4 271 15,78 506 6,30
2026-05-12 13F Guidance Point Advisors, LLC 4 866 0,02 577 -8,12
2026-05-06 13F Simon Quick Advisors, Llc 2 882 0,03 342 -8,33
2026-05-01 13F Legacy Financial Strategies, LLC 256 060 0,46 30 346 -7,83
2026-04-15 13F Signature Estate & Investment Advisors Llc 1 858 032 0,56 220 195 -7,73
2026-04-28 13F Stephens Inc /ar/ 26 601 0,05 3 153 -8,21
2026-04-17 13F Paragon Financial Partners, Inc. 3 658 0,03 486 2,75
2026-04-23 13F Private Wealth Management Group, LLC 657 318,47 78 285,00
2026-05-15 13F Harbour Investments, Inc. 5 764 5,20 683 -3,39
2026-04-28 13F Interactive Financial Advisors 29 609 1,41 3 509 -6,95
2026-04-07 13F Park Avenue Securities Llc 24 231 3
2026-04-06 13F CX Institutional 9 960 289,82 1
2026-04-29 13F/A Salem Investment Counselors Inc 62 7
2026-05-05 13F Milestone Investment Advisors LLC 36 273 0,43 4 299 -7,85
2026-05-13 13F Caitlin John, LLC 479 6,68 57 -1,75
2026-05-14 13F Safeguard Investment Advisory Group, LLC 4 807 0,02 570 -8,23
2026-06-01 13F Financial Solutions Advisory Group, Inc. 3 822 453
2026-05-14 13F Bollard Group LLC 6 411 0,02 1
2026-04-08 13F Miracle Mile Advisors, LLC 10 345 5,68 1 226 -3,09
2026-04-07 13F Signaturefd, Llc 151 18
2026-04-09 13F Goelzer Investment Management, Inc. 1 859 220
2026-05-15 13F Larson Financial Group LLC 171 307,14 20 300,00
2026-04-17 13F Forefront Wealth Partners, LLC 8 666 195,06 1 027 170,98
2026-05-08 13F Retirement Planning Co of New England, Inc. 6 691 0,21 793 -8,12
2026-05-13 13F Kingdom Financial Group LLC. 56 7
2026-04-07 13F Farther Finance Advisors, LLC 7 127 248,17 857 224,62
2026-04-27 13F Sierra Summit Advisors Llc 1 800 213
2026-05-13 13F Pioneer Family Office, LLC 72 1,41 8 -11,11
2026-02-12 13F CIBC Private Wealth Group, LLC 1 394 20,48 180 24,14
2026-05-15 13F Victory Capital Management Inc 291 804 1,01 34 582 -7,32
2026-05-08 13F Steward Partners Investment Advisory, Llc 811 567 3,46 96 179 -5,07
2026-05-08 13F Bokf, Na 365 43
2026-05-12 13F Benjamin Edwards Inc 9 440 7,55 1 120 -1,32
2026-05-11 13F RWM Asset Management, LLC 192 23
2026-05-05 13F Sanctuary Advisors, LLC 105 011 9,57 12 445 0,53
2026-05-04 13F Sigma Planning Corp 11 698 8,08 1 386 -0,79
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