Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w iShares Trust - iShares MSCI Intl Momentum Factor ETF, to m.in Columbia Advisory Partners Llc, Td Private Client Wealth Llc, TBH Global Asset Management, LLC, Balyasny Asset Management Llc, Aprio Wealth Management, LLC, Heirloom Wealth Management, Summit Trail Advisors, Llc, Thoroughbred Financial Services, Llc, Skopos Labs, Inc., Delos Wealth Advisors, LLC, O'Brien Wealth Partners LLC, Kuhn & Co Investment Counsel, Ubs Asset Management Americas Inc, Turtle Creek Wealth Advisors, LLC, Western Wealth Management, LLC, Vanguard Advisers Inc, Marshall Investment Management, Llc, CVA Family Office, LLC, Owl Creek Wealth Partners LLC, i Pacific Center for Financial Services .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 234 928 | 10,12 | 11 | 10,00 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 7 864 | 378 | ||||||
| 2026-04-20 | 13F | Segment Wealth Management, LLC | 209 619 | 1,36 | 10 066 | 1,46 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 50 297 | 56,07 | 2 415 | 56,31 | ||||
| 2026-05-15 | 13F | Toronto Dominion Bank | 1 231 | 59 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 13 179 | 6,47 | 633 | 6,58 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 1 750 | 6,71 | 84 | 7,69 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 478 848 | 4,84 | 23 | 4,76 | ||||
| 2026-05-07 | 13F | Tacita Capital Inc | 109 564 | 0,44 | 5 261 | 0,55 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 128 | 6 | ||||||
| 2026-05-11 | 13F | McCartney Wealth Management LLC | 21 982 | 0,04 | 1 056 | 0,09 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 58 621 | 867,18 | 2 815 | 870,34 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 8 046 | 386 | ||||||
| 2026-05-15 | 13F | Balyasny Asset Management Llc | 10 800 | 519 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 602 524 | 9,73 | 28 933 | 9,85 | ||||
| 2026-04-16 | 13F | Sweeney & Michel, Llc | 8 796 | 9,24 | 457 | 8,04 | ||||
| 2026-04-24 | 13F | TKG Advisors, LLC | 5 713 | 274 | ||||||
| 2026-04-10 | 13F | Impact Capital Partners LLC | 104 318 | 16,67 | 5 009 | 16,81 | ||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 4 118 | 0,64 | 212 | -1,40 | ||||
| 2026-04-30 | 13F | Fortune Financial Advisors, LLC | 8 802 | 97,44 | 423 | 98,12 | ||||
| 2026-04-23 | 13F | Columbia Advisory Partners Llc | 56 271 | 2 702 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 243 552 | 740,97 | 11 695 | 741,97 | ||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 38 993 | 32,02 | 1 872 | 32,20 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 49 223 | 1,16 | 2 364 | 1,24 | ||||
| 2026-05-14 | 13F | Delos Wealth Advisors, LLC | 5 333 | 256 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 24 007 785 | 5,04 | 1 152 854 | 5,15 | ||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 12 063 | 578 | ||||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 24 495 | 7,61 | 1 176 | 7,79 | ||||
| 2026-04-27 | 13F | Symmetry Partners, LLC | 918 233 | 3,88 | 44 094 | 3,99 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 6 805 | 327 | ||||||
| 2026-05-14 | 13F | Cowa, Llc | 16 827 | 30,31 | 808 | 30,53 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 207 170 | 14,63 | 9 948 | 8,60 | ||||
| 2026-04-24 | 13F | Alexis Investment Partners, LLC | 195 036 | 18,59 | 9 022 | 13,86 | ||||
| 2026-05-15 | 13F | EFG International AG | 18 945 | 205,81 | 910 | 206,06 | ||||
| 2026-05-04 | 13F | Brickley Wealth Management | 40 613 | 0,00 | 1 950 | 0,10 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 16 341 | 0,52 | 785 | 0,64 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 55 284 | 501,57 | 2 655 | 503,18 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 11 875 | 9,04 | 570 | 9,20 | ||||
| 2026-05-15 | 13F | Shufro Rose & Co Llc | 85 713 | 1,76 | 4 116 | 1,86 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 72 459 | 35,39 | 3 479 | 35,53 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 5 502 | 103,63 | 271 | 110,08 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 36 579 | 8,95 | 1 757 | 9,07 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 1 451 324 | 12,56 | 69 693 | 12,67 | ||||
| 2026-04-23 | 13F | Oregon Pacific Wealth Management, LLC | 7 458 | 42,49 | 358 | 42,63 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 17 600 | 173,46 | 845 | 174,35 | ||||
| 2026-04-14 | 13F | Heirloom Wealth Management | 8 021 | 385 | ||||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 32 296 | 77,26 | 1 551 | 77,35 | ||||
| 2026-05-05 | 13F | Rollins Financial Advisors, LLC | 56 543 | 245,03 | 2 715 | 245,42 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 619 464 | 15,32 | 29 747 | 15,45 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 5 358 | 257 | ||||||
| 2026-04-28 | 13F | Unison Advisors LLC | 89 871 | 2,86 | 4 316 | 2,96 | ||||
| 2026-05-06 | 13F | Kiker Wealth Management, LLC | 13 443 | 646 | ||||||
| 2026-04-22 | 13F | Straight Path Wealth Management | 294 940 | 4,32 | 14 163 | 4,43 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1 102 223 | 8,00 | 52 929 | 8,11 | ||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 188 | 9 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 331 656 | 222,80 | 15 927 | 223,13 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 476 824 | 2,65 | 22 898 | 2,76 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 650 | 31 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 914 | 1,56 | 44 | 0,00 | ||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 49 224 | 1,16 | 2 364 | 1,24 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 11 842 | 32,91 | 569 | 33,02 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 518 | 144,34 | 25 | 140,00 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 73 150 | 4,50 | 3 513 | 4,62 | ||||
| 2026-04-27 | 13F | Independent Solutions Wealth Management, LLC | 83 057 | 70,66 | 3 988 | 70,87 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 577 | 28 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 70 753 | 137,88 | 3 398 | 138,22 | ||||
| 2026-05-12 | 13F | Creative Planning | 17 022 | 7,69 | 817 | 7,78 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 146 705 | 10,95 | 7 045 | 11,07 | ||||
| 2026-04-07 | 13F | G&S Capital LLC | 22 901 | 1 100 | ||||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 8 513 | 0,22 | 409 | 0,25 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 324 | 16 | ||||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 14 378 | 4,96 | 690 | 5,02 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 291 155 | 1 405,84 | 13 981 | 1 347,31 | ||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 63 | 3 | ||||||
| 2026-05-13 | 13F | Archvest Wealth Advisors, Inc. | 184 989 | 3,73 | 8 883 | 3,85 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 5 904 | 0 | ||||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 124 | 6 | ||||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 38 346 | 0,27 | 1 841 | 0,38 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 102 | 131,82 | 5 | 100,00 | ||||
| 2026-05-05 | 13F | West Michigan Advisors, Llc | 35 430 | 544,53 | 1 701 | 546,77 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 403 296 | 19,63 | 19 366 | 19,75 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 42 535 | 1,43 | 2 242 | 10,50 | ||||
| 2026-05-12 | 13F | Kuhn & Co Investment Counsel | 4 326 | 208 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 696 709 | 10,55 | 33 456 | 10,66 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 85 509 | 2,73 | 4 102 | 2,91 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 14 395 | 0,25 | 691 | 0,44 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 126 351 | 58,38 | 5 845 | 52,77 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 213 676 | 4,26 | 10 263 | 4,35 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 21 352 | 46,81 | 1 025 | 47,06 | ||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 256 678 | 1,74 | 12 326 | 1,85 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 1 722 729 | 8,14 | 82 725 | 8,25 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 166 | 8 | ||||||
| 2026-05-15 | 13F | Solano Wealth Investment Advisors LLC | 209 184 | 3,92 | 10 045 | 4,03 | ||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 636 | 31 | ||||||
| 2026-01-22 | 13F | O'Brien Wealth Partners LLC | 4 834 | 232 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 16 848 | 159,28 | 808 | 160,65 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 605 915 | 12,54 | 29 096 | 12,66 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 259 419 | 4,09 | 12 457 | 4,21 | ||||
| 2026-05-15 | 13F | Veridan Wealth LLC | 113 956 | 2,74 | 5 472 | 2,86 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 2 040 | 98 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 39 409 | 9,91 | 1 892 | 10,00 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 28 868 | 1 386 | ||||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 315 194 | 6,26 | 15 136 | 6,37 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 732 214 | 3,35 | 35 161 | 3,46 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 55 266 | 39,14 | 2 654 | 39,27 | ||||
| 2026-04-28 | 13F | RHS Financial, LLC | 78 612 | 6,36 | 3 775 | 6,46 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 10 811 | 519 | ||||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 53 895 | 3,97 | 2 585 | 4,19 | ||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 433 478 | 1,81 | 20 816 | 1,92 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 41 601 | 326,68 | 2 | |||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 121 278 | 28,84 | 5 824 | 28,97 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 49 487 | 13,29 | 2 374 | 13,27 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 29 562 | 24,02 | 1 420 | 24,15 | ||||
| 2026-05-13 | 13F | Valued Retirements, Inc. | 34 091 | 0,09 | 1 637 | 0,24 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 8 198 | 1 819,91 | 394 | 1 865,00 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 67 531 | 9,36 | 3 243 | 9,45 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 8 544 | 14,35 | 410 | 14,53 |
