Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w iShares Trust - iShares Robotics and Artificial Intelligence Multisector ETF, to m.in Invera Wealth Advisors, LLC, Fortis Advisors, LLC, Natixis Advisors, L.p., Kestra Private Wealth Services, Llc, Antonelli Financial Advisors, LLC, Central Valley Advisors, Llc, Jane Street Group, Llc, Evergreen Wealth Solutions, LLC, Change Path, LLC, Sutton Place Investors Llc, Fft Wealth Management Llc, Wedbush Securities Inc, HBK Sorce Advisory LLC, Valeo Financial Advisors, LLC, Snowden Capital Advisors LLC, Connecticut Capital Management Group, LLC, Apella Capital, LLC, Astoria Portfolio Advisors LLC., Group One Trading, L.p., i Atlantic Edge Private Wealth 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 8 319 | 0,64 | 387 | -2,76 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 5 915 | 275 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 109 366 | 142,02 | 5 089 | 133,72 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 32 232 | 1,06 | 1 500 | -2,41 | ||||
| 2026-05-13 | 13F | Hudock, Inc. | 30 280 | 10,13 | 1 409 | 6,34 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 850 | 40 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 156 171 | 2,60 | 7 266 | -0,91 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 3 601 | 13,13 | 168 | 9,15 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 12 550 | 0,63 | 584 | -2,83 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 15 288 | 136,18 | 711 | 128,62 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 726 | 35 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 44 496 | 8,16 | 2 070 | 4,44 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 94 027 | 50,33 | 4 375 | 45,20 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 13 119 | 75,34 | 632 | 83,72 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 2 671 | 3,25 | 124 | 0,00 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 79 | 4 | ||||||
| 2026-04-27 | 13F | Platform Technology Partners | 16 727 | 33,01 | 778 | 28,60 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 6 900 | 321 | |||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 324 966 | 15 121 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 40 653 | 9,12 | 1 892 | 5,41 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 14 469 | 64,20 | 697 | 72,95 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 29 707 | 1 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 7 600 | 76,74 | 354 | 70,53 | |||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 3 723 | 229 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 234 | 11 | ||||||
| 2026-05-07 | 13F | Wharton Business Group, LLC | 954 917 | 0,02 | 44 432 | -3,40 | ||||
| 2026-05-07 | 13F | Jefferies Financial Group Inc. | 9 725 | 29,34 | 453 | 24,86 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 5 677 | 264 | ||||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 595 | 3,12 | 0 | |||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 8 459 | 491,13 | 394 | 477,94 | ||||
| 2026-04-16 | 13F | VVR Holdings LLC | 27 071 | 25,39 | 1 260 | 21,06 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 5 667 | 264 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 7 145 | 55,02 | 332 | 49,55 | ||||
| 2026-05-06 | 13F | Berbice Capital Management LLC | 8 254 | 15,38 | 384 | 11,63 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1 378 580 | 2,50 | 64 145 | -1,01 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 23 745 | 3,81 | 1 105 | 0,18 | ||||
| 2026-04-16 | 13F | Stephen J. Garry & Associates, Llc | 34 829 | 2,96 | 1 621 | -0,55 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 2 911 | 40,63 | 135 | 36,36 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 4 771 | 8,80 | 222 | 4,74 | ||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 4 416 | 4,22 | 205 | 0,49 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1 272 742 | 14,38 | 59 221 | 10,47 | ||||
| 2026-04-17 | 13F | Cora Capital Advisors Llc | 88 481 | 10,71 | 4 117 | 6,94 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 22 237 | 2,25 | 1 035 | -1,24 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 3 815 | 224 | ||||||
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 1 454 | 68 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 16 484 | 11,09 | 767 | 7,42 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 9 150 | 11,78 | 439 | 11,42 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 165 307 | 7 692 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 10 600 | 146,51 | 493 | 138,16 | |||
| 2026-05-06 | 13F | My Portfolio Guide, LLC | 882 | 41 | ||||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 2 821 | 131 | ||||||
| 2026-04-06 | 13F | CX Institutional | 115 340 | 436,61 | 5 | 400,00 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 9 600 | 447 | |||||
| 2026-05-15 | 13F | Change Path, LLC | 5 535 | 258 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 6 834 | 1,98 | 318 | -1,55 | ||||
| 2026-04-28 | 13F | Antonelli Financial Advisors, LLC | 21 281 | 990 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 481 076 | 42,05 | 22 057 | 35,19 | ||||
| 2026-05-12 | 13F | Creative Planning | 95 088 | 7,46 | 4 424 | 3,78 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 152 683 | 116 451,91 | 7 104 | 118 300,00 | ||||
| 2026-05-13 | 13F | Cascade Investment Group, Inc. | 34 547 | 6,28 | 1 607 | 2,62 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 225 | 10 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 117 317 | 1 676,18 | 5 459 | 1 616,35 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 250 150 | 27,06 | 11 639 | 22,71 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 5 729 | 26,11 | 276 | 33,33 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 198 243 | 12,22 | 9 225 | 8,39 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 5 602 | 18,94 | 261 | 15,04 | ||||
| 2026-05-11 | 13F | Stonebrook Private Inc. | 201 423 | 519,25 | 9 372 | 498,09 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 589 | 5,75 | 28 | 3,70 | ||||
| 2026-05-14 | 13F | Fortis Advisors, LLC | 51 354 | 2 389 | ||||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 14 620 | 30,08 | 680 | 25,69 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 56 403 | 25,10 | 2 624 | 20,81 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 56 | 4 | ||||||
| 2026-02-11 | 13F | Group One Trading, L.p. | 1 561 | 75 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 24 341 | 1 133 | ||||||
| 2026-05-07 | 13F | Tidemark, LLC | 1 871 | 36,47 | 87 | 31,82 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 32 637 | 22,88 | 1 519 | 18,69 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 1 067 | 30,60 | 50 | 25,64 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 17 959 | 9,76 | 836 | 5,96 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 6 481 | 1,20 | 302 | -2,27 | ||||
| 2026-04-17 | 13F | Wealth Management Partners, LLC | 61 658 | 18,83 | 2 869 | 14,77 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 388 269 | 27,59 | 18 066 | 23,22 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 200 | 9 | ||||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 25 865 | 15,00 | 1 203 | 11,08 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 387 | 706,25 | 18 | -5,56 | ||||
| 2026-04-10 | 13F | Connecticut Capital Management Group, LLC | 4 344 | 202 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 28 | -3,57 | ||||||
| 2026-05-19 | 13F | Silicon Valley Capital Partners | 202 | 9 | ||||||
| 2026-04-22 | 13F | Invera Wealth Advisors, LLC | 70 702 | 3 290 | ||||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 3 803 | 5,55 | 177 | 1,73 | ||||
| 2026-05-15 | 13F | Fmr Llc | 6 835 | 20,72 | 318 | 16,91 | ||||
| 2026-04-21 | 13F | Next Level Wealth Planning, LLC | 5 488 | 17,09 | 255 | 13,33 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 1 774 | 122,86 | 83 | 115,79 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 725 | 70,59 | 34 | 65,00 | ||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 9 500 | 13,92 | 442 | 10,22 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 381 972 | 13,40 | 17 773 | 9,52 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 254 | 1,60 | 12 | -8,33 | ||||
| 2026-04-22 | 13F | Sutton Place Investors Llc | 5 350 | 249 | ||||||
| 2026-04-08 | 13F | McNaughton Wealth Management, LLC | 131 168 | 2,50 | 6 103 | -1,01 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 12 928 | 3,21 | 602 | -0,33 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 33 098 | 5,42 | 1 540 | 1,85 | ||||
| 2026-05-14 | 13F | Fft Wealth Management Llc | 5 265 | 245 | ||||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 4 630 | 215 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 35 539 | 99,09 | 1 654 | 92,21 | ||||
| 2026-04-30 | 13F | Opus Capital Group, LLC | 43 028 | 13,15 | 2 | 100,00 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7 880 | 367 | ||||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 1 417 | 26,86 | 66 | 22,64 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 7 426 | 15,40 | 346 | 11,29 | ||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 48 | 2 | ||||||
| 2026-05-13 | 13F | Wealth Management Associates, Inc. | 25 185 | 8,98 | 1 172 | 5,21 | ||||
| 2026-04-27 | 13F | Moran Wealth Management, LLC | 45 767 | 22,61 | 2 130 | 18,41 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 1 281 | 23,05 | 60 | 18,00 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 15 020 | 91,02 | 699 | 84,66 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 23 254 | 13,34 | 1 082 | 9,51 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 4 794 | 0 | ||||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 8 111 | 377 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 218 | 4,81 | 10 | 0,00 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 7 946 | 8,29 | 370 | 4,53 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 40 058 | 52,25 | 1 864 | 47,04 | ||||
| 2026-04-29 | 13F | San Luis Wealth Advisors LLC | 8 540 | 28,50 | 397 | 24,06 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 2 | 0 | ||||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 21 341 | 74,75 | 993 | 68,88 | ||||
| 2026-05-15 | 13F | Quadrature Capital Ltd | 48 421 | 177,69 | 2 253 | 168,21 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 725 | 43,28 | 34 | 37,50 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 31 196 | 1,87 | 1 | 0,00 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 94 437 | 5,41 | 4 394 | 1,81 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 227 912 | 1,40 | 10 605 | -2,08 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 4 758 | 325 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 48 137 | 35,67 | 2 240 | 31,01 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 8 417 | 22,20 | 392 | 18,13 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 7 036 | 4,70 | 327 | 1,24 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 1 019 | 889,32 | 47 | 1 075,00 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 9 911 | 5,80 | 472 | 4,43 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 10 525 | 13,46 | 490 | 9,64 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 16 555 | 770 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 35 724 | 22,73 | 1 662 | 18,54 | ||||
| 2026-05-04 | 13F | Global View Capital Management LLC | 13 438 | 70,49 | 625 | 64,91 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 5 569 | 259 | ||||||
| 2026-05-05 | 13F | Aventura Private Wealth, LLC | 200 | 9 | ||||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 206 | 442,11 | 10 | 800,00 | ||||
| 2026-05-18 | 13F | Alexander Labrunerie & Co., Inc. | 110 731 | 7,86 | 5 152 | 4,16 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 6 160 | 35,59 | 287 | 38,16 | ||||
| 2026-05-13 | 13F | Family Office Research LLC | 10 194 | 0,01 | 474 | -4,24 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 9 144 | 17,31 | 441 | 23,60 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 1 183 | 1,11 | 55 | -1,79 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 14 963 | 11,04 | 696 | 7,24 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 157 217 | 8,73 | 7 315 | 5,01 | ||||
| 2026-04-10 | 13F | BostonPremier Wealth LLC | 96 120 | 4,48 | 4 472 | 0,90 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 84 403 | 82,36 | 3 927 | 76,18 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 6 910 | 42,21 | 333 | 49,55 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 4 450 | 214 | ||||||
| 2026-04-09 | 13F | Central Valley Advisors, Llc | 9 428 | 439 | ||||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 61 | 3 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 59 476 | 2,87 | 2 767 | -0,65 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 58 480 | 13,17 | 2 721 | 9,32 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 36 600 | 100,00 | 1 703 | 93,19 |
