Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w iShares Trust - iShares Global Financials ETF, to m.in Miracle Mile Advisors, LLC, Sagespring Wealth Partners, Llc, MGB Wealth Management, LLC, Unique Wealth, Llc, Comprehensive Wealth Management, LLC, TCFG Investment Advisors, LLC, Elevation Advisory Partners LLC, Centerline Wealth Advisors, LLC, OpenArc Corporate Advisory, LLC, Golden State Equity Partners, RWM Asset Management, LLC, Rossby Financial, LCC, SageView Advisory Group, LLC, i Merkkuri Wealth Advisors 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 | BlackRock, Inc. | 40 704 | 23,07 | 4 640 | 16,15 | ||||
| 2026-06-02 | 13F/A | Optiver Holding B.V. | 234 | 27 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 3 527 | 4,19 | 402 | -1,47 | ||||
| 2026-05-08 | 13F | Elevation Advisory Partners LLC | 2 618 | 319 | ||||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 10 937 | 163,86 | 1 247 | 149,20 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 2 100 | 239 | ||||||
| 2026-05-14 | 13F | Comprehensive Wealth Management, LLC | 3 455 | 394 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 2 517 | 16,42 | 287 | 9,58 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 5 139 | 623 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 4 519 | 6,15 | 515 | 0,19 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 15 741 | 639,71 | 1 744 | 578,60 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 148 | 20,33 | 17 | 14,29 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 18 273 | 2 083 | ||||||
| 2026-05-14 | 13F | Gts Securities Llc | 35 062 | 1 296,89 | 3 997 | 1 219,14 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 156 213 | 46,40 | 17 808 | 38,18 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 8 502 | 3,57 | 969 | -2,22 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 1 776 | 202 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 64 017 | 46,37 | 7 298 | 38,15 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 44 220 | 205,91 | 5 041 | 188,72 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 101 103 | 210,11 | 11 526 | 192,74 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 8 750 | 3,67 | 998 | -2,16 | ||||
| 2026-05-15 | 13F | Kcm Investment Advisors Llc | 6 510 | 10,68 | 742 | 4,51 | ||||
| 2026-05-14 | 13F | Virtu Financial LLC | 5 194 | 1 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 1 042 | 11,80 | 120 | 6,25 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 550 | 63 | ||||||
| 2026-05-12 | 13F | Creative Planning | 4 295 | 3,15 | 490 | -2,59 | ||||
| 2026-05-08 | 13F | Banco Santander, S.A. | 75 819 | 26,74 | 8 643 | 19,63 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 1 026 | 11,40 | 117 | 4,50 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 2 554 | 1,51 | 291 | -3,96 | ||||
| 2026-06-01 | 13F | Flagship Wealth Advisors, Llc | 75 | 8 | ||||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 3 503 | 399 | ||||||
| 2026-02-13 | 13F | Barclays Plc | 517 | 62 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 128 | 15 | ||||||
| 2026-05-05 | 13F | LOM Asset Management Ltd | 10 430 | 22,27 | 1 189 | 15,44 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 13 833 | 25,56 | 2 | 0,00 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 5 361 | 611 | ||||||
| 2026-04-14 | 13F | Centerline Wealth Advisors, LLC | 2 027 | 231 | ||||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 92 173 | 10 508 | ||||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 8 070 | 975 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 7 491 | 20,24 | 905 | 20,21 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 388 162 | 2,24 | 44 251 | -3,51 | ||||
| 2026-04-30 | 13F | Cookson Peirce & Co Inc | 4 213 | 3,41 | 480 | -2,44 | ||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 9 286 | 6,41 | 1 059 | 0,38 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 304 | 151,24 | 35 | -5,56 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 13 | 2 | ||||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 400 | 46 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 3 669 | 27,04 | 418 | 20,11 | ||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 2 777 | 317 | ||||||
| 2026-05-14 | 13F | Northern Trust Corp | 10 692 | 1 219 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 2 437 | 45,06 | 278 | 37,13 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 1 | 0 | ||||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 2 180 | 55,38 | 249 | 46,75 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 3 915 | 5,75 | 446 | -0,45 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 135 | 15 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 360 | 41 | ||||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 68 921 | 2 197,37 | 7 857 | 2 070,17 |
