Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w iShares Trust - iShares U.S. Transportation ETF, to m.in Phillips Wealth Planners LLC, Savvy Advisors, Inc., Evergreen Wealth Solutions, LLC, Bramshill Investments, LLC, Cassaday & Co Wealth Management LLC, Annis Gardner Whiting Capital Advisors, LLC, Cornerstone Planning Group LLC, Motiv8 Investments LLC, Russell Investments Group, Ltd., SageView Advisory Group, LLC, Murphy & Mullick Capital Management Corp, i Elevate Wealth Advisory, Inc .
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 | Citadel Advisors Llc | Put | 16 700 | 89,77 | 1 246 | 90,08 | |||
| 2026-05-15 | 13F | Citadel Advisors Llc | 84 870 | 6 331 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 3 922 | 0,28 | 293 | 0,34 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 6 996 | 36,40 | 522 | 36,39 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 23 600 | 136,00 | 1 761 | 136,24 | |||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 20 508 | 87,99 | 1 480 | 82,27 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 223 919 | 0,39 | 16 704 | 0,51 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 8 386 | 626 | ||||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 66 988 | 52,05 | 4 997 | 52,25 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 4 099 | 306 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 4 367 | 6,62 | 326 | 6,56 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 13 730 | 1 024 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 54 916 | 1,74 | 4 097 | 1,87 | ||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 1 | 0 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 8 000 | 105,13 | 597 | 105,52 | |||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 5 272 | 393 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 40 517 | 296,72 | 3 023 | 297,63 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 62 500 | 86,57 | 4 662 | 86,78 | |||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 102 300 | 119,06 | 7 632 | 119,34 | |||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 80 | 6 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 1 488 | 111 | ||||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 58 | 1,75 | 4 | 0,00 | ||||
| 2026-05-04 | 13F | Copia Wealth Management | 287 | 61,24 | 21 | 61,54 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 1 650 742 | 91,31 | 123 145 | 91,54 | ||||
| 2026-05-14 | 13F | Phillips Wealth Planners LLC | 5 433 | 435 | ||||||
| 2026-05-11 | 13F | Citigroup Inc | 604 737 | 99,94 | 45 113 | 100,19 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 990 | 54,69 | 74 | 62,22 | ||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 27 749 | 19,51 | 2 070 | 19,65 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 10 733 | 12,32 | 801 | 12,36 | ||||
| 2026-04-06 | 13F | CX Institutional | 7 831 | 20,31 | 1 | |||||
| 2026-05-13 | 13F | Hudson Bay Capital Management LP | 20 008 | 1 493 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 8 277 | 51,43 | 617 | 51,60 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 1 118 | 151,24 | 83 | 151,52 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 408 579 | 26,53 | 30 480 | 26,68 | ||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 10 052 | 0,16 | 750 | 0,27 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 436 409 | 21,48 | 32 556 | 21,63 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 317 | 0,32 | 24 | 0,00 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 27 835 | 236,74 | 2 077 | 237,56 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 4 160 | 1,12 | 310 | 1,31 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 60 | 4 | ||||||
| 2025-12-09 | 13F/A | Tudor Investment Corp Et Al | 19 280 | 1 383 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 2 007 | 33,00 | 150 | 37,96 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 6 199 | 4,50 | 462 | 4,54 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 1 154 | 86 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 12 423 | 109,25 | 935 | 102,38 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 3 044 | 0,07 | 227 | 0,44 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 7 352 | 47,04 | 548 | 47,31 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 77 251 | 8,82 | 5 764 | 8,96 | ||||
| 2026-04-16 | 13F | CPR Investments Inc. | 2 946 | 220 | ||||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 869 | 0,35 | 65 | 0,00 | ||||
| 2026-05-11 | 13F | Manchester Capital Management LLC | 430 | 38,71 | 32 | 39,13 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 888 | 66 | ||||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 404 | 30 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 116 188 | 2,49 | 8 668 | 2,62 | ||||
| 2026-05-05 | 13F | UBS Group AG | 214 146 | 4,72 | 15 975 | 4,85 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 1 917 | 6 290,00 | 143 | 7 050,00 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 16 486 | 385,17 | 1 230 | 385,77 | ||||
| 2026-04-09 | 13F | Herbst Group, Llc | 38 571 | 3,20 | 2 877 | 3,34 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 500 | 37 | ||||||
| 2026-05-08 | 13F | Blair William & Co/il | 2 097 | 6 453,12 | 156 | 7 700,00 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 3 526 | 263 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 5 139 | 35,70 | 383 | 40,96 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 17 399 | 3,37 | 1 | 0,00 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 24 074 | 3,59 | 1 796 | 3,70 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 2 640 | 0,15 | 197 | 0,00 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 4 179 | 0,19 | 312 | 0,32 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 5 243 | 0 | ||||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 220 | 0,46 | 16 | 0,00 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 28 366 | 2,32 | 2 | 0,00 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 17 745 | 2,67 | 1 324 | 2,80 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 46 676 | 774,25 | 3 482 | 777,08 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 1 440 | 140,00 | 108 | 145,45 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 184 | 14 | ||||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 1 805 | 4,34 | 135 | 4,69 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 2 954 | 220 | ||||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 384 | 30 | ||||||
| 2026-05-08 | 13F | Indie Asset Partners, LLC | 21 292 | 35,00 | 1 588 | 35,15 | ||||
| 2026-05-14 | 13F | Menora Mivtachim Holdings Ltd. | 3 190 961 | 2,29 | 238 046 | 2,42 | ||||
| 2026-05-15 | 13F | Capital Wealth Planning, LLC | 3 665 | 273 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 16 475 | 10,17 | 1 229 | 10,32 | ||||
| 2026-05-15 | 13F | J. Goldman & Co LP | 104 574 | 18,01 | 7 801 | 18,16 | ||||
| 2026-05-13 | 13F | Hudson Bay Capital Management LP | Put | 60 000 | 4 476 | |||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 32 807 | 5,72 | 2 378 | 2,85 | ||||
| 2026-05-15 | 13F | Bramshill Investments, LLC | 3 000 | 224 | ||||||
| 2026-04-08 | 13F | Clarus Wealth Advisors | 27 210 | 7,27 | 2 053 | 4,43 | ||||
| 2026-04-07 | 13F | Sage Capital Advisors,llc | 15 946 | 0,33 | 1 190 | 0,42 | ||||
| 2026-05-14 | 13F | Migdal Insurance & Financial Holdings Ltd. | 38 625 | 2 881 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 767 525 | 91,06 | 57 257 | 91,29 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 42 | 3 | ||||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 351 001 | 0,25 | 26 185 | 0,37 | ||||
| 2026-05-05 | 13F | Total Wealth Planning & Management, Inc. | 6 214 | 19,94 | 464 | 19,95 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 14 005 | 1 045 | ||||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 15 782 | 8,25 | 1 177 | 8,38 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 176 | 13 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 119 706 | 12,25 | 8 930 | 12,34 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 100 | 0 | ||||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 500 | 37 | ||||||
| 2026-05-08 | 13F | Retirement Planning Co of New England, Inc. | 12 179 | 0,68 | 909 | 0,78 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 3 212 | 5,59 | 240 | 5,75 | ||||
| 2026-05-12 | 13F | Creative Planning | 22 656 | 4,07 | 1 690 | 4,19 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 2 781 | 207 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 1 819 | 73,07 | 136 | 73,08 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 25 | 2 | ||||||
| 2026-05-15 | 13F | Bedell Frazier Investment Counseling, LLC | 145 339 | 0,99 | 10 842 | 1,12 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 14 800 | 1 104 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 7 118 | 27,70 | 531 | 27,95 |
