Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w BlackRock ETF Trust - iShares U.S. Carbon Transition Readiness Aware Active ETF, to m.in Skyline Advisors, Inc., Navigation Group, LLC, Brendel Financial Advisors LLC, Hrt Financial Lp, Vantus Wealth LLC, Advyzon Investment Management, LLC, Gts Financial, Llc, J.w. Cole Advisors, Inc., Fifth Third Bancorp, Plan Group Financial, LLC, Legacy Financial Group LLC, CIBC Private Wealth Group, LLC, EFG International AG, Western Wealth Management, LLC, Wellington Grp LLC, SageView Advisory Group, LLC, i Vanguard Advisers 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 17 307 | 168,62 | 1 214 | 154,30 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 1 720 | 2,02 | 121 | -3,23 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 8 784 | 7,12 | 616 | 1,48 | ||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 82 480 | 411,41 | 5 785 | 384,42 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 2 280 | 377,99 | 160 | 354,29 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 95 488 | 5,78 | 6 698 | 0,15 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 3 738 | 10,85 | 262 | 5,22 | ||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 5 128 | 0,85 | 360 | -4,52 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 22 879 | 0,26 | 1 695 | 2,36 | ||||
| 2026-04-08 | 13F | Ehrlich Financial Group | 3 012 | 6,17 | 211 | 0,48 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 48 | 4 | ||||||
| 2026-04-30 | 13F | Csenge Advisory Group | 3 713 | 1,89 | 260 | -3,35 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 6 099 | 21,16 | 428 | 14,78 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 4 145 | 0,34 | 291 | -6,45 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 896 | 63 | ||||||
| 2026-04-15 | 13F | Brendel Financial Advisors LLC | 13 056 | 916 | ||||||
| 2026-05-14 | 13F | Hrt Financial Lp | 10 516 | 1 | ||||||
| 2026-05-19 | 13F | Gts Financial, Llc | 5 178 | 314 | ||||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 8 314 | 11,30 | 583 | 5,42 | ||||
| 2026-04-22 | 13F | Avise Financial Cooperative, Inc. | 112 896 | 11,35 | 7 918 | 5,42 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 2 265 | 67,16 | 159 | 58,00 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 30 216 | 12,91 | 2 137 | 7,77 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 82 786 | 2,44 | 5 806 | -3,02 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 5 448 | 382 | ||||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 5 177 | 7,12 | 363 | 1,40 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 45 036 | 9,83 | 3 159 | 3,95 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 14 | 1 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 60 901 | 82,78 | 4 271 | 73,06 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 5 448 | 0,04 | 382 | -5,21 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 23 145 | 43,72 | 1 623 | 36,04 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 52 689 | 377,56 | 3 695 | 352,26 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 2 225 | 34,20 | 156 | 27,87 | ||||
| 2026-05-11 | 13F | West Wealth Group, LLC | 10 066 | 0,57 | 706 | -4,72 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 536 | 570,00 | 38 | 640,00 | ||||
| 2026-05-04 | 13F | Legacy Financial Group LLC | 2 931 | 206 | ||||||
| 2026-05-15 | 13F | EFG International AG | 970 | 68 | ||||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 5 178 | 25,34 | 363 | 18,63 | ||||
| 2026-05-12 | 13F | Ally Invest Advisors Inc. | 4 929 | 0,90 | 346 | -4,43 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 3 369 | 43,06 | 238 | 36,78 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 38 | 3 | ||||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 6 073 | 450 | ||||||
| 2026-05-14 | 13F | Gts Securities Llc | 37 400 | 2 623 | ||||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 3 683 | 258 | ||||||
| 2026-05-06 | 13F | Eq Llc | 13 700 | 11,45 | 961 | 5,49 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 227 | 122,55 | 16 | 150,00 | ||||
| 2026-05-14 | 13F | Endeavor Private Wealth, Inc. | 6 149 | 40,29 | 431 | 33,02 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 29 847 | 204,03 | 2 093 | 187,90 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 736 | 894,59 | 52 | -5,56 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 60 786 | 90,05 | 4 263 | 79,95 | ||||
| 2026-04-16 | 13F | Lifelong Wealth Advisors, Inc. | 14 884 | 1,37 | 1 044 | -4,05 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 3 687 | 4,18 | 259 | -1,53 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 2 599 | 4,08 | 193 | 6,08 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 15 296 | 92,89 | 1 073 | 82,62 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 6 149 | 56,50 | 431 | 48,11 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 40 506 | 11,92 | 41 | -98,51 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 382 | 27 | ||||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 7 986 | 2,10 | 560 | -3,28 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 5 063 | 10,07 | 355 | 4,41 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 22 747 | 1,92 | 1 595 | -3,51 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 392 | 28 | ||||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 11 089 | 10,33 | 778 | 4,44 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 25 | 1 150,00 | 2 | |||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 7 985 | 13,29 | 560 | 7,28 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 3 203 | 71,10 | 225 | 62,32 | ||||
| 2026-04-20 | 13F | Skyline Advisors, Inc. | 17 960 | 1 260 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 14 892 | 5,71 | 1 132 | 6,89 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 10 574 | 0,08 | 742 | -5,24 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 3 188 | 224 | ||||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 2 950 | 207 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 1 375 | 102 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 12 558 | 1,88 | 886 | -3,07 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 108 | 8 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 321 | 23 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 52 994 | 19,83 | 3 717 | 13,43 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 52 549 | 0,66 | 3 686 | -4,71 | ||||
| 2026-05-05 | 13F | Navigation Group, LLC | 14 154 | 993 |
