Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w iShares Trust - iShares Russell 2500 ETF, to m.in Rogco, Lp, Spartan Wealth Advisory Services LLC, Steward Partners Investment Advisory, Llc, CIBC Bancorp USA Inc., Pinnacle Wealth Management Advisory Group, LLC, Pinnacle Associates Ltd, Qrg Capital Management, Inc., Mechanics Financial Corp, Trust Co Of Oklahoma, Betterment LLC, Renaissance Technologies Llc, STAR Financial Bank, MainStreet Investment Advisors LLC, Wiley Bros.-aintree Capital, Llc, Value Investment Professionals, LLC, Park Edge Advisors, LLC, Stifel Financial Corp, First Citizens Bank & Trust Co, Ieq Capital, Llc, i Savvy Advisors, 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 | MAI Capital Management | 60 132 | 0,15 | 4 591 | 2,04 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 40 | 1 233,33 | 3 | |||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 85 | 7 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 132 395 | 16,36 | 10 | 25,00 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 47 738 | 18,91 | 3 645 | 21,14 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 660 039 | 2,33 | 50 383 | 4,24 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 6 002 | 4,40 | 0 | |||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 3 058 941 | 485,34 | 233 550 | 496,37 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 1 293 | -2,27 | ||||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 290 | 22 | ||||||
| 2026-05-15 | 13F | Westwood Holdings Group Inc | 260 967 | 29,15 | 19 925 | 31,58 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 445 063 | 24,69 | 33 971 | 27,00 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 3 937 624 | 74,07 | 295 086 | 108,58 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 513 | 0,20 | 39 | 2,63 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 157 244 | 18,34 | 12 006 | 20,57 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 54 519 | 15,85 | 4 163 | 18,04 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 736 | 3 988,89 | 56 | 5 500,00 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 8 385 | 12,05 | 640 | 14,29 | ||||
| 2026-04-14 | 13F | Value Investment Professionals, LLC | 3 750 | 348 | ||||||
| 2026-05-12 | 13F | WorthPointe, LLC | 51 841 | 216,86 | 3 958 | 222,84 | ||||
| 2026-05-14 | 13F | Dixon Mitchell Investment Counsel Inc. | 34 | 3 | ||||||
| 2026-04-27 | 13F | USAdvisors Wealth Management, LLC | 11 450 | 0,20 | 1 | |||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 23 720 | 1 811 | ||||||
| 2026-05-08 | 13F | SHP Wealth Management | 665 | 0,15 | 51 | 2,04 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 13 446 | 17,61 | 1 036 | 20,91 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 2 799 | 214 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 4 340 | 8,01 | 331 | 9,97 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 25 930 | 12,96 | 1 980 | 15,06 | ||||
| 2026-04-06 | 13F | CX Institutional | 69 706 | 4,04 | 5 | 0,00 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 754 | 58 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 940 389 | 7,21 | 71 799 | 9,23 | ||||
| 2026-05-05 | 13F | UBS Group AG | 583 871 | 46,30 | 44 579 | 49,05 | ||||
| 2026-04-20 | 13F | Trust Co Of Oklahoma | 5 785 | 442 | ||||||
| 2026-05-06 | 13F | Mechanics Financial Corp | 11 396 | 870 | ||||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 64 484 | 4 923 | ||||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 3 102 | 237 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 3 770 | 288 | ||||||
| 2026-05-12 | 13F | Sfmg, Llc | 4 945 | 1,71 | 378 | 3,57 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 382 | 423,29 | 29 | 460,00 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 4 597 | 351 | ||||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 358 | 150,35 | 27 | 170,00 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 123 152 | 39,70 | 9 403 | 42,33 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 31 934 | 286,24 | 2 438 | 293,86 | ||||
| 2026-04-20 | 13F | Park Edge Advisors, LLC | 3 411 | 260 | ||||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 4 846 | 0,25 | 370 | 2,21 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 5 768 | 41,75 | 440 | 44,74 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 7 790 | 76,56 | 581 | 76,06 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 1 247 | 14,40 | 93 | 16,25 | ||||
| 2026-05-08 | 13F | STAR Financial Bank | 4 905 | 374 | ||||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 15 868 | 2,25 | 1 199 | 3,18 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 9 114 | 235,07 | 702 | 240,78 | ||||
| 2026-05-14 | 13F | Betterment LLC | 5 083 | 0 | ||||||
| 2026-05-07 | 13F | Little House Capital Llc | 6 251 | 2,37 | 477 | 4,38 | ||||
| 2026-05-11 | 13F | MainStreet Investment Advisors LLC | 3 784 | 289 | ||||||
| 2026-04-08 | 13F | Bill Few Associates, Inc. | 4 816 | 80,44 | 368 | 83,50 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 42 609 | 253,34 | 3 665 | 274,74 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 11 197 | 0,01 | 855 | 1,79 | ||||
| 2026-05-12 | 13F | Legacy Advisory Services, LLC | 7 583 | 10,38 | 579 | 12,45 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 17 218 | 4,14 | 1 315 | 6,14 | ||||
| 2026-04-10 | 13F | Piscataqua Savings Bank | 220 | 17 | ||||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 2 155 | 165 | ||||||
| 2026-04-22 | 13F | Spire Wealth Management | 2 300 | 1,55 | 176 | 3,55 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 21 146 | 1 614 | ||||||
| 2026-05-06 | 13F | Atlantic Trust, LLC | 1 927 | 147 | ||||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 54 231 | 20,21 | 4 141 | 22,49 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 5 231 | 0,02 | 399 | 2,05 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 20 988 | 1 602 | ||||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 51 411 | 44,17 | 3 925 | 46,89 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 13 051 | 996 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 27 679 | 0,29 | 2 113 | 2,18 | ||||
| 2026-05-14 | 13F | Fuller & Thaler Asset Management, Inc. | 74 449 | 244,48 | 5 684 | 251,08 | ||||
| 2026-05-04 | 13F | Rogco, Lp | 111 111 | 8 483 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 22 390 | 1 709 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 90 844 | 1,32 | 6 936 | 3,18 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 24 155 | 12,97 | 1 844 | 15,11 | ||||
| 2026-04-23 | 13F | O'Connor Financial Group LLC | 5 029 | 1,68 | 384 | -3,28 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 6 548 | 12,08 | 500 | 14,19 | ||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 11 147 | 0,04 | 851 | 1,92 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 2 733 | 1,04 | 209 | 2,97 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 502 333 | 6,64 | 38 387 | 8,75 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 4 396 | 50,96 | 336 | 53,67 | ||||
| 2026-04-24 | 13F | Kendall Capital Management | 354 936 | 0,59 | 27 099 | 2,48 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 7 962 | 2,79 | 608 | 4,66 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 45 647 | 1,64 | 3 485 | 3,57 | ||||
| 2026-05-12 | 13F | Bank of Jackson Hole Trust | 780 | 60 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 271 761 | 4,54 | 20 749 | 6,51 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 302 280 | 34,65 | 23 079 | 37,19 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 30 563 | 58,83 | 2 333 | 61,90 | ||||
| 2026-05-14 | 13F | Ballast Financial Advisors LLC | 2 737 | 209 | ||||||
| 2026-05-14 | 13F | Northern Trust Corp | 26 142 | 14,73 | 1 996 | 16,87 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 540 334 | 6,45 | 41 254 | 8,45 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 757 995 | 53,03 | 56 804 | 55,55 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 7 122 | 22,37 | 1 | |||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 2 660 | 203 | ||||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 3 116 | 238 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 13 250 | 0,02 | 1 012 | |||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 5 121 | 20,58 | 391 | 22,96 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 344 333 | 300,97 | 25 395 | 294,62 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 2 625 | 200 | ||||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 949 678 | 27,07 | 72 508 | 29,46 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 5 000 | 382 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 214 790 | 17,78 | 16 399 | 20,00 | ||||
| 2026-05-12 | 13F | Creative Planning | 13 890 | 56,63 | 1 060 | 59,64 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 21 238 | 7,55 | 1 621 | 9,60 | ||||
| 2026-04-27 | 13F | Sierra Summit Advisors Llc | 11 611 | 23,50 | 886 | 25,85 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 187 140 | 7,86 | 14 288 | 9,89 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 3 245 | 248 | ||||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 37 | 3 | ||||||
| 2026-04-29 | 13F | Opulen Financial Group LLC | 2 768 | 0,22 | 211 | 2,43 | ||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 173 045 | 58,35 | 14 885 | 81,77 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 143 458 | 1,69 | 10 953 | 3,60 | ||||
| 2026-05-04 | 13F | Evernest Financial Advisors, LLC | 32 492 | 11,38 | 2 742 | 15,45 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 38 965 | 151,94 | 3 032 | 150,50 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 3 231 | 247 | ||||||
| 2026-04-23 | 13F | Fairman Group, LLC | 7 258 | 83,24 | 554 | 87,16 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 14 139 | 1,17 | 1 | 0,00 | ||||
| 2026-05-07 | 13F | MWA Asset Management | 878 | 326 | ||||||
| 2026-05-11 | 13F | Citigroup Inc | 31 056 | 7,43 | 2 371 | 9,46 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 77 374 | 302,95 | 5 908 | 310,78 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 3 837 | 1,64 | 288 | 1,77 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 1 730 215 | 147 152,34 | 132 102 | 150 014,77 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 276 343 | 33,04 | 21 016 | 35,01 | ||||
| 2026-05-15 | 13F | TRUE Private Wealth Advisors | 4 313 | 0,09 | 329 | 2,17 | ||||
| 2026-05-11 | 13F | Catalyst Financial Partners Llc | 164 192 | 28,02 | 12 536 | 30,43 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 20 988 | 1 602 | ||||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 88 | 62,96 | 7 | 50,00 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 379 860 | 11,44 | 29 002 | 13,54 | ||||
| 2026-05-06 | 13F | Cornerstone Financial Group, LLC /NE/ | 18 779 | 5,36 | 1 598 | 19,63 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 775 | 59 | ||||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 10 832 | 9,11 | 827 | 11,16 | ||||
| 2026-04-27 | 13F | Benchmark Financial Wealth Advisors, LLC | 87 975 | 12,66 | 6 717 | 14,76 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 44 952 | 3 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 105 042 | 39,14 | 8 020 | 41,77 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 89 459 | 14,12 | 6 830 | 16,28 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 126 214 | 14,96 | 9 724 | 18,18 |
