Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares Global Equity Factor ETF meliputi Daymark Wealth Partners, Llc, Ignite Planners, LLC, 3Chopt Investment Partners, LLC, 5T Wealth, LLC, Blue Oak Capital, LLC, Lake Street Financial Llc, Nwam Llc, Comerica Bank, Whittier Trust Co Of Nevada Inc, Farther Finance Advisors, LLC, Twin Peaks Wealth Advisors, LLC, Paladin Advisory Group, LLC, dan National Bank Of Canada /fi/ .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
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| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 95 | 5 | ||||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 6,122 | 0.94 | 295 | 13.90 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,820 | 3.70 | 88 | 16.00 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 25 | 1 | ||||||
| 2025-08-08 | 13F | Creative Planning | 23,546 | 0.64 | 1,135 | 13.29 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 1,509 | 73 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 16,735 | 1.47 | 807 | 14.16 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 143 | 7 | ||||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 38,511 | 1,856 | ||||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 9,117 | 24.63 | 439 | 40.26 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 295 | 15 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 393,806 | 74,203.02 | 18,980 | 86,168.18 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 89,174 | 4,298 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 57,865 | 6,838.25 | 2,789 | 7,865.71 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 16,174 | 4.67 | 780 | 17.85 | ||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 35,862 | 1,728 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 113,624 | 5 | ||||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 10,337 | 498 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,418 | 117 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 100 | 5 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 874 | 42 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 1,529 | 0.86 | 74 | 14.06 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 25,078 | 66.34 | 1,209 | 87.29 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 454 | 22 | ||||||
| 2025-08-07 | 13F | Nwam Llc | 9,437 | 463 | ||||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 56,921 | 2,767 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1,093 | 53 | ||||||
| 2025-07-29 | 13F | Cohalo Advisory LLC | 4,321 | 208 | ||||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 37,661 | 1,815 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 2,561 | 123 |
