Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares Self-Driving EV and Tech ETF meliputi Winnow Wealth Llc, Accordant Advisory Group Inc, Moran Wealth Management, LLC, Belvedere Trading LLC, Raymond James Financial Inc, Kilter Group LLC, dan Financial Network Wealth Management LLC .
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-28 | 13F | Moran Wealth Management, LLC | 16,758 | 512 | ||||||
2025-08-13 | 13F | Kilter Group LLC | 1,000 | 31 | ||||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 8,138 | 24.80 | 250 | 29.69 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 1,288 | 0.08 | 39 | 5.41 | ||||
2025-08-08 | 13F | Gts Securities Llc | 56,840 | 1,738 | ||||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 107 | 0.94 | 3 | 0.00 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 145 | 4 | ||||||
2025-08-14 | 13F | Mariner, LLC | 11,449 | 2.58 | 350 | 7.36 | ||||
2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 546 | 0.92 | 17 | 6.67 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 1,520 | 7.04 | 46 | 12.20 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 43,745 | 5.69 | 1,338 | 10.59 | ||||
2025-08-01 | 13F | Belvedere Trading LLC | Call | 7,100 | 217 | |||||
2025-04-29 | 13F | Financial Network Wealth Management LLC | 508 | 0 | ||||||
2025-07-08 | 13F | Nbc Securities, Inc. | 1,771 | 2.37 | 0 | |||||
2025-08-12 | 13F | Winnow Wealth Llc | 85,015 | 2,600 | ||||||
2025-08-08 | 13F | Smithfield Trust Co | 1,135 | 0 | ||||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 1,259 | 0.08 | 38 | 5.56 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 21,191 | 9.68 | 648 | 14.89 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 3,906 | 119 | ||||||
2025-07-25 | 13F | Cwm, Llc | 198 | 4.76 | 0 | |||||
2025-07-24 | 13F | IFP Advisors, Inc | 507 | 0.20 | 16 | 7.14 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-11 | 13F | Principal Securities, Inc. | 177 | 59.46 | 5 | 66.67 | ||||
2025-08-12 | 13F | Accordant Advisory Group Inc | 85,015 | 2,600 | ||||||
2025-08-14 | 13F | Royal Bank Of Canada | 12,571 | 0.89 | 383 | 5.22 | ||||
2025-07-23 | 13F | H&H Retirement Design & Management INC | 32,505 | 6.54 | 1,095 | 33.86 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4 | 0 | ||||||
2025-08-14 | 13F | UBS Group AG | 49,647 | 0.38 | 1,518 | 5.05 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 9,393 | 287 | ||||||
2025-08-11 | 13F | HighTower Advisors, LLC | 9,387 | 1.10 | 287 | 5.90 | ||||
2025-07-16 | 13F | PFS Partners, LLC | 347 | 0.87 | 11 | 0.00 |