Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares Morningstar Mid-Cap Growth ETF meliputi Congress Wealth Management LLC / DE /, GGM Financials LLC, Summit Wealth Group Llc / Co, Vista Investment Partners Ii, Llc, Trilogy Capital Inc., Summit Financial, LLC, rebel Financial LLC, Johnson Investment Counsel Inc, Wolverine Trading, Llc, Secure Asset Management, LLC, Brookwood Investment Group LLC, Procyon Private Wealth Partners, LLC, Lansing Street Advisors, Aqr Capital Management Llc, American National Bank, Strategic Wealth Partners, Ltd., EP Wealth Advisors, Inc., Quaker Wealth Management, LLC, Quest 10 Wealth Builders, Inc., dan Creekmur Asset 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.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Money Concepts Capital Corp | 17,239 | 1.42 | 1,383 | 13.92 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 42,350 | 24.50 | 3,398 | 39.85 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 2,497 | 200 | ||||||
| 2025-07-23 | 13F | GGM Financials LLC | 53,862 | 4,321 | ||||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 3,352 | 269 | ||||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 266 | 19 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 6,091 | 5.93 | 489 | 34.07 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 8,347 | 13.70 | 670 | 27.67 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2,133,487 | 6.08 | 171,170 | 19.14 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 5,964 | 3.22 | 479 | 16.02 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 30,804 | 3.99 | 2,471 | 10.46 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 336 | 27 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 17,653 | 57.52 | 1,406 | 76.19 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 6,925 | 556 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 4,102 | 2.47 | 329 | 15.44 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 331,524 | 16.54 | 26,598 | 30.90 | ||||
| 2025-08-12 | 13F | Landing Point Financial Group, LLC | 2,720 | 218 | ||||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 128,055 | 37.29 | 10,274 | 54.20 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 9,914 | 2.34 | 795 | 15.05 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 36,298 | 2,912 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 344,483 | 7.10 | 27,638 | 20.30 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,014,690 | 4.53 | 81,409 | 17.41 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 18,115 | 4.18 | 1,453 | 16.99 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 255,590 | 37.99 | 20,506 | 54.99 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 136,006 | 9.02 | 10,912 | 22.44 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1,098 | 83 | ||||||
| 2025-07-09 | 13F | Capital Wealth Management, Llc | 172,391 | 6.78 | 13,831 | 19.93 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 4,735 | 0.15 | 380 | 12.46 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 28,849 | 3.31 | 2,355 | 16.82 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 2,535 | 203 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 76,060 | 6,102 | ||||||
| 2025-07-16 | 13F | Kendall Capital Management | 3,065 | 0.07 | 246 | 12.39 | ||||
| 2025-07-23 | 13F | Family Legacy, Inc. | 38,140 | 1.27 | 3,060 | 13.72 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1,848 | 31.06 | 148 | 48.00 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 96,377 | 0.74 | 7,732 | 13.16 | ||||
| 2025-07-16 | 13F | American National Bank | 2,512 | 202 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 23 | 76.92 | 2 | |||||
| 2025-08-07 | 13F | Addison Advisors LLC | 7,710 | 21.04 | 619 | 35.82 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 31,410 | 23.01 | 2,520 | 38.23 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 4,680 | 20.68 | 376 | 35.38 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 2,562 | 206 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 21,290 | 1.27 | 1,708 | 13.79 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 623 | 31.16 | 50 | 48.48 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 4,065 | 0.17 | 330 | 22.68 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 2,596 | 208 | ||||||
| 2025-07-15 | 13F | McAdam, LLC | 19,563 | 280.01 | 1,570 | 327.52 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 2,524 | 203 | ||||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 40,603 | 5.26 | 3,281 | 18.40 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 972,592 | 3.14 | 78,031 | 15.85 | ||||
| 2025-08-12 | 13F | Chaney Capital Management, Inc. | 50,816 | 9.22 | 4,077 | 22.66 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 20,764 | 7.03 | 1,666 | 20.22 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 35,027 | 1.93 | 2,810 | 14.51 | ||||
| 2025-07-15 | 13F | Forte Capital Llc /adv | 68,994 | 8.09 | 5,535 | 21.41 | ||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 9,504 | 13.12 | 763 | 27.00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 74 | 155.17 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 3,569 | 286 | ||||||
| 2025-07-25 | 13F | Concord Wealth Partners | 1,076 | 86 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 613,744 | 0.22 | 49 | 13.95 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 4,601 | 0.07 | 369 | 12.50 | ||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 34,053 | 138.23 | 2,732 | 167.58 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 2,647 | 13.36 | 211 | 26.51 | ||||
| 2025-08-13 | 13F | Rockport Wealth LLC | 405,015 | 32,494 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 204,815 | 4.96 | 16,432 | 17.89 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 613 | 29.32 | 49 | 48.48 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 5,020 | 0.02 | 403 | 12.29 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 4,706 | 12.88 | 378 | 26.94 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 2,608 | 209 | ||||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 37,304 | 2,993 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 3,285 | 264 | ||||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 14,877 | 85.22 | 1,194 | 108.20 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 63,701 | 26.89 | 5,111 | 42.54 | ||||
| 2025-07-09 | 13F | First Bank & Trust | 9,425 | 21.63 | 756 | 36.71 | ||||
| 2025-07-07 | 13F | Verde Capital Management | 63,803 | 7.71 | 5,119 | 20.96 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 27,499 | 0.04 | 2,206 | 12.38 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 13,681 | 6.31 | 1,098 | 19.37 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 195,304 | 5.88 | 15,669 | 18.92 | ||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 719 | 43.80 | 58 | 62.86 | ||||
| 2025-07-14 | 13F | LaFleur & Godfrey LLC | 9,657 | 0.31 | 775 | 12.66 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 186,218 | 1.26 | 15 | 7.69 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 354,086 | 7.57 | 28,670 | 25.40 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 182 | 15 | ||||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 226,108 | 1.20 | 18,141 | 13.67 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 5,493 | 19.26 | 441 | 33.74 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 21,558 | 9.23 | 1,730 | 22.71 | ||||
| 2025-07-11 | 13F | OxenFree Capital LLC | 80,414 | 4.47 | 6,452 | 26.09 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 112,897 | 3.64 | 9,058 | 16.40 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 48,213 | 0.85 | 3,868 | 13.30 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 9,325 | 3.61 | 748 | 16.51 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 16,892 | 5.38 | 1,355 | 18.34 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 61,708 | 1.53 | 4,951 | 14.03 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 131,523 | 2.15 | 10,552 | 14.75 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 3,684 | 296 | ||||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 127 | 10 | ||||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 9,317 | 8.22 | 748 | 21.66 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 15,267 | 11.81 | 1,225 | 25.54 | ||||
| 2025-08-07 | 13F | Vista Investment Partners Ii, Llc | 7,566 | 607 | ||||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 3,845 | 0.18 | 308 | 12.41 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 55,966 | 5.54 | 4,489 | 18.73 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 3,423 | 275 | ||||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 7,820 | 5.52 | 627 | 18.53 | ||||
| 2025-07-16 | 13F | Marmo Financial Group, LLC | 111,569 | 1.47 | 8,951 | 13.98 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 4,536 | 0.18 | 364 | 12.38 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 3,776 | 303 | ||||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 635,237 | 3.62 | 50,965 | 16.39 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 63 | 5 | ||||||
| 2025-05-12 | 13F | Sandy Spring Bank | 52 | 4 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 30,694 | 1.58 | 2,463 | 14.09 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 4,959 | 398 | ||||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 49,020 | 19.53 | 3,933 | 34.24 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 8,289 | 27.02 | 665 | 42.70 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 2,455 | 197 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 781,778 | 7.57 | 62,722 | 20.82 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 76,543 | 14.02 | 6,141 | 28.07 | ||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 34,120 | 1.46 | 2,737 | 13.95 | ||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 186,218 | 1.26 | 14,940 | 13.73 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 1,316 | 0 | ||||||
| 2025-08-08 | 13F | TD Capital Management LLC | 720 | 0.14 | 58 | 11.76 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB | 109,080 | 8.24 | 8,751 | 21.58 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 1,556 | 0.19 | 125 | 12.73 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 3,555 | 0.88 | 285 | 13.55 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 60,957 | 176.00 | 4,891 | 210.08 | ||||
| 2025-08-06 | 13F | DDFG, Inc | 37,684 | 6.85 | 3,023 | 20.01 | ||||
| 2025-08-14 | 13F | Betterment LLC | 24,515 | 10.67 | 2 | 0.00 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 4,844 | 774.37 | 389 | 894.87 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 5,689 | 2.71 | 456 | 15.44 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,842 | 0.04 | 228 | 11.76 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 66,253 | 91.63 | 5,315 | 115.27 | ||||
| 2025-07-08 | 13F | Ptm Wealth Management, Llc | 119,309 | 12.31 | 9,699 | 44.10 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 13,037 | 74.81 | 1,046 | 96.43 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 4,477 | 359 | ||||||
| 2025-08-13 | 13F | Granite Investment Partners, LLC | 2,209 | 177 | ||||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 2,638 | 212 | ||||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 387,221 | 5.90 | 31,067 | 19.04 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 7,318 | 16.21 | 587 | 30.73 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 5,727 | 2.01 | 459 | 14.46 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 4,469 | 18.29 | 359 | 33.09 | ||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 32,709 | 128.13 | 2,624 | 142.51 | ||||
| 2025-09-03 | 13F | American Trust | 93,044 | 7,465 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 94,763 | 6.71 | 7,603 | 19.85 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 14,816 | 4.50 | 1,189 | 17.39 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 42,409 | 0.17 | 3 | 0.00 | ||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 31,642 | 13.06 | 2,539 | 26.96 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 6,823 | 40.97 | 547 | 58.55 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 4,985 | 3.29 | 400 | 15.99 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 11,258 | 903 | ||||||
| 2025-08-14 | 13F | Tandem Financial, LLC | 89,169 | 34.23 | 7,154 | 50.80 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 92,614 | 4.83 | 7 | -99.89 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1,784 | 143 | ||||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 3,746 | 0.11 | 301 | |||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 4,438 | 17.47 | 359 | 33.09 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 52 | 4 | ||||||
| 2025-07-15 | 13F | Unified Investment Management | 4,748 | 0.74 | 381 | 13.10 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 130,413 | 6.52 | 10,463 | 19.65 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 3,182 | 255 | ||||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 63,638 | 403.78 | 5,106 | 465.96 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 514 | 0.19 | 0 | |||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 21,015 | 6.38 | 1,686 | 19.57 | ||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 78,555 | 2.09 | 6,303 | 14.67 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 16,168 | 274.35 | 1,297 | 321.10 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 3,281 | 261 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 87,601 | 40.50 | 7 | 75.00 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 16,239 | 5.22 | 1,303 | 18.15 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 187,680 | 16.64 | 15,058 | 31.01 |
