Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares Core U.S. REIT ETF meliputi Glenmede Investment Management, LP, Toronto Dominion Bank, Signal Advisors Wealth, LLC, Silverlake Wealth Management Llc, Kestra Private Wealth Services, Llc, Mma Asset Management Llc, Prairieview Wealth Partners, Llc, Fisher Asset Management, LLC, NFP Retirement, Inc., Merit Financial Group, LLC, SMILX - SMI 50/40/10 Fund, Principia Wealth Advisory, LLC, Dunhill Financial, LLC, Skopos Labs, Inc., Hantz Financial Services, Inc., Nbc Securities, Inc., Breakwater Investment Management, Legacy Wealth Managment, LLC/ID, dan Legacy Investment Solutions, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Buckingham Strategic Partners | 23,243 | 58.76 | 1,315 | 55.87 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 1,057 | 60 | ||||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 23,948 | 2.34 | 1,354 | 0.52 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 6,748 | 48.57 | 382 | 45.98 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 114 | 6 | ||||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 515 | 0.59 | 29 | 0.00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 19,759 | 0.66 | 1 | 0.00 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 5,514 | 10.48 | 312 | 8.36 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 44,226 | 1.88 | 2,501 | 0.04 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 11,714 | 15.83 | 663 | 13.75 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 60,938 | 42.26 | 3,447 | 39.68 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 23,066 | 13.55 | 1,305 | 15.91 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 95 | 1.06 | 5 | 0.00 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 839,331 | 152.04 | 47,473 | 147.49 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 231 | 13 | ||||||
| 2025-07-09 | 13F | Veracity Capital LLC | 4,600 | 260 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 20 | 0 | ||||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 13,693 | 774 | ||||||
| 2025-06-24 | NP | TNMAX - 1290 Multi-Alternative Strategies Fund Class A | 21,720 | 3.18 | 1,215 | -0.16 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 52,693 | 1.21 | 2,980 | -0.60 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 314 | 18 | ||||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 16,324 | 26.28 | 923 | 24.06 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 2,700 | 72.30 | 153 | 68.89 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 7 | 0 | ||||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 279 | 4.89 | 16 | 0.00 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 426,521 | 6.30 | 24,124 | 4.38 | ||||
| 2025-08-14 | 13F | Stamos Capital Partners, L.p. | 49,180 | 63.88 | 2,782 | 60.94 | ||||
| 2025-06-30 | NP | SMILX - SMI 50/40/10 Fund | 1,880 | 105 | ||||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 43,172 | 99.22 | 2,442 | 96.70 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 14,289 | 0.44 | 808 | -1.34 | ||||
| 2025-06-23 | NP | ITDJ - iShares LifePath Target Date 2070 ETF | 563 | 48.55 | 31 | 47.62 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 145,460 | 0.27 | 8,227 | -1.54 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-06-23 | NP | ITDB - iShares LifePath Target Date 2030 ETF | 7,682 | 21.63 | 430 | 17.53 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 6,926 | 0.10 | 392 | -1.76 | ||||
| 2025-08-13 | 13F | Strategic Financial Planning, Inc. | 17,737 | 0.01 | 1,003 | -1.76 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 208,591 | 18.82 | 11,798 | 16.67 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 33,232 | 22.01 | 2 | 0.00 | ||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 16,459 | 97.14 | 931 | 93.75 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 495,503 | 0.35 | 28,343 | -0.35 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 83,314 | 10.34 | 4,712 | 8.35 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 231 | 0 | ||||||
| 2025-08-28 | NP | PODCX - Aristotle Portfolio Optimization Growth Fund Class C | 108,294 | 1.35 | 6,125 | -0.47 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 10,201 | 577 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 631,332 | 15.68 | 35,708 | 13.60 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 4,260 | 241 | ||||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 9,663 | 547 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 164 | 0.61 | 9 | 0.00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 820 | 150.76 | 46 | 155.56 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 87,666 | 615.12 | 5 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 429,265 | 4.52 | 24,279 | 2.63 | ||||
| 2025-08-14 | 13F | Comerica Bank | 11,513 | 12.83 | 651 | 10.90 | ||||
| 2025-08-06 | 13F | Destiny Capital Corp/CO | 15,758 | 20.69 | 891 | 18.48 | ||||
| 2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 16,009 | 58.69 | 905 | 55.77 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 11,663 | 4.14 | 660 | 2.17 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 89,420 | 5,058 | ||||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 7,379 | 0.50 | 417 | -1.18 | ||||
| 2025-07-08 | 13F | Range Financial Group LLC | 15,050 | 0.43 | 851 | -1.39 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 235,741 | 14.42 | 13,334 | 12.36 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 21,685 | 1,226 | ||||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 154,836 | 30.02 | 8,758 | 27.67 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 573 | 0.70 | 32 | 0.00 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 68,507 | 15.84 | 3,875 | 13.74 | ||||
| 2025-07-09 | 13F | Post Resch Tallon Group Inc. | 35,257 | 1.11 | 1,994 | 0.25 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 3,706 | 0.62 | 210 | -1.42 | ||||
| 2025-08-14 | 13F | Disciplina Capital Management LLC | 665,918 | 572.52 | 37,664 | 560.42 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 4,232 | 239 | ||||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 555 | 101.82 | 31 | 106.67 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT Multi-Alternative Strategies Portfolio Class IB | 12,180 | 14.91 | 689 | 12.79 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 257 | 15 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 3,865 | 219 | ||||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 67,538 | 1.78 | 3,820 | -0.08 | ||||
| 2025-07-02 | 13F | S. R. Schill & Associates | 284,106 | 3.16 | 16,069 | 1.30 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 318,723 | 0.20 | 18,027 | -1.61 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 14,552 | 44.18 | 823 | 41.65 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 70,733 | 150.87 | 4,001 | 146.31 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,602,846 | 4.53 | 90,657 | 2.65 | ||||
| 2025-08-28 | NP | POCAX - Aristotle Portfolio Optimization Moderate Fund Class A | 116,153 | 98.21 | 6,570 | 94.64 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 2,220 | 50.00 | 126 | 47.06 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 16,676 | 943 | ||||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 40,707 | 0.25 | 2,302 | -1.54 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 3,886 | 8.40 | 220 | 6.31 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 26,031 | 50.29 | 1,472 | 47.64 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 218,410 | 24.93 | 12,352 | 22.66 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 738,880 | 1.50 | 41,791 | -0.33 | ||||
| 2025-06-23 | NP | IRTR - iShares LifePath Retirement ETF | 3,378 | 13.05 | 189 | 9.30 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 23,922 | 13.29 | 1,353 | 11.27 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 100 | 0 | ||||||
| 2025-07-09 | 13F | Biltmore Wealth Management, LLC | 198,789 | 1.77 | 11,244 | -0.07 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 38,061 | 18.92 | 2,153 | 16.77 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 14,828 | 30.45 | 839 | 28.13 | ||||
| 2025-07-11 | 13F | Windsor Capital Management, LLC | 60,368 | 3.39 | 3,414 | 1.52 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 7,638 | 3.38 | 432 | 1.65 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 37,708 | 13.12 | 2,146 | 14.15 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 19,174 | 0.86 | 1,085 | -1.00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 264,058 | 0.69 | 14,946 | -1.12 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 147,716 | 9.35 | 8,355 | 7.36 | ||||
| 2025-07-23 | 13F | TPG Financial Advisors, LLC | 104,203 | 9.48 | 5,894 | 7.50 | ||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 195,306 | 0.05 | 11,047 | -1.76 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 155 | 146.03 | 9 | 166.67 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 10,032 | 0.40 | 567 | -1.39 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 248,495 | 9.94 | 14,055 | 7.95 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 9,510 | 5.83 | 538 | 4.47 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2,963 | 7.51 | 168 | 21.01 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 118,102 | 1.25 | 6,680 | -0.58 | ||||
| 2025-08-07 | 13F | Prairieview Wealth Partners, Llc | 8,685 | 491 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 28,721 | 2.77 | 1,624 | 0.93 | ||||
| 2025-08-07 | 13F | Prospect Financial Group LLC | 24,660 | 6.53 | 1,395 | 4.58 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 16,162 | 92.02 | 914 | 88.84 | ||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 9,443 | 69.29 | 534 | 66.36 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 6,414 | 363 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 44,388 | 7.54 | 2,511 | 5.60 | ||||
| 2025-07-09 | 13F | Summit Financial Consulting LLC | 5,465 | 12.38 | 309 | 10.36 | ||||
| 2025-08-13 | 13F | Wrenne Financial Planning LLC | 7,709 | 55.71 | 436 | 52.98 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 37 | 2 | ||||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 18,987 | 0.12 | 1,074 | -1.74 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 2,328 | 0 | ||||||
| 2025-07-31 | 13F | Brighton Jones Llc | 11,095 | 0.39 | 628 | -1.42 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 50,787 | 2,873 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1,068,738 | 12.20 | 60,448 | 10.17 | ||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 6,850 | 47.22 | 387 | 59.26 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 1,116 | 9.84 | 63 | 8.62 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 229,649 | 10.16 | 12,989 | 8.17 | ||||
| 2025-08-08 | 13F | Pacific Life Fund Advisors LLC | 368,099 | 11.84 | 20,820 | 9.82 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 34,872 | 22.50 | 1,972 | 20.32 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 459,255 | 15.52 | 25,975 | 13.44 | ||||
| 2025-08-14 | 13F | Betterment LLC | 10,505 | 5.06 | 1 | |||||
| 2025-08-14 | 13F | IPG Investment Advisors LLC | 11,791 | 13.80 | 667 | 11.74 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 7 | 0 | ||||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 5,815 | 28.20 | 329 | 29.13 | ||||
| 2025-04-22 | 13F | Shum Financial Group, Inc. | 22,082 | 0.07 | 1,272 | 0.55 | ||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 94,718 | 1.54 | 5,357 | -0.28 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1,916 | 1,075.46 | 108 | 1,088.89 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 4,095 | 232 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 23,722 | 0.03 | 1,342 | -1.83 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 6,182 | 52.12 | 350 | 49.15 | ||||
| 2025-06-23 | NP | ITDD - iShares LifePath Target Date 2040 ETF | 18,087 | 23.09 | 1,012 | 19.08 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 37,758 | 14.12 | 2,136 | 12.07 | ||||
| 2025-06-23 | NP | ITDF - iShares LifePath Target Date 2050 ETF | 10,000 | 20.93 | 559 | 16.95 | ||||
| 2025-07-30 | 13F | Covenant Partners, LLC | 551 | 9.11 | 31 | 6.90 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 8,975 | 1.26 | 508 | -0.59 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 4,729 | 33.59 | 0 | |||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 337,807 | 4.43 | 19,106 | 2.54 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 9,302 | 53.78 | 526 | 51.15 | ||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 578,431 | 33.06 | 32,988 | 24.09 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 1,597,293 | 90,343 | ||||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 12,283 | 3.65 | 695 | 1.76 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 3,998 | 0.13 | 226 | -1.31 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 7,426 | 20.24 | 420 | 18.31 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 176 | 282.61 | 10 | 350.00 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 310,212 | 0.66 | 17,546 | -1.16 | ||||
| 2025-08-14 | 13F | UBS Group AG | 462,463 | 26.64 | 26,157 | 24.35 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 17,536 | 992 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 12,580 | 712 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 4,351 | 1.66 | 246 | 0.00 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 214 | 5,250.00 | 12 | |||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 7 | 0 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 73,730 | 0.92 | 4,170 | -0.90 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 11,013 | 244.16 | 623 | 238.04 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 12,085 | 5.17 | 684 | 3.33 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 7,899 | 5.39 | 447 | 3.48 | ||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 14,967 | 11.47 | 847 | 9.44 | ||||
| 2025-08-13 | 13F | Millington Financial Advisors, LLC | 46,387 | 61.91 | 2,691 | 77.39 | ||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 50,000 | 2,828 | ||||||
| 2025-07-10 | 13F | Moody National Bank Trust Division | 181,580 | 138.91 | 10,270 | 134.64 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 10,709 | 4.97 | 606 | 3.07 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 9,635 | 3.25 | 545 | 1.30 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 47,370 | 18.25 | 2,665 | 16.58 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 5,561 | 45.61 | 315 | 43.38 | ||||
| 2025-07-31 | 13F | Cornerstone Management, Inc. | 126,627 | 2.32 | 7,162 | 0.48 | ||||
| 2025-06-23 | NP | ITDE - iShares LifePath Target Date 2045 ETF | 19,915 | 17.33 | 1,114 | 13.56 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2,251 | 17.55 | 127 | 16.51 | ||||
| 2025-07-25 | 13F | Alpha Financial Partners, LLC | 6,687 | 378 | ||||||
| 2025-07-09 | 13F | Breakwater Investment Management | 80 | 5 | ||||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 105 | 6 | ||||||
| 2025-07-10 | 13F | Envision Financial LLC | 50,315 | 2.13 | 2,846 | 0.28 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 36,840 | 2.41 | 2,084 | 0.53 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 43,255 | 4.20 | 2,446 | 2.30 | ||||
| 2025-06-23 | NP | ITDG - iShares LifePath Target Date 2055 ETF | 3,411 | 6.63 | 191 | 2.70 | ||||
| 2025-06-23 | NP | ITDH - iShares LifePath Target Date 2060 ETF | 1,910 | 20.43 | 107 | 16.48 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 2,049 | 0.54 | 116 | -1.71 | ||||
| 2025-06-23 | NP | ITDI - iShares LifePath Target Date 2065 ETF | 1,779 | 12.17 | 100 | 8.79 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 19,575 | 61.46 | 1,107 | 58.60 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 13,894 | 0.09 | 786 | -1.75 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 212 | 0.95 | 12 | -8.33 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 13,814 | 0.77 | 792 | 0.25 | ||||
| 2025-07-24 | 13F | Trust Co of Tennessee | 996,933 | 0.46 | 56,387 | -1.35 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 4,175,040 | 6.84 | 236,140 | 4.91 | ||||
| 2025-06-23 | NP | ITDC - iShares LifePath Target Date 2035 ETF | 14,417 | 25.16 | 806 | 21.02 | ||||
| 2025-04-28 | 13F | Horizon Financial Services, Llc | 0 | 0 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 300 | 17 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 33,607 | 9.92 | 1,901 | 7.89 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 262 | 4.38 | 15 | 0.00 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 2,726 | 6,715.00 | 154 | 7,600.00 |
