Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares ESG Select Screened S&P Mid-Cap ETF meliputi Miracle Mile Advisors, LLC, Bessemer Group Inc, Caliber Wealth Management, LLC / KS, Wealth Advisory Team LLC, Beta Wealth Group, Inc., Values Added Financial LLC, Bradley Foster & Sargent Inc/ct, Joel Adams & Associates, Inc., Estate Counselors, LLC, Fortress Financial Solutions, LLC, Sound Stewardship, LLC, Signature Estate & Investment Advisors Llc, Berkshire Money Management, Inc., Valley National Advisers Inc, dan Harbor Asset Planning, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Fortress Financial Solutions, LLC | 6,223 | 258 | ||||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 1,175 | 571.43 | 49 | 700.00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 37,055 | 6.00 | 1,538 | 12.59 | ||||
| 2025-07-21 | 13F | Cape Ann Savings Bank | 6,039 | 1.68 | 251 | 7.76 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 75,097 | 1.22 | 3,117 | 7.52 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 29,120 | 3.01 | 1,208 | 9.42 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 14,491 | 601 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 272 | 17.75 | 11 | 22.22 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 678 | 0.30 | 28 | 7.69 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 210 | 0.48 | 9 | 0.00 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 3,690 | 158.95 | 153 | 178.18 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 1,305 | 0.31 | 54 | 8.00 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 19,585 | 40.84 | 813 | 49.54 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 2,594 | 0.31 | 108 | 5.94 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 9,922 | 3.74 | 412 | 10.19 | ||||
| 2025-07-23 | 13F | Optas, LLC | 14,320 | 4.10 | 594 | 10.61 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 6,475 | 5.23 | 269 | 11.67 | ||||
| 2025-07-21 | 13F | Impact Investors, Inc | 6,821 | 0.98 | 283 | 7.60 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 823 | 34 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 26,886 | 38.62 | 1,116 | 47.29 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 12,245 | 508 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 10,046 | 2.85 | 417 | 9.19 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 5,147 | 214 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 123 | 0.82 | 5 | 25.00 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 8,712 | 362 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 588,393 | 9.85 | 24,418 | 16.69 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 18,579 | 133.11 | 771 | 147.91 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 24 | 4.35 | 1 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 13,867 | 126.22 | 575 | 140.59 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 64 | 20.75 | 3 | 0.00 | ||||
| 2025-05-02 | 13F | Napatree Capital Llc | 8,991 | 1.79 | 351 | -4.88 | ||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 5,301 | 220 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 80 | 3 | ||||||
| 2025-08-08 | 13F | Creative Planning | 12,589 | 11.77 | 522 | 18.64 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 8,991 | 373 | ||||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 7,390 | 307 | ||||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 773 | 6.77 | 32 | 14.29 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 30,771 | 2.26 | 1,277 | 8.60 | ||||
| 2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 44,254 | 2.80 | 1,837 | 9.22 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2,540 | 0.99 | 105 | 7.14 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 97,066 | 4 | ||||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1,159 | 15.21 | 48 | 14.29 | ||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 2,816 | 1.15 | 117 | 7.41 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 7,243 | 3.58 | 301 | 9.89 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 21,743 | 4.07 | 902 | 10.54 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 23,095 | 14.34 | 994 | 25.86 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 15,450 | 0.05 | 641 | 6.30 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 12,392 | 0.30 | 514 | 6.64 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 20,394 | 846 | ||||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 141,548 | 4.13 | 5,874 | 10.62 | ||||
| 2025-07-21 | 13F | Financial Council Asset Management Inc | 5,313 | 0.08 | 220 | 6.28 | ||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 17,010 | 706 | ||||||
| 2025-08-01 | 13F | Bessemer Group Inc | 21,985 | 1 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 286,555 | 13.45 | 11,892 | 20.51 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 17,940 | 47.50 | 745 | 56.63 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 8,175 | 6.51 | 339 | 13.38 | ||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 11,724 | 37.59 | 487 | 46.39 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 534,644 | 1.07 | 22,188 | 7.36 | ||||
| 2025-07-10 | 13F | Affiance Financial, LLC | 31,214 | 6.73 | 1,295 | 13.40 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 594 | 266.67 | 25 | 300.00 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 971 | 0 | ||||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 30,794 | 4.07 | 1,278 | 10.47 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 1,000 | 42 | ||||||
| 2025-08-07 | 13F | Weil Company, Inc. | 9,234 | 48.39 | 383 | 57.61 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 7,633 | 7.31 | 317 | 14.08 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 4,517 | 44.59 | 187 | 43.85 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 15,091 | 16.85 | 626 | 24.21 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 136,908 | 10.46 | 5,682 | 17.33 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,961 | 29.10 | 81 | 37.29 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 23,020 | 6.88 | 955 | 13.56 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 2,442 | 0.49 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 14,335 | 7.14 | 595 | 13.79 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 27,676 | 1.62 | 1,149 | 7.89 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 16,030 | 3.38 | 665 | 9.92 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 21,143 | 17.64 | 877 | 24.93 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 7,742 | 1.22 | 321 | 7.72 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 43,066 | 22.74 | 1,787 | 30.44 | ||||
| 2025-07-23 | 13F | Values Added Financial LLC | 14,217 | 590 | ||||||
| 2025-07-25 | 13F | Joel Adams & Associates, Inc. | 8,456 | 351 | ||||||
| 2025-07-18 | 13F | Rogco, Lp | 4,921 | 0.20 | 204 | 6.81 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 20,792 | 9.93 | 863 | 16.80 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 30,014 | 8.53 | 1,246 | 15.28 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 214,676 | 13.71 | 8,909 | 20.80 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 11,339 | 26.47 | 471 | 34.29 | ||||
| 2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 19,118 | 6.39 | 793 | 12.96 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 39,062 | 14.79 | 1,621 | 21.97 | ||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 11,866 | 6.51 | 492 | 13.10 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 46,848 | 1,944 | ||||||
| 2025-07-23 | 13F | Dohj, Llc | 86,289 | 43.13 | 3,222 | 36.82 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 11,104 | 5.52 | 461 | 11.92 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 136,719 | 5,674 |
