Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares ESG Select Screened S&P Small-Cap ETF meliputi Beta Wealth Group, Inc., Cerity Partners LLC, Mission Wealth Management, Lp, Robertson Stephens Wealth Management, LLC, Creative Planning, dan Bradley Foster & Sargent Inc/ct .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 6,488 | 3.41 | 257 | 8.47 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 15,373 | 0.38 | 608 | 5.38 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 16,103 | 0.01 | 637 | 5.12 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Covestor Ltd | 92 | 268.00 | 0 | |||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 400 | 16 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 10,756 | 2.60 | 425 | 7.87 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 547 | 0.37 | 22 | 5.00 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 1,008 | 7.12 | 40 | 11.43 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 6,694 | 11.85 | 265 | 17.33 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 7,397 | 29.54 | 293 | 36.45 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 5,297 | 0.38 | 209 | 5.56 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 11,498 | 1.04 | 455 | 6.07 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 86,570 | 62.09 | 3,424 | 70.38 | ||||
| 2025-07-23 | 13F | Optas, LLC | 6,580 | 6.04 | 260 | 11.59 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 17,611 | 12.73 | 697 | 18.57 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 1,007 | 16.15 | 0 | |||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 472 | 0.21 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2,867 | 0.39 | 113 | -3.42 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 11,956 | 3.69 | 473 | 9.01 | ||||
| 2025-07-15 | 13F | Highland Financial Advisors, LLC | 38,386 | 28.09 | 1,518 | 34.69 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 6,213 | 0.34 | 246 | 5.60 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 4,681 | 20.40 | 185 | 26.71 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 5,304 | 210 | ||||||
| 2025-08-12 | 13F | Eley Financial Management, Inc | 9,680 | 1.68 | 383 | 6.70 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 33,199 | 13.34 | 1,313 | 19.15 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 8,033 | 318 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 5,897 | 16.22 | 233 | 22.63 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 6,803 | 0.53 | 269 | 5.91 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 26,250 | 20.32 | 1,038 | 26.59 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 488 | 0.41 | 0 | |||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 7,243 | 3.02 | 286 | 8.33 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 5,261 | 208 | ||||||
| 2025-08-08 | 13F | Creative Planning | 6,941 | 275 | ||||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 15,699 | 13.62 | 638 | 22.93 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 13,500 | 534 | ||||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 34,450 | 4.45 | 1,362 | 9.84 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 7,951 | 3.03 | 314 | 8.28 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 6,992 | 277 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 57,103 | 2 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 6,485 | 24.59 | 256 | 31.28 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 15,308 | 605 | ||||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 7,828 | 0.38 | 310 | 5.46 |
