Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam iShares Trust - iShares Global Equity Factor ETF termasuk Daymark Wealth Partners, Llc, Ignite Planners, LLC, 3Chopt Investment Partners, LLC, 5T Wealth, LLC, Blue Oak Capital, LLC, Lake Street Financial Llc, Nwam Llc, Comerica Bank, Whittier Trust Co Of Nevada Inc, Farther Finance Advisors, LLC, Twin Peaks Wealth Advisors, LLC, Paladin Advisory Group, LLC, dan National Bank Of Canada /fi/ .
Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 95 | 5 | ||||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 6,122 | 0.94 | 295 | 13.90 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,820 | 3.70 | 88 | 16.00 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 25 | 1 | ||||||
| 2025-08-08 | 13F | Creative Planning | 23,546 | 0.64 | 1,135 | 13.29 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 1,509 | 73 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 16,735 | 1.47 | 807 | 14.16 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 143 | 7 | ||||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 38,511 | 1,856 | ||||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 9,117 | 24.63 | 439 | 40.26 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 295 | 15 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 393,806 | 74,203.02 | 18,980 | 86,168.18 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 89,174 | 4,298 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 57,865 | 6,838.25 | 2,789 | 7,865.71 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 16,174 | 4.67 | 780 | 17.85 | ||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 35,862 | 1,728 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 113,624 | 5 | ||||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 10,337 | 498 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,418 | 117 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 100 | 5 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 874 | 42 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 1,529 | 0.86 | 74 | 14.06 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 25,078 | 66.34 | 1,209 | 87.29 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 454 | 22 | ||||||
| 2025-08-07 | 13F | Nwam Llc | 9,437 | 463 | ||||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 56,921 | 2,767 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1,093 | 53 | ||||||
| 2025-07-29 | 13F | Cohalo Advisory LLC | 4,321 | 208 | ||||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 37,661 | 1,815 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 2,561 | 123 |
