Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam iShares Trust - iShares MSCI Global Sustainable Development Goals ETF termasuk Wolff Wiese Magana Llc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 8,069 | 5.37 | 612 | 10.47 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 11,500 | 25.00 | 872 | 31.13 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 0 | 0 | ||||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 183 | 1.10 | 14 | 0.00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 2,713 | 0 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 6,834 | 14.51 | 518 | 19.91 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 640 | 1.11 | 49 | 6.67 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 8 | 1 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 13,054 | 78.87 | 990 | 87.50 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 124 | 9.73 | 9 | 12.50 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 7,575 | 16.11 | 575 | 21.61 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 413 | 3.25 | 31 | 10.71 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 14,842 | 41.47 | 1 | |||||
| 2025-08-14 | 13F | UBS Group AG | 33,123 | 39.85 | 2,513 | 46.56 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 15,696 | 18.95 | 1,191 | 24.61 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 408 | 1.75 | 31 | 3.45 | ||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 153 | 98.70 | 12 | 120.00 | ||||
| 2025-08-08 | 13F | Creative Planning | 5,866 | 14.32 | 445 | 19.68 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 7,278 | 9.71 | 552 | 15.00 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 8,738 | 0.26 | 663 | 5.08 | ||||
| 2025-08-13 | 13F | KilterHowling LLC | 4,401 | 1.06 | 334 | 4.72 | ||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 4,071 | 1.07 | 309 | 5.84 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 56,782 | 14.05 | 4,307 | 19.54 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | 0 | ||||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 112 | 10.89 | 0 | |||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 3,541 | 1.08 | 269 | 5.93 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 946 | 117.47 | 71 | 129.03 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 653 | 4.48 | 50 | 8.89 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,242 | 0.49 | 94 | 5.62 |
