Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam iShares Trust - iShares MSCI USA Size Factor ETF termasuk Strategic Financial Services, Inc,, First Trust Advisors Lp, OneAscent Family Office, LLC, Raymond James Financial Inc, Briaud Financial Planning, Inc, Signature Resources Capital Management, LLC, dan Russell Investments Group, Ltd. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | Cwm, Llc | 1,458 | 0.21 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 2,781 | 0.91 | 413 | 3.00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 58,311 | 4,044.35 | 9,011 | 4,316.67 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,395 | 42.93 | 216 | 52.48 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 5,237 | 90.64 | 1 | |||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 40 | 6 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,727 | 115.07 | 267 | 129.31 | ||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 1,397 | 0 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 48 | 23.08 | 7 | 40.00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 496,477 | 4.62 | 76,726 | 11.17 | ||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 103,600 | 16,010 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 4,861 | 54.51 | 751 | 64.33 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 48,190 | 3.42 | 7,447 | 9.90 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 1,512 | 4.64 | 234 | 10.95 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 10,725 | 173.60 | 1,647 | 190.99 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1,938 | 14.61 | 0 | |||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 92 | 0 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 38,825 | 17.31 | 6,000 | 24.66 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 2,358 | 0.34 | 364 | 6.74 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 1,442 | 223 | ||||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA BlackRock Multi-Factor 70/30 Portfolio Class 1 | 30,670 | 13.33 | 4,376 | 4.84 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT iShares Global Equity ETF Fund II | 12,224 | 0.04 | 1,889 | 6.30 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 3,766 | 106.02 | 582 | 119.25 | ||||
| 2025-07-22 | 13F | James Reed Financial Services, Inc. | 167,623 | 5.35 | 25,904 | 11.94 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 14 | 2 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 1,538 | 5.49 | 238 | 11.79 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 3,177 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 17,891 | 2.79 | 2,765 | 9.21 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 1,963 | 0.36 | 303 | 6.69 | ||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 115,036 | 2.30 | 17,778 | 8.69 | ||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 1,939 | 0.15 | 300 | 6.41 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 4 | 1 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 41,803 | 71.48 | 6,460 | 82.23 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 373,667 | 3.04 | 57,746 | 9.48 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 62,880 | 56.48 | 9,717 | 66.27 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 975 | 151 | ||||||
| 2025-05-21 | 13F/A | Geneos Wealth Management Inc. | 62 | 9 | ||||||
| 2025-08-13 | 13F | Keystone Financial Group | 4,581 | 11.98 | 708 | 19.19 |
