Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares Global REIT ETF meliputi Hills Bank & Trust Co, TCTMX - Transamerica ClearTrack 2035 R3, TCTQX - Transamerica ClearTrack 2040 R3, TCTZX - Transamerica ClearTrack Retirement Income R3, TCTTX - Transamerica ClearTrack 2045 R3, TCTUX - Transamerica ClearTrack 2050 R3, TCTLX - Transamerica ClearTrack 2030 R3, XY Planning Network, Inc., Peirce Capital Management, LLC, TCTKX - Transamerica ClearTrack 2025 R3, Garrett Investment Advisors LLC, Parkside Advisors LLC, Maseco Llp, Upper Left Wealth Management, LLC, Glenmede Investment Management, LP, TCTC Holdings, LLC, Promus Capital, LLC, Chilton Capital Management Llc, Sofos Investments, Inc., dan Evolution Wealth Management 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.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 | 13F | Chilton Capital Management Llc | 1,138 | 28 | ||||||
| 2025-03-27 | NP | TCHDX - Transamerica ClearTrack 2035 R6 | 104,795 | 56.08 | 2,549 | 48.83 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 5,902 | 146 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 2,624,235 | 9.22 | 64,819 | 11.20 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 26,976 | 4.07 | 666 | 6.05 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 876 | 0.46 | 22 | 0.00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 20,048 | 0.01 | 495 | 1.85 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Moderate Growth ETF Portfolio Class 1 shares | 330,917 | 4.97 | 8,174 | 6.86 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 36,375 | 1.05 | 898 | 2.86 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 889,389 | 24.75 | 21,969 | 27.03 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 1,203,517 | 3.35 | 29,727 | 5.22 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 19,336 | 4.55 | 478 | 6.47 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 764 | 3.66 | 19 | 5.88 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Balanced ETF Portfolio Class 1 shares | 216,614 | 2.24 | 5,350 | 4.11 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 2,758 | 68 | ||||||
| 2025-06-26 | NP | TCTKX - Transamerica ClearTrack 2025 R3 | 41,509 | 1,003 | ||||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 1,181,583 | 11.80 | 29,185 | 13.83 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 453,964 | 21.72 | 11 | 22.22 | ||||
| 2025-03-27 | NP | TDITX - Transamerica ClearTrack 2025 R1 | 72,077 | 48.14 | 1,753 | 41.18 | ||||
| 2025-03-27 | NP | TCRTX - Transamerica ClearTrack 2040 R1 | 131,547 | 48.74 | 3,199 | 41.80 | ||||
| 2025-03-27 | NP | TCITX - Transamerica ClearTrack Retirement Income R1 | 112,048 | 254.20 | 2,725 | 238.09 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 15,092 | 10.76 | 0 | |||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 500 | 12 | ||||||
| 2025-07-21 | 13F | Red Mountain Financial, LLC | 13,940 | 324 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 415 | 0.73 | 10 | 0.00 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 649 | 0.78 | 16 | 6.67 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Aggressive Growth ETF Portfolio Class 2 shares | 374,828 | 9.54 | 9,258 | 11.53 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 3,530 | 1,383.19 | 0 | |||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 18 | 0 | ||||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 13,050 | 4.07 | 322 | 5.92 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 19,694 | 2.07 | 486 | 3.85 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 4,936,996 | 0.01 | 121,944 | 1.82 | ||||
| 2025-08-14 | 13F | Nepc Llc | 1,851,623 | 18.54 | 45,735 | 20.69 | ||||
| 2025-03-27 | NP | TCSOX - Transamerica ClearTrack 2060 Class R1 | 6,639 | 24.75 | 161 | 19.26 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 79,280 | 3.27 | 1,958 | 5.16 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 853,902 | 4.67 | 21,091 | 6.57 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 272,096 | 9.80 | 6,721 | 11.80 | ||||
| 2025-08-13 | 13F | Sumitomo Mitsui Financial Group, Inc. | 100,850 | 3.96 | 2,491 | 5.82 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 431,190 | 6.09 | 10,650 | 8.01 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 13,527 | 0.21 | 334 | 2.14 | ||||
| 2025-08-14 | 13F | UBS Group AG | 93,371 | 88.93 | 2,306 | 92.49 | ||||
| 2025-03-27 | NP | TCPTX - Transamerica ClearTrack 2045 R1 | 90,717 | 47.52 | 2,206 | 40.69 | ||||
| 2025-07-10 | 13F | Sumitomo Mitsui DS Asset Management Company, Ltd | 1,038,021 | 2.10 | 25,639 | 3.95 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 5,816,994 | 1.80 | 143,680 | 3.64 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 4,187 | 15.86 | 103 | 18.39 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 66,334 | 1,638 | ||||||
| 2025-06-26 | NP | TCTLX - Transamerica ClearTrack 2030 R3 | 65,716 | 1,588 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 16,356 | 0.13 | 404 | 1.77 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 33,543 | 1.30 | 1 | |||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 2,780 | 69 | ||||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 150,000 | 4,770.13 | 3,705 | 4,906.76 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 406 | 99.02 | 0 | |||||
| 2025-07-07 | 13F | Upper Left Wealth Management, LLC | 8,331 | 206 | ||||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 2,016 | 1.36 | 50 | 2.08 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 46,006 | 41.14 | 1,136 | 43.80 | ||||
| 2025-07-17 | 13F | Heritage Investment Group, Inc. | 1,575,201 | 1.05 | 38,907 | 2.88 | ||||
| 2025-06-26 | NP | TCTMX - Transamerica ClearTrack 2035 R3 | 98,874 | 2,390 | ||||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 13 | 0 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 68,060 | 11.58 | 1,681 | 27.74 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 334 | 8 | ||||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 17,860 | 3.45 | 441 | 5.50 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 2,951,690 | 10.82 | 73,025 | 13.02 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 57,259 | 0.90 | 1 | 0.00 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 287,456 | 7.75 | 7,100 | 9.70 | ||||
| 2025-06-23 | NP | IYLD - iShares Morningstar Multi-Asset Income ETF | 235,485 | 135.53 | 5,692 | 134.10 | ||||
| 2025-06-26 | NP | TCTZX - Transamerica ClearTrack Retirement Income R3 | 81,338 | 1,966 | ||||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 40,204 | 3.86 | 993 | 5.75 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 975,311 | 24,090 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 357 | 30.77 | 9 | 33.33 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 20,929 | 39.60 | 1 | |||||
| 2025-03-27 | NP | TDFTX - Transamerica ClearTrack 2030 R1 | 84,053 | 50.56 | 2,044 | 43.54 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 3,460 | 0.46 | 85 | 2.41 | ||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 11,206 | 277 | ||||||
| 2025-07-10 | 13F | Financial Management Network Inc | 11,797 | 1.13 | 294 | 15.29 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 84,074 | 80.69 | 2,077 | 84.04 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 2,899 | 72 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 33,293 | 19.92 | 822 | 22.14 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 40,993 | 0.03 | 1,013 | 1.81 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 304,540 | 0.82 | 7,522 | 2.66 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Growth ETF Portfolio Class 2 shares | 415,990 | 10.12 | 10,275 | 12.11 | ||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 115,379 | 3.68 | 2,850 | 5.56 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 841,329 | 0.40 | 20,781 | 2.22 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 391 | 10 | ||||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 58,651 | 1,449 | ||||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 46,134 | 21.99 | 1,119 | 23.51 | ||||
| 2025-07-17 | 13F | Emerald Advisors, LLC | 92,492 | 2.40 | 2,285 | 4.24 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 9,768 | 241 | ||||||
| 2025-08-08 | 13F | Commonwealth Of Pennsylvania Public School Empls Retrmt Sys | 430,936 | 97.28 | 10,644 | 100.87 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 577,488 | 0.62 | 14,264 | 2.43 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 0 | 0 | ||||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 6,000 | 3.63 | 148 | 5.71 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 10,105 | 1.05 | 250 | 2.89 | ||||
| 2025-08-14 | 13F | City National Bank Of Florida /msd | 33,293 | 17.13 | 822 | 19.30 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 24,277 | 1.28 | 600 | 3.10 | ||||
| 2025-03-27 | NP | TCTOX - Transamerica ClearTrack 2055 Class R1 | 11,877 | 73.31 | 289 | 65.52 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 45,553 | 51.50 | 1,105 | 53.47 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 26,773 | 1.08 | 661 | 2.96 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 116 | |||||||
| 2025-05-12 | 13F | Sandy Spring Bank | 8 | 0 | ||||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 76,635 | 6.76 | 1,893 | 7.20 | ||||
| 2025-08-14 | 13F | Fmr Llc | 7,730 | 3.00 | 191 | 4.40 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 7,674 | 190 | ||||||
| 2025-06-26 | NP | TCTQX - Transamerica ClearTrack 2040 R3 | 95,628 | 2,311 | ||||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 424 | 10 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 792,184 | 0.25 | 19,567 | 2.07 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 1,422,662 | 4.64 | 35,140 | 6.54 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 128 | 0.79 | 3 | 0.00 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 29,310 | 4.78 | 724 | 6.64 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 158,507 | 4.30 | 3,940 | 15.54 | ||||
| 2025-08-05 | 13F | Castlekeep Investment Advisors Llc | 8,891 | 0.35 | 220 | 2.34 | ||||
| 2025-06-26 | NP | TCTTX - Transamerica ClearTrack 2045 R3 | 74,568 | 1,802 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 15,906 | 44.14 | 0 | |||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 69,563 | 31.02 | 1,688 | 32.63 | ||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 47,371 | 1,170 | ||||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 96,381 | 4.26 | 2,381 | 6.16 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 21,856 | 1.84 | 524 | 0.58 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 8,425 | 208 | ||||||
| 2025-07-03 | 13F | Collective Family Office Llc | 103,198 | 24.21 | 2,549 | 26.45 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 8,097 | 200 | ||||||
| 2025-08-12 | 13F | Aviso Financial Inc. | 12,267 | 7.11 | 303 | 9.39 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 17,236 | 426 | ||||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 430,419 | 26.94 | 10,649 | 29.46 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 108,843 | 2,688 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 25,252 | 11.91 | 1 | |||||
| 2025-08-14 | 13F | Comerica Bank | 33,995 | 0.60 | 840 | 2.44 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 13,000 | 321 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 5,533 | 5.96 | 137 | 7.94 | ||||
| 2025-06-26 | NP | TCTUX - Transamerica ClearTrack 2050 R3 | 67,506 | 1,632 | ||||||
| 2025-03-27 | NP | TRNTX - Transamerica ClearTrack 2050 R1 | 69,420 | 29.37 | 1,688 | 23.39 | ||||
| 2025-08-05 | 13F | Clarity Wealth Development LLC | 10,965 | 4.59 | 271 | 6.72 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 40,855 | 9.13 | 1,014 | 11.67 | ||||
| 2025-08-12 | 13F | EFG Asset Management (Americas) Corp. | 8,144 | 201 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 23,443 | 0.61 | 592 | 4.04 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 20,437 | 3.00 | 505 | 4.78 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 624,804 | 2.03 | 15,433 | 3.88 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 15,892 | 393 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,053,734 | 42.14 | 26,027 | 44.72 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,617,901 | 2.98 | 39,962 | 4.85 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 64,780 | 10.43 | 1,600 | 12.44 | ||||
| 2025-07-15 | 13F | Maseco Llp | 8,999 | 222 | ||||||
| 2025-08-11 | 13F | Comprehensive Wealth Management, LLC | 26,241 | 648 | ||||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 612,418 | 11.11 | 15,127 | 18.05 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 32,426 | 2.05 | 801 | 3.76 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 11,656 | 3.22 | 288 | 5.13 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 56,352 | 1.33 | 1,392 | 3.11 | ||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 309,953 | 15.92 | 7,656 | 18.02 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 61,945 | 48.36 | 1,523 | 51.14 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 43 | 1 | ||||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 10,437 | 4.00 | 258 | 5.76 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 39,019 | 708.52 | 964 | 723.08 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 10,007 | 150.74 | 247 | 157.29 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 5,457 | 0.17 | 135 | 1.52 | ||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 11,053 | 16.34 | 262 | 13.97 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 2,613 | 0.77 | 65 | 3.23 | ||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 20,235 | 5.57 | 500 | 7.31 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 5,013,169 | 2.71 | 123,825 | 4.58 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 508,202 | 3.94 | 12,553 | 5.83 | ||||
| 2025-08-12 | 13F | Cooper/haims Advisors, Llc | 517,646 | 3.70 | 12,786 | 5.57 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 276,997 | 17.96 | 6,842 | 20.10 | ||||
| 2025-08-15 | 13F | Harvest Fund Management Co., Ltd | 11,400 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 93,836 | 11.70 | 2,318 | 13.69 |
