Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares MSCI Global Sustainable Development Goals ETF meliputi Wolff Wiese Magana Llc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 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 |
