Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares ESG Select Screened S&P 500 ETF meliputi Sound Stewardship, LLC, EP Wealth Advisors, Inc., Bradley Foster & Sargent Inc/ct, Tribridge Partners Financial LLC, CI Private Wealth, LLC, Taylor, Cottrill, Erickson & Associates, Inc., dan Old Mission Capital 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 5,326 | 254 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 40,774 | 5.23 | 1,944 | 17.32 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 12,379 | 3.20 | 590 | 15.01 | ||||
| 2025-08-05 | 13F | Navalign, LLC | 9,837 | 0.14 | 469 | 11.67 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 5,511 | 3.53 | 263 | 15.42 | ||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 7,291 | 1.00 | 348 | 12.66 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 10,765 | 1.49 | 513 | 13.25 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 1,642 | 19.33 | 78 | 34.48 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 11,262 | 537 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 25,523 | 12.43 | 1 | |||||
| 2025-08-08 | 13F | Smithfield Trust Co | 524 | 103.10 | 0 | |||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 10,658 | 0.24 | 508 | 11.89 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 19,516 | 0.23 | 931 | 11.64 | ||||
| 2025-07-15 | 13F | Highland Financial Advisors, LLC | 11,924 | 22.99 | 569 | 37.20 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2,837 | 0.39 | 135 | 12.50 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 23,450 | 14.21 | 1,118 | 27.33 | ||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 10,718 | 33.18 | 511 | 48.55 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 346 | 8.46 | 16 | 23.08 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 11,273 | 1,142.89 | 511 | 1,242.11 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 4,596 | 219 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 2,279 | 0.26 | 109 | 11.34 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 863 | 14.00 | 41 | 20.59 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 8,217 | 8.15 | 392 | 20.31 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 10,458 | 499 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 8,979 | 294.16 | 428 | 341.24 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 3,726 | 10,545.71 | 177 | 17,500.00 | ||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 18,698 | 892 | ||||||
| 2025-05-02 | 13F | Napatree Capital Llc | 10,458 | 3.17 | 447 | -2.61 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 6,457 | 21.30 | 308 | 35.24 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 25,779 | 11.44 | 1 | |||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 5,945 | 3.02 | 284 | 15.04 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 22,132 | 2.97 | 1,055 | 14.80 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 16,828 | 8.29 | 803 | 20.78 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 67,671 | 0.00 | 3,227 | 11.47 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 4,911 | 234 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 1,931 | 13.86 | 92 | 27.78 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 31,236 | 4.55 | 1,336 | -1.26 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 26,929 | 0.64 | 1,284 | 12.24 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 88,618 | 2.12 | 4,226 | 13.85 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 9,958 | 0.42 | 475 | 16.75 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 17,205 | 54.32 | 820 | 71.91 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 6,286 | 0.22 | 300 | 11.57 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 25,014 | 176.98 | 1,193 | 208.81 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 60,714 | 3.18 | 2,895 | 15.02 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 32,506 | 24.26 | 1,550 | 38.52 | ||||
| 2025-08-14 | 13F | Fmr Llc | 45 | 18.42 | 2 | 100.00 | ||||
| 2025-08-04 | 13F | Human Investing LLC | 9,903 | 0.31 | 472 | 11.85 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 5,637 | 9.08 | 269 | 14.53 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 196,706 | 13.39 | 9,381 | 26.40 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 39,655 | 1.74 | 1,891 | 13.44 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 9,056 | 432 | ||||||
| 2025-07-24 | 13F | Eastern Bank | 5,205 | 248 | ||||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 11,812 | 0.24 | 563 | 11.71 | ||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 76,440 | 1.17 | 4 | 0.00 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 6,580 | 314 | ||||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 9,250 | 0 |
