Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em iShares Trust - iShares MSCI USA Quality GARP ETF incluem Resonant Capital Advisors, LLC, Mount Yale Investment Advisors, LLC, Cornerstone Advisors Asset Management, Inc, Carr Financial Group Corp, Creative Financial Designs Inc /adv, First Community Trust Na, Geneos Wealth Management Inc., Henderson Brothers Financial Partners, LLC, Wealth Enhancement Trust Services, Inc., Strategic Financial Concepts, LLC, Nelson, Van Denburg & Campbell Wealth Management Group, LLC, Impact Capital Partners LLC, Brown Advisory Inc, Moors & Cabot, Inc., Ritholtz Wealth Management, CI Private Wealth, LLC, RFG Advisory, LLC, Us Bancorp \de\, Brookstone Capital Management, e Boston Partners .
Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-04 | 13F | Archer Investment Corp | 122 | 8 | ||||||
| 2026-05-04 | 13F | Milestones Private Investment Advisors LLC | 60,571 | 4.36 | 3,875 | -1.97 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 38,971 | 172.47 | 2,493 | 155.85 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 12,646 | 206.42 | 809 | 187.54 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 236,134 | 14.74 | 15,105 | 7.78 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 4,664 | 298 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 373,937 | 1.01 | 23,921 | -5.12 | ||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 784,592 | 50,190 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 199,842 | 406.54 | 13,609 | 406.66 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 502,133 | 47.36 | 32,121 | 38.42 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 61,153 | 9.75 | 3,912 | 3.08 | ||||
| 2026-05-19 | 13F | Sonoma Allocations LLC | 22,981 | 40.57 | 1,498 | 30.94 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 29,378 | 5.88 | 1,879 | -0.53 | ||||
| 2026-05-07 | 13F | D'Orazio & Associates, Inc. | 158,950 | 4.32 | 10,168 | -2.00 | ||||
| 2026-05-12 | 13F | Carr Financial Group Corp | 190,058 | 12,158 | ||||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 111,356 | 28.11 | 7,123 | 20.34 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 45,309 | 119.13 | 2,898 | 105.82 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 14,125 | 81.77 | 904 | 70.70 | ||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 69,517 | 3.04 | 4,447 | -3.20 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 3,163 | 13.94 | 215 | 18.13 | ||||
| 2026-03-31 | 13F | Sankala Group LLC | 1,098 | 95.72 | 69 | 81.58 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 3,381 | 216 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 17,385 | 193.17 | 1,112 | 175.93 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 798,228 | 200.06 | 51,063 | 181.86 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 63,437 | 74.72 | 4,058 | 64.16 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 4,099 | 262 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 871 | 56 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 756,958 | 72.96 | 48,423 | 62.47 | ||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 16,841 | 32.99 | 1,077 | 24.94 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 2,070 | 2,553.85 | 132 | 2,540.00 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 612,564 | 25.32 | 39,186 | 17.72 | ||||
| 2026-04-09 | 13F | Key Client Fiduciary Advisors, LLC | 10,620 | 185.10 | 679 | 168.38 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 107 | 7 | ||||||
| 2026-04-22 | 13F | Spire Wealth Management | 18,599 | 57.41 | 1,190 | 47.89 | ||||
| 2026-05-01 | 13F | Arq Wealth Advisors, Llc | 251,100 | 12.54 | 16,063 | 5.71 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 129,075 | 8,257 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 352 | 369.33 | 23 | 340.00 | ||||
| 2026-04-30 | 13F | Landaas & Co /wi /adv | 467,813 | 5.37 | 29,926 | -1.03 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 38,542 | 377.48 | 2 | |||||
| 2026-04-09 | 13F | Planned Solutions, Inc. | 240,831 | 2.37 | 15,406 | -3.84 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 14,453 | 40.73 | 925 | 32.19 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 22,283 | 18.75 | 1,425 | 11.59 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 80,861 | 1,176.22 | 5,247 | 1,081.76 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 8,600 | 55.80 | 550 | 46.67 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 102,971 | 3.53 | 6,587 | -2.75 | ||||
| 2026-02-03 | 13F/A | Mount Yale Investment Advisors, LLC | 409,425 | 24,721 | ||||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 6,000 | 409 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 56,717 | 3,628 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 546,192 | 52.03 | 34,940 | 42.81 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 366 | 2,187.50 | 23 | 2,200.00 | ||||
| 2026-04-22 | 13F | Lakeshore Capital Group, Inc. | 108,795 | 3.30 | 6,960 | -2.97 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 33,837 | 13,940.25 | 2,165 | 13,431.25 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 15,366 | 983 | ||||||
| 2026-04-16 | 13F | Stonebridge Wealth Management, LLC | 30,107 | 0.73 | 1,926 | -5.41 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 6,442 | 412 | ||||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 5,363 | 343 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 7,994 | 511 | ||||||
| 2026-04-17 | 13F | Certified Advisory Corp | 133,439 | 273.31 | 8,536 | 250.70 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 220,429 | 31.05 | 14,101 | 23.10 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 6,441 | 43.55 | 412 | 35.08 | ||||
| 2026-05-07 | 13F | Cornerstone Advisors Asset Management, Inc | 224,439 | 14,357 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 344,709 | 4.49 | 22,051 | -1.85 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 160 | 10 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 5,095 | 31.65 | 326 | 23.57 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 169,050 | 6.69 | 10,815 | 0.22 | ||||
| 2026-05-11 | 13F | Boston Partners | 3,905 | 250 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 58,937 | 15.66 | 3,770 | 8.65 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 24,749 | 24.69 | 2 | 0.00 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 2,842 | 182 | ||||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,718 | 750 | ||||||
| 2026-05-01 | 13F | Avion Wealth | 54 | 58.82 | 0 | |||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 22,371 | 2.19 | 1,431 | 143,000.00 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 7,292 | 466 | ||||||
| 2026-04-10 | 13F | Sunflower Bank, N.A. | 3,707 | 237 | ||||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 14,341 | 1,049 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 3,253 | 208 | ||||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 51,119 | 102.83 | 3,270 | 90.56 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 1,817 | 0.06 | 116 | -5.69 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 36,566 | 427.27 | 2,339 | 395.55 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 11,238 | 23.20 | 719 | 15.62 | ||||
| 2026-05-12 | 13F | Financial Network Wealth Management LLC | 151,137 | 2.36 | 10 | -10.00 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 3,934 | 252 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 2,225 | 20.34 | 142 | 13.60 | ||||
| 2026-05-11 | 13F | Adapt Wealth Advisors, Llc | 20,567 | 8.48 | 1,316 | 1.86 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 536,662 | 1.33 | 34 | -5.56 | ||||
| 2026-04-17 | 13F | Forefront Wealth Partners, LLC | 3,187 | 204 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 5,784 | 370 | ||||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 6,366 | 407 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 2,178,040 | 65.51 | 139,329 | 55.47 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 341,459 | 37.63 | 21,843 | 29.29 | ||||
| 2026-04-13 | 13F | Trust Co | 183 | 258.82 | 12 | 266.67 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 308,082 | 4.30 | 19,708 | -2.02 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 13,253 | 19.94 | 848 | 12.63 | ||||
| 2026-05-15 | 13F | Gw Henssler & Associates Ltd | 99,535 | 65.79 | 6,367 | 55.75 | ||||
| 2026-05-14 | 13F | Cedar Wealth Management, LLC | 31,929 | 30.81 | 2,042 | 22.86 | ||||
| 2026-01-29 | 13F | Comerica Bank | 109 | 7 | ||||||
| 2026-04-10 | 13F | Impact Capital Partners LLC | 7,488 | 479 | ||||||
| 2026-05-04 | 13F | Henderson Brothers Financial Partners, LLC | 17,390 | 1,112 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 22,914 | 1,466 | ||||||
| 2026-04-16 | 13F | First Community Trust Na | 36,380 | 2,327 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 4,785 | 16.00 | 0 | |||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 331,017 | 108.83 | 21 | 110.00 | ||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 145 | 9 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 350,588 | 86.95 | 22,427 | 75.62 | ||||
| 2026-05-06 | 13F | Wall Street Financial Group, Inc. | 5 | 0 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 16,520 | 137,566.67 | 1,070 | |||||
| 2026-04-27 | 13F | New England Capital Financial Advisors LLC | 1,020 | 65 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 69,177 | 566.57 | 4,425 | 526.77 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 155 | 10 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 3,543 | 227 | ||||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 23,358 | 14.63 | 1,494 | 7.71 |
