Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em iShares Trust - iShares MSCI Intl Momentum Factor ETF incluem Columbia Advisory Partners Llc, Td Private Client Wealth Llc, TBH Global Asset Management, LLC, Balyasny Asset Management Llc, Aprio Wealth Management, LLC, Heirloom Wealth Management, Summit Trail Advisors, Llc, Thoroughbred Financial Services, Llc, Skopos Labs, Inc., Delos Wealth Advisors, LLC, O'Brien Wealth Partners LLC, Kuhn & Co Investment Counsel, Ubs Asset Management Americas Inc, Turtle Creek Wealth Advisors, LLC, Western Wealth Management, LLC, Vanguard Advisers Inc, Marshall Investment Management, Llc, CVA Family Office, LLC, Owl Creek Wealth Partners LLC, e Pacific Center for Financial Services .
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. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 234,928 | 10.12 | 11 | 10.00 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 7,864 | 378 | ||||||
| 2026-04-20 | 13F | Segment Wealth Management, LLC | 209,619 | 1.36 | 10,066 | 1.46 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 50,297 | 56.07 | 2,415 | 56.31 | ||||
| 2026-05-15 | 13F | Toronto Dominion Bank | 1,231 | 59 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 13,179 | 6.47 | 633 | 6.58 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 1,750 | 6.71 | 84 | 7.69 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 478,848 | 4.84 | 23 | 4.76 | ||||
| 2026-05-07 | 13F | Tacita Capital Inc | 109,564 | 0.44 | 5,261 | 0.55 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 128 | 6 | ||||||
| 2026-05-11 | 13F | McCartney Wealth Management LLC | 21,982 | 0.04 | 1,056 | 0.09 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 58,621 | 867.18 | 2,815 | 870.34 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 8,046 | 386 | ||||||
| 2026-05-15 | 13F | Balyasny Asset Management Llc | 10,800 | 519 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 602,524 | 9.73 | 28,933 | 9.85 | ||||
| 2026-04-16 | 13F | Sweeney & Michel, Llc | 8,796 | 9.24 | 457 | 8.04 | ||||
| 2026-04-24 | 13F | TKG Advisors, LLC | 5,713 | 274 | ||||||
| 2026-04-10 | 13F | Impact Capital Partners LLC | 104,318 | 16.67 | 5,009 | 16.81 | ||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 4,118 | 0.64 | 212 | -1.40 | ||||
| 2026-04-30 | 13F | Fortune Financial Advisors, LLC | 8,802 | 97.44 | 423 | 98.12 | ||||
| 2026-04-23 | 13F | Columbia Advisory Partners Llc | 56,271 | 2,702 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 243,552 | 740.97 | 11,695 | 741.97 | ||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 38,993 | 32.02 | 1,872 | 32.20 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 49,223 | 1.16 | 2,364 | 1.24 | ||||
| 2026-05-14 | 13F | Delos Wealth Advisors, LLC | 5,333 | 256 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 24,007,785 | 5.04 | 1,152,854 | 5.15 | ||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 12,063 | 578 | ||||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 24,495 | 7.61 | 1,176 | 7.79 | ||||
| 2026-04-27 | 13F | Symmetry Partners, LLC | 918,233 | 3.88 | 44,094 | 3.99 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 6,805 | 327 | ||||||
| 2026-05-14 | 13F | Cowa, Llc | 16,827 | 30.31 | 808 | 30.53 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 207,170 | 14.63 | 9,948 | 8.60 | ||||
| 2026-04-24 | 13F | Alexis Investment Partners, LLC | 195,036 | 18.59 | 9,022 | 13.86 | ||||
| 2026-05-15 | 13F | EFG International AG | 18,945 | 205.81 | 910 | 206.06 | ||||
| 2026-05-04 | 13F | Brickley Wealth Management | 40,613 | 0.00 | 1,950 | 0.10 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 16,341 | 0.52 | 785 | 0.64 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 55,284 | 501.57 | 2,655 | 503.18 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 11,875 | 9.04 | 570 | 9.20 | ||||
| 2026-05-15 | 13F | Shufro Rose & Co Llc | 85,713 | 1.76 | 4,116 | 1.86 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 72,459 | 35.39 | 3,479 | 35.53 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 5,502 | 103.63 | 271 | 110.08 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 36,579 | 8.95 | 1,757 | 9.07 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 1,451,324 | 12.56 | 69,693 | 12.67 | ||||
| 2026-04-23 | 13F | Oregon Pacific Wealth Management, LLC | 7,458 | 42.49 | 358 | 42.63 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 17,600 | 173.46 | 845 | 174.35 | ||||
| 2026-04-14 | 13F | Heirloom Wealth Management | 8,021 | 385 | ||||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 32,296 | 77.26 | 1,551 | 77.35 | ||||
| 2026-05-05 | 13F | Rollins Financial Advisors, LLC | 56,543 | 245.03 | 2,715 | 245.42 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 619,464 | 15.32 | 29,747 | 15.45 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 5,358 | 257 | ||||||
| 2026-04-28 | 13F | Unison Advisors LLC | 89,871 | 2.86 | 4,316 | 2.96 | ||||
| 2026-05-06 | 13F | Kiker Wealth Management, LLC | 13,443 | 646 | ||||||
| 2026-04-22 | 13F | Straight Path Wealth Management | 294,940 | 4.32 | 14,163 | 4.43 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1,102,223 | 8.00 | 52,929 | 8.11 | ||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 188 | 9 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 331,656 | 222.80 | 15,927 | 223.13 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 476,824 | 2.65 | 22,898 | 2.76 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 650 | 31 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 914 | 1.56 | 44 | 0.00 | ||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 49,224 | 1.16 | 2,364 | 1.24 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 11,842 | 32.91 | 569 | 33.02 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 518 | 144.34 | 25 | 140.00 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 73,150 | 4.50 | 3,513 | 4.62 | ||||
| 2026-04-27 | 13F | Independent Solutions Wealth Management, LLC | 83,057 | 70.66 | 3,988 | 70.87 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 577 | 28 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 70,753 | 137.88 | 3,398 | 138.22 | ||||
| 2026-05-12 | 13F | Creative Planning | 17,022 | 7.69 | 817 | 7.78 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 146,705 | 10.95 | 7,045 | 11.07 | ||||
| 2026-04-07 | 13F | G&S Capital LLC | 22,901 | 1,100 | ||||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 8,513 | 0.22 | 409 | 0.25 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 324 | 16 | ||||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 14,378 | 4.96 | 690 | 5.02 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 291,155 | 1,405.84 | 13,981 | 1,347.31 | ||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 63 | 3 | ||||||
| 2026-05-13 | 13F | Archvest Wealth Advisors, Inc. | 184,989 | 3.73 | 8,883 | 3.85 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 5,904 | 0 | ||||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 124 | 6 | ||||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 38,346 | 0.27 | 1,841 | 0.38 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 102 | 131.82 | 5 | 100.00 | ||||
| 2026-05-05 | 13F | West Michigan Advisors, Llc | 35,430 | 544.53 | 1,701 | 546.77 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 403,296 | 19.63 | 19,366 | 19.75 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 42,535 | 1.43 | 2,242 | 10.50 | ||||
| 2026-05-12 | 13F | Kuhn & Co Investment Counsel | 4,326 | 208 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 696,709 | 10.55 | 33,456 | 10.66 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 85,509 | 2.73 | 4,102 | 2.91 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 14,395 | 0.25 | 691 | 0.44 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 126,351 | 58.38 | 5,845 | 52.77 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 213,676 | 4.26 | 10,263 | 4.35 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 21,352 | 46.81 | 1,025 | 47.06 | ||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 256,678 | 1.74 | 12,326 | 1.85 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 1,722,729 | 8.14 | 82,725 | 8.25 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 166 | 8 | ||||||
| 2026-05-15 | 13F | Solano Wealth Investment Advisors LLC | 209,184 | 3.92 | 10,045 | 4.03 | ||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 636 | 31 | ||||||
| 2026-01-22 | 13F | O'Brien Wealth Partners LLC | 4,834 | 232 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 16,848 | 159.28 | 808 | 160.65 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 605,915 | 12.54 | 29,096 | 12.66 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 259,419 | 4.09 | 12,457 | 4.21 | ||||
| 2026-05-15 | 13F | Veridan Wealth LLC | 113,956 | 2.74 | 5,472 | 2.86 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 2,040 | 98 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 39,409 | 9.91 | 1,892 | 10.00 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 28,868 | 1,386 | ||||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 315,194 | 6.26 | 15,136 | 6.37 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 732,214 | 3.35 | 35,161 | 3.46 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 55,266 | 39.14 | 2,654 | 39.27 | ||||
| 2026-04-28 | 13F | RHS Financial, LLC | 78,612 | 6.36 | 3,775 | 6.46 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 10,811 | 519 | ||||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 53,895 | 3.97 | 2,585 | 4.19 | ||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 433,478 | 1.81 | 20,816 | 1.92 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 41,601 | 326.68 | 2 | |||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 121,278 | 28.84 | 5,824 | 28.97 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 49,487 | 13.29 | 2,374 | 13.27 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 29,562 | 24.02 | 1,420 | 24.15 | ||||
| 2026-05-13 | 13F | Valued Retirements, Inc. | 34,091 | 0.09 | 1,637 | 0.24 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 8,198 | 1,819.91 | 394 | 1,865.00 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 67,531 | 9.36 | 3,243 | 9.45 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 8,544 | 14.35 | 410 | 14.53 |
