Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em iShares Trust - iShares Global Tech ETF incluem Banco Santander, S.A., Oak Barrel Wealth Advisory LLC, Dv Equities, Llc, Farmers National Bank, Summit Wealth Group Llc / Co, Exencial Wealth Advisors, Llc, Platform Technology Partners, Uhlmann Price Securities, Llc, Napier Financial, LLC, Marin Bay Wealth Advisors, LLC, Sava Infond d.o.o., Ferguson Wellman Capital Management, Inc, Tiaa-cref Individual & Institutional Services, Llc, Junk Investment Group, LLC, SkyOak Wealth, LLC, Insigneo Advisory Services, Llc, Mesirow Financial Investment Management, Inc., Strategic Financial Concepts, LLC, Gateway Wealth Partners, LLC, e Natixis .
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. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 2,203 | 220 | ||||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 12,768 | 24.61 | 1,276 | 18.70 | ||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 2,103 | 7.35 | 201 | -1.95 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 12,463 | 0.03 | 1,246 | -4.82 | ||||
| 2026-05-14 | 13F | Zacks Investment Management | 3,579 | 0.08 | 358 | -4.80 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 266 | 28 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 14,545 | 12.24 | 1,527 | 14.21 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 34,604 | 9.09 | 3,459 | 3.87 | ||||
| 2026-03-12 | 13F | Farmers National Bank | 6,650 | 698 | ||||||
| 2026-05-12 | 13F | Bellwether Advisors, LLC | 64,450 | 0.39 | 6,443 | -4.41 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 2,397 | 5.50 | 240 | 0.42 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 6,376 | 637 | ||||||
| 2026-05-15 | 13F | Trexquant Investment LP | 3,176 | 17.63 | 318 | 12.01 | ||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 1,064 | 151 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 77,548 | 15.00 | 7,752 | 9.49 | ||||
| 2026-04-24 | 13F | Bayban | 285 | 28 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 6 | 400.00 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 144,278 | 165.87 | 15,149 | 170.47 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 3,207 | 2.39 | 321 | -2.44 | ||||
| 2026-05-04 | 13F | Summit Wealth Group, LLC | 100,149 | 3.04 | 10,012 | -1.89 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 85,024 | 1,208.67 | 8,500 | 1,146.33 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 261,491 | 16.46 | 26,141 | 10.88 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 3,265 | 2.03 | 326 | -2.98 | ||||
| 2026-04-27 | 13F | Platform Technology Partners | 6,016 | 601 | ||||||
| 2026-05-07 | 13F | Allium Financial Advisors, Llc | 7,352 | 0.91 | 735 | -3.92 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 2,452 | 245 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 49,375 | 100.74 | 4,936 | 91.17 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 4,800 | 480 | ||||||
| 2026-04-22 | 13F | Pictet Asset Management Holding SA | 1,152,840 | 64.16 | 110,396 | 48.27 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 16,518 | 36.34 | 2 | 0.00 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 654 | 0.46 | 65 | -4.41 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 15,434 | 1,543 | ||||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 387 | 39 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 27,738 | 7.67 | 2,773 | 2.48 | ||||
| 2026-05-04 | 13F | Northland Securities, Inc. | 32,246 | 4.03 | 3,224 | -0.95 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 8,945 | 2.89 | 894 | -1.97 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 2,660 | 0.49 | 320 | 12.32 | ||||
| 2026-05-15 | 13F | Kcm Investment Advisors Llc | 5,526 | 20.03 | 552 | 14.29 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 150 | 15 | ||||||
| 2026-05-04 | 13F | Savant Capital, LLC | 3,872 | 1.87 | 387 | -3.01 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 250,135 | 222.20 | 25,006 | 206.77 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 41,699 | 4.09 | 4,166 | -0.97 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 54,548 | 9.19 | 5,453 | 3.97 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 11 | 1 | ||||||
| 2026-04-06 | 13F | CX Institutional | 2,204 | 129.58 | 0 | |||||
| 2026-05-19 | 13F | Mascagni Wealth Management, Inc. | 8,837 | 302.60 | 883 | 283.91 | ||||
| 2026-03-31 | 13F | Sankala Group LLC | 43 | 4,200.00 | 4 | |||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 13,666 | 0.71 | 1,366 | -4.07 | ||||
| 2026-05-14 | 13F | Schroder Investment Management Group | 266,525 | 5,964.28 | 25,522 | 5,436.23 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 208,262 | 7.47 | 20,820 | 2.32 | ||||
| 2026-05-11 | 13F | Phoenix Holdings Ltd. | 4,005,100 | 400,390 | ||||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 11,811 | 2.28 | 1,181 | -2.64 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 2,049 | 205 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 8,114 | 443.83 | 852 | 453.25 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 2,265 | 226 | ||||||
| 2026-05-08 | 13F | Banco Santander, S.A. | 297,216 | 29,713 | ||||||
| 2026-05-12 | 13F | Richardson Capital Management LLC | 3,529 | 382.10 | 353 | 363.16 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 195,945 | 0.22 | 20 | -5.00 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 421 | 42 | ||||||
| 2026-05-11 | 13F | Citigroup Inc | 24,648 | 7.74 | 2,464 | 2.58 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 6,640 | 664 | ||||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 7,654 | 6.72 | 765 | 1.59 | ||||
| 2026-05-14 | 13F | Cambria Investment Management, L.P. | 98,671 | 12.20 | 9,864 | 6.83 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 7,760 | 109.39 | 776 | 99.23 | ||||
| 2026-05-15 | 13F | EFG International AG | 1,686 | 462.00 | 169 | 441.94 | ||||
| 2026-05-07 | 13F | Hanover Advisors Inc | 14,104 | 1.71 | 1,410 | -3.23 | ||||
| 2026-05-13 | 13F | Lunt Capital Management, Inc. | 7,471 | 0.88 | 747 | -3.99 | ||||
| 2026-04-30 | 13F | SkyOak Wealth, LLC | 2,488 | 249 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 10,413 | 122.31 | 1,041 | 111.81 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 12 | 100.00 | 1 | |||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 3,605 | 0.14 | 360 | -4.51 | ||||
| 2026-05-07 | 13F | One Charles Private Wealth Services, LLC | 2,396 | 240 | ||||||
| 2026-04-22 | 13F | James Hambro & Partners | 13,425 | 17.25 | 1,343 | 11.73 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 866 | 724.76 | 87 | -4.44 | ||||
| 2026-05-15 | 13F | Larch Capital Partners Llc | 35,972 | 3.07 | 3,596 | -1.86 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 994 | 16.53 | 99 | 11.24 | ||||
| 2026-01-29 | 13F | Comerica Bank | 32,580 | 0.08 | 3,421 | 1.82 | ||||
| 2026-05-15 | 13F | FIL Ltd | 1,139,268 | 51.76 | 113,893 | 43.71 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 2,349 | 0.51 | 235 | -4.49 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 5,240 | 3.05 | 524 | -1.88 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 1,759 | 8.65 | 0 | |||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 2,120 | 212 | ||||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 7,168 | 0.01 | 717 | -4.79 | ||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 2 | 0 | ||||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 111,351 | 0.04 | 11,132 | -4.75 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 36,071 | 461.33 | 3,606 | 435.01 | ||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 2,213 | 6.04 | 0 | |||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 3,760 | 9.97 | 376 | 4.75 | ||||
| 2026-04-15 | 13F | DecisionMap Wealth Management, LLC | 2,792 | 10.71 | 279 | 5.68 | ||||
| 2026-05-07 | 13F | Oak Barrel Wealth Advisory LLC | 67,541 | 7,092 | ||||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 3,629 | 0.17 | 363 | |||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 45,516 | 266.36 | 4,550 | 248.93 | ||||
| 2026-05-14 | 13F | Natixis | 1,985 | 193 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 1,173 | 67.33 | 117 | 60.27 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 795 | 80 | ||||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 200 | 34.23 | 20 | 26.67 | ||||
| 2026-04-24 | 13F | Charter Oak Capital Management, LLC | 40,770 | 1.39 | 4,076 | -3.48 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 7,598 | 5.84 | 760 | 0.80 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 567,654 | 0.72 | 56,748 | -4.10 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 3,035 | 12.91 | 303 | 7.45 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 24,595 | 26.80 | 2,459 | 20.73 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 5,634 | 152.99 | 563 | 141.63 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 2,130 | 213 | ||||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 6,104 | 610 | ||||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 2,519 | 2.15 | 252 | -2.71 | ||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 18,339 | 0.60 | 1,833 | -4.23 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 11,014 | 1.81 | 1,101 | -3.00 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 6,202 | 5.31 | 620 | 0.32 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 418,524 | 0.90 | 42 | -4.65 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 14,403 | 10.60 | 1,422 | 3.95 | ||||
| 2026-05-05 | 13F | PFG Advisors | 20,536 | 30.62 | 2,053 | 24.42 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 5,982 | 0.02 | 598 | -4.78 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 6,205 | 15.27 | 620 | 9.73 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 5,934 | 16.63 | 593 | 11.05 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 6,703 | 35.72 | 670 | 29.34 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 29,761 | 11.48 | 3,085 | 10.06 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 2,136 | 6.69 | 217 | 3.33 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 36,907 | 247.79 | 3,690 | 231.15 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 71,378 | 1.38 | 7,136 | -3.48 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 15,963 | 159.22 | 1,596 | 146.90 | ||||
| 2026-02-02 | 13F | Long Run Wealth Advisors, LLC | 34,280 | 5.60 | 3,599 | 7.43 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 52,692 | 31.98 | 5,268 | 25.64 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 17,511 | 10.65 | 1,751 | 5.36 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 329 | 33 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 18,592 | 3.63 | 1,859 | -1.33 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 399 | 40 | ||||||
| 2026-04-08 | 13F | Clarus Wealth Advisors | 21,440 | 2,209 | ||||||
| 2026-05-08 | 13F | Junk Investment Group, LLC | 2,927 | 293 | ||||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 15,923 | 0.63 | 1,592 | -4.21 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 8,850 | 0.28 | 885 | -4.54 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 9,455 | 7.93 | 945 | 2.83 | ||||
| 2026-05-01 | 13F | Ferguson Wellman Capital Management, Inc | 3,434 | 343 | ||||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 10,969 | 27.83 | 1,183 | 28.45 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 3,846 | 3.72 | 384 | -1.29 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 5,539 | 2.97 | 554 | -1.95 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 138,103 | 9.28 | 13,459 | 1.42 | ||||
| 2026-05-15 | 13F | Fmr Llc | 31,394 | 5.35 | 3,138 | -0.22 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 600 | 60 | ||||||
| 2026-04-16 | 13F | Uhlmann Price Securities, Llc | 6,000 | 614 | ||||||
| 2026-04-15 | 13F | Zullo Investment Group, Inc. | 2,833 | 0.71 | 283 | -4.07 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 27,101 | 149.48 | 2,709 | 137.63 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 30,289 | 30.36 | 3,028 | 24.15 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 3,517 | 15.96 | 352 | 10.38 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 1,376 | 138 | ||||||
| 2026-05-11 | 13F | Sava Infond d.o.o. | 3,600 | 360 | ||||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 1,794 | 214 | ||||||
| 2026-05-04 | 13F | Sigma Planning Corp | 9,221 | 6.68 | 922 | 1.54 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 15,022 | 1.25 | 1,502 | -3.60 | ||||
| 2026-04-22 | 13F | Goodman Advisory Group, LLC | 5,342 | 534 | ||||||
| 2026-05-14 | 13F | Fca Corp /tx | 41,875 | 1.05 | 4,186 | -3.77 | ||||
| 2026-05-14 | 13F | Marshall Wace, Llp | 45,747 | 4,573 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 509,739 | 2.64 | 51,026 | -2.10 | ||||
| 2026-05-05 | 13F | Excalibur Management Corp | 3,867 | 0.26 | 387 | -4.69 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 1,261 | 10.32 | 126 | 5.88 | ||||
| 2026-02-17 | 13F | Dv Equities, Llc | 50,000 | 5,250 | ||||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 17,640 | 53.26 | 1,764 | 45.94 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 11,158 | 5.92 | 1,115 | 0.81 | ||||
| 2026-05-20 | 13F/A | J. Mark Nickell & Co. | 32,213 | 6.00 | 3,220 | 0.94 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 3,312 | 331 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 570 | 60 | ||||||
| 2026-04-07 | 13F | Signaturefd, Llc | 1,350 | 135 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 77,001 | 10.18 | 7,698 | 4.89 | ||||
| 2026-05-11 | 13F | Marin Bay Wealth Advisors, LLC | 3,698 | 370 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 16,868 | 2.33 | 1,686 | -2.54 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 9,828 | 3.45 | 983 | -1.50 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 37,392 | 0.86 | 3,738 | -3.96 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 6,074 | 607 | ||||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 0 | 0 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 10,949 | 19.78 | 1 | |||||
| 2026-04-10 | 13F | Oxinas Partners Wealth Management LLC | 12,783 | 4.59 | 1,278 | -0.47 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 3,077,924 | 0.81 | 307,700 | -4.02 | ||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 1,101,320 | 24.05 | 110,099 | 18.10 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 6,480 | 20.85 | 648 | 14.92 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 101,862 | 2.73 | 10,183 | -2.19 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 5,770 | 1,187.95 | 582 | 1,165.22 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 289 | 29 | ||||||
| 2026-05-06 | 13F | Clifford Swan Investment Counsel Llc | 2,375 | 0.08 | 237 | -4.82 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 628 | 63 | ||||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 97,124 | 138.63 | 9,633 | 125.76 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 2,359 | 2.03 | 236 | -2.89 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 4,936 | 5.47 | 494 | 0.41 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 8,586 | 17.52 | 858 | 11.86 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 169,052 | 0.66 | 16,900 | -4.16 | ||||
| 2026-05-12 | 13F | Rathbone Brothers plc | 100,850 | 1.05 | 10,082 | -3.80 |
