ISHARES TR
(46434V878)
Relatórios de fundos ISHARES TR de acordo com os registros 13F
| Nome da empresa | Ações Detidas / Montante Principal | Valor de mercado | Opção | Período do relatório | Data de Efetividade |
|---|---|---|---|---|---|
| SAND Hill Global Advisors LLC | 1,680,069 | $84,659k | Jun 30, 2019 | Aug 13, 2019 | |
| The Retirement Planning Group Inc | 868,223 | $43,750k | Jun 30, 2019 | Jul 25, 2019 | |
| Edgemoor Investment Advisors Inc | 213,497 | $10,758k | Jun 30, 2019 | Aug 9, 2019 | |
| Vivaldi Capital Management LLC | 90,425 | $4,557k | Jun 30, 2019 | Aug 14, 2019 | |
| Johanson Financial Advisors Inc | 83,928 | $4,234k | Jun 30, 2019 | Jul 29, 2019 | |
| Retirement Capital Strategies Inc | 82,419 | $4,154k | Jun 30, 2019 | Aug 2, 2019 | |
| Connecticut Wealth Management LLC | 80,382 | $4,050k | Jun 30, 2019 | Jul 29, 2019 | |
| Mirador Capital Partners LP | 77,578 | $3,909k | Jun 30, 2019 | Aug 6, 2019 | |
| Cheviot Value Management LLC | 41,633 | $2,098k | Jun 30, 2019 | Aug 14, 2019 | |
| Stone House Investment Management LLC | 37,492 | $1,889k | Jun 30, 2019 | Jul 9, 2019 | |
| Cambridge Investment Research Advisors Inc | 29,765 | $1,500k | Jun 30, 2019 | Aug 15, 2019 | |
| Chesley TAFT & Associates LLC | 28,902 | $1,456k | Jun 30, 2019 | Jul 10, 2019 | |
| White Lighthouse Investment Management Inc | 10,878 | $548k | Jun 30, 2019 | Jul 31, 2019 | |
| Coyle Financial Counsel LLC | 9,658 | $487k | Jun 30, 2019 | Aug 13, 2019 | |
| Castle Rock Wealth Management LLC | 9,241 | $467k | Jun 30, 2019 | Aug 8, 2019 | |
| Sheets Smith Wealth Management | 8,951 | $451k | Jun 30, 2019 | Jul 12, 2019 | |
| Baker Avenue Asset Management LP | 5,930 | $298k | Jun 30, 2019 | Aug 14, 2019 | |
| Summit Asset Management LLC | 5,500 | $277k | Jun 30, 2019 | Aug 7, 2019 | |
| American Capital Management Inc | 4,470 | $225k | Jun 30, 2019 | Aug 12, 2019 | |
| Wealth and Pension Services Group Inc | 3,974 | $200k | Jun 30, 2019 | Aug 15, 2019 |