Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
iShares Trust (AOM)  
$42.77 0.01 (0.02%) as of 4:30 Fri 5/17


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 231    2
Total shares held : 
 13,006,601  
% of shares held : 
 40.77%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   17  
Amount of shares held : 
 2,553,860  
% of shares held change : 
   8.01%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $38.68  
Last Quarter's Ending Price : 
 $41.51  
Last Quarter's Average Price : 
 $39.64  
Change from last quarter's     
avg. price to the last closing  : 
3.13 (7.9%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
24
 577,682
 4.44%
 
Increased Positions :
96
 3,047,978
 23.43%
 
Unchanged Positions :
30
 366,119
 2.81%
 
Decreased Positions :
81
-785,064
-6.04%
 
Closed Positions :
22
-286,736
-2.2%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Retireful LLC 19 *New 2024-03-31 77,406 $3,311,000 77,406
   COLONY GROUP, LLC 541 *New 2024-03-31 33,946 $1,406,000 33,946
   GeoWealth Management LLC 268 *New 2024-03-31 25,900 $1,108,000 25,900
   TOWNSQUARE CAPITAL LLC 958 *New 2024-03-31 8,040 $344,000 8,040
   CFO4Life L.P. 128 *New 2022-12-31 8,289 $315,000 8,289
   ESTATE COUNSELORS, LLC 103 *New 2024-03-31 7,150 $306,000 7,150
   CJM Wealth Advisers Ltd. 54 *New 2024-03-31 6,215 $266,000 6,215
   Aprio Wealth Management LLC 184 *New 2024-03-31 5,891 $252,000 5,891
   Worth Financial Advisory Group LLC 134 *New 2024-03-31 4,789 $205,000 4,789
   TCG Advisory Services LLC 420 *New 2024-03-31 4,773 $204,000 4,773
   Ahrens Investment Partners LLC 259 *New 2023-03-31 1,894 $75,000 1,894
   Fernwood Investment Management LLC 512 *New 2024-03-31 303 $13,000 303
   NBC SECURITIES INC. 1724 *New 2024-03-31 200 $8,000 200
   TOWER RESEARCH CAPITAL LLC 5373 *New 2024-03-31 26 $1,000 26
   BNP PARIBAS ARBITRAGE SA 3055 *New 2024-03-31 19 $1,000 19
  15 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us