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Get Institutions for : 
iShares Trust (EPU)  
$43.85 0.90 (2.1%) as of 4:30 Fri 5/31


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 21    6
Total shares held : 
736,606  
% of shares held : 
25.85%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -11  
Amount of shares held : 
-156,497  
% of shares held change : 
  -5.49%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$29.33  
Last Quarter's Ending Price : 
$34.38  
Last Quarter's Average Price
$30.56  
Change from last quarter's     
avg. price to the last closing  : 
13.29 (43.49%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
1
 647
 0.09%
 
Increased Positions :
4
 96,693
 13.13%
 
Unchanged Positions :
7
 431,233
 58.54%
 
Decreased Positions :
9
-77,705
-10.55%
 
Closed Positions :
7
-176,132
-23.91%
 
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

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   RAYMOND JAMES & ASSOCIATES 3443 *New 2024-03-31 6,247 $245,000 6,247
   Financial Gravity Wealth Inc. 1059 *New 2024-03-31 0 $0 0
   Hexagon Capital Partners LLC 1390 *New 2024-03-31 11 $0 11

  3 Records found
  1    
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