Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
iShares Dow Jones US Basic Materials (IYM)  
$144.09 0.43 (0.3%) as of 4:30 Thu 6/6


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 194    1
Total shares held : 
 2,326,051  
% of shares held : 
 3.28%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -27  
Amount of shares held : 
 -208,848  
% of shares held change : 
   -0.29%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $137.82  
Last Quarter's Ending Price : 
 $147.73  
Last Quarter's Average Price : 
 $137.30  
Change from last quarter's     
avg. price to the last closing  : 
6.79 (4.95%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
17
 62,903
 2.7%
 
Increased Positions :
39
 88,397
 3.8%
 
Unchanged Positions :
73
 177,324
 7.62%
 
Decreased Positions :
65
-314,204
-13.51%
 
Closed Positions :
18
-45,944
-1.98%
 
Guru Positions :
0
 0%
 
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 period: 12-31-2023 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
   COLONY GROUP, LLC 466 *New 2024-03-31 15,283 $2,153,000 15,283
   ALLSTATE INVESTMENT MANAGEMENT CO 313 *New 2022-12-31 9,479 $1,183,000 9,479
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 277 *New 2024-03-31 5,475 $809,000 5,475
   DOHJ LLC 94 *New 2024-03-31 4,911 $726,000 4,911
   TWO SIGMA INVESTMENTS LLC 2134 *New 2024-03-31 4,100 $606,000 4,100
   WILEY BROS.-AINTREE CAPITAL LLC 244 *New 2024-03-31 3,856 $570,000 3,856
   Oakmont Partners LLC 496 *New 2024-03-31 3,500 $517,000 3,500
   PROSPERA FINANCIAL SERVICES 708 *New 2023-12-31 3,143 $434,000 3,143
   PATHSTONE FAMILY OFFICE, LLC 1174 *New 2023-09-30 3,015 $381,000 3,015
   OPPENHEIMER & CO INC 1314 *New 2024-03-31 1,448 $214,000 1,448
   Trueblood Wealth Management LLC 207 *New 2024-03-31 1,431 $211,000 1,431
   DORCHESTER WEALTH MANAGEMENT Co 157 *New 2024-03-31 1,365 $201,000 1,365
   Ahrens Investment Partners LLC 331 *New 2023-03-31 358 $47,000 358
   Nelson Van Denburg & Campbell Wealth Management Gr 1481 *New 2024-03-31 185 $27,000 185
   Center for Financial Planning Inc. 351 *New 2024-03-31 100 $15,000 100
   Atlantic Trust Group LLC 2153 *New 2024-03-31 93 $14,000 93
   Raleigh Capital Management Inc. 561 *New 2024-03-31 65 $10,000 65
   ICA Group Wealth Management LLC 883 *New 2024-03-31 70 $10,000 70
   HM PAYSON & CO 923 *New 2023-12-31 10 $1,000 10
   Beaird Harris Wealth Management LLC 552 *New 2024-03-31 8 $1,000 8
   BLACKROCK INC. 4905 *New 2024-03-31 1 $0 1
  21 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