Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Inspire 100 Etf (BIBL)  
$37.57 0.09 (0.24%) as of 4:30 Tue 6/11


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 97    3
Total shares held : 
 5,853,428  
% of shares held : 
 14.1%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   17  
Amount of shares held : 
 427,205  
% of shares held change : 
   1.03%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $34.62  
Last Quarter's Ending Price : 
 $38.91  
Last Quarter's Average Price : 
 $36.45  
Change from last quarter's     
avg. price to the last closing  : 
1.12 (3.07%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 78,305
 1.34%
 
Increased Positions :
44
 776,885
 13.27%
 
Unchanged Positions :
14
 282,952
 4.83%
 
Decreased Positions :
30
-347,780
-5.94%
 
Closed Positions :
6
-80,205
-1.37%
 
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
   EverSource Wealth Advisors LLC 72 - 2024-03-31 109,777 $3,831,000 0
   Paradiem LLC 89 - 2024-03-31 10,872 $423,000 0
   CAPTRUST FINANCIAL ADVISORS 1581 - 2024-03-31 10,594 $412,000 0
   Ronald Blue Trust Inc. 373 - 2024-03-31 8,371 $326,000 0
   Cedrus LLC 119 - 2024-03-31 7,482 $291,000 0
   Grandview Asset Management LLC 96 - 2024-03-31 7,116 $277,000 0
   PROEQUITIES INC. 830 - 2024-03-31 3,284 $128,000 0
   GPS Wealth Strategies Group LLC 364 - 2024-03-31 2,762 $107,000 0
   SUMMIT INVESTMENT ADVISORS INC 1748 - 2024-03-31 2,516 $98,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1159 - 2024-03-31 1,995 $78,000 0
   Goss Wealth Management LLC 2178 - 2024-03-31 1,750 $68,000 0
   Winch Advisory Services LLC 150 - 2024-03-31 1,265 $49,000 0
   NORTH STAR INVESTMENT MANAGEMENT CORP. 736 - 2024-03-31 548 $21,000 0
   HHM Wealth Advisors LLC 471 - 2024-03-31 360 $14,000 0
   NBC SECURITIES INC. 1612 - 2024-03-31 319 $12,000 0
   Castleview Partners LLC 542 - 2024-03-31 240 $9,000 0
   Asset Dedication LLC 877 - 2024-03-31 41 $2,000 0
   Spire Wealth Management 2102 - 2024-03-31 45 $2,000 0
   WELLS FARGO & CO/MN 6565 - 2024-03-31 1 $0 0
  19 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