Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
iShares S&P GSTI Tech Index Fd (IGM)  
$88.93 0.12 (0.14%) as of 4:30 Wed 5/22


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 300    11
Total shares held : 
 3,983,274  
% of shares held : 
 44.76%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   25  
Amount of shares held : 
 338,490  
% of shares held change : 
   3.8%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $386.82  
Last Quarter's Ending Price : 
 $448.18  
Last Quarter's Average Price : 
 $410.22  
Change from last quarter's     
avg. price to the last closing  : 
321.29 (78.32%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
24
 48,698
 1.22%
 
Increased Positions :
87
 431,443
 10.83%
 
Unchanged Positions :
116
 199,113
 5%
 
Decreased Positions :
73
-101,032
-2.54%
 
Closed Positions :
13
-40,619
-1.02%
 
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
   Icon Wealth Partners LLC 122 - 2023-09-30 2,448 $936,000 0
   Ropes Wealth Advisors LLC 122 - 2023-09-30 2,012 $769,000 0
   First National Bank of South Miami 69 - 2023-06-30 970 $381,000 0
   ORLEANS CAPITAL MANAGEMENT CORP/LA 62 - 2023-12-31 803 $360,000 0
   Blankinship & Foster LLC 47 - 2023-12-31 797 $357,000 0
   Burleson & Company LLC 136 - 2022-12-31 488 $137,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 321 - 2022-12-31 458 $128,000 0
   EverSource Wealth Advisors LLC 842 - 2024-03-31 127 $57,000 0
   HM PAYSON & CO 573 - 2023-12-31 124 $56,000 0
   BARTLETT & CO. LLC 752 - 2023-12-31 75 $34,000 0
   Qube Research & Technologies Ltd 3187 - 2024-03-31 217 $19,000 0
   BDO Wealth Advisors LLC 656 - 2023-06-30 35 $14,000 0
   BAYSTATE WEALTH MANAGEMENT LLC 827 - 2023-12-31 14 $6,000 0
  13 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