Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
IShares Trust Small Core Index Fund (JKJ)  
$52.92 0.82 (1.52%) as of 4:30 Fri 6/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 72    0
Total shares held : 
 1,524,963  
% of shares held : 
 13.86%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   11  
Amount of shares held : 
 -16,405  
% of shares held change : 
   -0.15%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $53.21  
Last Quarter's Ending Price : 
 $56.21  
Last Quarter's Average Price : 
 $53.24  
Change from last quarter's     
avg. price to the last closing  : 
0.32 (0.6%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 37,632
 2.47%
 
Increased Positions :
26
 88,052
 5.77%
 
Unchanged Positions :
25
 129,264
 8.48%
 
Decreased Positions :
15
-76,092
-4.99%
 
Closed Positions :
6
-65,997
-4.33%
 
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
   GOLDMAN SACHS GROUP INC/ 3039 - 2024-03-31 43,648 $2,454,000 0
   Private Advisor Group LLC 1528 - 2024-03-31 8,683 $488,000 0
   PARSONS CAPITAL MANAGEMENT INC/RI 324 - 2024-03-31 8,400 $472,000 0
   LEVEL FOUR ADVISORY SERVICES LLC 496 - 2024-03-31 8,728 $468,000 0
   PNC FINANCIAL SERVICES GROUP INC 1600 - 2024-03-31 8,000 $450,000 0
   CONTINUUM WEALTH ADVISORS LLC 56 - 2024-03-31 4,116 $231,000 0
   Beacon Pointe Advisors LLC 1205 - 2024-03-31 3,860 $217,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 449 - 2024-03-31 3,600 $202,000 0
   BARTLETT & CO. LLC 465 - 2023-12-31 3,600 $195,000 0
   FinTrust Capital Advisors LLC 351 - 2024-03-31 2,140 $120,000 0
   Farther Finance Advisors LLC 985 - 2024-03-31 1,552 $86,000 0
   MATRIX PRIVATE CAPITAL GROUP LLC 128 - 2024-03-31 792 $45,000 0
   HIGHLANDER CAPITAL MANAGEMENT, LLC 311 - 2024-03-31 608 $34,000 0
   EverSource Wealth Advisors LLC 1188 - 2024-03-31 574 $30,000 0
   TSFG LLC 358 - 2024-03-31 420 $24,000 0
   PRINCIPAL SECURITIES INC. 1916 - 2024-03-31 416 $23,000 0
   WASHINGTON TRUST CO 591 - 2024-03-31 300 $17,000 0
   Global Retirement Partners LLC 1893 - 2024-03-31 287 $16,000 0
   Cape Investment Advisory Inc. 577 - 2023-12-31 300 $16,000 0
   Key Financial Inc 661 - 2024-03-31 265 $15,000 0
   COLONIAL ASSET MANAGEMENT, INC. 525 - 2024-03-31 247 $14,000 0
   Archer Investment Corp 608 - 2024-03-31 208 $12,000 0
   Security National Bank 260 - 2024-03-31 125 $7,000 0
   Sunbelt Securities Inc. 1395 - 2024-03-31 80 $4,000 0
   PROEQUITIES INC. 6899 - 2024-03-31 0 $0 0
  25 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