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My Recent Searches
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Ishares Msci Usa Value Factor (VLUE) |
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$ 0.00 (0.00%) as of 4:30 Fri 2/14
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Download |
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Institutional
Holders
Total
Institutions:
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402 13 |
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Total
shares held :
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53,230,551 |
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% of shares
held :
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5.38% |
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Changes In:
|
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New/increased
positions vs
old/decreased
positions :
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-109 |
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Amount
of shares held :
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-2,715,873 |
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% of shares
held change :
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-0.27% |
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Quarter
Price vs. Current Price:
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Quarter Price vs.
Current Price:
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Last
Quarter's Starting
Price :
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N/A |
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Last
Quarter's Ending
Price :
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N/A |
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Last
Quarter's Average
Price :
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N/A |
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Change
from last quarter's
avg. price
to the last closing :
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(%) |
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Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Spider Management Company LLC |
4 |
- |
2024-03-31 |
310,315 |
$33,610,000 |
0 |
|
Qube Research & Technologies Ltd |
613 |
- |
2024-03-31 |
124,740 |
$13,511,000 |
0 |
|
RDL FINANCIAL INC |
3 |
- |
2024-03-31 |
93,507 |
$8,770,000 |
0 |
|
PARTNERS CAPITAL INVESTMENT GROUP LLP |
57 |
- |
2024-03-31 |
57,877 |
$6,269,000 |
0 |
|
Bank Julius Baer & Co. Ltd Zurich |
205 |
- |
2024-03-31 |
38,925 |
$4,216,000 |
0 |
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STRATEGIC INVESTMENT MANAGEMENT |
11 |
- |
2024-03-31 |
14,220 |
$1,453,000 |
0 |
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Almanack Investment Partners LLC. |
72 |
- |
2024-03-31 |
9,419 |
$1,020,000 |
0 |
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VISION CAPITAL MANAGEMENT INC |
77 |
- |
2024-03-31 |
8,593 |
$931,000 |
0 |
|
GREENLEAF TRUST |
378 |
- |
2024-03-31 |
6,525 |
$707,000 |
0 |
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TRUSTCORE FINANCIAL SERVICES LLC |
154 |
- |
2022-12-31 |
6,830 |
$622,000 |
0 |
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SCOTIA CAPITAL INC. |
585 |
- |
2024-03-31 |
5,105 |
$553,000 |
0 |
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Actinver Wealth Management Inc. |
52 |
- |
2024-03-31 |
4,838 |
$524,000 |
0 |
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Integrated Advisors Network LLC |
461 |
- |
2024-03-31 |
4,570 |
$495,000 |
0 |
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FLC Capital Advisors |
97 |
- |
2024-03-31 |
4,482 |
$485,000 |
0 |
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S&T BANK/PA |
80 |
- |
2024-03-31 |
4,425 |
$479,000 |
0 |
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West Wealth Group LLC |
47 |
- |
2024-03-31 |
4,204 |
$455,000 |
0 |
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LEVEL FOUR ADVISORY SERVICES LLC |
507 |
- |
2024-03-31 |
4,418 |
$447,000 |
0 |
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Pflug Koory LLC |
97 |
- |
2024-03-31 |
4,065 |
$440,000 |
0 |
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BSC PRIVATE WEALTH MANAGEMENT LLC |
105 |
- |
2024-03-31 |
3,809 |
$413,000 |
0 |
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Lunt Capital Management Inc. |
70 |
- |
2024-03-31 |
3,396 |
$368,000 |
0 |
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Shared Vision Wealth Group LLC |
53 |
- |
2024-03-31 |
3,290 |
$356,000 |
0 |
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BCS Wealth Management |
188 |
- |
2024-03-31 |
2,604 |
$282,000 |
0 |
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CORA CAPITAL ADVISORS LLC |
76 |
- |
2024-03-31 |
2,532 |
$274,000 |
0 |
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AlTi Global Inc. |
325 |
- |
2024-03-31 |
2,508 |
$272,000 |
0 |
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Rossmore Private Capital |
210 |
- |
2024-03-31 |
2,500 |
$271,000 |
0 |
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Confluence Wealth Services Inc. |
286 |
- |
2024-03-31 |
2,494 |
$270,000 |
0 |
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Nikulski Financial Inc. |
118 |
- |
2024-03-31 |
2,135 |
$231,000 |
0 |
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ATLAS CAPITAL ADVISORS LLC |
333 |
- |
2024-03-31 |
2,135 |
$231,000 |
0 |
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FERGUSON WELLMAN CAPITAL MANAGEMENT INC |
325 |
- |
2024-03-31 |
2,124 |
$230,000 |
0 |
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Intrua Financial LLC |
299 |
- |
2023-03-31 |
2,561 |
$226,000 |
0 |
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GLENMEDE TRUST CO NA |
1151 |
- |
2024-03-31 |
2,070 |
$224,000 |
0 |
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Eldridge Investment Advisors Inc. |
142 |
- |
2024-03-31 |
2,010 |
$218,000 |
0 |
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Lumature Wealth Partners LLC |
168 |
- |
2023-06-30 |
1,669 |
$157,000 |
0 |
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Archer Investment Corp |
243 |
- |
2024-03-31 |
1,399 |
$152,000 |
0 |
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SMITHFIELD TRUST CO |
397 |
- |
2024-03-31 |
1,221 |
$132,000 |
0 |
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PARKSIDE FINANCIAL BANK & TRUST |
490 |
- |
2024-03-31 |
1,022 |
$111,000 |
0 |
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KISTLERTIFFANY COMPANIES, LLC |
411 |
- |
2023-06-30 |
987 |
$93,000 |
0 |
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Biltmore Family Office LLC |
193 |
- |
2024-03-31 |
800 |
$87,000 |
0 |
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CoreFirst Bank & Trust |
177 |
- |
2024-03-31 |
802 |
$87,000 |
0 |
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PRIVATE TRUST CO NA |
929 |
- |
2024-03-31 |
767 |
$83,000 |
0 |
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Y.D. More Investments Ltd |
216 |
- |
2024-03-31 |
700 |
$76,000 |
0 |
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MASSMUTUAL TRUST CO FSB/ADV |
545 |
- |
2024-03-31 |
639 |
$69,000 |
0 |
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Crewe Advisors LLC |
337 |
- |
2024-03-31 |
600 |
$65,000 |
0 |
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Sound Income Strategies LLC |
381 |
- |
2024-03-31 |
577 |
$62,000 |
0 |
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EverSource Wealth Advisors LLC |
868 |
- |
2024-03-31 |
538 |
$54,000 |
0 |
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AllSquare Wealth Management LLC |
204 |
- |
2024-03-31 |
497 |
$54,000 |
0 |
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KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC |
538 |
- |
2024-03-31 |
486 |
$53,000 |
0 |
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TUCKER ASSET MANAGEMENT LLC |
244 |
- |
2023-12-31 |
447 |
$45,000 |
0 |
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Family Asset Management LLC |
136 |
- |
2024-03-31 |
320 |
$35,000 |
0 |
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Cassady Schiller Wealth Management LLC |
237 |
- |
2024-03-31 |
314 |
$34,000 |
0 |
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Private Ocean LLC |
286 |
- |
2024-03-31 |
270 |
$29,000 |
0 |
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New Republic Capital LLC |
195 |
- |
2024-03-31 |
224 |
$24,000 |
0 |
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Founders Financial Alliance LLC |
432 |
- |
2024-03-31 |
215 |
$23,000 |
0 |
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Arlington Trust Co LLC |
331 |
- |
2024-03-31 |
203 |
$22,000 |
0 |
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NATIONAL BANK OF CANADA /FI/ |
1837 |
- |
2024-03-31 |
190 |
$20,000 |
0 |
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BROWN BROTHERS HARRIMAN & CO |
900 |
- |
2024-03-31 |
175 |
$19,000 |
0 |
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Migdal Insurance & Financial Holdings Ltd. |
308 |
- |
2024-03-31 |
161 |
$17,000 |
0 |
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Westside Investment Management Inc. |
523 |
- |
2024-03-31 |
145 |
$16,000 |
0 |
|
Tyler-Stone Wealth Management |
565 |
- |
2024-03-31 |
138 |
$15,000 |
0 |
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BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
489 |
- |
2024-03-31 |
126 |
$14,000 |
0 |
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HM PAYSON & CO |
783 |
- |
2023-12-31 |
137 |
$14,000 |
0 |
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TOMPKINS FINANCIAL CORP |
469 |
- |
2024-03-31 |
128 |
$14,000 |
0 |
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GABLES CAPITAL MANAGEMENT INC. |
315 |
- |
2024-03-31 |
115 |
$12,000 |
0 |
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Hexagon Capital Partners LLC |
812 |
- |
2024-03-31 |
108 |
$12,000 |
0 |
|
Cape Investment Advisory Inc. |
666 |
- |
2023-12-31 |
96 |
$10,000 |
0 |
|
Tidemark LLC |
447 |
- |
2024-03-31 |
95 |
$10,000 |
0 |
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Cherry Tree Wealth Management LLC |
384 |
- |
2024-03-31 |
70 |
$8,000 |
0 |
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Northwest Capital Management Inc |
407 |
- |
2024-03-31 |
77 |
$8,000 |
0 |
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OXFORD FINANCIAL GROUP LTD |
268 |
- |
2024-03-31 |
68 |
$7,000 |
0 |
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JFS WEALTH ADVISORS, LLC |
1033 |
- |
2024-03-31 |
59 |
$6,000 |
0 |
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Integrity Financial Corp /WA |
181 |
- |
2024-03-31 |
43 |
$5,000 |
0 |
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Versant Capital Management Inc |
1084 |
- |
2024-03-31 |
35 |
$4,000 |
0 |
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Emerald Investment Partners LLC |
449 |
- |
2024-03-31 |
36 |
$4,000 |
0 |
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Eagle Bay Advisors LLC |
772 |
- |
2024-03-31 |
39 |
$4,000 |
0 |
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HANSON MCCLAIN, INC. |
2521 |
- |
2024-03-31 |
34 |
$4,000 |
0 |
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Kathleen S. Wright Associates Inc. |
208 |
- |
2024-03-31 |
35 |
$4,000 |
0 |
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Venturi Wealth Management LLC |
1147 |
- |
2024-03-31 |
33 |
$4,000 |
0 |
|
Sargent Bickham Lagudis LLC |
831 |
- |
2022-12-31 |
35 |
$3,000 |
0 |
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GUARDIAN WEALTH ADVISORS LLC / NC |
418 |
- |
2024-03-31 |
24 |
$3,000 |
0 |
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Global Wealth Strategies & Associates |
252 |
- |
2024-03-31 |
31 |
$3,000 |
0 |
|
Investors Research Corp |
917 |
- |
2024-03-31 |
14 |
$2,000 |
0 |
|
HHM Wealth Advisors LLC |
680 |
- |
2024-03-31 |
18 |
$2,000 |
0 |
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VitalStone Financial LLC |
426 |
- |
2024-03-31 |
5 |
$1,000 |
0 |
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ORG Partners LLC |
1172 |
*Closed |
2024-03-31 |
0 |
$0 |
0 |
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84 Records found
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1
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