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Get Institutions for : 
iShares S&P GSTI Tech Index Fd (IGM)  
$89.44 0.80 (0.9%) as of 4:30 Fri 5/24


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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  : 
320.78 (78.2%)  




 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 401 - 2023-09-30 21,822 $8,340,000 -5,527
   RESOLUTE FINANCIAL LLC 49 - 2022-12-31 2,097 $587,000 -303
   TIEDEMANN WEALTH MANAGEMENT, LLC 160 - 2023-09-30 1,498 $573,000 -437
   PATHSTONE FAMILY OFFICE, LLC 1511 - 2023-09-30 532 $203,000 -21
   CAMBRIDGE TRUST CO 448 - 2023-12-31 82 $37,000 -23
   Cape Investment Advisory Inc. 453 - 2023-12-31 68 $30,000 -80
   TOWER RESEARCH CAPITAL LLC 3227 - 2024-03-31 187 $16,000 -5
   HORIZON INVESTMENTS, LLC/SC 698 - 2024-03-31 18 $2,000 -13

  8 Records found
  1    
  Page 1 of 1
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