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
   MORGAN STANLEY 2616 - 2024-03-31 375,450 $21,105,000 -840
   H D Vest Advisory Services 467 - 2024-03-31 46,372 $2,607,000 -142,507
   Gladstone Institutional Advisory LLC 192 - 2024-03-31 41,172 $2,314,000 -1,914
   Goldstein Advisors LLC 32 - 2024-03-31 39,801 $2,237,000 -315
   COMMONWEALTH EQUITY SERVICES LLC. 1821 - 2024-03-31 32,876 $1,848,000 -2,027
   Brand Asset Management Group Inc. 27 - 2024-03-31 31,764 $1,786,000 -2,260
   Rockefeller Capital Management L.P. 1090 - 2024-03-31 28,665 $1,611,000 -735
   UBS Group AG 3141 - 2024-03-31 28,615 $1,609,000 -2,490
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 224 - 2024-03-31 21,632 $1,216,000 -137
   Richwood Investment Advisors LLC 39 - 2024-03-31 12,814 $720,000 -628
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2304 - 2024-03-31 11,685 $657,000 -1,968
   Perigon Wealth Management LLC 488 - 2024-03-31 10,746 $604,000 -44
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1262 - 2023-09-30 10,212 $481,000 -113
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2305 - 2024-03-31 8,424 $474,000 -639
   MML INVESTORS SERVICES LLC 1887 - 2024-03-31 7,468 $420,000 -164
   MARINER WEALTH ADVISORS, LLC 2171 - 2024-03-31 7,410 $417,000 -86
   SIGNATURE SECURITIES GROUP CORPORATION 144 - 2024-03-31 6,578 $370,000 -631
   FRANKLIN RESOURCES INC 2529 - 2024-03-31 2,500 $141,000 -1,000
   Russell Investments Group Ltd. 2862 - 2024-03-31 89 $5,000 -30
  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