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Get Institutions for : 
iShares Barclays Interm Govt/Credit Bond (GVI)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 256    14
Total shares held : 
28,841,834  
% of shares held : 
32.05%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  19  
Amount of shares held : 
3,802,160  
% of shares held change : 
  4.22%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
36
 619,261
 2.15%
 
Increased Positions :
92
 4,816,545
 16.7%
 
Unchanged Positions :
41
 155,946
 0.54%
 
Decreased Positions :
87
-1,379,379
-4.78%
 
Closed Positions :
22
-254,267
-0.88%
 
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
   Orgel Wealth Management LLC 83 *Closed 2024-03-31 0 $0 -16,993
   SMITH, SALLEY & ASSOCIATES 224 *Closed 2024-03-31 0 $0 -11,225
   Turtle Creek Wealth Advisors LLC 206 *Closed 2024-03-31 0 $0 -1,247
   TOWER RESEARCH CAPITAL LLC 5542 *Closed 2024-03-31 0 $0 -77
   Lehman & Derafelo Financial Resources LLC 125 *Closed 2022-12-31 0 $0 -62
   CYPRESS CAPITAL MANAGEMENT LLC 32 *Closed 2022-12-31 0 $0 -87,460
   TIAA FSB 578 *Closed 2023-06-30 0 $0 -2,263
   Scientech Research LLC 458 *Closed 2024-03-31 0 $0 -2,221
   GOLDMAN SACHS GROUP INC/ 4712 *Closed 2024-03-31 0 $0 -322,018
   TWO SIGMA SECURITIES LLC 1846 *Closed 2024-03-31 0 $0 -3,615
   COLONY GROUP, LLC 980 *Closed 2024-03-31 0 $0 -7,851
   FRANKLIN RESOURCES INC 2776 *Closed 2024-03-31 0 $0 -1,500
   QUADRANT CAPITAL GROUP LLC 2702 *Closed 2024-03-31 0 $0 -1,648
   Kozak & Associates Inc. 363 *Closed 2024-03-31 0 $0 -51
   IFP Advisors Inc 3147 *Closed 2023-12-31 0 $0 -21
   Rice Partnership LLC 164 *Closed 2024-03-31 0 $0 -38
   WASHINGTON TRUST BANK 234 *Closed 2024-03-31 0 $0 -4,500
   GLOBAL ENDOWMENT MANAGEMENT, LP 133 *Closed 2024-03-31 0 $0 -4,135
   MASSMUTUAL TRUST CO FSB/ADV 2080 *Closed 2024-03-31 0 $0 -1,525
   True North Advisors LLC 213 *Closed 2024-03-31 0 $0 -19,909
   Qube Research & Technologies Ltd 3752 *Closed 2024-03-31 0 $0 -686
   HRT FINANCIAL LLC 2694 *Closed 2024-03-31 0 $0 -4,876
   CAPITAL INSIGHT PARTNERS LLC 164 *Closed 2024-03-31 0 $0 -2,711
   Capital Financial Planning LLC 106 *Closed 2023-09-30 0 $0 -2,831
   GoalVest Advisory LLC 471 *Closed 2024-03-31 0 $0 -145
   BOYD WATTERSON ASSET MANAGEMENT LLC/OH 428 *Closed 2024-03-31 0 $0 -340
   New Century Financial Group LLC 193 *Closed 2024-03-31 0 $0 -1,924
   Henrickson Nauta Wealth Advisors Inc. 76 *Closed 2024-03-31 0 $0 -2,627
   SCBT FINANCIAL CORP 727 *Closed 2024-03-31 0 $0 -372
   KC Investment Advisors LLC 161 *Closed 2024-03-31 0 $0 -1,981
   Crabel Capital Management LLC 116 *Closed 2024-03-31 0 $0 -11,608

  31 Records found
  1    
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