Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Ishares Esg Advanced Msci Usa Etf (USXF)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 183    11
Total shares held : 
 16,837,867  
% of shares held : 
 12.52%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   40  
Amount of shares held : 
 280,504  
% of shares held change : 
   0.21%  
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 :
22
 250,400
 1.49%
 
Increased Positions :
84
 586,632
 3.48%
 
Unchanged Positions :
22
 368,716
 2.19%
 
Decreased Positions :
55
-503,207
-2.99%
 
Closed Positions :
11
-53,321
-0.32%
 
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
   SEI INVESTMENTS CO 1013 *New 2024-03-31 170,743 $7,709,000 170,743
   REGATTA CAPITAL GROUP LLC 32 *New 2024-03-31 63,317 $2,859,000 63,317
   SageView Advisory Group LLC 144 *New 2024-03-31 60,866 $1,490,000 60,866
   Sigma Planning Corp 401 *New 2024-03-31 30,711 $1,387,000 30,711
   DOHJ LLC 106 *New 2024-03-31 13,044 $589,000 13,044
   Change Path LLC 637 *New 2024-03-31 9,002 $406,000 9,002
   Financial Gravity Wealth Inc. 81 *New 2024-03-31 7,945 $359,000 7,945
   Monterey Private Wealth Inc. 82 *New 2024-03-31 6,780 $306,000 6,780
   THEORY FINANCIAL LLC 66 *New 2024-03-31 5,618 $254,000 5,618
   TRANSCEND WEALTH COLLECTIVE LLC 452 *New 2024-03-31 5,546 $250,000 5,546
   Claro Advisors LLC 365 *New 2024-03-31 5,151 $233,000 5,151
   JB Capital LLC 208 *New 2024-03-31 5,002 $226,000 5,002
   HIGHTOWER ADVISORS, LLC 2865 *New 2024-03-31 4,942 $224,000 4,942
   Goss Wealth Management LLC 1780 *New 2024-03-31 4,870 $220,000 4,870
   ZACKS INVESTMENT MANAGEMENT 589 *New 2024-03-31 4,840 $219,000 4,840
   CONCENTRIC WEALTH MANAGEMENT LLC 132 *New 2024-03-31 4,709 $213,000 4,709
   Hoxton Planning & Management LLC 150 *New 2024-03-31 4,724 $213,000 4,724
   OLD MISSION CAPITAL LLC 780 *New 2024-03-31 4,700 $212,000 4,700
   Continuum Advisory LLC 477 *New 2024-03-31 2,311 $102,000 2,311
   HANSON INVESTMENT MANAGEMENT 316 *New 2024-03-31 960 $43,000 960
   JONES FINANCIAL COMPANIES LLLP 861 *New 2024-03-31 562 $25,000 562
   MATHER GROUP, INC. 1429 *New 2024-03-31 70 $3,000 70
  22 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