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Get Institutions for : 
Ishares Esg Screened S&p Midcap Etf (XJH)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 90    1
Total shares held : 
 2,361,033  
% of shares held : 
 26.23%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   32  
Amount of shares held : 
 275,703  
% of shares held change : 
   3.06%  
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 :
9
 122,786
 5.2%
 
Increased Positions :
46
 325,040
 13.77%
 
Unchanged Positions :
20
 115,000
 4.87%
 
Decreased Positions :
15
-96,332
-4.08%
 
Closed Positions :
8
-75,791
-3.21%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BAYSTATE WEALTH MANAGEMENT LLC 88 *New 2023-12-31 28,933 $1,092,000 28,933
   PORTLAND GLOBAL ADVISORS LLC 82 *New 2024-03-31 14,740 $606,000 14,740
   CI Private Wealth LLC 1578 *New 2024-03-31 13,362 $549,000 13,362
   Petix & Botte Co 93 *New 2024-03-31 12,489 $513,000 12,489
   Capital Analysts Inc. 334 *New 2024-03-31 10,359 $426,000 10,359
   Carr Financial Group Corp 116 *New 2024-03-31 10,000 $411,000 10,000
   Eley Financial Management Inc 64 *New 2024-03-31 7,330 $301,000 7,330
   Magnus Financial Group LLC 251 *New 2024-03-31 7,238 $297,000 7,238
   Pathway Financial Advisors LLC 138 *New 2024-03-31 6,038 $248,000 6,038
   Stephens Consulting LLC 116 *New 2024-03-31 2,810 $115,000 2,810
   MOGY JOEL R INVESTMENT COUNSEL INC 107 *New 2024-03-31 2,650 $109,000 2,650
   TRUST CO OF VERMONT 524 *New 2024-03-31 949 $39,000 949
   Fernwood Investment Management LLC 422 *New 2024-03-31 605 $25,000 605
   WOODMONT INVESTMENT COUNSEL LLC 323 *New 2024-03-31 464 $19,000 464
   CBIZ Investment Advisory Services LLC 332 *New 2024-03-31 22 $1,000 22
  15 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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