Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Ishares Edge High Yield Defensive Bond Etf (HYDB)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 115    49
Total shares held : 
3,783,277  
% of shares held : 
42.04%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  70  
Amount of shares held : 
2,154,175  
% of shares held change : 
  23.94%  
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 :
54
 798,178
 21.1%
 
Increased Positions :
35
 1,580,188
 41.77%
 
Unchanged Positions :
12
 35,834
 0.95%
 
Decreased Positions :
14
-160,421
-4.24%
 
Closed Positions :
5
-63,770
-1.69%
 
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
   POM Investment Strategies LLC 20 - 2024-03-31 10,065 $470,000 0
   Matthew Goff Investment Advisor LLC 79 - 2024-03-31 7,346 $343,000 0
   Madrona Financial Services LLC 67 - 2024-03-31 6,165 $288,000 0
   NORTH STAR INVESTMENT MANAGEMENT CORP. 598 - 2024-03-31 1,175 $55,000 0
   NBC SECURITIES INC. 1120 - 2024-03-31 1,134 $52,000 0
   Tyler-Stone Wealth Management 407 - 2024-03-31 795 $37,000 0
   ADIRONDACK TRUST CO 279 - 2024-03-31 554 $26,000 0
   Moisand Fitzgerald Tamayo LLC 278 - 2024-03-31 306 $14,000 0
   Spectrum Wealth Counsel LLC 275 - 2024-03-31 279 $13,000 0
   Front Row Advisors LLC 726 - 2024-03-31 100 $5,000 0
   EverSource Wealth Advisors LLC 2231 - 2024-03-31 53 $2,000 0

  11 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results