Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
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
   ENVESTNET ASSET MANAGEMENT INC 1002 - 2024-03-31 517,394 $24,173,000 -83,320
   CWM LLC 264 - 2024-03-31 255,075 $11,917,000 -46,764
   Advisor Group Holdings Inc. 1253 - 2024-03-31 77,712 $3,631,000 -46,900
   Oxinas Partners Wealth Management LLC 14 - 2024-03-31 63,539 $2,969,000 -4,305
   J P MORGAN CHASE & CO 3089 - 2024-03-31 35,205 $1,645,000 -24,899
   Envestnet Portfolio Solutions Inc. 962 - 2024-03-31 15,568 $727,000 -59,599
   Kingsview Wealth Management LLC 595 - 2024-03-31 14,206 $664,000 -100
   Strategic Blueprint LLC 356 - 2024-03-31 11,928 $557,000 -1,968
   JANNEY MONTGOMERY SCOTT LLC 1940 - 2024-03-31 11,318 $529,000 -13,944
   Cedar Point Capital Partners LLC 37 - 2024-03-31 10,986 $513,000 -72
   REGAL INVESTMENT ADVISORS, LLC 376 - 2024-03-31 9,691 $453,000 -2,167
   PARK AVENUE SECURITIES LLC 1021 - 2024-03-31 9,162 $428,000 -22,840
   BANK OF NEW YORK MELLON CORP 3547 - 2024-03-31 8,988 $420,000 -12,094
   Fermata Advisors LLC 129 - 2024-03-31 8,233 $385,000 -42,415
   AE Wealth Management LLC 933 - 2024-03-31 6,814 $318,000 -15,281
   PARSONS CAPITAL MANAGEMENT INC/RI 393 - 2024-03-31 5,544 $259,000 -903
   Ascent Group LLC 486 - 2024-03-31 4,329 $202,000 -514
   US BANCORP 2132 - 2024-03-31 3,277 $153,000 -9,522
   HANSON MCCLAIN, INC. 870 - 2024-03-31 3,207 $150,000 -27
   Farther Finance Advisors LLC 1127 - 2024-03-31 1,256 $58,000 -156
   Park Place Capital Corp 408 - 2024-03-31 1,004 $47,000 -2,664
   Aspire Private Capital LLC 323 - 2024-03-31 438 $20,000 -51
   Spire Wealth Management 1593 - 2024-03-31 317 $15,000 -187
   BLACKROCK INC. 4734 - 2024-03-31 316 $15,000 -148,703
   Goss Wealth Management LLC 2721 - 2024-03-31 292 $14,000 -4,142
   Milestone Investment Advisors LLC 117 - 2024-03-31 208 $10,000 -20,684
   PRINCIPAL SECURITIES INC. 2340 - 2024-03-31 197 $9,000 -107
   WELLS FARGO & CO/MN 5195 - 2024-03-31 172 $8,000 -208
   PROEQUITIES INC. 1775 - 2024-03-31 174 $8,000 -2,377
   FTB Advisors Inc. 1793 - 2024-03-31 115 $5,000 -118
  30 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