Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Ishares Interest Rate Hedged Corporate Bond (LQDH)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 61    3
Total shares held : 
 1,832,739  
% of shares held : 
 3.15%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   9  
Amount of shares held : 
 43,876  
% of shares held change : 
   0.08%  
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 :
3
 20,174
 1.1%
 
Increased Positions :
28
 91,050
 4.97%
 
Unchanged Positions :
14
 24,030
 1.31%
 
Decreased Positions :
16
-57,758
-3.15%
 
Closed Positions :
6
-9,590
-0.52%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 1663 - 2024-03-31 302,158 $28,415,000 -1,535
   BEACON FINANCIAL GROUP 13 - 2024-03-31 122,498 $11,520,000 -875
   F3Logic LLC 17 - 2022-12-31 82,932 $7,505,000 -233,959
   JANE STREET GROUP LLC 1034 - 2024-03-31 73,342 $6,897,000 -21,253
   KFG WEALTH MANAGEMENT LLC 7 - 2024-03-31 54,180 $5,095,000 -964
   Red Wave Investments LLC 26 - 2024-03-31 28,028 $2,636,000 -4,116
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1156 - 2024-03-31 24,939 $2,345,000 -4,161
   Trilogy Capital Inc. 131 - 2024-03-31 23,150 $2,177,000 -5,489
   EQIS CAPITAL MANAGEMENT, INC. 115 - 2024-03-31 21,771 $2,047,000 -950
   MERCER GLOBAL ADVISORS INC /ADV 847 - 2024-03-31 14,028 $1,319,000 -2,692
   Rockefeller Capital Management L.P. 1176 - 2024-03-31 13,273 $1,248,000 -167
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 125 - 2024-03-31 11,123 $1,046,000 -1,670
   COMMONWEALTH EQUITY SERVICES LLC. 2247 - 2024-03-31 10,199 $959,000 -2,071
   TrinityPoint Wealth LLC 138 - 2024-03-31 10,155 $955,000 -20
   Gallagher Fiduciary Advisors LLC 128 - 2024-03-31 3,955 $372,000 -454
   FINANCIAL NETWORK 2179 - 2024-03-31 3,625 $341,000 -515
   Private Advisor Group LLC 1810 - 2024-03-31 3,259 $306,000 -872
   Founders Financial Alliance LLC 208 - 2024-03-31 3,258 $306,000 -5
   GUARDIAN CAPITAL ADVISORS LP 159 - 2024-03-31 2,404 $224,000 -100
   Farther Finance Advisors LLC 1842 - 2024-03-31 89 $8,000 -1
   Goss Wealth Management LLC 3525 - 2024-03-31 10 $1,000 -77
   FMR LLC 5213 - 2024-03-31 5 $0 -36
   WELLS FARGO & CO/MN 6476 - 2024-03-31 1 $0 -542
  23 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