Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Ishares Us Small Cap Value Factor Etf (SVAL)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 32    3
Total shares held : 
 1,008,257  
% of shares held : 
 11.2%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   2  
Amount of shares held : 
 112,308  
% of shares held change : 
   1.25%  
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 :
4
 155,145
 15.39%
 
Increased Positions :
11
 41,442
 4.11%
 
Unchanged Positions :
5
 1,722
 0.17%
 
Decreased Positions :
12
-76,497
-7.59%
 
Closed Positions :
1
-7,782
-0.77%
 
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/ 3500 - 2024-03-31 79,072 $2,421,000 -15,486
   RAYMOND JAMES & ASSOCIATES 2322 - 2024-03-31 48,948 $1,499,000 -2,836
   LPL FINANCIAL CORP 2864 - 2024-03-31 44,799 $1,372,000 -35,444
   ENVESTNET ASSET MANAGEMENT INC 2940 - 2024-03-31 36,288 $1,111,000 -3,725
   Well Done LLC 68 - 2024-03-31 32,852 $1,006,000 -225,501
   Global Assets Advisory LLC 32 - 2023-12-31 24,656 $761,000 -5,547
   MARINER WEALTH ADVISORS, LLC 2012 - 2024-03-31 16,515 $506,000 -441
   Integrated Wealth Concepts LLC 1047 - 2024-03-31 16,344 $500,000 -787
   COMMONWEALTH EQUITY SERVICES LLC. 2920 - 2024-03-31 13,996 $429,000 -287
   ROYAL BANK OF CANADA 3624 - 2024-03-31 12,686 $388,000 -10,978
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2928 - 2024-03-31 8,206 $251,000 -673
   Advisor Group Holdings Inc. 3869 - 2024-03-31 5,050 $155,000 -4,392
   Steward Partners Investment Advisory LLC 3192 - 2024-03-31 100 $3,000 -800
  13 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