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Get Institutions for : 
Ishares Edge High Yield Defensive Bond Etf (HYDB)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   FinTrust Capital Advisors LLC 1188 *Closed 2024-03-31 0 $0 -210
   Bay Harbor Wealth Management LLC 169 *Closed 2024-03-31 0 $0 -2,224
   Horst & Graben Wealth Management LLC 150 *Closed 2024-03-31 0 $0 -4,605
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 708 *Closed 2024-03-31 0 $0 -42
   Perigon Wealth Management LLC 857 *Closed 2024-03-31 0 $0 -5,954
   Emerald Investment Partners LLC 485 *Closed 2024-03-31 0 $0 -3,045
   Raleigh Capital Management Inc. 949 *Closed 2024-03-31 0 $0 -81
   JB Capital LLC 220 *Closed 2024-03-31 0 $0 -6,245
   Atria Wealth Solutions Inc. 2001 *Closed 2024-03-31 0 $0 -7,987
   Icon Wealth Advisors LLC 470 *Closed 2024-03-31 0 $0 -2,509
   Venturi Wealth Management LLC 1420 *Closed 2024-03-31 0 $0 -151
   Simplicity WealthLLC 1179 *Closed 2024-03-31 0 $0 -5,494
   Change Path LLC 894 *Closed 2024-03-31 0 $0 -6,753
   BKM Wealth Management LLC 463 *Closed 2024-03-31 0 $0 -704
   JANE STREET GROUP LLC 5934 *Closed 2024-03-31 0 $0 -93,662
   ODell Group LLC 289 *Closed 2024-03-31 0 $0 -1,604
   TSA Wealth Managment LLC 66 *Closed 2024-03-31 0 $0 -13,286
   PRUDENTIAL FINANCIAL INC 2789 *Closed 2024-03-31 0 $0 -4,915
   Keener Financial Planning LLC 202 *Closed 2024-03-31 0 $0 -179
   ORG Partners LLC 1152 *Closed 2024-03-31 0 $0 -411
   BB&T CORP 2663 *Closed 2024-03-31 0 $0 -12,407
   EverSource Wealth Advisors LLC 3005 *Closed 2024-03-31 0 $0 -53

  22 Records found
  1    
  Page 1 of 1
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