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Get Institutions for : 
iShares Trust (AOA)  
$74.34 0.72 (0.98%) as of 4:30 Wed 5/15


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 286    8
Total shares held : 
9,284,508  
% of shares held : 
51.72%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  61  
Amount of shares held : 
1,985,202  
% of shares held change : 
  11.06%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$63.07  
Last Quarter's Ending Price : 
$69.05  
Last Quarter's Average Price
$65.17  
Change from last quarter's     
avg. price to the last closing  : 
9.17 (14.07%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
28
 334,393
 3.6%
 
Increased Positions :
128
 2,052,065
 22.1%
 
Unchanged Positions :
55
 2,260,999
 24.35%
 
Decreased Positions :
75
-293,025
-3.16%
 
Closed Positions :
20
-108,231
-1.17%
 
Guru Positions :
1
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Braun-Bostich & Associates Inc. 134 *Closed 2024-03-31 0 $0 -3,205
   Kowal Investment Group LLC 180 *Closed 2024-03-31 0 $0 -3,354
   AFS Financial Group LLC 35 *Closed 2024-03-31 0 $0 -4,346
   Castleview Partners LLC 847 *Closed 2024-03-31 0 $0 -15
   Meridian Wealth Management LLC 251 *Closed 2024-03-31 0 $0 -3,979
   Coppell Advisory Solutions LLC 1581 *Closed 2023-12-31 0 $0 -106
   Aurum Wealth Management Group LLC 366 *Closed 2024-03-31 0 $0 -4,307
   TPG Financial Advisors LLC 60 *Closed 2023-12-31 0 $0 -3,441
   Coppell Advisory Solutions Corp. 746 *Closed 2023-03-31 0 $0 -106
   Global Wealth Management Investment Advisory Inc. 232 *Closed 2024-03-31 0 $0 -86
   St. James Investment Advisors LLC 103 *Closed 2022-12-31 0 $0 -197
   MEANS INVESTMENT CO. INC. 200 *Closed 2024-03-31 0 $0 -3,594
   BARTLETT & CO. WEALTH MANAGEMENT LLC 1214 *Closed 2024-03-31 0 $0 -142
   PENOBSCOT WEALTH MANAGEMENT 78 *Closed 2024-03-31 0 $0 -3,017
   JANNEY MONTGOMERY SCOTT LLC 2797 *Closed 2024-03-31 0 $0 -7,345
   Life Planning Partners Inc 116 *Closed 2024-03-31 0 $0 -340
   SageView Advisory Group LLC 703 *Closed 2024-03-31 0 $0 -3,912
   Authentikos Wealth Advisory LLC 369 *Closed 2023-12-31 0 $0 -7
   Feltz Wealth PLAN Inc. 330 *Closed 2024-03-31 0 $0 -8,128
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 1011 *Closed 2024-03-31 0 $0 -3,263
   Impact Partnership Wealth LLC 1026 *Closed 2023-12-31 0 $0 -100
   Orin Green Financial LLC 44 *Closed 2024-03-31 0 $0 -7,188
   JANNEY CAPITAL MANAGEMENT LLC 240 *Closed 2024-03-31 0 $0 -4,404
   GOLDMAN SACHS GROUP INC/ 4750 *Closed 2023-12-31 0 $0 -14,729
   HEAD & ASSOCIATES LLC 522 *Closed 2023-12-31 0 $0 -473
   EisnerAmper Wealth Management Corporate Benefits L 70 *Closed 2023-12-31 0 $0 -11,435
   ODell Group LLC 370 *Closed 2024-03-31 0 $0 -592
   FORTE ASSET MANAGEMENT LLC 63 *Closed 2024-03-31 0 $0 -8,233
   COREPATH WEALTH PARTNERS LLC 38 *Closed 2024-03-31 0 $0 -6,997
   Advisor Resource Council 469 *Closed 2024-03-31 0 $0 -3,575
   Madrona Financial Services LLC 102 *Closed 2024-03-31 0 $0 -3,010
   CFG ASSET MANAGEMENT LLC 471 *Closed 2024-03-31 0 $0 -3,281
   ONE Advisory Partners LLC 44 *Closed 2024-03-31 0 $0 -3,229
   Focused Wealth Management Inc 972 *Closed 2024-03-31 0 $0 -122

  34 Records found
  1    
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