Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
iShares Trust (AOK)  
$36.37 0.04 (0.11%) as of 4:30 Wed 5/8


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 143    6
Total shares held : 
 6,888,392  
% of shares held : 
 32.88%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -9  
Amount of shares held : 
 1,106,997  
% of shares held change : 
   5.28%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $33.76  
Last Quarter's Ending Price : 
 $36.15  
Last Quarter's Average Price : 
 $34.58  
Change from last quarter's     
avg. price to the last closing  : 
1.79 (5.16%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
13
 440,131
 6.39%
 
Increased Positions :
50
 1,713,983
 24.88%
 
Unchanged Positions :
27
 601,280
 8.73%
 
Decreased Positions :
53
-910,222
-13.21%
 
Closed Positions :
19
-136,895
-1.99%
 
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
   BB&T CORP 1424 *New 2023-12-31 38,398 $1,388,000 38,398
   Charles Schwab Trust Co 82 *New 2024-03-31 28,959 $1,066,000 28,959
   CITADEL ADVISORS LLC 2913 *New 2023-12-31 28,135 $1,017,000 28,135
   Equitable Holdings Inc. 893 *New 2023-12-31 9,408 $340,000 9,408
   Eagle Strategies LLC 244 *New 2024-03-31 6,028 $222,000 6,028
   Vestmark Advisory Solutions Inc. 470 *New 2023-12-31 5,953 $215,000 5,953
   Moss Adams Wealth Advisors LLC 113 *New 2023-12-31 5,920 $214,000 5,920
   PROSPERA FINANCIAL SERVICES 974 *New 2023-12-31 5,924 $214,000 5,924
   United Community Bank *New 2024-03-31 1,425 $52,000 1,425
   ADVISORY SERVICES NETWORK, LLC 2233 *New 2023-12-31 885 $32,000 885
   COUNTRY TRUST BANK 198 *New 2024-03-31 702 $26,000 702
   Ahrens Investment Partners LLC 552 *New 2023-03-31 400 $14,000 400
   First Command Advisory Services Inc. *New 2024-03-31 312 $11,000 312
   FSA Wealth Management LLC 312 *New 2023-12-31 288 $10,000 288
   Ronald Blue Trust Inc. *New 2024-03-31 60 $2,000 60
  15 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