Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Ishares Esg Advanced Msci Eafe Etf (DMXF)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 173    7
Total shares held : 
 6,219,224  
% of shares held : 
 69.1%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   30  
Amount of shares held : 
 -69,759  
% of shares held change : 
   -0.78%  
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 :
16
 94,415
 1.52%
 
Increased Positions :
76
 303,128
 4.87%
 
Unchanged Positions :
28
 417,638
 6.72%
 
Decreased Positions :
53
-392,727
-6.31%
 
Closed Positions :
9
-74,575
-1.2%
 
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
   SEI INVESTMENTS CO 1264 *New 2024-03-31 64,447 $4,391,000 64,447
   IMPACTfolio LLC 12 *New 2024-03-31 34,915 $2,379,000 34,915
   REGATTA CAPITAL GROUP LLC 47 *New 2024-03-31 27,260 $1,857,000 27,260
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 461 *New 2023-12-31 25,143 $1,606,000 25,143
   DOHJ LLC 58 *New 2024-03-31 23,379 $1,593,000 23,379
   SageView Advisory Group LLC 151 *New 2024-03-31 30,411 $1,431,000 30,411
   We Are One Seven LLC 381 *New 2023-12-31 12,020 $768,000 12,020
   CREATIVE PLANNING 1671 *New 2023-12-31 8,295 $530,000 8,295
   EQIS CAPITAL MANAGEMENT, INC. 526 *New 2023-12-31 5,728 $366,000 5,728
   Magnus Financial Group LLC 253 *New 2024-03-31 4,311 $294,000 4,311
   CONCENTRIC WEALTH MANAGEMENT LLC 117 *New 2024-03-31 4,020 $274,000 4,020
   Buttonwood Financial Group LLC 29 *New 2024-03-31 3,415 $233,000 3,415
   AMERIPRISE FINANCIAL INC 3625 *New 2023-12-31 3,420 $218,000 3,420
   UMA Financial Services Inc. 169 *New 2024-03-31 3,096 $202,000 3,096
   TRUST CO OF VERMONT 414 *New 2024-03-31 1,175 $80,000 1,175
   MOGY JOEL R INVESTMENT COUNSEL INC 111 *New 2024-03-31 1,175 $80,000 1,175
   HANSON INVESTMENT MANAGEMENT 344 *New 2024-03-31 417 $28,000 417
   Arjuna Capital 97 *New 2023-12-31 107 $7,000 107
   TOWER RESEARCH CAPITAL LLC 4981 *New 2023-12-31 64 $4,000 64
  19 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