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Get Institutions for : 
Ishares Esg Aware Moderate Allocation Etf (EAOM)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 6    1
Total shares held : 
27,809  
% of shares held : 
0.31%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  1  
Amount of shares held : 
-7,497  
% of shares held change : 
  -0.08%  
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 :
2
 1,823
 6.56%
 
Increased Positions :
1
 4,210
 15.14%
 
Unchanged Positions :
2
 276
 0.99%
 
Decreased Positions :
1
-2,000
-7.19%
 
Closed Positions :
1
-11,530
-41.46%
 
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

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   JANE STREET GROUP LLC 4022 - 2023-12-31 17,258 $454,000 4,210
   Cardinal Point Wealth Management Partners LLC 66 - 2023-03-31 11,200 $284,000 0
   Brookstone Capital Management 865 *New 2024-03-31 7,541 $204,000 7,541
   BANK OF MONTREAL /CAN/ 3013 *New 2023-12-31 1,822 $48,000 1,822
   Mascoma Wealth Management LLC 357 - 2024-03-31 276 $7,000 0
   MORGAN STANLEY 7075 *New 2023-12-31 1 $0 1
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6121 *Closed 2024-03-31 0 $0 -8,452
   PROEQUITIES INC. 6948 - 2024-03-31 0 $0 0

  8 Records found
  1    
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