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Get Institutions for : 
Ishares Esg Advanced Investment Grade Corp Bd Etf (ELQD)  
$ 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 : 
128,943  
% of shares held : 
1.43%  
Changes In:
New/increased positions vs   
old/decreased positions : 
0  
Amount of shares held : 
-3,223  
% of shares held change : 
  -0.04%  
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
 2,410
 1.87%
 
Increased Positions :
1
 3
 0%
 
Unchanged Positions :
1
 121,000
 93.84%
 
Decreased Positions :
2
-875
-0.68%
 
Closed Positions :
1
-4,761
-3.69%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   BLACKROCK INC. 3268 - 2023-12-31 121,000 $10,067,000 0
   Francis Financial Inc. 15 *New 2024-03-31 48,334 $3,960,000 48,334
   Highland Financial Advisors LLC 46 - 2023-12-31 2,840 $236,000 3
   J P MORGAN CHASE & CO 4916 - 2023-12-31 274 $23,000 -403
   Financial Connections Group Inc. *New 2024-03-31 172 $15,000 172
   Fermata Advisors LLC 224 *Closed 2024-03-31 0 $0 -2,410
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   Optas LLC 212 *Closed 2024-03-31 0 $0 -2,419
   JANE STREET GROUP LLC 5954 *Closed 2023-12-31 0 $0 -4,761

  9 Records found
  1    
  Page 1 of 1
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