Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Invesco Russell 1000 Equal Weight ETF (EQAL)  
$46.15 0.04 (0.08%) as of 4:30 Fri 5/17


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 73    7
Total shares held : 
 6,208,899  
% of shares held : 
 44.41%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   2  
Amount of shares held : 
 -306,755  
% of shares held change : 
   -2.19%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $39.24  
Last Quarter's Ending Price : 
 $44.10  
Last Quarter's Average Price : 
 $40.53  
Change from last quarter's     
avg. price to the last closing  : 
5.62 (13.86%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
11
 63,239
 1.02%
 
Increased Positions :
17
 426,333
 6.87%
 
Unchanged Positions :
23
 109,209
 1.76%
 
Decreased Positions :
22
-453,999
-7.31%
 
Closed Positions :
4
-342,328
-5.51%
 
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
   BANK OF AMERICA CORP /DE/ 1656 - 2023-12-31 548,509 $24,189,000 97,783
   MORGAN STANLEY 3028 - 2023-12-31 317,137 $13,986,000 194,519
   WAYNE HUMMER INVESTMENTS L.L.C. 97 - 2024-03-31 52,960 $2,446,000 11,635
   Capital Advisors Ltd. LLC 56 - 2024-03-31 46,870 $2,165,000 176
   Geneos Wealth Management Inc. 255 - 2024-03-31 42,944 $1,984,000 6,820
   Atria Wealth Solutions Inc. 660 - 2023-12-31 37,493 $1,653,000 1,250
   Strategic Financial Concepts LLC 121 - 2024-03-31 17,059 $788,000 172
   Baird Financial Group Inc. 1275 - 2023-12-31 14,732 $650,000 4,809
   JANNEY MONTGOMERY SCOTT LLC 1832 - 2024-03-31 13,083 $604,000 3,863
   Gladstone Institutional Advisory LLC 392 - 2023-12-31 12,949 $571,000 2
   Gilliland Jeter Wealth Management LLC 142 - 2024-03-31 6,254 $289,000 23
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1398 - 2023-12-31 6,156 $271,000 196
   HARBOUR INVESTMENTS INC. 1142 - 2023-12-31 2,223 $98,000 527
   FMR LLC 3861 - 2023-12-31 393 $17,000 109
   Sound Income Strategies LLC 927 - 2024-03-31 76 $4,000 76
  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