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Get Institutions for : 
iShares Barclays Government/Credit Bond (GBF)  
$102.69 0.57 (0.56%) as of 4:30 Wed 5/15


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 81    10
Total shares held : 
 2,532,155  
% of shares held : 
 71.33%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -25  
Amount of shares held : 
 -1,099,960  
% of shares held change : 
   -30.98%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $99.20  
Last Quarter's Ending Price : 
 $105.23  
Last Quarter's Average Price : 
 $101.17  
Change from last quarter's     
avg. price to the last closing  : 
1.52 (1.51%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
11
 17,985
 0.71%
 
Increased Positions :
20
 77,946
 3.08%
 
Unchanged Positions :
15
 64,303
 2.54%
 
Decreased Positions :
35
-548,988
-21.68%
 
Closed Positions :
21
-646,903
-25.55%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 2356 - 2023-12-31 96,765 $10,183,000 13,214
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 680 - 2024-03-31 84,979 $8,799,000 80,360
   Aveo Capital Partners LLC 72 - 2024-03-31 34,789 $3,540,000 659
   LPL FINANCIAL CORP 2438 - 2024-03-31 21,030 $2,177,000 2,090
   Ascent Group LLC 210 - 2023-12-31 13,609 $1,408,000 226
   AMERIPRISE FINANCIAL INC 2981 - 2023-12-31 13,223 $1,392,000 206
   Beirne Wealth Consulting Services LLC 26 - 2023-12-31 13,125 $1,381,000 4,071
   WESBANCO BANK INC 248 - 2024-03-31 13,217 $1,368,000 767
   WSFS CAPITAL MANAGEMENT LLC 212 - 2024-03-31 10,578 $1,095,000 2,442
   BIONDO INVESTMENT ADVISORS LLC 62 - 2023-12-31 10,200 $1,073,000 55
   HILLTOP HOLDINGS INC. 231 - 2023-12-31 9,142 $962,000 937
   BARTLETT & CO. LLC 320 - 2023-12-31 5,580 $588,000 190
   ROYAL BANK OF CANADA 3584 - 2023-12-31 5,134 $540,000 543
   UBS Group AG 4026 - 2023-12-31 4,173 $439,000 32
   Tower Wealth Partners Inc. 38 - 2024-03-31 3,872 $401,000 162
   H D Vest Advisory Services 1197 - 2024-03-31 3,469 $359,000 6
   BANK OF MONTREAL /CAN/ 2258 - 2023-12-31 3,383 $357,000 983
   CAPTRUST FINANCIAL ADVISORS 1998 - 2023-12-31 3,334 $351,000 3,334
   Sigma Planning Corp 995 - 2024-03-31 2,613 $271,000 2,613
   CWM LLC 2945 - 2024-03-31 172 $18,000 92
   PROEQUITIES INC. 2089 - 2024-03-31 8 $1,000 8
  21 Records found
  1    
  Page 1 of 1
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