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Get Institutions for : 
iShares Barclays Interm Govt/Credit Bond (GVI)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 256    14
Total shares held : 
 28,841,834  
% of shares held : 
 32.05%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   19  
Amount of shares held : 
 3,802,160  
% of shares held change : 
   4.22%  
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 :
36
 619,261
 2.15%
 
Increased Positions :
92
 4,816,545
 16.7%
 
Unchanged Positions :
41
 155,946
 0.54%
 
Decreased Positions :
87
-1,379,379
-4.78%
 
Closed Positions :
22
-254,267
-0.88%
 
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
   V-Square Quantitative Management LLC 4 *New 2024-03-31 287,000 $29,842,000 287,000
   FIRST AMERICAN TRUST CO 23 *New 2024-03-31 103,389 $10,750,000 103,389
   Sepio Capital LLC 81 *New 2024-03-31 28,277 $2,940,000 28,277
   COMMUNITY FINANCIAL SERVICES GROUP, LLC 64 *New 2024-03-31 19,525 $2,030,000 19,525
   MULTIFINANCIAL SECURITIES CORP 1022 *New 2024-03-31 12,456 $1,295,000 12,456
   Kovitz Investment Group Partners LLC 372 *New 2024-03-31 11,647 $1,211,000 11,647
   WEDBUSH MORGAN SECURITIES INC 332 *New 2024-03-31 11,106 $1,155,000 11,106
   PRIVATE TRUST CO NA 305 *New 2024-03-31 6,309 $656,000 6,309
   Atria Wealth Solutions Inc. 1274 *New 2024-03-31 4,670 $486,000 4,670
   Perigon Wealth Management LLC 712 *New 2024-03-31 2,588 $269,000 2,588
   BRYN MAWR TRUST CO/PA 334 *New 2024-03-31 2,160 $225,000 2,160
   MARINER WEALTH ADVISORS, LLC 2738 *New 2024-03-31 1,988 $207,000 1,988
   LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP 324 *New 2024-03-31 1,097 $112,000 1,097
   BARTLETT & CO. LLC 974 *New 2023-12-31 97 $10,000 97
   Center for Financial Planning Inc. 447 *New 2024-03-31 70 $7,000 70
  15 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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