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Get Institutions for : 
Ishares Iboxx High Yld Ex Oil (HYXE)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 55    0
Total shares held : 
1,066,402  
% of shares held : 
11.85%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  6  
Amount of shares held : 
-126,624  
% of shares held change : 
  -1.41%  
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 :
5
 27,992
 2.62%
 
Increased Positions :
24
 76,799
 7.2%
 
Unchanged Positions :
8
 78,076
 7.32%
 
Decreased Positions :
18
-165,685
-15.54%
 
Closed Positions :
5
-65,730
-6.16%
 
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
   Petix & Botte Co 88 *New 2024-03-31 13,415 $613,000 13,415
   STIFEL FINANCIAL CORP 3037 *New 2023-12-31 4,506 $205,000 4,506
   BANK OF NEW YORK MELLON CORP 3797 *New 2024-03-31 4,390 $201,000 4,390
   Nelson Van Denburg & Campbell Wealth Management Gr 792 *New 2024-03-31 3,308 $151,000 3,308
   WOODMONT INVESTMENT COUNSEL LLC 334 *New 2024-03-31 197 $9,000 197
   PFS Partners LLC 312 *New 2024-03-31 158 $7,000 158

  6 Records found
  1    
  Page 1 of 1
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