Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
iShares Dow Jones U.S. Insurance Index Fund (IAK)  
$113.45 0.56 (0.5%) as of 4:30 Mon 4/22


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 101    14
Total shares held : 
 2,878,634  
% of shares held : 
 27.42%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   19  
Amount of shares held : 
 314,410  
% of shares held change : 
   2.99%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $90.84  
Last Quarter's Ending Price : 
 $100.13  
Last Quarter's Average Price : 
 $96.29  
Change from last quarter's     
avg. price to the last closing  : 
17.16 (17.82%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
21
 142,199
 4.94%
 
Increased Positions :
37
 351,427
 12.21%
 
Unchanged Positions :
11
 42,950
 1.49%
 
Decreased Positions :
32
-133,496
-4.64%
 
Closed Positions :
7
-45,720
-1.59%
 
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
   Fortis Group Advisors LLC *New 2024-03-31 55,707 $6,539,000 55,707
   PROSPERA FINANCIAL SERVICES 230 *New 2023-12-31 31,049 $3,109,000 31,049
   TAP Consulting LLC 73 *New 2024-03-31 15,390 $1,807,000 15,390
   PRIMORIS WEALTH ADVISORS LLC 19 *New 2023-12-31 15,700 $1,572,000 15,700
   SCOTIA CAPITAL INC. 517 *New 2023-12-31 7,105 $711,000 7,105
   CITIZENS FINANCIAL GROUP INC/RI 255 *New 2023-12-31 6,500 $651,000 6,500
   Eagle Strategies LLC 158 *New 2024-03-31 4,326 $508,000 4,326
   SFMG, LLC 143 *New 2023-12-31 4,745 $475,000 4,745
   HIGHTOWER ADVISORS, LLC 2423 *New 2023-12-31 4,007 $401,000 4,007
   RAYMOND JAMES TRUST CO 1188 *New 2024-03-31 1,718 $202,000 1,718
   MULTIFINANCIAL SECURITIES CORP 1640 *New 2023-12-31 1,999 $200,000 1,999
   Capital Analysts Inc. 597 *New 2023-12-31 648 $65,000 648
   Penserra Capital Management LLC 1142 *New 2023-12-31 73 $7,000 73
   NBC SECURITIES INC. 1771 *New 2024-03-31 60 $7,000 60
   BENJAMIN F. EDWARDS & COMPANY INC. 1901 *New 2024-03-31 38 $4,000 38
   MA GREENWOOD & ASSOCIATES INC 285 *New 2023-12-31 12 $1,000 12
  16 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