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Get Institutions for : 
Ishares Edge Investment Grade Enhanced Bond Etf (IGEB)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 80    35
Total shares held : 
8,247,657  
% of shares held : 
91.64%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  37  
Amount of shares held : 
3,648,986  
% of shares held change : 
  40.54%  
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 :
39
 1,989,630
 24.12%
 
Increased Positions :
19
 2,369,913
 28.73%
 
Unchanged Positions :
5
 208,487
 2.53%
 
Decreased Positions :
17
-653,927
-7.93%
 
Closed Positions :
4
-56,630
-0.69%
 
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
   Lion Street Advisors LLC 66 - 2024-03-31 17,521 $793,000 0
   RWM Asset Management LLC 129 - 2024-03-31 6,327 $284,000 0
   THRIVENT FINANCIAL FOR LUTHERANS 2308 - 2023-12-31 6,101 $276,000 0
   PHILLIPS FINANCIAL MANAGEMENT LLC 185 - 2024-03-31 3,080 $138,000 0
   PROEQUITIES INC. 1537 - 2024-03-31 410 $18,000 0
   GPS Wealth Strategies Group LLC 812 - 2024-03-31 300 $13,000 0
   Capital Analysts Inc. 896 - 2023-12-31 200 $9,000 0
   AdvisorNet Financial Inc 1324 - 2024-03-31 209 $9,000 0
   GoalVest Advisory LLC 330 - 2024-03-31 156 $7,000 0

  9 Records found
  1    
  Page 1 of 1
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