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Get Institutions for : 
iShares S&P GSTI Tech Index Fd (IGM)  
$85.38 0.22 (0.26%) as of 4:30 Fri 5/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 300    11
Total shares held : 
3,983,274  
% of shares held : 
44.76%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  25  
Amount of shares held : 
338,490  
% of shares held change : 
  3.8%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$386.82  
Last Quarter's Ending Price : 
$448.18  
Last Quarter's Average Price
$410.22  
Change from last quarter's     
avg. price to the last closing  : 
324.84 (79.19%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
24
 48,698
 1.22%
 
Increased Positions :
87
 431,443
 10.83%
 
Unchanged Positions :
116
 199,113
 5%
 
Decreased Positions :
73
-101,032
-2.54%
 
Closed Positions :
13
-40,619
-1.02%
 
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
   DAGCO INC. 8 *New 2023-12-31 11,712 $5,249,000 11,712
   FIRST TRUST ADVISORS LP 1404 *New 2023-12-31 8,728 $3,912,000 8,728
   Humankind Investments LLC 15 *New 2023-12-31 8,155 $3,655,000 8,155
   Sowell Financial Services LLC 191 *New 2024-03-31 27,514 $2,371,000 27,514
   U.S. Capital Wealth Advisors LLC 257 *New 2023-12-31 3,918 $1,756,000 3,918
   SpiderRock Advisors LLC 428 *New 2024-03-31 4,950 $422,000 4,950
   Moors & Cabot Inc. 514 *New 2023-12-31 908 $407,000 908
   Integrated Wealth Concepts LLC 1159 *New 2023-12-31 792 $355,000 792
   Sontag Advisory LLC 545 *New 2023-12-31 600 $269,000 600
   GREAT VALLEY ADVISOR GROUP INC. 633 *New 2023-12-31 521 $234,000 521
   Horst & Graben Wealth Management LLC 133 *New 2024-03-31 2,673 $230,000 2,673
   SCOTT & SELBER INC 87 *New 2024-03-31 2,646 $228,000 2,646
   WNY Asset Management LLC 204 *New 2023-12-31 500 $224,000 500
   Snowden Capital Advisors LLC 1025 *New 2023-12-31 497 $223,000 497
   THOROUGHBRED FINANCIAL SERVICES LLC 536 *New 2023-12-31 496 $222,000 496
   Derbend Asset Management 110 *New 2024-03-31 2,508 $216,000 2,508
   Harbour Trust & Investment Management Co 159 *New 2024-03-31 2,478 $214,000 2,478
   Valeo Financial Advisors LLC 590 *New 2024-03-31 2,588 $214,000 2,588
   Willow Creek Wealth Management Inc. 141 *New 2023-12-31 477 $214,000 477
   Strategic Blueprint LLC 566 *New 2024-03-31 2,436 $210,000 2,436
   Apollon Wealth Management LLC 1017 *New 2024-03-31 2,423 $209,000 2,423
   BlueChip Wealth Advisors LLC 119 *New 2024-03-31 2,392 $206,000 2,392
   Calton & Associates Inc. 178 *New 2024-03-31 2,381 $205,000 2,381
   BEACON FINANCIAL GROUP 299 *New 2023-12-31 457 $205,000 457
   Garde Capital Inc. 256 *New 2023-12-31 235 $105,000 235
   Bell Investment Advisors Inc 173 *New 2023-12-31 145 $65,000 145
   Dunhill Financial LLC 258 *New 2023-12-31 16 $7,000 16
   Semmax Financial Advisors Inc. 253 *New 2023-12-31 11 $5,000 11
   FTB Advisors Inc. 1864 *New 2024-03-31 45 $4,000 45

  29 Records found
  1    
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