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. Pharmaceuticals Index Fund (IHE)  
$63.10 0.22 (0.35%) as of 4:30 Thu 4/18


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 129    2
Total shares held : 
 2,076,638  
% of shares held : 
 96.59%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   25  
Amount of shares held : 
 1,413,362  
% of shares held change : 
   65.74%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $175.97  
Last Quarter's Ending Price : 
 $185.40  
Last Quarter's Average Price : 
 $176.32  
Change from last quarter's     
avg. price to the last closing  : 
113.22 (64.21%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
16
 32,213
 1.55%
 
Increased Positions :
47
 1,464,913
 70.54%
 
Unchanged Positions :
42
 49,416
 2.38%
 
Decreased Positions :
24
-43,722
-2.11%
 
Closed Positions :
14
-40,042
-1.93%
 
Guru Positions :
1
3,535,859
 170.27%
 
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
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1528 - 2023-09-30 1,505 $266,000 0
   Northeast Financial Consultants Inc 240 - 2023-12-31 1,380 $256,000 0
   Strategic Financial Group LLC - 2023-12-31 1,285 $238,000 0
   Essex Savings Bank 253 - 2024-03-31 1,100 $204,000 0
   Sutton Wealth Advisors Inc. 134 - 2023-09-30 800 $142,000 0
   Cassady Schiller Wealth Management LLC 193 - 2023-12-31 300 $56,000 0
   AlphaCore Capital LLC 266 - 2023-12-31 300 $56,000 0
   FIRST MANHATTAN CO 892 - 2023-12-31 240 $44,000 0
   ISLAY CAPITAL MANAGEMENT LLC 139 - 2023-12-31 210 $39,000 0
   HHM Wealth Advisors LLC 367 - 2023-12-31 150 $28,000 0
   HARBOUR INVESTMENTS INC. 1874 - 2023-12-31 106 $20,000 0
   ARMSTRONG ADVISORY GROUP INC 488 - 2024-03-31 104 $19,000 0
   DT INVESTMENT PARTNERS, LLC 285 - 2023-12-31 100 $19,000 0
   IFP Advisors Inc 1919 - 2023-12-31 95 $18,000 0
   BESSEMER GROUP INC 1598 - 2023-12-31 55 $10,000 0
   EPG Wealth Management LLC 386 - 2023-12-31 35 $7,000 0
   BARTLETT & CO. LLC 1020 - 2023-12-31 30 $6,000 0
   TRANSAMERICA FINANCIAL ADVISORS, INC. 408 - 2023-12-31 1 $1,000 0
   CAROLINAS WEALTH CONSULTING LLC 944 *Closed 2023-12-31 0 $0 0
  19 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