Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
iShares Tr Russell 3000 Indx (IWV)  
$286.49 0.46 (0.16%) as of 4:30 Wed 5/1


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 719    47
Total shares held : 
 25,804,121  
% of shares held : 
 53.15%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   39  
Amount of shares held : 
 1,298,030  
% of shares held change : 
   2.67%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $244.80  
Last Quarter's Ending Price : 
 $273.74  
Last Quarter's Average Price : 
 $254.97  
Change from last quarter's     
avg. price to the last closing  : 
31.52 (12.36%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
69
 687,720
 2.67%
 
Increased Positions :
208
 1,881,066
 7.29%
 
Unchanged Positions :
226
 1,257,855
 4.87%
 
Decreased Positions :
216
-1,150,625
-4.46%
 
Closed Positions :
22
-120,131
-0.47%
 
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
   BESSEMER GROUP INC 195 - 2023-12-31 173,698 $47,549,000 0
   Wind River Trust Co 3 - 2024-03-31 124,692 $37,418,000 0
   Balentine LLC 22 - 2023-12-31 47,632 $13,039,000 0
   REGIS MANAGEMENT CO LLC 8 - 2024-03-31 35,325 $10,600,000 0
   ALLEN INVESTMENT MANAGEMENT LLC 69 - 2023-12-31 35,383 $9,686,000 0
   jvl associates llc 9 - 2024-03-31 29,127 $8,740,000 0
   NORRIS PERNE & FRENCH LLP/MI 55 - 2024-03-31 22,870 $6,863,000 0
   GELLER FAMILY OFFICE SERVICES LLC 13 - 2023-12-31 24,095 $6,596,000 0
   Circle Wealth Management LLC 39 - 2023-12-31 22,119 $6,055,000 0
   CHARTWELL INVESTMENT PARTNERS INC. 195 - 2023-12-31 18,487 $5,061,000 0
   Levy Wealth Management Group LLC 12 - 2024-03-31 18,387 $5,033,000 0
   STRATEGIC INVESTMENT MANAGEMENT - 2023-12-31 16,400 $4,559,000 0
   Summit Trail Advisors LLC 68 - 2024-03-31 15,063 $4,520,000 0
   Valeo Financial Advisors LLC 74 - 2024-03-31 14,545 $4,206,000 0
   Lutz Financial Services LLC 46 - 2023-12-31 15,253 $4,175,000 0
   COZAD ASSET MANAGEMENT INC 54 - 2023-12-31 14,559 $3,985,000 0
   Cassady Schiller Wealth Management LLC 11 - 2023-12-31 13,261 $3,630,000 0
   Greenline Partners LLC 42 - 2023-12-31 13,244 $3,625,000 0
   Aries Wealth Management 24 - 2023-12-31 10,883 $2,979,000 0
   Intercontinental Wealth Advisors LLC 21 - 2023-06-30 11,510 $2,929,000 0
   BRYN MAWR TRUST CO/PA 136 - 2023-09-30 11,513 $2,821,000 0
   Tolleson Wealth Management Inc. 18 - 2023-12-31 10,140 $2,776,000 0
   Integrated Advisors Network LLC 177 - 2023-12-31 9,631 $2,636,000 0
   FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 232 - 2024-03-31 9,425 $2,580,000 0
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 48 - 2023-12-31 9,363 $2,563,000 0
   Granite Bay Wealth Management LLC 152 - 2023-12-31 9,828 $2,506,000 0
   MATRIX PRIVATE CAPITAL GROUP LLC 11 - 2023-12-31 9,117 $2,496,000 0
   Allen Mooney & Barnes Investment Advisors LLC 49 - 2024-03-31 8,334 $2,470,000 0
   FIRST NATIONAL BANK OF OMAHA 157 - 2023-12-31 8,990 $2,461,000 0
   Fonville Wealth Management LLC 33 - 2024-03-31 8,151 $2,446,000 0
   MILESTONE GROUP INC 60 - 2023-12-31 8,779 $2,403,000 0
   PINNACLE FINANCIAL PARTNERS INC - 2023-12-31 8,137 $2,227,000 0
   Renasant Bank 10 - 2023-12-31 7,326 $2,005,000 0
   OXFORD FINANCIAL GROUP LTD 52 - 2023-12-31 6,976 $1,910,000 0
   Financial Gravity Wealth Inc. 151 - 2023-12-31 19,202 $1,882,000 0
   Waypoint Capital Advisors LLC - 2023-12-31 6,700 $1,834,000 0
   HOYLECOHEN LLC 120 - 2023-12-31 6,600 $1,807,000 0
   Moisand Fitzgerald Tamayo LLC 38 - 2024-03-31 5,903 $1,771,000 0
   COHEN CAPITAL MANAGEMENT, INC. 71 - 2023-12-31 6,087 $1,666,000 0
   Verum Partners LLC 42 - 2024-03-31 5,539 $1,662,000 0
   Wealth Architects LLC 56 - 2023-12-31 5,888 $1,612,000 0
   MANCHESTER CAPITAL MANAGEMENT LLC 69 - 2023-12-31 5,868 $1,606,000 0
   MANCHESTER FINANCIAL INC 30 - 2024-03-31 5,246 $1,574,000 0
   Sterling Financial Group Inc. 18 - 2024-03-31 5,000 $1,500,000 0
   Column Capital Advisors LLC 47 - 2023-09-30 6,065 $1,486,000 0
   PORTLAND GLOBAL ADVISORS LLC 60 - 2023-12-31 5,295 $1,449,000 0
   CHESLEY TAFT & ASSOCIATES LLC/IL 164 - 2024-03-31 4,598 $1,380,000 0
   CVA Family Office LLC 71 - 2024-03-31 4,400 $1,320,000 0
   Graves-Light Private Wealth Management Inc. 77 - 2023-12-31 4,776 $1,307,000 0
   Asset Dedication LLC 147 - 2024-03-31 4,150 $1,245,000 0
   Stonegate Investment Group LLC 149 - 2024-03-31 4,006 $1,202,000 0
   Alera Investment Advisors LLC - 2023-12-31 4,357 $1,193,000 0
   FINANCIAL COUNSELORS INC - 2023-12-31 4,264 $1,167,000 0
   Abacus Planning Group Inc. 61 - 2024-03-31 3,882 $1,165,000 0
   LOWE BROCKENBROUGH & CO INC 169 - 2023-12-31 4,067 $1,113,000 0
   VISTA CAPITAL PARTNERS, INC. 27 - 2023-12-31 4,026 $1,102,000 0
   RETIREMENT PLANNING GROUP 92 - 2024-03-31 3,577 $1,073,000 0
   Symphony Financial Ltd. Co. 78 - 2024-03-31 3,533 $1,060,000 0
   Wealthcare Advisory Partners LLC 354 - 2024-03-31 3,393 $1,018,000 0
   HOLLENCREST SECURITIES LLC 126 - 2023-12-31 3,596 $984,000 0
   Stokes Family Office LLC 113 - 2023-12-31 3,500 $958,000 0
   FIRST INTERSTATE BANK 85 - 2023-12-31 3,482 $953,000 0
   KEB ASSET MANAGEMENT LLC 30 - 2024-03-31 3,169 $951,000 0
   GHP INVESTMENT ADVISORS INC 271 - 2024-03-31 3,164 $950,000 0
   Parcion Private Wealth LLC 113 - 2024-03-31 3,110 $933,000 0
   SONATA CAPITAL GROUP INC 43 - 2023-12-31 3,375 $924,000 0
   Ellis Investment Partners LLC 99 - 2024-03-31 2,828 $849,000 0
   Prosperity Planning Inc. 40 - 2024-03-31 2,823 $847,000 0
   LWM Advisory Services LLC 28 - 2023-12-31 3,027 $829,000 0
   Aprio Wealth Management LLC 77 - 2024-03-31 2,729 $819,000 0
   Beaumont Asset Management L.L.C. 35 - 2023-12-31 2,970 $813,000 0
   CONDOR CAPITAL MANAGEMENT 137 - 2023-12-31 2,936 $804,000 0
   FIRST NATIONAL CORP /MA/ /ADV 84 - 2024-03-31 2,902 $794,000 0
   Asset Allocation & Management Company LLC 26 - 2024-03-31 2,641 $793,000 0
   Jackson Wealth Management LLC 75 - 2023-12-31 2,801 $767,000 0
   SPINNAKER TRUST 153 - 2023-12-31 2,695 $738,000 0
   Strategic Family Wealth Counselors L.L.C. 53 - 2023-12-31 2,674 $732,000 0
   Blue Edge Capital LLC 78 - 2023-12-31 2,657 $727,000 0
   SlateStone Wealth LLC 176 - 2024-03-31 2,393 $718,000 0
   RAYMOND JAMES TRUST CO 573 - 2024-03-31 2,368 $711,000 0
   GIBSON CAPITAL MANAGEMENT, LTD. 25 - 2024-03-31 2,333 $700,000 0
   Sage Mountain Advisors LLC 122 - 2024-03-31 2,328 $699,000 0
   CHILTON CAPITAL MANAGEMENT LLC 147 - 2023-12-31 2,505 $686,000 0
   OXBOW ADVISORS, LLC 108 - 2023-12-31 2,494 $683,000 0
   Personal Capital Advisors Corp 268 - 2022-12-31 2,975 $657,000 0
   Wade Financial Advisory Inc 48 - 2023-12-31 2,330 $638,000 0
   Houlihan Financial Resource Group Ltd. 55 - 2023-12-31 2,324 $636,000 0
   COBBLESTONE CAPITAL ADVISORS LLC /NY/ 156 - 2023-12-31 2,323 $636,000 0
   BURNS J W & CO INC/NY 124 - 2024-03-31 2,100 $630,000 0
   Collaborative Wealth Managment Inc. 70 - 2023-12-31 2,241 $613,000 0
   Ashford Advisors LLC 12 - 2024-03-31 2,033 $610,000 0
   Procyon Private Wealth Partners LLC 294 - 2024-03-31 2,034 $610,000 0
   TBH Global Asset Management LLC 128 - 2023-12-31 2,175 $595,000 0
   BP WEALTH MANAGEMENT LLC 438 - 2023-12-31 2,147 $588,000 0
   Dempze Nancy E 37 - 2023-12-31 2,102 $575,000 0
   EVERGREEN CAPITAL MANAGEMENT LLC 388 - 2023-12-31 2,097 $574,000 0
   Waypoint Wealth Partners Inc. 37 - 2024-03-31 1,895 $569,000 0
   Crewe Advisors LLC 46 - 2023-12-31 2,007 $549,000 0
   HANSON MCCLAIN, INC. 528 - 2024-03-31 1,801 $540,000 0
   PrairieView Partners LLC - 2023-12-31 1,954 $535,000 0
  100 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