Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
iShares Tr S&P Glbl Technlg (IXP)  
$84.38 1.01 (1.21%) as of 4:30 Fri 5/3


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 82    3
Total shares held : 
 1,628,232  
% of shares held : 
 34.64%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -2  
Amount of shares held : 
 -1,037,152  
% of shares held change : 
   -22.07%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $68.63  
Last Quarter's Ending Price : 
 $74.62  
Last Quarter's Average Price : 
 $71.20  
Change from last quarter's     
avg. price to the last closing  : 
13.18 (18.51%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 36,368
 2.23%
 
Increased Positions :
27
 144,348
 8.87%
 
Unchanged Positions :
25
 33,328
 2.05%
 
Decreased Positions :
26
-375,052
-23.03%
 
Closed Positions :
7
-842,816
-51.76%
 
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
   Green Harvest Asset Management LLC 35 - 2023-12-31 188,607 $14,073,000 49,861
   MORGAN STANLEY 3338 - 2023-12-31 129,443 $9,659,000 2,911
   BLACKROCK INC. 3460 - 2023-12-31 79,282 $5,916,000 3,191
   Money Design Co.Ltd. 48 - 2024-03-31 67,403 $5,671,000 14,131
   Slow Capital Inc. 44 - 2024-03-31 50,162 $4,221,000 114
   AE Wealth Management LLC 660 - 2023-12-31 50,578 $4,021,000 10,084
   BANK OF AMERICA CORP /DE/ 3090 - 2023-12-31 47,945 $3,577,000 16,435
   WELLS FARGO & CO/MN 2128 - 2023-12-31 47,399 $3,537,000 513
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1679 - 2023-12-31 33,060 $2,467,000 27,462
   BERSON & CORRADO INVESTMENT ADVISORS, LLC 13 - 2023-12-31 32,762 $2,445,000 184
   HC Advisors LLC - 2023-12-31 28,725 $2,143,000 610
   HPM Partners LLC - 2023-12-31 26,017 $1,941,000 2,127
   CREDIT SUISSE/ 2194 - 2023-12-31 15,062 $1,124,000 4,550
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2003 - 2024-03-31 12,720 $1,070,000 20
   CITADEL ADVISORS LLC 3301 - 2023-12-31 9,029 $674,000 9,029
   JANNEY MONTGOMERY SCOTT LLC 1789 - 2024-03-31 7,555 $636,000 396
   ENVESTNET ASSET MANAGEMENT INC 3184 - 2023-12-31 8,406 $627,000 443
   Gladstone Institutional Advisory LLC 376 - 2023-12-31 8,172 $610,000 1,781
   BESSEMER GROUP INC 836 - 2023-12-31 6,447 $481,000 235
   One Charles Private Wealth Services LLC 107 - 2023-12-31 3,848 $287,000 523
   Sunbelt Securities Inc. 513 - 2024-03-31 2,468 $208,000 696
   CREATIVE FINANCIAL DESIGNS INC /ADV 420 - 2023-12-31 2,261 $169,000 256
   NORTH STAR INVESTMENT MANAGEMENT CORP. 509 - 2023-12-31 1,198 $89,000 3
   J P MORGAN CHASE & CO 4585 - 2023-12-31 1,062 $79,000 1,029
   Retirement Group LLC 220 - 2023-12-31 669 $50,000 131
   BAYSTATE WEALTH MANAGEMENT LLC 427 - 2023-12-31 491 $37,000 282
  26 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