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Get Institutions for : 
iShares Tr S&P Glbl Technlg (IXP)  
$84.38 1.01 (1.21%) as of 4:30 Fri 5/3


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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Laidlaw Wealth Management LLC 72 - 2023-12-31 15,670 $1,169,000 0
   Family Firm Inc. 102 - 2024-03-31 6,909 $581,000 0
   FINANCIAL COUNSELORS INC 402 - 2024-03-31 6,250 $526,000 0
   COMMONWEALTH EQUITY SERVICES LLC. 3376 - 2024-03-31 3,039 $256,000 0
   CVA Family Office LLC 279 - 2024-03-31 1,950 $164,000 0
   NATIONAL BANK OF CANADA /FI/ 1340 - 2023-12-31 1,893 $140,000 0
   FIFTH THIRD BANCORP 1144 - 2024-03-31 1,108 $93,000 0
   Front Row Advisors LLC 171 - 2023-12-31 858 $64,000 0
   Parallel Advisors LLC 1463 - 2023-12-31 620 $46,000 0
   CITIGROUP INC 3634 - 2023-12-31 597 $45,000 0
   COMERICA BANK 2801 - 2023-12-31 463 $35,000 0
   TOMPKINS FINANCIAL CORP 391 - 2024-03-31 400 $34,000 0
   CAMBRIDGE TRUST CO 475 - 2023-12-31 379 $28,000 0
   BLAIR WILLIAM & CO/IL 1627 - 2023-12-31 380 $28,000 0
   Bradley & Co. Private Wealth Management LLC 80 - 2023-12-31 350 $26,000 0
   VIGILANT CAPITAL MANAGEMENT LLC 371 - 2023-06-30 215 $15,000 0
   Spire Wealth Management 1601 - 2024-03-31 175 $15,000 0
   West Branch Capital LLC 281 - 2024-03-31 106 $9,000 0
   FTB Advisors Inc. 1721 - 2024-03-31 78 $7,000 0
   Pacifica Partners Inc. 398 - 2024-03-31 70 $6,000 0
   Archer Investment Corp 777 - 2023-12-31 56 $4,000 0
   ALPHAMARK ADVISORS LLC 625 - 2024-03-31 30 $3,000 0
   Beacon Capital Management LLC 820 - 2023-12-31 18 $1,000 0
   Semmax Financial Advisors Inc. 342 - 2023-12-31 12 $1,000 0
   New Millennium Group LLC 376 - 2023-12-31 11 $1,000 0
   PROEQUITIES INC. 7669 - 2023-12-31 0 $0 0
   Raleigh Capital Management Inc. 1164 - 2023-12-31 1 $0 0
  27 Records found
  1    
  Page 1 of 1
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