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Get Institutions for : 
iShares Dow Jones US Total Market (IYY)  
$129.38 0.17 (0.13%) as of 4:30 Mon 5/20


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 205    5
Total shares held : 
 3,240,887  
% of shares held : 
 42.64%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   26  
Amount of shares held : 
 44,976  
% of shares held change : 
   0.59%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $104.31  
Last Quarter's Ending Price : 
 $116.53  
Last Quarter's Average Price : 
 $108.72  
Change from last quarter's     
avg. price to the last closing  : 
20.66 (19%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
15
 34,607
 1.07%
 
Increased Positions :
68
 142,801
 4.41%
 
Unchanged Positions :
75
 273,267
 8.43%
 
Decreased Positions :
47
-96,560
-2.98%
 
Closed Positions :
10
-35,872
-1.11%
 
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
   Campbell Wealth Management 93 *Closed 2024-03-31 0 $0 -2,745
   GRADIENT INVESTMENTS LLC 1157 *Closed 2024-03-31 0 $0 -200
   TSFG LLC 757 *Closed 2024-03-31 0 $0 -3
   RENAISSANCE TECHNOLOGIES LLC 3832 *Closed 2024-03-31 0 $0 -2,300
   GOLDMAN SACHS GROUP INC/ 4711 *Closed 2024-03-31 0 $0 -53,011
   WOLVERINE TRADING LLC 1177 *Closed 2024-03-31 0 $0 -1,994
   SCHRODER INVESTMENT MANAGEMENT GROUP 1148 *Closed 2024-03-31 0 $0 -8,700
   First Personal Financial Services 382 *Closed 2024-03-31 0 $0 -1,180
   Wealthstar Advisors LLC 128 *Closed 2024-03-31 0 $0 -3,129
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 2066 *Closed 2024-03-31 0 $0 -172
   FIRST UNITED BANK TRUST/ 435 *Closed 2024-03-31 0 $0 -200
   CIBC WORLD MARKETS INC. 1293 *Closed 2024-03-31 0 $0 -2,600
   Laffer Tengler Investments 449 *Closed 2024-03-31 0 $0 -438
  13 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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