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Get Institutions for : 
iShares Morningstar Mid Value Index (JKI)  
$69.34 0.15 (0.22%) as of 4:30 Wed 5/1


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 128    1
Total shares held : 
 5,296,387  
% of shares held : 
 21.62%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   20  
Amount of shares held : 
 533,642  
% of shares held change : 
   2.18%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $59.63  
Last Quarter's Ending Price : 
 $67.72  
Last Quarter's Average Price : 
 $62.25  
Change from last quarter's     
avg. price to the last closing  : 
7.09 (11.39%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
11
 230,051
 4.34%
 
Increased Positions :
50
 427,350
 8.07%
 
Unchanged Positions :
36
 330,479
 6.24%
 
Decreased Positions :
31
-105,155
-1.99%
 
Closed Positions :
10
-18,604
-0.35%
 
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
   Nelson Van Denburg & Campbell Wealth Management Gr 1450 *Closed 2023-12-31 0 $0 -1,597
   MERCER GLOBAL ADVISORS INC /ADV 2001 *Closed 2023-12-31 0 $0 -3,621
   Windsor Group LTD 158 *Closed 2023-09-30 0 $0 -3,235
   Stonebridge Capital Advisors LLC 449 *Closed 2023-12-31 0 $0 -500
   Impact Partnership Wealth LLC 947 *Closed 2023-12-31 0 $0 -37
   FNY Investment Advisers LLC 540 *Closed 2023-12-31 0 $0 -30
   Concord Wealth Partners 968 *Closed 2023-12-31 0 $0 -210
   Arlington Financial Advisors LLC 88 *Closed 2024-03-31 0 $0 -187,104
   Spire Wealth Management 2419 *Closed 2024-03-31 0 $0 -52
   James J. Burns & Company LLC 115 *Closed 2024-03-31 0 $0 -5,964
  10 Records found
  1    
  Page 1 of 1
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