Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
iShares S&P NY AMT-Free Municipal Bd (NYF)  
$53.61 0.07 (0.13%) as of 4:30 Wed 5/15


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 129    7
Total shares held : 
 7,334,868  
% of shares held : 
 88.37%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   14  
Amount of shares held : 
 6,422  
% of shares held change : 
   0.08%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $50.70  
Last Quarter's Ending Price : 
 $54.09  
Last Quarter's Average Price : 
 $52.05  
Change from last quarter's     
avg. price to the last closing  : 
1.56 (3%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
15
 332,737
 4.54%
 
Increased Positions :
50
 1,502,687
 20.49%
 
Unchanged Positions :
21
 162,255
 2.21%
 
Decreased Positions :
43
-1,768,074
-24.11%
 
Closed Positions :
8
-60,928
-0.83%
 
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
   Atomi Financial Group Inc. 377 *New 2024-03-31 8,434 $454,000 8,434
   GRIMES & COMPANY INC 235 *New 2024-03-31 8,250 $444,000 8,250
   Equitable Holdings Inc. 894 *New 2023-12-31 6,277 $340,000 6,277
   Perigon Wealth Management LLC 664 *New 2024-03-31 5,993 $322,000 5,993
   FINANCIAL ENGINES ADVISORS L.L.C. 258 *New 2023-12-31 5,857 $317,000 5,857
   Fidelis Capital Partners LLC 284 *New 2024-03-31 5,755 $310,000 5,755
   SEI INVESTMENTS CO 2301 *New 2024-03-31 5,050 $272,000 5,050
   AMERICAN INVESTMENT SERVICES INC. 129 *New 2023-12-31 4,925 $266,000 4,925
   MERITAGE PORTFOLIO MANAGEMENT 324 *New 2024-03-31 4,016 $216,000 4,016
   Atlantic Edge Private Wealth Management LLC 138 *New 2024-03-31 2,900 $156,000 2,900
   IFP Advisors Inc 1153 *New 2023-12-31 2,158 $117,000 2,158
   Coastal Investment Advisors Inc. 660 *New 2024-03-31 305 $16,000 305
   JONES FINANCIAL COMPANIES LLLP 828 *New 2023-12-31 60 $3,000 60
  13 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