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Get Institutions for : 
Ishares Factors Us Growth Style Etf (STLG)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 11    4
Total shares held : 
208,990  
% of shares held : 
2.32%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  6  
Amount of shares held : 
117,669  
% of shares held change : 
  1.31%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 176,932
 84.66%
 
Increased Positions :
2
 12,710
 6.08%
 
Unchanged Positions :
2
 249
 0.12%
 
Decreased Positions :
0
0
0%
 
Closed Positions :
3
-71,973
-34.44%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Synergy Financial Management LLC 35 *New 2024-03-31 94,414 $4,494,000 94,414
   LANDAAS & CO /WI /ADV 10 *New 2023-12-31 73,428 $3,018,000 73,428
   VALLEY NATIONAL ADVISERS INC 63 - 2024-03-31 52,502 $2,498,000 10,340
   GOLDMAN SACHS GROUP INC/ 3275 *New 2023-12-31 38,572 $1,585,000 38,572
   TOWER RESEARCH CAPITAL LLC 696 - 2023-12-31 31,675 $1,302,000 12,645
   Stratos Wealth Partners LTD. 950 - 2024-03-31 8,679 $413,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4358 *New 2023-12-31 7,671 $315,000 7,671
   CREATIVE PLANNING 2233 *New 2023-12-31 6,000 $247,000 6,000
   Spire Wealth Management 1236 - 2024-03-31 982 $47,000 562
   Advisor Group Holdings Inc. 5723 - 2023-12-31 249 $10,000 0
   Glass Jacobson Investment Advisors llc 592 - 2024-03-31 134 $6,000 0
   MORGAN STANLEY 7406 *Closed 2023-12-31 0 $0 -1
   HILLTOP HOLDINGS INC. 625 *Closed 2023-12-31 0 $0 -45,761
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   CITADEL ADVISORS LLC 6235 *Closed 2023-12-31 0 $0 -26,211

  15 Records found
  1    
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