Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Ishares Us Small Cap Value Factor Etf (SVAL)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 32    3
Total shares held : 
1,008,257  
% of shares held : 
11.2%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  2  
Amount of shares held : 
112,308  
% of shares held change : 
  1.25%  
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 :
4
 155,145
 15.39%
 
Increased Positions :
11
 41,442
 4.11%
 
Unchanged Positions :
5
 1,722
 0.17%
 
Decreased Positions :
12
-76,497
-7.59%
 
Closed Positions :
1
-7,782
-0.77%
 
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
   RAYMOND JAMES TRUST CO 827 - 2024-03-31 12,861 $394,000 0
   WEALTH EFFECTS LLC 155 - 2024-03-31 9,350 $286,000 0
   Westside Investment Management Inc. 378 - 2024-03-31 1,300 $40,000 0
   US BANCORP 3344 - 2024-03-31 254 $8,000 0
   Capital Investment Advisory Services LLC 853 - 2024-03-31 150 $5,000 0
   FMR LLC 4284 - 2023-12-31 161 $5,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 1382 - 2024-03-31 111 $3,000 0
   WELLS FARGO & CO/MN 6003 - 2024-03-31 1 $0 0
   PROEQUITIES INC. 5176 - 2024-03-31 0 $0 0

  9 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results