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Get Institutions for : 
Ishares Us Small Cap Value Factor Etf (SVAL)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BB&T CORP 1096 - 2023-12-31 87,895 $2,707,000 -1,703
   RAYMOND JAMES & ASSOCIATES 2322 - 2024-03-31 48,948 $1,499,000 -2,836
   LPL FINANCIAL CORP 2864 - 2024-03-31 44,799 $1,372,000 -35,444
   Well Done LLC 68 - 2024-03-31 32,852 $1,006,000 -225,501
   ROYAL BANK OF CANADA 3342 - 2023-12-31 23,664 $728,000 -9,921
   Integrated Wealth Concepts LLC 968 - 2023-12-31 17,131 $528,000 -1,458
   WARREN AVERETT ASSET MANAGEMENT, LLC 309 - 2023-12-31 14,981 $461,000 -7
   COMMONWEALTH EQUITY SERVICES LLC. 2920 - 2024-03-31 13,996 $429,000 -287
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2928 - 2024-03-31 8,206 $251,000 -673
   MORGAN STANLEY 5476 - 2023-12-31 7,190 $221,000 -415
   Advisor Group Holdings Inc. 3869 - 2024-03-31 5,050 $155,000 -4,392
   TOWER RESEARCH CAPITAL LLC 2689 - 2023-12-31 3,047 $94,000 -29,394
  12 Records found
  1    
  Page 1 of 1
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