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Get Institutions for : 
Ishares Esg Advanced Msci Usa Etf (USXF)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 183    11
Total shares held : 
16,837,867  
% of shares held : 
12.52%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  40  
Amount of shares held : 
280,504  
% of shares held change : 
  0.21%  
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 :
22
 250,400
 1.49%
 
Increased Positions :
84
 586,632
 3.48%
 
Unchanged Positions :
22
 368,716
 2.19%
 
Decreased Positions :
55
-503,207
-2.99%
 
Closed Positions :
11
-53,321
-0.32%
 
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
   McGlone Suttner Wealth Management Inc. 170 *Closed 2024-03-31 0 $0 -2,553
   Shotwell Rutter Baer Inc 20 *Closed 2024-03-31 0 $0 -20,729
   ORG Partners LLC 655 *Closed 2024-03-31 0 $0 -1,152
   Mutual Advisors LLC 1077 *Closed 2024-03-31 0 $0 -8,473
   MARSHALL WACE LLP 2049 *Closed 2023-12-31 0 $0 -6,300
   Trevian Wealth Management LLC 30 *Closed 2024-03-31 0 $0 -7,394
   ST GERMAIN D J CO INC 848 *Closed 2024-03-31 0 $0 -82
   BOURGEON CAPITAL MANAGEMENT LLC 370 *Closed 2024-03-31 0 $0 -1,470
   Raleigh Capital Management Inc. 1103 *Closed 2023-12-31 0 $0 -81

  9 Records found
  1    
  Page 1 of 1
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