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Get Institutions for : 
Ishares Esg Screened S&p Midcap Etf (XJH)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 90    1
Total shares held : 
 2,361,033  
% of shares held : 
 26.23%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   32  
Amount of shares held : 
 275,703  
% of shares held change : 
   3.06%  
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 :
9
 122,786
 5.2%
 
Increased Positions :
46
 325,040
 13.77%
 
Unchanged Positions :
20
 115,000
 4.87%
 
Decreased Positions :
15
-96,332
-4.08%
 
Closed Positions :
8
-75,791
-3.21%
 
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
   Biltmore Family Office LLC 68 - 2024-03-31 31,248 $1,284,000 0
   GOLDMAN SACHS GROUP INC/ 3430 - 2024-03-31 30,818 $1,266,000 0
   WHITTIER TRUST CO 392 - 2024-03-31 20,167 $828,000 0
   DAVENPORT & CO LLC 982 - 2024-03-31 5,929 $244,000 0
   KISTLERTIFFANY COMPANIES, LLC 341 - 2023-06-30 4,448 $158,000 0
   HARBOUR INVESTMENTS INC. 1205 - 2023-12-31 2,200 $83,000 0
   Coastal Capital Group Inc. 186 - 2023-06-30 1,922 $68,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 428 - 2022-12-31 1,765 $58,000 0
   ARMSTRONG ADVISORY GROUP INC 347 - 2024-03-31 1,304 $49,000 0
   SMITHFIELD TRUST CO 572 - 2024-03-31 1,112 $47,000 0
   McIlrath & Eck LLC 293 - 2024-03-31 1,083 $44,000 0
   CWM LLC 2353 - 2024-03-31 1,066 $44,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 719 - 2024-03-31 850 $35,000 0
   BARTLETT & CO. LLC 764 - 2023-12-31 850 $32,000 0
   WHITTIER TRUST CO OF NEVADA INC 780 - 2024-03-31 710 $29,000 0
   WFA of San Diego LLC 219 - 2023-09-30 791 $27,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1662 - 2024-03-31 258 $11,000 0
   PIN OAK INVESTMENT ADVISORS INC 404 - 2024-03-31 94 $4,000 0
   PROEQUITIES INC. 6230 - 2024-03-31 0 $0 0
  19 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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