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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
   Farther Finance Advisors LLC 3189 *Closed 2023-12-31 0 $0 -30
   Koss-Olinger Consulting LLC 149 *Closed 2024-03-31 0 $0 -120,568
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1785 *Closed 2023-09-30 0 $0 -5,838
   UBS Group AG 7877 *Closed 2023-12-31 0 $0 -1,752
   J P MORGAN CHASE & CO 6179 *Closed 2024-03-31 0 $0 -2,633
   JANE STREET GROUP LLC 5861 *Closed 2023-12-31 0 $0 -45,639
   GenWealth Group Inc. 74 *Closed 2024-03-31 0 $0 -18,545
   MORGAN STANLEY 7701 *Closed 2023-12-31 0 $0 -44
   One Capital Management LLC 313 *Closed 2024-03-31 0 $0 -14,849

  9 Records found
  1    
  Page 1 of 1
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