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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 44    0
Total shares held : 
431,339  
% of shares held : 
4.79%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  9  
Amount of shares held : 
92,278  
% of shares held change : 
  1.03%  
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 :
5
 49,246
 11.42%
 
Increased Positions :
18
 83,154
 19.28%
 
Unchanged Positions :
12
 57,493
 13.33%
 
Decreased Positions :
9
-23,675
-5.49%
 
Closed Positions :
5
-16,447
-3.81%
 
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
   Atlantic Private Wealth LLC 18 - 2023-12-31 15,941 $610,000 0
   GOLDMAN SACHS GROUP INC/ 3908 - 2023-12-31 11,380 $435,000 0
   Veracity Capital LLC 180 - 2024-03-31 6,784 $266,000 0
   MCF Advisors LLC 304 - 2024-03-31 2,280 $89,000 0
   Milestone Investment Advisors LLC 84 - 2023-12-31 2,170 $83,000 0
   SMITHFIELD TRUST CO 598 - 2024-03-31 1,046 $42,000 0
   Addison Advisors LLC 442 - 2024-03-31 600 $24,000 0
   Ronald Blue Trust Inc. 1180 - 2024-03-31 597 $23,000 0
   GHP INVESTMENT ADVISORS INC 575 - 2024-03-31 534 $21,000 0
   CWM LLC 2911 - 2024-03-31 477 $19,000 0
   Wells Financial Advisors INC 57 - 2023-12-31 482 $18,000 0
   Compass Wealth Management LLC 337 - 2024-03-31 300 $12,000 0
   PROEQUITIES INC. 5942 - 2024-03-31 0 $0 0

  13 Records found
  1    
  Page 1 of 1
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