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Get Institutions for : 
Ishares Esg Screened S&p 500 Etf (XVV)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 69    4
Total shares held : 
 1,627,675  
% of shares held : 
 1.81%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   16  
Amount of shares held : 
 -705,654  
% of shares held change : 
   -0.78%  
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 :
10
 163,375
 10.04%
 
Increased Positions :
27
 124,702
 7.66%
 
Unchanged Positions :
17
 224,866
 13.82%
 
Decreased Positions :
15
-839,765
-51.59%
 
Closed Positions :
6
-153,966
-9.46%
 
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
   M&T BANK CORP 680 *New 2024-03-31 47,086 $1,897,000 47,086
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2334 *New 2024-03-31 29,515 $1,189,000 29,515
   MONUMENTAL FINANCIAL GROUP INC. 33 *New 2024-03-31 27,260 $1,098,000 27,260
   RAYMOND JAMES TRUST CO 519 *New 2024-03-31 20,483 $825,000 20,483
   PATHSTONE FAMILY OFFICE, LLC 1259 *New 2023-09-30 10,014 $325,000 10,014
   Magnus Financial Group LLC 237 *New 2024-03-31 7,988 $322,000 7,988
   Petix & Botte Co 114 *New 2024-03-31 7,023 $283,000 7,023
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 906 *New 2024-03-31 6,730 $271,000 6,730
   HIGHTOWER ADVISORS, LLC 2716 *New 2024-03-31 6,623 $267,000 6,623
   Oakmont Partners LLC 639 *New 2024-03-31 5,631 $227,000 5,631
   TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 128 *New 2024-03-31 5,417 $218,000 5,417
   MOGY JOEL R INVESTMENT COUNSEL INC 103 *New 2024-03-31 3,350 $135,000 3,350
   GPS Wealth Strategies Group LLC 906 *New 2024-03-31 200 $8,000 200
   FMR LLC 5049 *New 2024-03-31 3 $0 3
  14 Records found
  1    
  Page 1 of 1
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