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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
   SUN LIFE FINANCIAL INC 10 - 2024-03-31 823,040 $33,160,000 0
   Biltmore Family Office LLC 36 - 2024-03-31 67,046 $2,701,000 0
   FRANKLIN RESOURCES INC 1502 - 2024-03-31 66,218 $2,668,000 0
   BUCKINGHAM ASSET MANAGEMENT, LLC 431 - 2024-03-31 14,453 $582,000 0
   Pathstone Holdings LLC 1765 - 2024-03-31 10,173 $410,000 0
   WCG Wealth Advisors LLC 231 - 2024-03-31 10,125 $408,000 0
   Leverty Financial Group LLC 26 - 2024-03-31 6,710 $270,000 0
   COCONUT GROVE BANK 250 - 2024-03-31 3,863 $156,000 0
   HARBOUR INVESTMENTS INC. 1144 - 2023-12-31 2,663 $97,000 0
   Goss Wealth Management LLC 2073 - 2024-03-31 2,278 $92,000 0
   PRIVATE TRUST CO NA 1034 - 2024-03-31 1,508 $61,000 0
   PRINCIPAL SECURITIES INC. 1778 - 2024-03-31 757 $30,000 0
   Sargent Bickham Lagudis LLC 722 - 2022-12-31 300 $9,000 0
   SMITHFIELD TRUST CO 865 - 2024-03-31 203 $8,000 0
   PROEQUITIES INC. 5463 - 2024-03-31 0 $0 0
   Farther Finance Advisors LLC 3118 *Closed 2024-03-31 0 $0 0
  16 Records found
  1    
  Page 1 of 1
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