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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
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 1442 *Closed 2024-03-31 0 $0 -22,696
   Sprinkle Financial Consultants LLC 65 *Closed 2024-03-31 0 $0 -7,293
   AdvisorNet Financial Inc 2106 *Closed 2024-03-31 0 $0 -1,425
   MORGAN STANLEY 7418 *Closed 2023-12-31 0 $0 -90
   JANE STREET GROUP LLC 5862 *Closed 2023-12-31 0 $0 -21,920
   GRIES FINANCIAL LLC 225 *Closed 2023-12-31 0 $0 -9,829
   TWO SIGMA SECURITIES LLC 2037 *Closed 2023-12-31 0 $0 -9,323
   KCS Wealth Advisory 153 *Closed 2023-09-30 0 $0 -9,346
   ACORN FINANCIAL ADVISORY SERVICES INC /ADV 231 *Closed 2024-03-31 0 $0 -16,464
   Focused Wealth Management Inc 948 *Closed 2024-03-31 0 $0 -334
  10 Records found
  1    
  Page 1 of 1
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