Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / MSCI USA QUALITY
-
Total 13F shares
-
1,198,327
-
Share change
-
+470,400
-
Total reported value
-
$64,014,860
-
Price per share
-
$53.40
-
Number of holders
-
28
-
Value change
-
+$25,295,525
-
Number of buys
-
20
-
Number of sells
-
8
Institutional Holders of ISHARES TR - MSCI USA QUALITY (GARP) as of Q3 2024
As of 30 Sep 2024,
ISHARES TR - MSCI USA QUALITY (GARP) was held by
28 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,198,327 shares.
The largest 10 holders included
LANDAAS & CO /WI /ADV, Cambridge Investment Research Advisors, Inc., HighTower Advisors, LLC, Heck Capital Advisors, LLC, LPL Financial LLC, WJ Wealth Management, LLC, OSAIC HOLDINGS, INC., VALLEY NATIONAL ADVISERS INC, COMMONWEALTH EQUITY SERVICES, LLC, and Synergy Asset Management, LLC.
This page lists
30
institutional shareholders reporting positions in this security
for the Q3 2024 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.