Institutional Ownership Ishares Tr Genomics Immunology (IDNA)
This table provides information about the institutional ownership of Ishares Tr Genomics Immunology (IDNA). We have compiled data on the 66 institutions that hold shares in the stock, with a total of 1.84 Million shares, which have been reported (via 13F filing form) to have a value of $42.1 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Prospera Financial Services Inc
|
Feb 14, 2024 Q4 2023 |
11,310
shares
|
$258,546
0.01% of portfolio
|
Q4 2023
Added 5.24%
|
|
North Star Asset Management Inc
|
May 08, 2024 Q1 2024 |
11,100
shares
|
$253,746
0.01% of portfolio
|
Q3 2022
New holding
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 02, 2024 Q1 2024 |
10,245
shares
|
$234,200
0.06% of portfolio
|
Q1 2024
Added 15.83%
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 15, 2024 Q1 2024 |
9,872
shares
|
$225,673
0.01% of portfolio
|
Q1 2024
Reduced 4.94%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
9,551
shares
|
$218,335
0.0% of portfolio
|
Q1 2024
Reduced 66.78%
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
9,396
shares
|
$214,792
0.0% of portfolio
|
Q1 2024
Reduced 49.6%
|
|
Aveo Capital Partners, LLC
|
May 06, 2024 Q1 2024 |
9,000
shares
|
$205,740
0.02% of portfolio
|
Q4 2023
New holding
|
|
First Heartland Consultants, Inc.
|
May 07, 2024 Q1 2024 |
8,553
shares
|
$195,521
0.02% of portfolio
|
Q1 2024
New holding
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 30, 2024 Q1 2024 |
8,427
shares
|
$192,641
0.12% of portfolio
|
Q1 2024
Reduced 9.9%
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 15, 2024 Q1 2024 |
8,316
shares
|
$190,103
0.01% of portfolio
|
Q1 2024
Reduced 59.47%
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
2,164
shares
|
$49,469
0.0% of portfolio
|
Q1 2024
Reduced 16.38%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
1,951
shares
|
$44,599
0.0% of portfolio
|
Q1 2024
Reduced 49.44%
|
|
Signaturefd, LLC
Atlanta, GA |
May 03, 2024 Q1 2024 |
1,500
shares
|
$34,290
0.0% of portfolio
|
Q4 2021
Added 150.0%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Apr 29, 2024 Q1 2024 |
1,473
shares
|
$33,672
0.0% of portfolio
|
Q1 2024
Reduced 7.65%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
1,353
shares
|
$30,929
0.0% of portfolio
|
Q1 2024
New holding
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Apr 30, 2024 Q1 2024 |
1,333
shares
|
$30,472
0.0% of portfolio
|
Q3 2022
New holding
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 15, 2024 Q1 2024 |
1,100
shares
|
$25,146
0.0% of portfolio
|
Q1 2024
Reduced 3.51%
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
1,070
shares
|
$24,460
0.0% of portfolio
|
Q1 2023
Added 209.25%
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 20, 2024 Q1 2024 |
849
shares
|
$19,408
0.01% of portfolio
|
Q4 2023
Added 0.71%
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
700
shares
|
$16,002
0.01% of portfolio
|
Q4 2022
New holding
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
664
shares
|
$15,179
0.0% of portfolio
|
Q2 2020
Added 532.98%
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
651
shares
|
$14,881
0.0% of portfolio
|
Q3 2021
New holding
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Apr 19, 2024 Q1 2024 |
407
shares
|
$9,304
0.0% of portfolio
|
Q1 2024
New holding
|
|
Citigroup Inc
|
May 10, 2024 Q1 2024 |
400
shares
|
$9,144
0.0% of portfolio
|
Q3 2021
New holding
|
|
Advisor Net Financial, Inc
|
Apr 12, 2024 Q1 2024 |
358
shares
|
$8,183
0.0% of portfolio
|
Q1 2024
Added 2883.33%
|