Security Details
| Security Name: | ISHARES EDGE MSCI USA QUALITY |
|---|---|
| Ticker: | - |
| Security Type: | STUB_TYPE |
| Exchange: | - |
| CUSIP: | 46432f339 |
Historical Stats
| Period | Total Value | Value Change | Total Holders | Holder Change |
|---|---|---|---|---|
| 2024-06-30 | $0.06B | - | 7 | - |
| 2024-09-30 | $0.03B | -46.1% | 8 | +14.3% |
| 2024-12-31 | $0.05B | +55.5% | 6 | -25.0% |
Current Major Holders for Period: 2024-12-31
| Institution | Value | Shares | % of Portfolio |
|---|---|---|---|
| SLATESTONE WEALTH, LLC | $24.9M | 139K | 2.5% |
| SVB WEALTH LLC | $21.9M | 122K | 0.4% |
| COZAD ASSET MANAGEMENT INC | $1.4M | 7K | 0.1% |
| L & S ADVISORS INC | $1.1M | 5K | 0.1% |
| NORTH STAR ASSET MANAGEMENT INC | $1.9M | 10K | 0.1% |
| ANCORA ADVISORS LLC | $1.1M | 6K | 0.0% |
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