Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Gladstone Institutional Advisory »

iShares S&P Global Mat. Sector Inde shares owned by Gladstone Institutional Advisory

Quarter-by-quarter ownership of iShares S&P Global Mat. Sector Inde (MXI) shares owned by Gladstone Institutional Advisory from 13F filings

Historical chart of Gladstone Institutional Advisory investment in iShares S&P Global Mat. Sector Inde

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Global Mat. Sector Inde held by Gladstone Institutional Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in iShares S&P Global Mat. Sector Inde by Gladstone Institutional Advisory

Quarter filed	Position value	Share count	Share price at filing
2023-12-31	$418k	4.8k	87.25
2023-09-30	$332k	4.2k	78.51
2022-06-30	$620k	8.4k	73.90
2022-03-31	$2.0M	21k	93.99
2021-12-31	$1.7M	19k	90.46

More positions owned by Gladstone Institutional Advisory

Spdr S&p 500 Etf Tr Tr Unit (SPY)

Apple (AAPL)

Wisdomtree Tr Floatng Rat Trea (USFR)

Vanguard Index Fds S&p 500 Etf Shs (VOO)

Ishares Tr Core S&p500 Etf (IVV)

Invesco Actively Managed Etf Ultra Shrt Dur (GSY)

Spdr Ser Tr Portfolio S&p500 (SPLG)

Microsoft Corporation (MSFT)

First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)

Amazon (AMZN)

First Tr Exchange-traded Lng Dur Oprtun (LGOV)

JPMorgan Chase & Co. (JPM)

NVIDIA Corporation (NVDA)

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Gladstone Institutional Advisory

Top funds holding iShares S&P Global Mat. Sector Inde

Pathway Financial Advisors

Bank of America Corporation

HighTower Advisors

Ameritas Advisory Services

OVERSEA-CHINESE BANKING Corp

Wealth Advisors of Tampa Bay

HTLF Bank

Fisher Investments

Advisor Group Holdings

Raymond James Financial Services Advisors

View all funds holding iShares S&P Global Mat. Sector Inde

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z