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BlackRock Institutional Trust’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

BlackRock Institutional Trust’s Portfolio RWJ Stock Details RWJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-4,800
Closed -$90K – 3923
2014
Q2 		$90K Buy
4,800
+4,500
+1,500% +$81.2K ﹤0.01% 3770
2014
Q1 		$5K Buy
+300
New +$5.31K ﹤0.01% 3924

Other funds holding RWJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

BlackRock Institutional Trust's RWJ Position: Q3 2014 in Review

BlackRock Institutional Trust sold out of Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q3 2014, closing a stake of 4,800 shares — an estimated $90K sold.

BlackRock Institutional Trust first reported a position in RWJ in Q1 2014 and held it in 2 quarters. The position peaked at $90K in Q2 2014. 47 funds tracked by Wall St. Rank hold RWJ as of Q3 2014.

  • BlackRock Institutional Trust reported no remaining Invesco S&P SmallCap 600 Revenue ETF position as of Q3 2014 after selling out during the quarter.
  • BlackRock Institutional Trust sold 4,800 Invesco S&P SmallCap 600 Revenue ETF shares in Q3 2014, an estimated $90K.
  • BlackRock Institutional Trust first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q1 2014 and held it in 2 quarters.
  • BlackRock Institutional Trust's Invesco S&P SmallCap 600 Revenue ETF position peaked at $90K in Q2 2014.
  • 47 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q3 2014.

Based on BlackRock Institutional Trust's 13F filing for Q3 2014, filed 29 Oct 2014.