Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
ZACKS INVESTMENT MANAGEMENT 02-14-2024 12-31-2023 610 8,118,022,830
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
AUTOMATIC DATA PROCESSING IN COM 151 $10,702,122 45,937 0.00 0.00 4,690 11.37 12-31-2023
ISHARES TR CORE MSCI EAFE 152 $10,508,758 149,379 0.00 0.00 98,336 192.65 12-31-2023
TORO CO COM Liquidated $0 0 0.00 0.02 69,656 324.62 12-31-2023
ISHARES TR IBOXX INV CP ETF 154 $10,269,131 92,799 0.00 0.00 -92,644 -49.96 12-31-2023
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