Portfolio Holdings Detail for ISIN IE00B3VWM098
Stock Name / Fund | iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc |
Issuer | Blackrock |
Entity holding fund | iShares VII Public Limited Company |
Entity Type | Umbrella investment company with variable capital and having segregated liability between its funds |
Entity LEI | 549300Q7FFITMZ2PFZ28 |
ETF Ticker | CUS1(GBX) LSE |
ETF Ticker | CUSS(USD) LSE |
ETF Ticker | SXRG(EUR) F |
ETF Ticker | CSUSS.MI(EUR) CXE |
ETF Ticker | CSUSSz(USD) CXE |
ETF Ticker | CUSS.LS(USD) CXE |
ETF Ticker | CSUSS(EUR) ETF Plus |
ETF Ticker | CUS1.L(GBP) LSE |
ETF Ticker | CUSS.L(GBP) LSE |
Holdings detail for PDM
Stock Name | Piedmont Office Realty Trust Inc |
Ticker | PDM(USD) NYSE |
TYPE | Common Stock |
Country | USA |
ISIN | US7201902068 |
Show aggregate PDM holdings
News associated with PDM
- Piedmont Office Realty Trust, Inc. (NYSE:PDM) Shares Purchased by Rhumbline Advisers
- Rhumbline Advisers grew its holdings in Piedmont Office Realty Trust, Inc. (NYSE:PDM – Free Report) by 0.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 227,700 shares of the real estate investment trust’s stock after purchasing an additional 1,954 shares during […] - 2025-03-04 08:53:01
- Robert W. Baird Issues Pessimistic Forecast for Piedmont Office Realty Trust (NYSE:PDM) Stock Price
- Piedmont Office Realty Trust (NYSE:PDM – Get Free Report) had its price target decreased by Robert W. Baird from $10.00 to $9.00 in a report released on Monday,Benzinga reports. The brokerage currently has a “neutral” rating on the real estate investment trust’s stock. Robert W. Baird’s price target would suggest a potential upside of 25.44% […] - 2025-02-26 07:08:50
- Asset Management One Co. Ltd. Buys 6,149 Shares of Piedmont Office Realty Trust, Inc. (NYSE:PDM)
- Asset Management One Co. Ltd. increased its stake in shares of Piedmont Office Realty Trust, Inc. (NYSE:PDM – Free Report) by 3.3% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 195,038 shares of the real estate investment trust’s stock after buying an additional 6,149 shares during […] - 2025-02-20 09:28:47
- Piedmont Office Realty Trust (NYSE:PDM) Upgraded at StockNews.com
- Piedmont Office Realty Trust (NYSE:PDM – Get Free Report) was upgraded by research analysts at StockNews.com from a “sell” rating to a “hold” rating in a research report issued on Monday. Several other equities research analysts also recently issued reports on PDM. Robert W. Baird downgraded shares of Piedmont Office Realty Trust from an “outperform” […] - 2025-02-19 06:18:49
- Choreo LLC Has $484,000 Holdings in Piedmont Office Realty Trust, Inc. (NYSE:PDM)
- Choreo LLC raised its position in Piedmont Office Realty Trust, Inc. (NYSE:PDM – Free Report) by 4.0% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 54,024 shares of the real estate investment trust’s stock after purchasing an additional 2,078 shares during the period. Choreo LLC’s holdings in […] - 2025-02-12 09:28:50
iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc PDM holdings
Date | Number of PDM Shares Held | Base Market Value of PDM Shares | Local Market Value of PDM Shares | Change in PDM Shares Held | Change in PDM Base Value | Current Price per PDM Share Held | Previous Price per PDM Share Held |
---|
2025-03-13 (Thursday) | 72,860 | USD 507,834 | USD 507,834 | -440 | USD -19,926 | USD 6.97 | USD 7.2 |
2025-03-12 (Wednesday) | 73,300 | USD 527,760 | USD 527,760 | -7,480 | USD -44,970 | USD 7.2 | USD 7.09 |
2025-03-11 (Tuesday) | 80,780 | USD 572,730 | USD 572,730 | 0 | USD -8,078 | USD 7.09 | USD 7.19 |
2025-03-10 (Monday) | 80,780 | USD 580,808 | USD 580,808 | 0 | USD -10,502 | USD 7.19 | USD 7.32 |
2025-03-07 (Friday) | 80,780 | USD 591,310 | USD 591,310 | -440 | USD 9,775 | USD 7.32 | USD 7.16 |
2025-03-06 (Thursday) | 81,220 | USD 581,535 | USD 581,535 | -663 | USD -14,573 | USD 7.16 | USD 7.28 |
2025-03-05 (Wednesday) | 81,883 | USD 596,108 | USD 596,108 | 0 | USD 4,094 | USD 7.28 | USD 7.23 |
2025-03-04 (Tuesday) | 81,883 | USD 592,014 | USD 592,014 | 0 | USD -13,920 | USD 7.23 | USD 7.4 |
2025-03-03 (Monday) | 81,883 | USD 605,934 | USD 605,934 | -221 | USD -17,235 | USD 7.4 | USD 7.59 |
2025-02-28 (Friday) | 82,104 | USD 623,169 | USD 623,169 | -1,326 | USD 4,118 | USD 7.59 | USD 7.42 |
2025-02-27 (Thursday) | 83,430 | USD 619,051 | USD 619,051 | 0 | USD 17,521 | USD 7.42 | USD 7.21 |
2025-02-26 (Wednesday) | 83,430 | USD 601,530 | USD 601,530 | -221 | USD 3,425 | USD 7.21 | USD 7.15 |
2025-02-25 (Tuesday) | 83,651 | USD 598,105 | USD 598,105 | -663 | USD 3,691 | USD 7.15 | USD 7.05 |
2025-02-24 (Monday) | 84,314 | USD 594,414 | USD 594,414 | 0 | USD -1,686 | USD 7.05 | USD 7.07 |
2025-02-21 (Friday) | 84,314 | USD 596,100 | USD 596,100 | 0 | USD -16,863 | USD 7.07 | USD 7.27 |
2025-02-20 (Thursday) | 84,314 | USD 612,963 | USD 612,963 | 0 | USD -11,804 | USD 7.27 | USD 7.41 |
2025-02-19 (Wednesday) | 84,314 | USD 624,767 | USD 624,767 | 0 | USD 2,530 | USD 7.41 | USD 7.38 |
2025-02-18 (Tuesday) | 84,314 | USD 622,237 | USD 622,237 | 1,105 | USD 13,979 | USD 7.38 | USD 7.31 |
2025-02-17 (Monday) | 83,209 | USD 608,258 | USD 608,258 | 0 | USD 0 | USD 7.31 | USD 7.31 |
2025-02-14 (Friday) | 83,209 | USD 608,258 | USD 608,258 | 0 | USD -54,086 | USD 7.31 | USD 7.96 |
2025-02-13 (Thursday) | 83,209 | USD 662,344 | USD 662,344 | 221 | USD -3,220 | USD 7.96 | USD 8.02 |
2025-02-12 (Wednesday) | 82,988 | USD 665,564 | USD 665,564 | 221 | USD -9,815 | USD 8.02 | USD 8.16 |
2025-02-11 (Tuesday) | 82,767 | USD 675,379 | USD 675,379 | 663 | USD 484 | USD 8.16 | USD 8.22 |
2025-02-10 (Monday) | 82,104 | USD 674,895 | USD 674,895 | 0 | USD -16,421 | USD 8.22 | USD 8.42 |
2025-02-07 (Friday) | 82,104 | USD 691,316 | USD 691,316 | 0 | USD -7,389 | USD 8.42 | USD 8.51 |
2025-02-06 (Thursday) | 82,104 | USD 698,705 | USD 698,705 | 1,980 | USD 25,663 | USD 8.51 | USD 8.40001 |
2025-02-05 (Wednesday) | 80,124 | USD 673,042 | USD 673,042 | 0 | USD -10,416 | USD 8.40001 | USD 8.53 |
2025-02-04 (Tuesday) | 80,124 | USD 683,458 | USD 683,458 | 0 | USD 802 | USD 8.53 | USD 8.51999 |
2025-02-03 (Monday) | 80,124 | USD 682,656 | USD 682,656 | 0 | USD -17,628 | USD 8.51999 | USD 8.74 |
2025-01-31 (Friday) | 80,124 | USD 700,284 | USD 700,284 | 0 | USD 801 | USD 8.74 | USD 8.73001 |
2025-01-30 (Thursday) | 80,124 | USD 699,483 | USD 699,483 | 0 | USD 28,044 | USD 8.73001 | USD 8.38 |
2025-01-29 (Wednesday) | 80,124 | USD 671,439 | USD 671,439 | 0 | USD -26,441 | USD 8.38 | USD 8.71 |
2025-01-28 (Tuesday) | 80,124 | USD 697,880 | USD 697,880 | 0 | USD -9,615 | USD 8.71 | USD 8.83 |
2025-01-27 (Monday) | 80,124 | USD 707,495 | USD 707,495 | 220 | USD 17,124 | USD 8.83 | USD 8.64001 |
2025-01-24 (Friday) | 79,904 | USD 690,371 | USD 690,371 | 0 | USD -4,794 | USD 8.64001 | USD 8.7 |
2025-01-23 (Thursday) | 79,904 | USD 695,165 | USD 695,165 | 0 | USD -4,794 | USD 8.7 | USD 8.76 |
2025-01-22 (Wednesday) | 79,904 | USD 699,959 | USD 699,959 | | | | |
2025-01-21 (Tuesday) | 80,344 | USD 710,241 | USD 710,241 | | | | |
2025-01-20 (Monday) | 80,344 | USD 708,634 | USD 708,634 | | | | |
2025-01-17 (Friday) | 80,344 | USD 708,634 | USD 708,634 | | | | |
2025-01-16 (Thursday) | 80,564 | USD 707,352 | USD 707,352 | | | | |
2025-01-15 (Wednesday) | 80,344 | USD 710,241 | USD 710,241 | | | | |
2025-01-14 (Tuesday) | 80,344 | USD 686,941 | USD 686,941 | | | | |
2025-01-13 (Monday) | 79,684 | USD 673,330 | USD 673,330 | | | | |
2025-01-10 (Friday) | 79,244 | USD 663,272 | USD 663,272 | | | | |
2025-01-09 (Thursday) | 79,244 | USD 699,725 | USD 699,725 | | | | |
2025-01-09 (Thursday) | 79,244 | USD 699,725 | USD 699,725 | | | | |
2025-01-09 (Thursday) | 79,244 | USD 699,725 | USD 699,725 | | | | |
2025-01-08 (Wednesday) | 79,244 | USD 699,725 | USD 699,725 | | | | |
2025-01-08 (Wednesday) | 79,244 | USD 699,725 | USD 699,725 | | | | |
2025-01-08 (Wednesday) | 79,244 | USD 699,725 | USD 699,725 | | | | |
2025-01-02 (Thursday) | 77,924 | USD 705,991 | USD 705,991 | 0 | USD 18,701 | USD 9.05999 | USD 8.82 |
2024-12-30 (Monday) | 77,924 | USD 687,290 | USD 687,290 | 1,100 | USD -18,723 | USD 8.82 | USD 9.19001 |
2024-12-10 (Tuesday) | 76,824 | USD 706,013 | USD 706,013 | 0 | USD -19,974 | USD 9.19001 | USD 9.45 |
2024-12-09 (Monday) | 76,824 | USD 725,987 | USD 725,987 | 0 | USD 14,597 | USD 9.45 | USD 9.26 |
2024-12-06 (Friday) | 76,824 | USD 711,390 | USD 711,390 | 880 | USD 11,946 | USD 9.26 | USD 9.21 |
2024-12-05 (Thursday) | 75,944 | USD 699,444 | USD 699,444 | 220 | USD -1,760 | USD 9.21 | USD 9.26 |
2024-12-04 (Wednesday) | 75,724 | USD 701,204 | USD 701,204 | 1,100 | USD 13,917 | USD 9.26 | USD 9.21 |
2024-12-03 (Tuesday) | 74,624 | USD 687,287 | USD 687,287 | 0 | USD -11,940 | USD 9.21 | USD 9.37 |
2024-12-02 (Monday) | 74,624 | USD 699,227 | USD 699,227 | 0 | USD -11,193 | USD 9.37 | USD 9.51999 |
2024-11-29 (Friday) | 74,624 | USD 710,420 | USD 710,420 | 1,100 | USD -1,292 | USD 9.51999 | USD 9.68 |
2024-11-28 (Thursday) | 73,524 | USD 711,712 | USD 711,712 | 0 | USD 0 | USD 9.68 | USD 9.68 |
2024-11-27 (Wednesday) | 73,524 | USD 711,712 | USD 711,712 | 880 | USD 1,254 | USD 9.68 | USD 9.78 |
2024-11-26 (Tuesday) | 72,644 | USD 710,458 | USD 710,458 | 220 | USD 26,775 | USD 9.78 | USD 9.44001 |
2024-11-25 (Monday) | 72,424 | USD 683,683 | USD 683,683 | -79,544 | USD -738,737 | USD 9.44001 | USD 9.36 |
2024-11-22 (Friday) | 151,968 | USD 1,422,420 | USD 1,422,420 | 0 | USD -22,796 | USD 9.36 | USD 9.51 |
2024-11-21 (Thursday) | 151,968 | USD 1,445,216 | USD 1,445,216 | 2,308 | USD 38,412 | USD 9.51 | USD 9.4 |
2024-11-20 (Wednesday) | 149,660 | USD 1,406,804 | USD 1,406,804 | 1,383 | USD 11,517 | USD 9.4 | USD 9.41 |
2024-11-19 (Tuesday) | 148,277 | USD 1,395,287 | USD 1,395,287 | 0 | USD 14,828 | USD 9.41 | USD 9.31 |
2024-11-18 (Monday) | 148,277 | USD 1,380,459 | USD 1,380,459 | 5,532 | USD -31,289 | USD 9.31 | USD 9.89 |
2024-11-12 (Tuesday) | 142,745 | USD 1,411,748 | USD 1,411,748 | 3,688 | USD -19,149 | USD 9.89 | USD 10.29 |
2024-11-08 (Friday) | 139,057 | USD 1,430,897 | USD 1,430,897 | 2,300 | USD 34,608 | USD 10.29 | USD 10.21 |
2024-11-07 (Thursday) | 136,757 | USD 1,396,289 | USD 1,396,289 | 6,900 | USD 62,658 | USD 10.21 | USD 10.27 |
2024-11-06 (Wednesday) | 129,857 | USD 1,333,631 | USD 1,333,631 | 920 | USD 37,814 | USD 10.27 | USD 10.05 |
2024-11-05 (Tuesday) | 128,937 | USD 1,295,817 | USD 1,295,817 | 0 | USD 5,158 | USD 10.05 | USD 10.01 |
2024-11-04 (Monday) | 128,937 | USD 1,290,659 | USD 1,290,659 | 0 | USD 16,761 | USD 10.01 | USD 9.88 |
2024-11-01 (Friday) | 128,937 | USD 1,273,898 | USD 1,273,898 | 0 | USD -7,736 | USD 9.88 | USD 9.94 |
2024-10-31 (Thursday) | 128,937 | USD 1,281,634 | USD 1,281,634 | 460 | USD -14,699 | USD 9.94 | USD 10.09 |
2024-10-30 (Wednesday) | 128,477 | USD 1,296,333 | USD 1,296,333 | 0 | USD -1,285 | USD 10.09 | USD 10.1 |
2024-10-29 (Tuesday) | 128,477 | USD 1,297,618 | USD 1,297,618 | 0 | USD 1,285 | USD 10.1 | USD 10.09 |
2024-10-28 (Monday) | 128,477 | USD 1,296,333 | USD 1,296,333 | 0 | USD -30,834 | USD 10.09 | USD 10.33 |
2024-10-25 (Friday) | 128,477 | USD 1,327,167 | USD 1,327,167 | 0 | USD -70,663 | USD 10.33 | USD 10.88 |
2024-10-24 (Thursday) | 128,477 | USD 1,397,830 | USD 1,397,830 | 0 | USD 21,841 | USD 10.88 | USD 10.71 |
2024-10-23 (Wednesday) | 128,477 | USD 1,375,989 | USD 1,375,989 | 0 | USD -1,284 | USD 10.71 | USD 10.72 |
2024-10-22 (Tuesday) | 128,477 | USD 1,377,273 | USD 1,377,273 | 0 | USD -8,994 | USD 10.72 | USD 10.79 |
2024-10-21 (Monday) | 128,477 | USD 1,386,267 | USD 1,386,267 | 0 | USD -35,973 | USD 10.79 | USD 11.07 |
2024-10-18 (Friday) | 128,477 | USD 1,422,240 | USD 1,422,240 | | | | |
Share price and value of shares held is calculated on the adjusted close price of each day (row). Changes between days reflect the gain/loss of the portfolio as a result of changes in the adjusted close price and changes in the holdingsShare Trades of PDM by Blackrock for IE00B3VWM098
Show aggregate share trades of PDMDate | Action | Quantity | Market High | Market Low | Likely Trade Price | Likely Trade Value (Profit/Loss) | Average Price previous trades |
---|
2025-03-13 | SELL | -440 | | | 6.970* | | 8.80 Profit of 3,870 on sale |
2025-03-12 | SELL | -7,480 | | | 7.200* | | 8.82 Profit of 65,963 on sale |
2025-03-07 | SELL | -440 | | | 7.320* | | 8.89 Profit of 3,913 on sale |
2025-03-06 | SELL | -663 | | | 7.160* | | 8.92 Profit of 5,913 on sale |
2025-03-03 | SELL | -221 | | | 7.400* | | 9.00 Profit of 1,988 on sale |
2025-02-28 | SELL | -1,326 | | | 7.590* | | 9.02 Profit of 11,961 on sale |
2025-02-26 | SELL | -221 | | | 7.210* | | 9.08 Profit of 2,006 on sale |
2025-02-25 | SELL | -663 | | | 7.150* | | 9.11 Profit of 6,041 on sale |
2025-02-18 | BUY | 1,105 | | | 7.380* | | 9.29 |
2025-02-13 | BUY | 221 | | | 7.960* | | 9.39 |
2025-02-12 | BUY | 221 | | | 8.020* | | 9.42 |
2025-02-11 | BUY | 663 | | | 8.160* | | 9.45 |
2025-02-06 | BUY | 1,980 | | | 8.510* | | 9.52 |
2025-01-27 | BUY | 220 | | | 8.830* | | 9.72 |
2024-12-30 | BUY | 1,100 | | | 8.820* | | 9.83 |
2024-12-06 | BUY | 880 | | | 9.260* | | 9.88 |
2024-12-05 | BUY | 220 | | | 9.210* | | 9.90 |
2024-12-04 | BUY | 1,100 | | | 9.260* | | 9.93 |
2024-11-29 | BUY | 1,100 | | | 9.520* | | 9.99 |
2024-11-27 | BUY | 880 | | | 9.680* | | 10.02 |
2024-11-26 | BUY | 220 | | | 9.780* | | 10.03 |
2024-11-25 | SELL | -79,544 | | | 9.440* | | 10.06 Profit of 800,137 on sale |
2024-11-21 | BUY | 2,308 | | | 9.510* | | 10.12 |
2024-11-20 | BUY | 1,383 | | | 9.400* | | 10.17 |
2024-11-18 | BUY | 5,532 | | | 9.310* | | 10.27 |
2024-11-12 | BUY | 3,688 | | | 9.890* | | 10.29 |
2024-11-08 | BUY | 2,300 | | | 10.290* | | 10.29 |
2024-11-07 | BUY | 6,900 | | | 10.210* | | 10.30 |
2024-11-06 | BUY | 920 | | | 10.270* | | 10.30 |
2024-10-31 | BUY | 460 | | | 9.940* | | 10.46 |
Market high and low price is on the date. * (if shown) = market close price used not a projected price. This is used when we do not have market data available to calculate a projection
The likely trade price/value is our estimate on the likely price the trade took place at and is not the actual trade price. The likely LOSS/GAIN is our estimate. Where a profit/loss value is shown in the Likely Trade Value column, this is derived from matching trades between periods eg the most recent previous BUY is matched with the SELL for the same number of shares and the difference between the likely BUY price and likely SELL price is calculated. Where a profit or loss is shown in the Average Price of Previous Trades column, this is dervied using the likely trade price compared to the average of previous trades based on adjusted close
Shorting History of PDM
Date | Shorted Volume | Short Exempt Volume | Total Shares Traded | % Shorted |
---|
2025-03-14 | 127,168 | 52 | 230,649 | 55.1% |
2025-03-13 | 336,039 | 0 | 446,713 | 75.2% |
2025-03-12 | 114,624 | 0 | 184,445 | 62.1% |
2025-03-11 | 85,395 | 100 | 209,507 | 40.8% |
2025-03-10 | 94,412 | 0 | 156,875 | 60.2% |
2025-03-07 | 92,949 | 0 | 151,433 | 61.4% |
2025-03-06 | 47,618 | 0 | 114,678 | 41.5% |
2025-03-05 | 75,508 | 0 | 156,001 | 48.4% |
2025-03-04 | 121,098 | 395 | 241,616 | 50.1% |
2025-03-03 | 142,370 | 0 | 262,989 | 54.1% |
2025-02-28 | 138,156 | 2,973 | 355,862 | 38.8% |
2025-02-27 | 59,227 | 114 | 142,508 | 41.6% |
2025-02-26 | 48,026 | 0 | 110,257 | 43.6% |
2025-02-25 | 69,408 | 0 | 179,912 | 38.6% |
2025-02-24 | 364,323 | 2,786 | 1,007,294 | 36.2% |
2025-02-21 | 77,399 | 140 | 165,959 | 46.6% |
2025-02-20 | 192,166 | 0 | 928,117 | 20.7% |
2025-02-19 | 114,856 | 7 | 350,669 | 32.8% |
2025-02-18 | 118,686 | 0 | 459,532 | 25.8% |
2025-02-14 | 273,256 | 424 | 812,589 | 33.6% |
2025-02-13 | 85,466 | 94 | 223,572 | 38.2% |
2025-02-12 | 53,049 | 219 | 182,615 | 29.0% |
2025-02-11 | 69,801 | 93 | 211,755 | 33.0% |
2025-02-10 | 31,812 | 0 | 106,805 | 29.8% |
2025-02-07 | 51,911 | 70 | 93,818 | 55.3% |
2025-02-06 | 64,209 | 0 | 145,185 | 44.2% |
2025-02-05 | 56,403 | 72 | 172,426 | 32.7% |
2025-02-04 | 39,702 | 0 | 105,881 | 37.5% |
2025-02-03 | 52,805 | 0 | 105,174 | 50.2% |
2025-01-31 | 38,541 | 0 | 66,352 | 58.1% |
2025-01-30 | 69,484 | 78 | 179,513 | 38.7% |
2025-01-29 | 110,610 | 43 | 206,196 | 53.6% |
2025-01-28 | 94,146 | 0 | 167,507 | 56.2% |
2025-01-27 | 30,547 | 30 | 104,973 | 29.1% |
2025-01-24 | 216,582 | 365 | 303,176 | 71.4% |
2025-01-23 | 61,204 | 22 | 179,396 | 34.1% |
2025-01-22 | 49,158 | 35 | 128,931 | 38.1% |
2025-01-21 | 92,698 | 53 | 182,469 | 50.8% |
2025-01-17 | 77,350 | 63 | 124,446 | 62.2% |
2025-01-16 | 73,090 | 0 | 132,908 | 55.0% |
2025-01-15 | 41,115 | 31 | 112,602 | 36.5% |
2025-01-14 | 30,822 | 83 | 92,469 | 33.3% |
2025-01-13 | 55,867 | 0 | 114,520 | 48.8% |
2025-01-10 | 82,305 | 874 | 251,601 | 32.7% |
2025-01-08 | 358,643 | 1,269 | 601,246 | 59.6% |
The data here is derived from FINRA daily shorted trade data. The Daily Short Sale Volume is the total volume of short trades that meet certain criteria on each trade date by 6 PM ET on the trade date. The detail trade data is derived from the monthly shorted trade data which will differ in aggregate. The detail trade data is derived from the transaction level data and includes ALL trades (including exempt) and the aggregation period extends beyond 6pm.
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All information is provided as is without warranty and should be used for indicative purposes only. You should independently check data before making any investment decision. This information is derived from third party sources and we cannot guarantee that their data is current, accurate, complete, free from defects etc and we therefore accept no responsibility for how it may be used. We accept no liability for the reliability or accuracy of the data provided. We are not making recommendations for any financial instruments listed on this website.