Iam Advisory, LLC Ishares Us ETF Tr Bloomberg Ro Transaction History

Iam Advisory, LLC

$369 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 17, 2022	BUY	$54.52 - $60.66 $186,567 - $207,578	3,422 Added 1.78%	196,102 $10.8 Million
Q2 2022 Jul 12, 2022	BUY	$58.24 - $67.63 $11.2 Million - $13 Million	192,680 New	192,680 $11.2 Million

Others Institutions Holding CMDY

# of Institutions

56

Shares Held

3.25M

Call Options Held

18.3K

Put Options Held

0

Alaska Permanent Capital Management

757K
Shares

$36.5 Million
3.2% of portfolio
Disciplina Capital Management LLC Nashville, TN

540K
Shares

$26 Million
8.22% of portfolio
Envestnet Asset Management Inc

288K
Shares

$13.8 Million
0.01% of portfolio
Apcm Wealth Management For Individuals

234K
Shares

$11.3 Million
1.8% of portfolio
Principal Securities, Inc. Des Moines, IA

197K
Shares

$9.46 Million
0.27% of portfolio

About ISHARES US ETF TR BLOOMBERG RO

Ticker CMDY
Sector ETFs
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