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

Iam Advisory, LLC

$394 Million
Q3 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

54

Shares Held

2.72M

Call Options Held

14.1K

Put Options Held

0

Alaska Permanent Capital Management

769K
Shares

$36 Million
3.05% of portfolio
Apcm Wealth Management For Individuals

356K
Shares

$16.7 Million
2.68% of portfolio
Envestnet Asset Management Inc

305K
Shares

$14.3 Million
0.01% of portfolio
Principal Securities, Inc. Des Moines, IA

212K
Shares

$9.9 Million
0.26% of portfolio
Disciplina Capital Management LLC Nashville, TN

104K
Shares

$4.87 Million
0.83% of portfolio

About ISHARES US ETF TR BLOOMBERG RO

Ticker CMDY
Sector ETFs
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