Independent Solutions Wealth Management, LLC Ishares Us ETF Tr Bloomberg Ro Transaction History

Independent Solutions Wealth Management, LLC

$442 Billion
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Dec 19, 2024	SELL	$53.73 - $58.49 $352,146 - $383,343	-6,554 Closed	0 $0
Q3 2022 Dec 19, 2024	BUY	$54.52 - $60.66 $14,993 - $16,681	275 Added 4.38%	6,554 $361 Million
Q2 2022 Dec 19, 2024	BUY	$58.24 - $67.63 $86,136 - $100,024	1,479 Added 30.81%	6,279 $366 Million
Q1 2022 Dec 19, 2024	BUY	$49.81 - $65.25 $239,088 - $313,200	4,800 New	4,800 $294 Million

Others Institutions Holding CMDY

# of Institutions

Shares Held

2.79M

Call Options Held

Put Options Held

Alaska Permanent Capital Management

762K
Shares

$37.7 Million
2.97% of portfolio
Apcm Wealth Management For Individuals

367K
Shares

$18.2 Million
2.72% of portfolio
Envestnet Asset Management Inc

305K
Shares

$15.1 Million
0.01% of portfolio
Principal Securities, Inc. Des Moines, IA

225K
Shares

$11.2 Million
0.24% of portfolio
Disciplina Capital Management LLC Nashville, TN

104K
Shares

$5.15 Million
0.83% of portfolio

View Full List

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