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

2.72M

Call Options Held

14.1K

Put Options Held

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

View Full List

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