Rosenberg Matthew Hamilton Ishares Us ETF Tr Bloomberg Ro Transaction History

Rosenberg Matthew Hamilton

$378 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 26, 2023	SELL	$48.08 - $52.9 $20,770 - $22,852	-432 Reduced 22.41%	1,496 $74,000
Q2 2022 Jul 15, 2022	BUY	$58.24 - $67.63 $112,286 - $130,390	1,928 New	1,928 $112,000

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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