Wealth Alliance Ishares Us ETF Tr Bloomberg Ro Transaction History

Wealth Alliance

$843 Million
Q2 2025

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 13, 2023	BUY	$53.73 - $58.49 $239,850 - $261,099	4,464 New	4,464 $243,000
Q1 2022 May 10, 2022	SELL	$49.81 - $65.25 $278,089 - $364,290	-5,583 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$48.03 - $61.24 $268,151 - $341,902	5,583 New	5,583 $276,000

Others Institutions Holding CMDY

# of Institutions

63

Shares Held

2.91M

Call Options Held

0

Put Options Held

0

Ameriprise Financial Inc Minneapolis, MN

353K
Shares

$18.8 Million
0.0% of portfolio
Envestnet Asset Management Inc

350K
Shares

$18.6 Million
0.01% of portfolio
Td Waterhouse Canada Inc. Toronto, A6

268K
Shares

$14.3 Million
0.1% of portfolio
Principal Securities, Inc. Des Moines, IA

253K
Shares

$13.5 Million
0.24% of portfolio
Disciplina Capital Management LLC Nashville, TN

164K
Shares

$8.71 Million
1.04% of portfolio

About ISHARES US ETF TR BLOOMBERG RO

Ticker CMDY
Sector ETFs
Industry ETFs

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