Destiny Wealth Partners, LLC Ishares Us ETF Tr Bloomberg Ro Transaction History

Destiny Wealth Partners, LLC

$528 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 26, 2023	BUY	$53.73 - $58.49 $487,438 - $530,621	9,072 Added 4.88%	195,027 $0
Q3 2022 Oct 25, 2022	SELL	$54.52 - $60.66 $467,999 - $520,705	-8,584 Reduced 4.41%	185,955 $10.2 Million
Q2 2022 Jul 15, 2022	SELL	$58.24 - $67.63 $10.2 Million - $11.9 Million	-175,687 Reduced 47.45%	194,539 $11.3 Million
Q1 2022 Apr 21, 2022	BUY	$49.81 - $65.25 $11.7 Million - $15.3 Million	234,083 Added 171.94%	370,226 $22.7 Million
Q4 2021 Jan 20, 2022	BUY	$48.03 - $61.24 $82,611 - $105,332	1,720 Added 1.28%	136,143 $6.74 Million
Q3 2021 Oct 28, 2021	BUY	$53.47 - $58.68 $454,334 - $498,603	8,497 Added 6.75%	134,423 $7.85 Million
Q2 2021 Jul 27, 2021	BUY	$48.27 - $55.61 $6.08 Million - $7 Million	125,926 New	125,926 $6.95 Million

Others Institutions Holding CMDY

# of Institutions

56

Shares Held

2.88M

Call Options Held

14.1K

Put Options Held

0

Alaska Permanent Capital Management

769K
Shares

$38.2 Million
3.05% of portfolio
Apcm Wealth Management For Individuals

356K
Shares

$17.7 Million
2.68% of portfolio
Envestnet Asset Management Inc

288K
Shares

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

212K
Shares

$10.5 Million
0.26% of portfolio
Jane Street Group, LLC New York, NY

166K
Shares

$8.23 Million
0.01% of portfolio

About ISHARES US ETF TR BLOOMBERG RO

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