Iam Advisory, LLC Ishares Us ETF Tr Bloomberg Ro Transaction History

Iam Advisory, LLC

$394 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 17, 2022	BUY	$54.52 - $60.66 $186,567 - $207,578	3,422 Added 1.78%	196,102 $10.8 Million
Q2 2022 Jul 12, 2022	BUY	$58.24 - $67.63 $11.2 Million - $13 Million	192,680 New	192,680 $11.2 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

Ticker CMDY
Sector ETFs
Industry ETFs

More about CMDY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Iam Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iam Advisory, LLC with notifications on news.