PAG
IDNA icon

Private Advisor Group’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History

Private Advisor Group’s Portfolio IDNA Stock Details IDNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-8,275
Closed -$314K – 2456
2020
Q2 		$314K Buy
+8,275
New +$279K ﹤0.01% 1192

Other funds holding IDNA

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SWM
Strategic Wealth Management Kirkland, Washington $202M AUM 9.35% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAM
Sandell Asset Management New York $179M AUM 65.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Private Advisor Group's IDNA Position: Q3 2020 in Review

Private Advisor Group sold out of iShares Genomics Immunology and Healthcare ETF (IDNA) in Q3 2020, closing a stake of 8,275 shares — an estimated $314K sold.

Private Advisor Group first reported a position in IDNA in Q2 2020 and held it in 1 quarter. The position peaked at $314K in Q2 2020. 48 funds tracked by Wall St. Rank hold IDNA as of Q3 2020.

  • Private Advisor Group reported no remaining iShares Genomics Immunology and Healthcare ETF position as of Q3 2020 after selling out during the quarter.
  • Private Advisor Group sold 8,275 iShares Genomics Immunology and Healthcare ETF shares in Q3 2020, an estimated $314K.
  • Private Advisor Group first reported a position in iShares Genomics Immunology and Healthcare ETF in Q2 2020 and held it in 1 quarter.
  • Private Advisor Group's iShares Genomics Immunology and Healthcare ETF position peaked at $314K in Q2 2020.
  • 48 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.