Raymond James & Associates’s iShares US Digital Infrastructure and Real Estate ETF IDGT Stock Holding History

Raymond James & Associates’s Portfolio IDGT Stock Details IDGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$3.58M	Buy	+45,422	New	+$3.38M	﹤0.01%	1873
2022 Q2	–	Sell	-8,723	Closed	-$646K	–	4110
2022 Q1	$646K	Sell	8,723 -171	-2%	-$12.6K	﹤0.01%	2906
2021 Q4	$751K	Buy	+8,894	New	+$676K	﹤0.01%	2807
2014 Q4	–	Sell	-72,372	Closed	-$2.48M	–	2256
2014 Q3	$2.48M	Sell	72,372 -43,409	-37%	-$1.5M	0.01%	988
2014 Q2	$4.06M	Buy	115,781 +1,895	+2%	+$64.3K	0.03%	726
2014 Q1	$3.92M	Buy	+113,886	New	+$3.89M	0.03%	682

Other funds holding IDGT

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PAM

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Raymond James & Associates's IDGT Position: Q3 2024 in Review

Raymond James & Associates opened a new position in iShares US Digital Infrastructure and Real Estate ETF (IDGT) in Q3 2024: 45,422 shares worth $3.58M. The stake represents ﹤0.01% of the portfolio and ranks #1873 among its holdings. This is a return to the name: Raymond James & Associates previously reported a position in IDGT as recently as Q1 2022.

Raymond James & Associates first reported a position in IDGT in Q1 2014 and has held it in 6 quarters since. The position peaked at $4.06M in Q2 2014. 28 funds tracked by Wall St. Rank hold IDGT as of Q3 2024.

Raymond James & Associates held 45,422 shares of iShares US Digital Infrastructure and Real Estate ETF worth $3.58M as of Q3 2024.
iShares US Digital Infrastructure and Real Estate ETF was a new Raymond James & Associates position in Q3 2024.
iShares US Digital Infrastructure and Real Estate ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #1873 holding.
Raymond James & Associates first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q1 2014 and has held it in 6 quarters since.
Raymond James & Associates's iShares US Digital Infrastructure and Real Estate ETF position peaked at $4.06M in Q2 2014.
28 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.