Raymond James Financial Services Advisors’s iShares US Digital Infrastructure and Real Estate ETF IDGT Stock Holding History

Raymond James Financial Services Advisors’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	$247K	Buy	+3,127	New	+$232K	﹤0.01%	3054
2022 Q3	–	Sell	-3,967	Closed	-$234K	–	3341
2022 Q2	$234K	Sell	3,967 -1,006	-20%	-$64.8K	﹤0.01%	2774
2022 Q1	$368K	Buy	4,973 +953	+24%	+$70.1K	﹤0.01%	2565
2021 Q4	$339K	Buy	4,020 +766	+24%	+$58.2K	﹤0.01%	2626
2021 Q3	$225K	Sell	3,254 -155	-5%	-$11.1K	﹤0.01%	2891
2021 Q2	$248K	Hold	3,409	–	–	﹤0.01%	2850
2021 Q1	$229K	Sell	3,409 -1,454	-30%	-$96.5K	﹤0.01%	2824
2020 Q4	$290K	Buy	+4,863	New	+$259K	﹤0.01%	2486
2020 Q1	–	Sell	-10,708	Closed	-$592K	–	2626
2019 Q4	$592K	Sell	10,708 -1,580	-13%	-$84.4K	﹤0.01%	1855
2019 Q3	$654K	Buy	12,288 +42	+0.3%	+$2.26K	﹤0.01%	1732
2019 Q2	$665K	Buy	+12,246	New	+$684K	﹤0.01%	1738

Other funds holding IDGT

AWM

Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Raymond James Financial Services Advisors's IDGT Position: Q3 2024 in Review

Raymond James Financial Services Advisors opened a new position in iShares US Digital Infrastructure and Real Estate ETF (IDGT) in Q3 2024: 3,127 shares worth $247K. The stake represents ﹤0.01% of the portfolio and ranks #3054 among its holdings. This is a return to the name: Raymond James Financial Services Advisors previously reported a position in IDGT as recently as Q2 2022.

Raymond James Financial Services Advisors first reported a position in IDGT in Q2 2019 and has held it in 11 quarters since. The position peaked at $665K in Q2 2019. 28 funds tracked by Wall St. Rank hold IDGT as of Q3 2024.

Raymond James Financial Services Advisors held 3,127 shares of iShares US Digital Infrastructure and Real Estate ETF worth $247K as of Q3 2024.
iShares US Digital Infrastructure and Real Estate ETF was a new Raymond James Financial Services Advisors position in Q3 2024.
iShares US Digital Infrastructure and Real Estate ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #3054 holding.
Raymond James Financial Services Advisors first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q2 2019 and has held it in 11 quarters since.
Raymond James Financial Services Advisors's iShares US Digital Infrastructure and Real Estate ETF position peaked at $665K in Q2 2019.
28 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.