1/16/2025 | Ballentine Partners LLC | 17,348 | $327K | 0.0% | +11.6% | 0.048% | |
11/7/2024 | Caprock Group LLC | 11,943 | $279K | 0.0% | -26.4% | 0.033% | |
10/23/2024 | Ballentine Partners LLC | 15,547 | $364K | 0.0% | +20.2% | 0.043% | |
10/18/2024 | Blue Trust Inc. | 9,429 | $221K | 0.0% | +18.0% | 0.026% | |
10/11/2024 | Creative Planning | 26,794 | $627K | 0.0% | -13.0% | 0.074% | |
10/10/2024 | Ritholtz Wealth Management | 16,374 | $383K | 0.0% | -23.3% | 0.045% | |
8/12/2024 | Vanguard Personalized Indexing Management LLC | 55,046 | $1.43M | 0.0% | +4.4% | 0.151% | |
8/9/2024 | Renaissance Technologies LLC | 1,236,891 | $32.30M | 0.1% | -0.5% | 3.402% | |
8/9/2024 | Dimensional Fund Advisors LP | 96,985 | $2.53M | 0.0% | -0.5% | 0.267% | |
8/6/2024 | Ballentine Partners LLC | 12,936 | $338K | 0.0% | -4.0% | 0.036% | |
|
8/6/2024 | Caprock Group LLC | 16,222 | $441K | 0.0% | N/A | 0.045% | |
8/1/2024 | Rhumbline Advisers | 28,489 | $744K | 0.0% | -32.1% | 0.078% | |
8/1/2024 | Ritholtz Wealth Management | 21,339 | $557K | 0.0% | -6.2% | 0.059% | |
7/18/2024 | Blue Trust Inc. | 7,989 | $209K | 0.0% | +49,831.3% | 0.022% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 114,639 | $3.61M | 0.0% | +1.4% | 0.315% | |
5/9/2024 | HBK Sorce Advisory LLC | 6,399 | $201K | 0.0% | N/A | 0.018% | |
5/8/2024 | QRG Capital Management Inc. | 7,540 | $237K | 0.0% | -6.9% | 0.021% | |
5/1/2024 | BNP Paribas Financial Markets | 1,340 | $42K | 0.0% | N/A | 0.004% | |
4/26/2024 | JNBA Financial Advisors | 1,000 | $31K | 0.0% | N/A | 0.003% | |
4/11/2024 | Ballentine Partners LLC | 13,480 | $424K | 0.0% | +47.6% | 0.037% | |
2/13/2024 | Systematic Alpha Investments LLC | 2,526 | $69K | 0.0% | -55.8% | 0.007% | |
2/9/2024 | Verdad Advisers LP | 47,800 | $1.30M | 2.6% | -4.4% | 0.131% | |
2/9/2024 | Renaissance Group LLC | 105,227 | $2.86M | 0.1% | +6.7% | 0.289% | |
2/8/2024 | Quadrant Capital Group LLC | 40,751 | $1.11M | 0.1% | +9.2% | 0.112% | |
2/8/2024 | Vanguard Personalized Indexing Management LLC | 47,591 | $1.30M | 0.0% | -13.6% | 0.131% | |
2/7/2024 | QRG Capital Management Inc. | 8,099 | $220K | 0.0% | N/A | 0.022% | |
1/30/2024 | DGS Capital Management LLC | 9,284 | $253K | 0.1% | -3.9% | 0.026% | |
1/23/2024 | Ballentine Partners LLC | 9,132 | $248K | 0.0% | N/A | 0.025% | |
1/18/2024 | Blue Trust Inc. | 3,444 | $94K | 0.0% | N/A | 0.009% | |
11/14/2023 | O Shaughnessy Asset Management LLC | 142,748 | $3.29M | 0.0% | -3.1% | 0.393% | |
11/13/2023 | Connor Clark & Lunn Investment Management Ltd. | 9,897 | $228K | 0.0% | N/A | 0.027% | |
11/13/2023 | Renaissance Group LLC | 98,646 | $2.27M | 0.1% | +31.3% | 0.271% | |
11/13/2023 | Acadian Asset Management LLC | 188,227 | $4.32M | 0.0% | +16.6% | 0.518% | |
11/8/2023 | Vanguard Personalized Indexing Management LLC | 55,068 | $1.27M | 0.0% | +19.6% | 0.151% | |
11/4/2023 | EverSource Wealth Advisors LLC | 3,250 | $75K | 0.0% | +36.3% | 0.009% | |
11/4/2023 | Signaturefd LLC | 20,799 | $479K | 0.0% | +4.7% | 0.057% | |
10/25/2023 | Lindbrook Capital LLC | 3,157 | $73K | 0.0% | +28.8% | 0.009% | |
8/11/2023 | Renaissance Technologies LLC | 1,262,500 | $29.91M | 0.0% | -1.4% | 3.472% | |
8/11/2023 | O Shaughnessy Asset Management LLC | 147,300 | $3.49M | 0.1% | +1.7% | 0.405% | |
8/10/2023 | Quadrant Capital Group LLC | 28,679 | $681K | 0.1% | +24.4% | 0.079% | |
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8/7/2023 | Acadian Asset Management LLC | 161,384 | $3.81M | 0.0% | +12.7% | 0.444% | |
8/4/2023 | Parallel Advisors LLC | 4,488 | $106K | 0.0% | -67.9% | 0.012% | |
8/4/2023 | Envestnet Asset Management Inc. | 48,991 | $1.16M | 0.0% | -16.1% | 0.135% | |
8/4/2023 | EverSource Wealth Advisors LLC | 2,385 | $57K | 0.0% | -41.4% | 0.007% | |
8/1/2023 | Signaturefd LLC | 19,872 | $471K | 0.0% | +5.3% | 0.055% | |
7/28/2023 | Vanguard Personalized Indexing Management LLC | 46,042 | $1.09M | 0.0% | +16.8% | 0.127% | |
7/26/2023 | Janney Montgomery Scott LLC | 42,923 | $1.02M | 0.0% | +4.7% | 0.118% | |
7/21/2023 | Creative Planning | 22,073 | $523K | 0.0% | +24.3% | 0.061% | |
7/17/2023 | Ritholtz Wealth Management | 21,749 | $515K | 0.0% | -4.9% | 0.060% | |
5/12/2023 | O Shaughnessy Asset Management LLC | 144,863 | $3.64M | 0.1% | -1.5% | 0.398% | |
5/12/2023 | Verdad Advisers LP | 60,000 | $1.51M | 3.0% | +20.0% | 0.165% | |
5/11/2023 | Acadian Asset Management LLC | 143,203 | $3.58M | 0.0% | +57.5% | 0.394% | |
5/10/2023 | Vanguard Personalized Indexing Management LLC | 39,409 | $990K | 0.0% | +13.3% | 0.108% | |
5/9/2023 | US Bancorp DE | 2,427 | $61K | 0.0% | +20.2% | 0.007% | |
4/28/2023 | Signaturefd LLC | 18,869 | $474K | 0.0% | +4.4% | 0.052% | |
4/28/2023 | Janney Montgomery Scott LLC | 40,979 | $1.03M | 0.0% | +24.6% | 0.113% | |
4/27/2023 | First Trust Direct Indexing L.P. | 15,877 | $399K | 0.0% | -7.7% | 0.044% | |
4/20/2023 | Ritholtz Wealth Management | 22,866 | $574K | 0.0% | -49.2% | 0.063% | |
2/21/2023 | DGS Capital Management LLC | 9,963 | $214K | 0.1% | -24.3% | 0.027% | |
2/13/2023 | Renaissance Technologies LLC | 1,310,100 | $28.08M | 0.0% | -3.9% | 3.603% | |
2/13/2023 | Verdad Advisers LP | 50,000 | $1.07M | 1.1% | N/A | 0.138% | |
2/13/2023 | Quadrant Capital Group LLC | 19,715 | $422K | 0.0% | +11.0% | 0.054% | |
2/10/2023 | O Shaughnessy Asset Management LLC | 147,098 | $3.15M | 0.1% | +68.8% | 0.405% | |
2/10/2023 | Vanguard Personalized Indexing Management LLC | 34,791 | $746K | 0.0% | -10.4% | 0.096% | |
2/9/2023 | EverSource Wealth Advisors LLC | 3,789 | $81K | 0.0% | -16.5% | 0.010% | |
2/7/2023 | Envestnet Asset Management Inc. | 40,920 | $877K | 0.0% | +2.5% | 0.113% | |
2/6/2023 | Parallel Advisors LLC | 13,751 | $295K | 0.0% | +13.9% | 0.038% | |
2/1/2023 | Janney Montgomery Scott LLC | 32,896 | $705K | 0.0% | +3.1% | 0.090% | |
1/30/2023 | Signaturefd LLC | 18,069 | $387K | 0.0% | +55.6% | 0.050% | |
1/19/2023 | Ritholtz Wealth Management | 45,008 | $965K | 0.1% | +142.9% | 0.124% | |
11/14/2022 | Renaissance Technologies LLC | 1,363,500 | $25.27M | 0.0% | -4.9% | 3.750% | |
11/14/2022 | Renaissance Group LLC | 49,771 | $922K | 0.0% | +19.6% | 0.137% | |
11/10/2022 | Quadrant Capital Group LLC | 17,754 | $329K | 0.0% | +238.4% | 0.049% | |
11/10/2022 | Bank of Montreal Can | 80,527 | $1.79M | 0.0% | N/A | 0.221% | |
11/7/2022 | EverSource Wealth Advisors LLC | 4,538 | $84K | 0.0% | +28.4% | 0.012% | |
10/27/2022 | US Bancorp DE | 5,267 | $98K | 0.0% | +322.7% | 0.014% | |
10/27/2022 | Assenagon Asset Management S.A. | 13,454 | $249K | 0.0% | N/A | 0.037% | |
10/27/2022 | Veriti Management LLC | 17,301 | $321K | 0.0% | -15.7% | 0.048% | |
10/26/2022 | Wipfli Financial Advisors LLC | 3,630 | $67K | 0.0% | N/A | 0.010% | |
10/25/2022 | Janney Montgomery Scott LLC | 31,896 | $591K | 0.0% | +7.1% | 0.088% | |
10/19/2022 | Ritholtz Wealth Management | 18,533 | $343K | 0.0% | -51.6% | 0.051% | |
8/13/2022 | Quadrant Capital Group LLC | 5,246 | $131K | 0.0% | -25.3% | 0.014% | |
8/13/2022 | Renaissance Technologies LLC | 1,434,100 | $35.82M | 0.0% | +0.3% | 3.944% | |
8/13/2022 | Vanguard Personalized Indexing Management LLC | 29,307 | $732K | 0.0% | +87.9% | 0.081% | |
8/11/2022 | O Shaughnessy Asset Management LLC | 114,318 | $2.86M | 0.1% | -11.6% | 0.314% | |
8/3/2022 | Envestnet Asset Management Inc. | 50,062 | $1.25M | 0.0% | +7.6% | 0.138% | |
8/3/2022 | Janney Montgomery Scott LLC | 29,785 | $918K | 0.0% | +3.3% | 0.082% | |
8/1/2022 | Parallel Advisors LLC | 11,110 | $278K | 0.0% | -24.0% | 0.031% | |
8/1/2022 | EverSource Wealth Advisors LLC | 3,535 | $88K | 0.0% | N/A | 0.010% | |
8/1/2022 | US Bancorp DE | 1,246 | $31K | 0.0% | -43.2% | 0.003% | |
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7/29/2022 | Crossmark Global Holdings Inc. | 165,527 | $4.14M | 0.1% | +0.6% | 0.455% | |
7/28/2022 | DGS Capital Management LLC | 12,828 | $320K | 0.3% | +14.2% | 0.035% | |
7/18/2022 | Veriti Management LLC | 20,528 | $513K | 0.1% | -19.0% | 0.056% | |
7/15/2022 | Ritholtz Wealth Management | 38,257 | $956K | 0.1% | -22.5% | 0.105% | |
5/12/2022 | Acadian Asset Management LLC | 86,756 | $3.08M | 0.0% | -1.5% | 0.239% | |
5/12/2022 | OneAscent Wealth Management LLC | 5,659 | $201K | 0.1% | N/A | 0.016% | |
5/12/2022 | Legacy Wealth Asset Management LLC | 5,684 | $202K | 0.1% | N/A | 0.016% | |
5/11/2022 | Intersect Capital LLC | 6,571 | $233K | 0.0% | N/A | 0.018% | |
5/11/2022 | Crossmark Global Holdings Inc. | 164,466 | $5.84M | 0.1% | -0.8% | 0.452% | |
5/10/2022 | Aaron Wealth Advisors LLC | 15,313 | $431K | 0.0% | N/A | 0.042% | |