5/16/2025 | Ancora Advisors LLC | 26,619 | $317K | 0.0% | N/A | 0.190% | |
5/13/2025 | RMR Capital Management LLC | 58,494 | $696K | 0.5% | -8.0% | 0.417% | |
5/13/2025 | Russell Investments Group Ltd. | 15,676 | $187K | 0.0% | +62,604.0% | 0.112% | |
5/8/2025 | US Bancorp DE | 95,000 | $1.13M | 0.0% | -19.5% | 0.677% | |
4/29/2025 | Bank of New York Mellon Corp | 107,734 | $1.28M | 0.0% | -3.4% | 0.770% | |
4/22/2025 | Inlight Wealth Management LLC | 4,190 | $50K | 0.0% | -79.3% | 0.030% | |
2/14/2025 | Northern Trust Corp | 53,808 | $762K | 0.0% | +9.0% | 0.384% | |
2/13/2025 | Barclays PLC | 8,651 | $123K | 0.0% | +10.4% | 0.062% | |
2/13/2025 | Inlight Wealth Management LLC | 20,246 | $287K | 0.1% | N/A | 0.145% | |
2/13/2025 | Renaissance Technologies LLC | 21,800 | $309K | 0.0% | N/A | 0.156% | |
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2/13/2025 | Wells Fargo & Company MN | 3,187 | $45K | 0.0% | +36.2% | 0.023% | |
2/12/2025 | Geode Capital Management LLC | 132,303 | $1.87M | 0.0% | +0.7% | 0.945% | |
2/12/2025 | JPMorgan Chase & Co. | 20,939 | $296K | 0.0% | +110.8% | 0.150% | |
2/6/2025 | Global Strategic Investment Solutions LLC | 18,355 | $260K | 0.0% | -5.0% | 0.131% | |
2/5/2025 | US Bancorp DE | 118,000 | $1.67M | 0.0% | -11.5% | 0.843% | |
2/4/2025 | Bank of New York Mellon Corp | 111,488 | $1.58M | 0.0% | +31.8% | 0.796% | |
12/26/2024 | JPMorgan Chase & Co. | 9,932 | $141K | 0.0% | +233.4% | 0.071% | |
11/19/2024 | Barclays PLC | 7,837 | $110K | 0.0% | +288.2% | 0.056% | |
11/16/2024 | Geode Capital Management LLC | 131,394 | $1.86M | 0.0% | +4.0% | 0.939% | |
11/15/2024 | Barclays PLC | 7,837 | $110K | 0.0% | +288.2% | 0.056% | |
11/12/2024 | Charles Schwab Investment Management Inc. | 16,229 | $230K | 0.0% | +16.1% | 0.116% | |
11/5/2024 | RMR Capital Management LLC | 63,886 | $905K | 0.7% | -15.2% | 0.456% | |
10/31/2024 | Global Strategic Investment Solutions LLC | 19,329 | $274K | 0.0% | -9.3% | 0.138% | |
10/31/2024 | Concurrent Investment Advisors LLC | 10,350 | $147K | 0.0% | N/A | 0.074% | |
10/11/2024 | Creative Planning | 29,800 | $422K | 0.0% | -14.2% | 0.213% | |
7/26/2024 | Bank of New York Mellon Corp | 90,113 | $1.11M | 0.0% | +0.9% | 0.644% | |
5/10/2024 | Vanguard Group Inc. | 267,461 | $3.46M | 0.0% | +0.9% | 1.910% | |
5/7/2024 | Concurrent Investment Advisors LLC | 10,497 | $136K | 0.0% | -16.5% | 0.075% | |
2/9/2024 | US Bancorp DE | 133,333 | $2.05M | 0.0% | N/A | 0.959% | |
10/24/2023 | Bank of New York Mellon Corp | 41,151 | $635K | 0.0% | -1.9% | 0.296% | |
9/21/2023 | Barclays PLC | 1,073 | $28K | 0.0% | N/A | 0.008% | |
8/11/2023 | Smith Moore & CO. | 10,000 | $260K | 0.0% | N/A | 0.072% | |
8/11/2023 | O Shaughnessy Asset Management LLC | 13,314 | $347K | 0.0% | N/A | 0.096% | |
8/11/2023 | Covestor Ltd | 1,552 | $40K | 0.0% | N/A | 0.011% | |
8/4/2023 | American International Group Inc. | 2,579 | $67K | 0.0% | N/A | 0.019% | |
8/1/2023 | Truist Financial Corp | 43,417 | $1.13M | 0.0% | -30.0% | 0.312% | |
7/31/2023 | Strs Ohio | 2,600 | $67K | 0.0% | N/A | 0.019% | |
7/27/2023 | Virtu Financial LLC | 10,053 | $262K | 0.0% | N/A | 0.072% | |
7/26/2023 | Violich Capital Management Inc. | 8,950 | $233K | 0.0% | N/A | 0.064% | |
7/21/2023 | Creative Planning | 35,000 | $911K | 0.0% | -7.3% | 0.252% | |
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4/20/2023 | Global Strategic Investment Solutions LLC | 21,184 | $457K | 0.1% | -4.4% | 0.152% | |
2/14/2023 | 683 Capital Management LLC | 10,535 | $167K | 0.0% | N/A | 0.076% | |
11/14/2022 | Ergoteles LLC | 23,783 | $307K | 0.0% | -4.1% | 0.171% | |
11/3/2022 | Creative Planning | 45,137 | $582K | 0.0% | -2.7% | 0.327% | |
8/9/2022 | Lazard Asset Management LLC | 3,794 | $53K | 0.0% | +58.4% | 0.028% | |
5/9/2022 | Ingalls & Snyder LLC | 11,370 | $217K | 0.0% | N/A | 0.082% | |
2/9/2022 | Lazard Asset Management LLC | 2,395 | $48K | 0.0% | +56.8% | 0.017% | |
2/8/2022 | Northern Trust Corp | 47,051 | $949K | 0.0% | -2.8% | 0.343% | |
1/31/2022 | NewEdge Wealth LLC | 93,036 | $1.88M | 0.1% | N/A | 0.677% | |
1/28/2022 | Allspring Global Investments Holdings LLC | 3,130 | $63K | 0.0% | N/A | 0.023% | |
11/12/2021 | Geode Capital Management LLC | 75,361 | $1.46M | 0.0% | +1.9% | 0.553% | |
11/10/2021 | O Shaughnessy Asset Management LLC | 13,924 | $269K | 0.0% | +5.7% | 0.102% | |
11/9/2021 | BlackRock Inc. | 230,869 | $4.46M | 0.0% | +2.5% | 1.693% | |
11/5/2021 | SRS Capital Advisors Inc. | 13,623 | $263K | 0.0% | N/A | 0.100% | |
8/16/2021 | California State Teachers Retirement System | 6,994 | $129K | 0.0% | N/A | 0.051% | |
8/16/2021 | Charles Schwab Investment Management Inc. | 13,405 | $249K | 0.0% | N/A | 0.098% | |
8/16/2021 | State Street Corp | 47,651 | $882K | 0.0% | N/A | 0.349% | |
8/16/2021 | Freestone Capital Holdings LLC | 15,000 | $278K | 0.0% | -50.0% | 0.110% | |
8/13/2021 | Renaissance Technologies LLC | 17,100 | $317K | 0.0% | N/A | 0.125% | |
8/13/2021 | Northern Trust Corp | 21,985 | $407K | 0.0% | N/A | 0.161% | |
8/13/2021 | Geode Capital Management LLC | 73,963 | $1.37M | 0.0% | +167.1% | 0.542% | |
8/13/2021 | Vanguard Group Inc. | 270,589 | $5.01M | 0.0% | +2.0% | 1.984% | |
8/12/2021 | JPMorgan Chase & Co. | 6,710 | $124K | 0.0% | N/A | 0.049% | |
8/11/2021 | BlackRock Inc. | 225,248 | $4.17M | 0.0% | +1,630.0% | 1.655% | |
8/11/2021 | Deutsche Bank AG | 3,019 | $56K | 0.0% | N/A | 0.022% | |
8/11/2021 | Susquehanna International Group LLP | 14,864 | $275K | 0.0% | N/A | 0.109% | |
8/9/2021 | O Shaughnessy Asset Management LLC | 13,168 | $244K | 0.0% | +383.9% | 0.097% | |
8/5/2021 | Global Strategic Investment Solutions LLC | 23,536 | $436K | 0.1% | -24.1% | 0.173% | |
8/4/2021 | Creative Planning | 50,663 | $938K | 0.0% | -25.1% | 0.372% | |
8/2/2021 | New York State Common Retirement Fund | 4,500 | $83K | 0.0% | N/A | 0.033% | |
5/27/2021 | Bandera Partners LLC | 251,847 | $4.34M | 1.7% | N/A | 1.850% | |
5/18/2021 | Millennium Management LLC | 12,982 | $224K | 0.0% | N/A | 0.095% | |
5/14/2021 | O Shaughnessy Asset Management LLC | 2,721 | $47K | 0.0% | N/A | 0.020% | |
5/12/2021 | Geode Capital Management LLC | 27,693 | $477K | 0.0% | +36.5% | 0.203% | |
5/7/2021 | BlackRock Inc. | 13,020 | $224K | 0.0% | +139.0% | 0.095% | |