Stock Transactions — IDAHO STRATEGIC RESOURCES

Total Bought
1,079,710
72 transactions
Total Sold
793,705
60 transactions
Net
+286,005
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
▲▼
Change in Shares
▲▼
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
▲▼
Change in Weight (%)
▲▼
Type
Nuveen, LLC100,915266,718+165,8030.000.00+0.00buy
BlackRock, Inc.1,143,6101,250,250+106,6400.000.00-0.00buy
STATE STREET CORP1,154,7741,231,955+77,1810.000.00-0.00buy
TUDOR INVESTMENT CORP ET AL074,344+74,3440.000.01+0.01buy
DRW Securities, LLC13,35675,223+61,8670.020.15+0.12buy
NAVELLIER & ASSOCIATES INC109,881156,851+46,9700.370.41+0.04buy
Sixth Street Partners Management Company, L.P.046,113+46,1130.000.00+0.00buy
RENAISSANCE TECHNOLOGIES LLC21,04860,443+39,3950.000.00+0.00buy
ALLIANCEBERNSTEIN L.P.12,00050,170+38,1700.000.00+0.00buy
Walleye Capital LLC033,775+33,7750.000.01+0.01buy
GEODE CAPITAL MANAGEMENT, LLC384,750412,096+27,3460.000.00-0.00buy
BANK OF AMERICA CORP /DE/15,90342,246+26,3430.000.00+0.00buy
AQR CAPITAL MANAGEMENT LLC8,33632,082+23,7460.000.00+0.00buy
SIMPLEX TRADING, LLC53923,698+23,1590.000.02+0.02buy
Aquatic Capital Management LLC022,830+22,8300.000.03+0.03buy
NORTHERN TRUST CORP133,692156,476+22,7840.000.00+0.00buy
COMMONWEALTH EQUITY SERVICES, LLC10,63332,262+21,6290.000.00+0.00buy
Quadrature Capital Ltd017,673+17,6730.000.00+0.00buy
FRANKLIN RESOURCES INC015,550+15,5500.000.00+0.00buy
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.207,220222,220+15,0000.380.36-0.02buy
FMR LLC87115,589+14,7180.000.00+0.00buy
JPMORGAN CHASE & CO45,01058,376+13,3660.000.00+0.00buy
Ethic Inc.012,632+12,6320.000.01+0.01buy
Centiva Capital, LP011,835+11,8350.000.01+0.01buy
AMERICAN CENTURY COMPANIES INC08,650+8,6500.000.00+0.00buy
CANADA PENSION PLAN INVESTMENT BOARD08,200+8,2000.000.00+0.00buy
CITIGROUP INC162,420170,573+8,1530.000.00-0.00buy
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM08,035+8,0350.000.00+0.00buy
WELLS FARGO & COMPANY/MN12,57520,595+8,0200.000.00+0.00buy
MANGROVE PARTNERS IM, LLC07,624+7,6240.000.02+0.02buy
LOS ANGELES CAPITAL MANAGEMENT LLC47,79454,752+6,9580.010.01+0.00buy
MERCER GLOBAL ADVISORS INC /ADV06,905+6,9050.000.00+0.00buy
IFP Advisors, Inc6,51212,922+6,4100.000.01+0.00buy
PRINCIPAL FINANCIAL GROUP INC53,44558,081+4,6360.000.00+0.00buy
Bank of New York Mellon Corp76,38481,017+4,6330.000.00-0.00buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC41,59346,113+4,5200.000.00-0.00buy
Creative Planning7,57611,816+4,2400.000.00+0.00buy
NEW YORK STATE COMMON RETIREMENT FUND4,1007,200+3,1000.000.00+0.00buy
RHUMBLINE ADVISERS15,60618,603+2,9970.000.00+0.00buy
DEUTSCHE BANK AG\12,33015,246+2,9160.000.00+0.00buy
Quantinno Capital Management LP40,11142,939+2,8280.000.00-0.00buy
PRICE T ROWE ASSOCIATES INC /MD/9,82512,602+2,7770.000.00+0.00buy
Man Group plc29,25331,800+2,5470.000.00-0.00buy
GROUP ONE TRADING LLC02,323+2,3230.000.00+0.00buy
Russell Investments Group, Ltd.2,1313,965+1,8340.000.00+0.00buy
ASSETMARK, INC01,579+1,5790.000.00+0.00buy
TWO SIGMA INVESTMENTS, LP18,85920,388+1,5290.000.00-0.00buy
Police & Firemen's Retirement System of New Jersey3,6105,025+1,4150.000.00+0.00buy
Schonfeld Strategic Advisors LLC64,10465,371+1,2670.020.01-0.01buy
HHM Wealth Advisors, LLC2,6623,662+1,0000.010.01+0.00buy
JANE STREET GROUP, LLC10,40811,395+9870.000.00-0.00buy
Quantbot Technologies LP0820+8200.000.00+0.00buy
MetLife Investment Management, LLC8,2648,952+6880.000.00-0.00buy
Janney Montgomery Scott LLC12,24812,780+5320.000.00-0.00buy
Parallel Advisors, LLC55515+4600.000.00+0.00buy
Arax Advisory Partners0413+4130.000.00+0.00buy
Ameritas Investment Partners, Inc.1,0921,393+3010.000.00+0.00buy
ROYAL BANK OF CANADA24,65324,895+2420.000.00-0.00buy
Legal & General Group Plc1,2761,490+2140.000.00+0.00buy
AVIVA PLC12,63812,813+1750.000.00-0.00buy
ALPS ADVISORS INC14,15114,323+1720.000.00+0.00buy
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.6,8997,067+1680.000.00-0.00buy
MEEDER ASSET MANAGEMENT INC2,5122,654+1420.000.00-0.00buy
Invesco Ltd.8,2048,339+1350.000.00-0.00buy
JONES FINANCIAL COMPANIES LLLP5,2165,308+920.000.00+0.00buy
BNP PARIBAS FINANCIAL MARKETS4,1564,238+820.000.00-0.00buy
GAMMA Investing LLC150185+350.000.00+0.00buy
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/030+300.000.00+0.00buy
Kestra Advisory Services, LLC8,6008,628+280.000.00-0.00buy
MARTINGALE ASSET MANAGEMENT L P9,2389,256+180.010.01-0.00buy
SBI Securities Co., Ltd.159167+80.000.00-0.00buy
Fermata Advisors, LLC10,33810,341+30.070.07-0.01buy
MassMutual Private Wealth & Trust, FSB0000.000.000.00hold
State of Alaska, Department of Revenue16,78216,78200.010.01-0.00hold
TD PRIVATE CLIENT WEALTH LLC202000.000.00-0.00hold
Stone House Investment Management, LLC12812800.000.00-0.00hold
Steward Partners Investment Advisory, LLC111100.000.00+0.00hold
Geneos Wealth Management Inc.11211200.000.00-0.00hold
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC1,0001,00000.000.00-0.00hold
Round Rock Advisors, LLC43,98843,98800.220.19-0.03hold
Orchard Capital Management, LLC9,9569,95600.420.36-0.06hold
Enhancing Capital LLC10,20010,20000.240.23-0.01hold
SWAN Capital LLC353500.000.00-0.00hold
CVFG LLC21,05021,05000.080.07-0.01hold
Rialto Wealth Management, LLC50050000.000.00-0.00hold
Universal- Beteiligungs- und Servicegesellschaft mbH15,00015,00000.000.00-0.00hold
NBC SECURITIES, INC.15015000.000.00-0.00hold
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC20320300.000.00-0.00hold
Atlantic Union Bankshares Corp12712700.000.00-0.00hold
SIGNATUREFD, LLC7978-10.000.00-0.00sell
Root Financial Partners, LLC100-100.000.00-0.00sell
ROTHSCHILD INVESTMENT LLC265251-140.000.00-0.00sell
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO800775-250.000.00-0.00sell
NewEdge Advisors, LLC12,03112,002-290.000.00-0.00sell
FEDERATED HERMES, INC.300-300.000.00-0.00sell
EverSource Wealth Advisors, LLC453423-300.000.00+0.00sell
Allworth Financial LP920885-350.000.00+0.00sell
Sterling Capital Management LLC9754-430.000.00-0.00sell
Farther Finance Advisors, LLC500-500.000.00-0.00sell
Versant Capital Management, Inc661-650.000.00-0.00sell
Page 1 of 2