Purchases and Sales Made in Q1 2022 in Ishares Cmbs ETF (CMBS)
This table provides information about the institutional ownership of Ishares Cmbs ETF (CMBS) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES CMBS ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
SELL
|
- |
-66- 50.0% |
$3.26K - $3.49K
|
66
$3.12K
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-71- 3.24% |
$3.51K - $3.75K
|
2.12K
$100K
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-72Closed |
$3.56K - $3.8K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-87Closed |
$4.3K - $4.59K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-176- 3.38% |
$8.7K - $9.29K
|
5.03K
$238K
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-258- 74.35% |
$12.7K - $13.6K
|
89
$4.2K
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-399- 42.0% |
$19.7K - $21.1K
|
551
$26K
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-508Closed |
$25.1K - $26.8K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-654- 68.55% |
$32.3K - $34.5K
|
300
$14.2K
|
|
Apr 20, 2022
Q1 2022
|
Moneywise, Inc.
|
SELL
|
- |
-717- 9.41% |
$35.4K - $37.9K
|
6.9K
$326K
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.3K- 19.55% |
$64.1K - $68.5K
|
5.34K
$252K
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.3K- 2.62% |
$64.2K - $68.7K
|
48.2K
$2.28M
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.71K- 10.78% |
$84.2K - $90K
|
14.1K
$666K
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.89K- 8.75% |
$93.4K - $99.8K
|
19.7K
$931K
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2.04K- 72.47% |
$101K - $108K
|
775
$36.6K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.97KClosed |
$147K - $157K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-3.05K- 29.5% |
$151K - $161K
|
7.29K
$345K
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.12K- 33.02% |
$154K - $165K
|
6.33K
$299K
|
|
May 11, 2022
Q1 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-3.39K- 23.39% |
$167K - $179K
|
11.1K
$525K
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3.76KClosed |
$186K - $199K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.97K- 1.02% |
$196K - $210K
|
387K
$18.3M
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-3.99KClosed |
$197K - $211K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.07KClosed |
$201K - $215K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-4.08K- 39.17% |
$202K - $216K
|
6.34K
$299K
|
|
May 20, 2022
Q1 2022
|
Simplicity Wealth,Llc
|
SELL
|
- |
-4.35KClosed |
$215K - $230K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-4.5KClosed |
$222K - $238K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-4.64KClosed |
$229K - $245K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-4.65KClosed |
$230K - $245K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.73K- 48.81% |
$234K - $250K
|
4.97K
$235K
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.46KClosed |
$270K - $288K
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-6.3KClosed |
$311K - $333K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-6.56KClosed |
$324K - $346K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-6.7K- 8.93% |
$331K - $354K
|
68.3K
$3.23M
|
|
Apr 27, 2022
Q1 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-7.22K- 55.27% |
$357K - $381K
|
5.85K
$276K
|
|
May 05, 2022
Q1 2022
|
Capital Advisors Inc
|
SELL
|
- |
-7.59KClosed |
$375K - $401K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-8.45K- 2.38% |
$417K - $446K
|
347K
$16.4M
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-8.76K- 5.9% |
$433K - $462K
|
140K
$6.59M
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.15K- 58.03% |
$452K - $483K
|
6.62K
$313K
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-9.85K- 20.32% |
$486K - $520K
|
38.6K
$1.82M
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.87KClosed |
$487K - $521K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10.5K- 22.21% |
$517K - $552K
|
36.6K
$1.73M
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-12.1K- 44.91% |
$596K - $637K
|
14.8K
$699K
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-13.8K- 53.67% |
$683K - $731K
|
11.9K
$564K
|
|
May 13, 2022
Q1 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-16.9K- 32.24% |
$836K - $894K
|
35.6K
$1.68M
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-19.3KClosed |
$952K - $1.02M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-20.2K- 44.89% |
$1M - $1.07M
|
24.8K
$1.17M
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-25.3KClosed |
$1.25M - $1.34M
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-36KClosed |
$1.78M - $1.9M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-39KClosed |
$1.92M - $2.06M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-39.5KClosed |
$1.95M - $2.09M
|
0
$0
|