Purchases and Sales Made in Q1 2023 in Ishares Cmbs ETF (CMBS)

CMBS Quotes by TradingView

This table provides information about the institutional ownership of Ishares Cmbs ETF (CMBS) during Q1 2023. 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
Apr 24, 2023 Q1 2023
Diversified, LLC

BUY
 -
306K
New
$14M - $14.5M
306K $14.5M
May 03, 2023 Q1 2023
Krilogy Financial LLC

BUY
 -
256K
New
$11.7M - $12.1M
256K $12.1M
May 15, 2023 Q1 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
227K
+ 60.56%
$10.4M - $10.8M
603K $28.5M
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
125K
+ 9.05%
$5.71M - $5.92M
1.51M $71.2M
May 15, 2023 Q1 2023
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
46.2K
New
$2.11M - $2.19M
46.2K $2.18M
May 15, 2023 Q1 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
38.5K
+ 44.67%
$1.76M - $1.82M
125K $5.89M
Apr 28, 2023 Q1 2023
Schmidt P J Investment Management Inc

Cedarburg, WI
BUY
 -
32.8K
+ 31.52%
$1.5M - $1.55M
137K $6.46M
Apr 27, 2023 Q1 2023
Bergan Kdv Wealth Management, LLC

BUY
 -
27.2K
+ 5.78%
$1.24M - $1.29M
497K $23.5M
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

BUY
 -
25.3K
+ 17.4%
$1.15M - $1.2M
171K $8.07M
May 11, 2023 Q1 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
21K
New
$958K - $995K
21K $992K
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
18.6K
New
$848K - $880K
18.6K $878K
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
18.2K
New
$830K - $861K
18.2K $859K
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
17.8K
+ 104.82%
$813K - $844K
34.8K $1.64M
May 11, 2023 Q1 2023
Schroder Investment Management Group

London, X0
BUY
 -
9.03K
New
$412K - $427K
9.03K $426K
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
9.01K
+ 47.58%
$411K - $427K
27.9K $1.32M
May 12, 2023 Q1 2023
Laidlaw Wealth Management LLC

New York City, NY
BUY
 -
6.53K
+ 18.94%
$298K - $309K
41K $1.94M
May 11, 2023 Q1 2023
Parcion Private Wealth LLC

Bellevue, WA
BUY
 -
6.03K
New
$275K - $286K
6.03K $285K
May 15, 2023 Q1 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
5.04K
New
$230K - $239K
5.04K $238K
Apr 13, 2023 Q1 2023
Financial Management Professionals, Inc.

BUY
 -
4.26K
New
$194K - $202K
4.26K $201K
May 12, 2023 Q1 2023
Black Rock Inc.

New York, NY
BUY
 -
4.19K
+ 12.06%
$191K - $198K
38.9K $1.84M
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
4.04K
+ 25.79%
$184K - $191K
19.7K $931K
May 12, 2023 Q1 2023
Franklin Resources Inc

San Mateo, CA
BUY
 -
2.86K
+ 6.64%
$131K - $136K
46K $2.17M
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
2.25K
+ 9.41%
$103K - $107K
26.2K $1.24M
May 15, 2023 Q1 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
1.63K
+ 22.3%
$74.5K - $77.3K
8.96K $423K
Apr 25, 2023 Q1 2023
Ridgewood Investments LLC

BUY
 -
1.59K
+ 22.43%
$72.6K - $75.3K
8.68K $410K
May 01, 2023 Q1 2023
Ieq Capital, LLC

BUY
 -
1.15K
+ 22.73%
$52.5K - $54.5K
6.22K $294K
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
1.05K
+ 2.67%
$47.7K - $49.5K
40.2K $1.9M
May 03, 2023 Q1 2023
Family Asset Management, LLC

Charleston, SC
BUY
 -
782
New
$35.7K - $37K
782 $36.9K
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
747
New
$34.1K - $35.4K
747 $35.3K
May 13, 2024 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
747
New
$34.1K - $35.4K
747 $35.3K
May 04, 2023 Q1 2023
Parkside Financial Bank & Trust

BUY
 -
701
New
$32K - $33.2K
701 $33.1K
Apr 13, 2023 Q1 2023
Central Bank & Trust CO

BUY
 -
634
+ 123.59%
$28.9K - $30K
1.15K $54.2K
Aug 13, 2024 Q1 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
410
+ 1281.25%
$18.7K - $19.4K
442 $20.9K
Apr 28, 2023 Q1 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
352
New
$16.1K - $16.7K
352 $16.6K
May 11, 2023 Q1 2023
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
321
New
$14.7K - $15.2K
321 $15.2K
Apr 06, 2023 Q1 2023
Willis Johnson & Associates, Inc.

BUY
 -
319
+ 1.65%
$14.6K - $15.1K
19.7K $930K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
219
New
$10K - $10.4K
219 $10.3K
Apr 24, 2023 Q1 2023
Fifth Third Bancorp

BUY
 -
200
New
$9.13K - $9.47K
200 $9.45K
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
194
+ 127.63%
$8.85K - $9.19K
346 $16.3K
May 12, 2023 Q1 2023
Insight Wealth Partners, LLC

BUY
 -
130
+ 0.29%
$5.93K - $6.16K
44.9K $2.12M
Apr 21, 2023 Q1 2023
Moneywise, Inc.

BUY
 -
79
+ 0.98%
$3.61K - $3.74K
8.14K $385K
May 01, 2023 Q1 2023
Iron Horse Wealth Management, LLC

BUY
 -
71
New
$3.24K - $3.36K
71 $3.35K
May 08, 2023 Q1 2023
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
66
New
$3.01K - $3.13K
66 $3.12K
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

BUY
 -
13
+ 6.07%
$593 - $616
227 $10.7K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Apr 25, 2023 Q1 2023
James Investment Research Inc

SELL
 -
-1
- 10.0%
$45.6 - $47.4
9 $425
May 17, 2023 Q1 2023
Wagner Wealth Management, LLC

Greenville, SC
SELL
 -
-1
- 0.05%
$45.6 - $47.4
2.16K $102K
May 05, 2023 Q1 2023
Assetmark, Inc

SELL
 -
-31
- 3.58%
$1.41K - $1.47K
835 $39.4K
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
SELL
 -
-133
- 19.0%
$6.07K - $6.3K
567 $26.8K

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