Purchases and Sales Made in Q1 2025 in Ishares Cmbs ETF (CMBS)
This table provides information about the institutional ownership of Ishares Cmbs ETF (CMBS) during Q1 2025. 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 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
524K+ 4842.55% |
$24.7M - $25.3M
|
535K
$25.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
261K+ 4760.52% |
$12.3M - $12.6M
|
266K
$12.8M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
219KNew |
$10.3M - $10.6M
|
219K
$10.6M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
131K+ 177.49% |
$6.17M - $6.31M
|
204K
$9.86M
|
|
|
Apr 22, 2025
Q1 2025
|
Systelligence, LLC
|
BUY
|
- |
123KNew |
$5.81M - $5.94M
|
123K
$5.94M
|
|
|
May 01, 2025
Q1 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
60.1KNew |
$2.83M - $2.9M
|
60.1K
$2.9M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
59.1K+ 74.7% |
$2.79M - $2.85M
|
138K
$6.67M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
55.9K+ 22.31% |
$2.64M - $2.69M
|
306K
$14.8M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
38K+ 52.1% |
$1.79M - $1.83M
|
111K
$5.35M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
37.6KNew |
$1.77M - $1.81M
|
37.6K
$1.81M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
28.2K+ 17116.97% |
$1.33M - $1.36M
|
28.4K
$1.37M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
25.1K+ 161.93% |
$1.18M - $1.21M
|
40.6K
$1.96M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
23.3K+ 6.64% |
$1.1M - $1.12M
|
374K
$18M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20.3K+ 11.0% |
$959K - $980K
|
205K
$9.9M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
18.1K+ 39.8% |
$854K - $873K
|
63.6K
$3.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
16.7K+ 35.85% |
$788K - $805K
|
63.3K
$3.05M
|
|
|
May 15, 2025
Q1 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
16.6K+ 29.94% |
$784K - $802K
|
72.2K
$3.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
14.5KNew |
$684K - $699K
|
14.5K
$700K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
9.39KNew |
$443K - $453K
|
9.39K
$453K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.1K+ 53.59% |
$382K - $390K
|
23.2K
$1.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
7.96K+ 1.82% |
$375K - $384K
|
445K
$21.5M
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
7.16KNew |
$337K - $345K
|
7.16K
$345K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
6.78K+ 57.18% |
$320K - $327K
|
18.6K
$899K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.43KNew |
$303K - $310K
|
6.43K
$310K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.7KNew |
$269K - $275K
|
5.7K
$275K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.69K+ 19.17% |
$268K - $274K
|
35.4K
$1.71M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5K+ 40.07% |
$236K - $241K
|
17.5K
$843K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
3.33K+ 0.76% |
$157K - $160K
|
441K
$21.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.05K+ 10.45% |
$144K - $147K
|
32.3K
$1.56M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.56K+ 8.29% |
$121K - $123K
|
33.5K
$1.61M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2.56K+ 16.94% |
$121K - $123K
|
17.7K
$852K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.09KNew |
$98.8K - $101K
|
2.09K
$101K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.04K+ 1.87% |
$49.2K - $50.3K
|
56.8K
$2.74M
|
|
|
May 15, 2025
Q1 2025
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
692+ 2.99% |
$32.6K - $33.4K
|
23.8K
$1.15M
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
580New |
$27.4K - $28K
|
580
$28K
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
514+ 10.9% |
$24.2K - $24.8K
|
5.23K
$252K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
418+ 3.27% |
$19.7K - $20.2K
|
13.2K
$637K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
409+ 7.33% |
$19.3K - $19.7K
|
5.99K
$289K
|
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
313+ 0.6% |
$14.8K - $15.1K
|
52.1K
$2.51M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
234+ 11.81% |
$11K - $11.3K
|
2.22K
$107K
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
175+ 1.17% |
$8.25K - $8.44K
|
15.2K
$732K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
168+ 6.08% |
$7.92K - $8.1K
|
2.93K
$141K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
75New |
$3.54K - $3.62K
|
75
$3.62K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
13New |
$613 - $627
|
13
$627
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
13+ 44.83% |
$613 - $627
|
42
$2.03K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
5+ 0.57% |
$236 - $241
|
880
$42.5K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
4+ 0.44% |
$189 - $193
|
908
$43.8K
|
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
2New |
$94.3 - $96.4
|
2
$96.5
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2+ 0.46% |
$94.3 - $96.4
|
437
$21.1K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|