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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2- 0.03% |
$94.3 - $96.4
|
5.83K
$281K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-10- 4.76% |
$472 - $482
|
200
$9.65K
|
|
|
May 15, 2025
Q1 2025
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-473- 1.96% |
$22.3K - $22.8K
|
23.7K
$1.14M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-501- 24.31% |
$23.6K - $24.2K
|
1.56K
$75.3K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-578- 6.25% |
$27.3K - $27.9K
|
8.68K
$418K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-631- 1.42% |
$29.8K - $30.4K
|
43.9K
$2.12M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-947- 14.71% |
$44.7K - $45.7K
|
5.49K
$265K
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-968- 0.71% |
$45.7K - $46.7K
|
136K
$6.55M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.39K- 3.49% |
$65.7K - $67.2K
|
38.5K
$1.86M
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.62K- 12.64% |
$76.4K - $78.1K
|
11.2K
$540K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2.56K- 8.01% |
$121K - $123K
|
29.3K
$1.42M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-4.19K- 16.34% |
$197K - $202K
|
21.4K
$1.03M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.8K- 57.29% |
$320K - $328K
|
5.07K
$244K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.26K- 16.39% |
$343K - $350K
|
37K
$1.79M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-8.05K- 25.83% |
$380K - $388K
|
23.1K
$1.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-13.3K- 6.38% |
$625K - $639K
|
194K
$9.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-14.1K- 39.74% |
$667K - $682K
|
21.5K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-14.7K- 4.27% |
$694K - $709K
|
330K
$15.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-26.5K- 63.13% |
$1.25M - $1.28M
|
15.5K
$748K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-48.5K- 13.98% |
$2.29M - $2.34M
|
298K
$14.4M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-218K- 66.04% |
$10.3M - $10.5M
|
112K
$5.4M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-260K- 97.92% |
$12.3M - $12.6M
|
5.54K
$267K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-523K- 97.76% |
$24.7M - $25.2M
|
12K
$578K
|