Purchases and Sales Made in Q2 2025 in Ishares Cmbs ETF (CMBS)
This table provides information about the institutional ownership of Ishares Cmbs ETF (CMBS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
96.3K+ 160.37% |
$4.58M - $4.69M
|
156K
$7.7M
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
91.2KNew |
$4.34M - $4.44M
|
91.2K
$4.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
54.9K+ 26.83% |
$2.61M - $2.67M
|
259K
$12.8M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
50.7K+ 57.77% |
$2.41M - $2.47M
|
139K
$6.82M
|
|
|
Jul 29, 2025
Q2 2025
|
Systelligence, LLC
|
BUY
|
- |
42.7K+ 34.68% |
$2.03M - $2.08M
|
166K
$8.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
42.4K+ 20.66% |
$2.02M - $2.07M
|
248K
$12.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
41.9KNew |
$1.99M - $2.04M
|
41.9K
$2.06M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
39.6K+ 122.67% |
$1.88M - $1.93M
|
71.9K
$3.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
33.9K+ 15.47% |
$1.61M - $1.65M
|
253K
$12.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.7KNew |
$1.27M - $1.3M
|
26.7K
$1.32M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
24K+ 6.41% |
$1.14M - $1.17M
|
398K
$19.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
17.3K+ 46.58% |
$820K - $841K
|
54.3K
$2.67M
|
|
|
Jul 10, 2025
Q2 2025
|
Community Trust & Investment CO
|
BUY
|
- |
16.3KNew |
$776K - $795K
|
16.3K
$804K
|
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
10.1KNew |
$480K - $492K
|
10.1K
$497K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.85KNew |
$468K - $480K
|
9.85K
$485K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.47K+ 25.17% |
$450K - $461K
|
47.1K
$2.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
7.08KNew |
$336K - $345K
|
7.08K
$348K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.07K+ 34.74% |
$289K - $296K
|
23.6K
$1.16M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
4.8K+ 25.77% |
$228K - $234K
|
23.4K
$1.15M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
4.72KNew |
$224K - $230K
|
4.72K
$232K
|
|
|
Aug 11, 2025
Q2 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
4.6KNew |
$219K - $224K
|
4.6K
$226K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.55K+ 82.87% |
$216K - $222K
|
10K
$495K
|
|
|
Aug 11, 2025
Q2 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
4.17K+ 5.77% |
$198K - $203K
|
76.4K
$3.76M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.15KNew |
$197K - $202K
|
4.15K
$204K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.5K+ 7.98% |
$166K - $171K
|
47.4K
$2.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.41K+ 59.84% |
$162K - $166K
|
9.11K
$449K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.24K+ 11.04% |
$154K - $158K
|
32.6K
$1.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3.15K+ 4772.73% |
$150K - $153K
|
3.22K
$158K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.65K+ 22.13% |
$126K - $129K
|
14.6K
$720K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.3K+ 78.43% |
$109K - $112K
|
5.23K
$257K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.8K+ 1.62% |
$85.6K - $87.7K
|
113K
$5.55M
|
|
|
Jul 31, 2025
Q2 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
1.5K+ 2.88% |
$71.3K - $73.1K
|
53.6K
$2.64M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
917+ 2.38% |
$43.6K - $44.7K
|
39.4K
$1.94M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
538+ 10.29% |
$25.6K - $26.2K
|
5.77K
$284K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
413New |
$19.6K - $20.1K
|
413
$20.3K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
386New |
$18.4K - $18.8K
|
386
$19K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
310+ 3875.0% |
$14.7K - $15.1K
|
318
$15.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
288+ 4.81% |
$13.7K - $14K
|
6.28K
$309K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
256New |
$12.2K - $12.5K
|
256
$12.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
105+ 1.8% |
$4.99K - $5.12K
|
5.93K
$292K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
53+ 3.4% |
$2.52K - $2.58K
|
1.61K
$79.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
36New |
$1.71K - $1.75K
|
36
$1.77K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
18+ 0.28% |
$856 - $877
|
6.45K
$318K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
8+ 0.91% |
$380 - $390
|
888
$43.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
4+ 0.92% |
$190 - $195
|
441
$21.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-66- 0.45% |
$3.14K - $3.22K
|
14.4K
$711K
|
|
|
Aug 05, 2025
Q2 2025
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-176- 0.74% |
$8.37K - $8.57K
|
23.7K
$1.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-196- 1.29% |
$9.32K - $9.55K
|
15K
$737K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-447- 5.15% |
$21.3K - $21.8K
|
8.23K
$405K
|