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
$7.58M
|
|
|
Jul 10, 2025
Q2 2025
|
Community Trust & Investment CO
|
BUY
|
- |
16.3KNew |
$776K - $795K
|
16.3K
$791K
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
4.8K+ 25.77% |
$228K - $234K
|
23.4K
$1.14M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
4.72KNew |
$224K - $230K
|
4.72K
$229K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.3K+ 78.43% |
$109K - $112K
|
5.23K
$253K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
538+ 10.29% |
$25.6K - $26.2K
|
5.77K
$280K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
413New |
$19.6K - $20.1K
|
413
$20K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
256New |
$12.2K - $12.5K
|
256
$12.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
105+ 1.8% |
$4.99K - $5.12K
|
5.93K
$288K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
53+ 3.4% |
$2.52K - $2.58K
|
1.61K
$78.2K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
36New |
$1.71K - $1.75K
|
36
$1.74K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
8+ 0.91% |
$380 - $390
|
888
$43K
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
4+ 0.92% |
$190 - $195
|
441
$21.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-66- 0.45% |
$3.14K - $3.22K
|
14.4K
$700K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-447- 5.15% |
$21.3K - $21.8K
|
8.23K
$399K
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-2.83K- 0.64% |
$135K - $138K
|
442K
$21.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.73K- 17.39% |
$177K - $182K
|
17.7K
$859K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-7.3K- 5.37% |
$347K - $356K
|
129K
$6.23M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-9.61K- 15.1% |
$457K - $468K
|
54K
$2.62M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-11.7K- 6.04% |
$558K - $572K
|
183K
$8.86M
|