Purchases and Sales Made in Q1 2023 in Ishares Us ETF Tr Bloomberg Ro (CMDY)

CMDY Quotes by TradingView

This table provides information about the institutional ownership of Ishares Us ETF Tr Bloomberg Ro (CMDY) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES US ETF TR BLOOMBERG RO.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 09, 2023 Q1 2023
Alaska Permanent Capital Management

BUY
 -
232K
+ 61.56%
$11.6M - $12.6M
609K $28.5M
May 04, 2023 Q1 2023
Mirae Asset Global Investments Co., Ltd.

BUY
 -
141K
+ 146.49%
$7.07M - $7.7M
238K $11.1M
May 01, 2023 Q1 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
116K
+ 69.13%
$5.81M - $6.32M
284K $13.3M
Apr 11, 2023 Q1 2023
Smith Anglin Financial, LLC

BUY
 -
53.5K
+ 16.99%
$2.68M - $2.92M
369K $17.3M
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
28.8K
+ 96.1%
$1.44M - $1.57M
58.8K $2.75M
May 12, 2023 Q1 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
28.4K
New
$1.42M - $1.55M
28.4K $1.33M
Nov 16, 2023 Q1 2023
Disciplina Capital Management LLC

Nashville, TN
BUY
 -
16.3K
+ 19.16%
$815K - $888K
101K $4.74M
Apr 20, 2023 Q1 2023
Octavia Wealth Advisors, LLC

BUY
 -
15.4K
+ 6.18%
$771K - $840K
265K $12.4M
Apr 06, 2023 Q1 2023
Horizons Wealth Management

Asheville, NC
BUY
 -
14.5K
+ 23.12%
$723K - $787K
77K $3.6M
May 12, 2023 Q1 2023
Evergreen Wealth Solutions, LLC

Williamsport, PA
BUY
 -
7.63K
New
$381K - $415K
7.63K $357K
May 15, 2023 Q1 2023
Hsbc Holdings PLC

London, X0
BUY
 -
6.15K
New
$308K - $335K
6.15K $288K
Oct 23, 2024 Q1 2023
Convergence Financial, LLC

Columbia, MO
BUY
 -
5.36K
New
$268K - $292K
5.36K $251K
Apr 27, 2023 Q1 2023
First National Corp

BUY
 -
4.81K
+ 25.05%
$240K - $262K
24K $1.12M
May 11, 2023 Q1 2023
Legacy Capital Group California, Inc.

Los Gatos, CA
BUY
 -
3.95K
New
$197K - $215K
3.95K $185K
May 15, 2023 Q1 2023
Alliancebernstein L.P.

New York, NY
BUY
 -
3.86K
+ 4.0%
$193K - $210K
100K $4.7M
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
3.58K
+ 30.31%
$179K - $195K
15.4K $720K
May 15, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
2.16K
+ 17.43%
$108K - $118K
14.5K $681K
May 12, 2023 Q1 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
1.83K
+ 4.93%
$91.4K - $99.5K
38.9K $1.82M
May 15, 2023 Q1 2023
Cohen & Steers, Inc.

New York, NY
BUY
 -
1.26K
+ 53.1%
$63K - $68.6K
3.63K $170K
May 15, 2023 Q1 2023
Wolf Group Capital Advisors

BUY
 -
695
+ 8.2%
$34.8K - $37.9K
9.17K $429K
May 12, 2023 Q1 2023
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
233
+ 1.09%
$11.7K - $12.7K
21.6K $1.01M
May 12, 2023 Q1 2023
Kestra Advisory Services, LLC

BUY
 -
221
+ 5.21%
$11.1K - $12K
4.46K $209K
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

BUY
 -
98
+ 59.39%
$4.9K - $5.34K
263 $12.3K
Apr 11, 2023 Q1 2023
Umb Bank, N.A.

BUY
 -
66
New
$3.3K - $3.6K
66 $3.09K
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
63
+ 700.0%
$3.15K - $3.43K
72 $3.37K
May 16, 2023 Q1 2023
Hollencrest Capital Management

BUY
 -
43
+ 0.38%
$2.15K - $2.34K
11.5K $537K
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
12
New
$600 - $654
12 $562
Apr 17, 2023 Q1 2023
Lake Street Financial LLC

SELL
 -
-14
- 0.09%
$700 - $763
15.6K $732K
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

SELL
 -
-47
- 10.15%
$2.35K - $2.56K
416 $19.5K
May 15, 2023 Q1 2023
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-74
- 0.96%
$3.7K - $4.03K
7.63K $357K
May 15, 2023 Q1 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-81
- 0.53%
$4.05K - $4.41K
15.2K $711K
May 09, 2023 Q1 2023
Spire Wealth Management

SELL
 -
-162
- 51.43%
$8.1K - $8.83K
153 $7.16K
May 17, 2023 Q1 2023
Advisory Services Network, LLC

SELL
 -
-371
- 31.57%
$18.6K - $20.2K
804 $37.6K
May 02, 2023 Q1 2023
Intrepid Financial Planning Group LLC

Carmel, IN
SELL
 -
-1.3K
- 1.53%
$64.8K - $70.6K
83.7K $3.92M
Jul 17, 2024 Q1 2023
Kelly Financial Services LLC

Braintree, MA
SELL
 -
-1.99K
Closed
$99.5K - $108K
0 $0
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-3.02K
- 4.33%
$151K - $165K
66.7K $3.12M
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

SELL
 -
-3.08K
- 23.23%
$154K - $168K
10.2K $476K
Apr 11, 2023 Q1 2023
Telemus Capital, LLC

SELL
 -
-11.5K
- 17.5%
$577K - $628K
54.3K $2.54M
Apr 17, 2023 Q1 2023
Ameliora Wealth Management Ltd.

Zurich, V8
SELL
 -
-11.9K
- 19.71%
$596K - $649K
48.5K $2.27M
May 15, 2023 Q1 2023
State Street Corp

Boston, MA
SELL
 -
-24.9K
- 15.33%
$1.25M - $1.36M
138K $6.44M
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
SELL
 -
-44K
- 51.93%
$2.2M - $2.4M
40.7K $1.91M
May 15, 2023 Q1 2023
Jane Street Group, LLC

New York, NY
SELL
 -
-44.4K
- 16.8%
$2.22M - $2.42M
220K $10.3M
May 15, 2023 Q1 2023
Wealthsource Partners, LLC

SELL
 -
-50K
- 81.13%
$2.5M - $2.72M
11.6K $544K
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-58.7K
- 90.85%
$2.94M - $3.2M
5.92K $277K
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
SELL
 -
-72.8K
- 65.81%
$3.64M - $3.97M
37.8K $1.77M
Apr 19, 2023 Q1 2023
Wt Wealth Management

SELL
 -
-83.3K
- 90.14%
$4.17M - $4.54M
9.11K $427K
May 15, 2023 Q1 2023
Ameriprise Financial Inc

Minneapolis, MN
SELL
 -
-87.7K
- 25.31%
$4.39M - $4.78M
259K $12.1M
May 12, 2023 Q1 2023
Black Rock Inc.

New York, NY
SELL
 -
-277K
- 99.96%
$13.8M - $15.1M
100 $4.68K
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
SELL
 -
-387K
- 85.32%
$19.4M - $21.1M
66.6K $3.12M

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