Purchases and Sales Made in Q1 2025 in Ishares Us ETF Tr Bloomberg Ro (CMDY)
This table provides information about the institutional ownership of Ishares Us ETF Tr Bloomberg Ro (CMDY) during Q1 2025. 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 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
258K+ 455.18% |
$12.3M - $13.4M
|
315K
$15.5M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
93.4K+ 215.89% |
$4.43M - $4.85M
|
137K
$6.74M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
59.3K+ 37.44% |
$2.81M - $3.08M
|
218K
$10.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
46.7K+ 459.67% |
$2.22M - $2.43M
|
56.9K
$2.81M
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
BUY
|
- |
44.8KNew |
$2.13M - $2.33M
|
44.8K
$2.21M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
12.3K+ 101.21% |
$581K - $637K
|
24.4K
$1.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.9K+ 1.82% |
$280K - $307K
|
329K
$16.2M
|
|
|
May 13, 2025
Q1 2025
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
4.98K+ 4.71% |
$236K - $259K
|
111K
$5.46M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.33KNew |
$206K - $225K
|
4.33K
$214K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
4.05KNew |
$192K - $210K
|
4.05K
$200K
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
3.51K+ 5.4% |
$166K - $182K
|
68.5K
$3.38M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.25K+ 14.46% |
$154K - $169K
|
25.7K
$1.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
2.42K+ 6.3% |
$115K - $126K
|
40.8K
$2.01M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.34KNew |
$63.3K - $69.4K
|
1.34K
$65.8K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.09K+ 24.32% |
$51.7K - $56.6K
|
5.57K
$275K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
819New |
$38.9K - $42.6K
|
819
$40.4K
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
BUY
|
- |
725+ 8.65% |
$34.4K - $37.7K
|
9.11K
$449K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
545+ 2.56% |
$25.9K - $28.3K
|
21.8K
$1.08M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
270New |
$12.8K - $14K
|
270
$13.3K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
211New |
$10K - $11K
|
211
$10.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
167+ 1.84% |
$7.92K - $8.68K
|
9.24K
$455K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
50+ 2.64% |
$2.37K - $2.6K
|
1.94K
$95.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
26+ 0.14% |
$1.23K - $1.35K
|
19.1K
$939K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
14+ 3.59% |
$664 - $727
|
404
$19.9K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-9- 0.21% |
$427 - $468
|
4.35K
$215K
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
SELL
|
- |
-100- 6.25% |
$4.75K - $5.2K
|
1.5K
$74K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-117- 1.91% |
$5.55K - $6.08K
|
6.01K
$296K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-146- 5.85% |
$6.93K - $7.59K
|
2.35K
$116K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-170- 0.94% |
$8.07K - $8.83K
|
18K
$886K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-224- 3.1% |
$10.6K - $11.6K
|
7K
$345K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-295- 5.0% |
$14K - $15.3K
|
5.6K
$276K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-560- 1.62% |
$26.6K - $29.1K
|
34K
$1.68M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-1.12K- 8.35% |
$53K - $58.1K
|
12.3K
$605K
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-1.63K- 67.68% |
$77.4K - $84.7K
|
779
$38.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-3.68K- 26.2% |
$174K - $191K
|
10.4K
$511K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.74K- 19.76% |
$225K - $246K
|
19.2K
$948K
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-20.9K- 21.78% |
$994K - $1.09M
|
75.2K
$3.71M
|
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-33.8K- 9.2% |
$1.6M - $1.76M
|
334K
$16.4M
|
|
|
May 01, 2025
Q1 2025
|
Alaska Permanent Capital Management
|
SELL
|
- |
-105K- 13.81% |
$4.99M - $5.47M
|
656K
$32.4M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-346K- 84.85% |
$16.4M - $18M
|
61.8K
$3.04M
|