Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2022
Q2 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-724- 12.83% |
$42.2K - $49K
|
4.92K
$230K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-726- 46.27% |
$42.3K - $49.1K
|
843
$39.5K
|
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-827- 46.72% |
$48.2K - $55.9K
|
943
$44.1K
|
|
|
Jul 18, 2022
Q2 2022
|
First National Corp
|
SELL
|
- |
-1.66K- 9.5% |
$96.6K - $112K
|
15.8K
$740K
|
|
|
Aug 15, 2022
Q2 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.9K- 26.13% |
$111K - $129K
|
5.38K
$252K
|
|
|
Aug 26, 2022
Q2 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-2.41K- 37.16% |
$140K - $163K
|
4.07K
$190K
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3.48KClosed |
$203K - $235K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.76KClosed |
$219K - $254K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.83K- 55.75% |
$223K - $259K
|
3.04K
$142K
|
|
|
Aug 03, 2022
Q2 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3.97KClosed |
$231K - $268K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.57K- 37.46% |
$266K - $309K
|
7.63K
$357K
|
|
|
Jul 22, 2022
Q2 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-5.04K- 25.74% |
$293K - $341K
|
14.5K
$680K
|
|
|
Nov 16, 2023
Q2 2022
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-5.14K- 2.81% |
$299K - $347K
|
177K
$8.3M
|
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-6.34KClosed |
$369K - $429K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.49K- 12.97% |
$494K - $574K
|
56.9K
$2.67M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-8.77KClosed |
$511K - $593K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-10.3KClosed |
$601K - $697K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-12.3K- 1.94% |
$717K - $832K
|
622K
$29.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-13.3K- 64.79% |
$774K - $899K
|
7.23K
$338K
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-35.4K- 49.68% |
$2.06M - $2.39M
|
35.8K
$1.68M
|
|
|
Aug 12, 2022
Q2 2022
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-36.9KClosed |
$2.15M - $2.5M
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Alaska Permanent Capital Management
|
SELL
|
- |
-72K- 24.1% |
$4.2M - $4.87M
|
227K
$10.6M
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-84.7K- 46.03% |
$4.94M - $5.73M
|
99.4K
$4.65M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubp Investment Advisors Sa
|
SELL
|
- |
-108K- 49.31% |
$6.31M - $7.33M
|
111K
$5.22M
|
|
|
Jul 22, 2022
Q2 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-113K- 33.91% |
$6.58M - $7.64M
|
220K
$10.3M
|
|
|
Jul 25, 2022
Q2 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-133K- 20.57% |
$7.77M - $9.02M
|
515K
$24.1M
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-137KClosed |
$7.97M - $9.26M
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-176K- 47.45% |
$10.2M - $11.9M
|
195K
$9.11M
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-533KClosed |
$31.1M - $36.1M
|
0
$0
|