Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
108KNew |
$5.11M - $5.69M
|
108K
$5.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
55.4KNew |
$2.61M - $2.91M
|
55.4K
$2.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
52.8K+ 47.64% |
$2.49M - $2.77M
|
164K
$8.71M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
50K+ 22.95% |
$2.36M - $2.63M
|
268K
$14.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
38.2K+ 12.12% |
$1.8M - $2M
|
353K
$18.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
30KNew |
$1.41M - $1.58M
|
30K
$1.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
27.6K+ 12.25% |
$1.3M - $1.45M
|
253K
$13.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
23K+ 37.26% |
$1.08M - $1.21M
|
84.8K
$4.51M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
20.4K+ 6.19% |
$961K - $1.07M
|
350K
$18.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
17.1KNew |
$808K - $900K
|
17.1K
$912K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12KNew |
$565K - $630K
|
12K
$638K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.96K+ 1475.0% |
$281K - $313K
|
6.36K
$339K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
4.82K+ 11.81% |
$227K - $253K
|
45.6K
$2.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.05K+ 21.05% |
$191K - $213K
|
23.3K
$1.24M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.41K+ 7.38% |
$66.3K - $73.9K
|
20.5K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.03K+ 4.22% |
$48.5K - $54K
|
25.4K
$1.35M
|
|
|
Jul 31, 2025
Q2 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
712+ 7.71% |
$33.6K - $37.4K
|
9.95K
$530K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
455+ 8.17% |
$21.4K - $23.9K
|
6.03K
$321K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
450+ 10.38% |
$21.2K - $23.6K
|
4.78K
$255K
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
127+ 0.19% |
$5.99K - $6.67K
|
68.6K
$3.65M
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
97New |
$4.57K - $5.09K
|
97
$5.16K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
60+ 1.0% |
$2.83K - $3.15K
|
6.07K
$323K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
51New |
$2.4K - $2.68K
|
51
$2.71K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10+ 0.43% |
$471 - $525
|
2.36K
$126K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
2New |
$94.3 - $105
|
2
$106
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-1- 0.01% |
$47.1 - $52.5
|
14.7K
$784K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4- 1.48% |
$189 - $210
|
266
$14.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-43- 0.69% |
$2.03K - $2.26K
|
6.19K
$330K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-118- 2.71% |
$5.56K - $6.2K
|
4.24K
$225K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-171- 8.8% |
$8.06K - $8.98K
|
1.77K
$94.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-211- 3.01% |
$9.94K - $11.1K
|
6.79K
$361K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-273- 0.8% |
$12.9K - $14.3K
|
33.7K
$1.79M
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-375- 3.05% |
$17.7K - $19.7K
|
11.9K
$634K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-495- 8.84% |
$23.3K - $26K
|
5.11K
$272K
|
|
|
Aug 14, 2025
Q2 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-679- 87.16% |
$32K - $35.7K
|
100
$5.32K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.22K- 6.8% |
$57.6K - $64.2K
|
16.8K
$892K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.81K- 7.76% |
$85.1K - $94.9K
|
21.5K
$1.14M
|
|
|
Aug 07, 2025
Q2 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.17K- 2.88% |
$102K - $114K
|
73K
$3.89M
|
|
|
Aug 05, 2025
Q2 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-2.73K- 26.37% |
$129K - $143K
|
7.63K
$406K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.97K- 11.55% |
$140K - $156K
|
22.7K
$1.21M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.7K- 16.95% |
$174K - $194K
|
18.1K
$965K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-32.8K- 24.01% |
$1.55M - $1.72M
|
104K
$5.53M
|
|
|
Jul 29, 2025
Q2 2025
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-52.2K- 15.66% |
$2.46M - $2.74M
|
281K
$15M
|
|
|
Jul 29, 2025
Q2 2025
|
Alaska Permanent Capital Management
|
SELL
|
- |
-625K- 95.28% |
$29.5M - $32.8M
|
31K
$1.65M
|