Purchases and Sales Made in Q3 2024 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 Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
122K+ 52.0% |
$5.69M - $6.14M
|
356K
$17.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
88.9KNew |
$4.15M - $4.48M
|
88.9K
$4.27M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
60.6K+ 551072.75% |
$2.83M - $3.05M
|
60.6K
$2.91M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
60.6K+ 551072.75% |
$2.83M - $3.05M
|
60.6K
$2.91M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
17.7K+ 443575.0% |
$828K - $894K
|
17.7K
$852K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
17K+ 5.9% |
$793K - $855K
|
305K
$14.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
15K+ 7.63% |
$700K - $755K
|
212K
$10.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
11.4K+ 1.51% |
$534K - $577K
|
769K
$36.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
8.38KNew |
$391K - $422K
|
8.38K
$402K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
3.59K+ 11.89% |
$168K - $181K
|
33.8K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.29K+ 3.58% |
$153K - $166K
|
95K
$4.56M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.81K+ 9.42% |
$131K - $142K
|
32.6K
$1.57M
|
|
|
Oct 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.96K+ 3.85% |
$91.4K - $98.6K
|
52.9K
$2.54M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
1.17K+ 10.03% |
$54.5K - $58.8K
|
12.8K
$615K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
771+ 16.02% |
$36K - $38.8K
|
5.59K
$268K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
701+ 3.2% |
$32.7K - $35.3K
|
22.6K
$1.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
442New |
$20.6K - $22.3K
|
442
$21.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
BUY
|
- |
142+ 1.73% |
$6.63K - $7.15K
|
8.35K
$401K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
125+ 3.02% |
$5.84K - $6.3K
|
4.27K
$205K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
106+ 0.34% |
$4.95K - $5.34K
|
31.6K
$1.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
76+ 2.01% |
$3.55K - $3.83K
|
3.86K
$185K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
23New |
$1.07K - $1.16K
|
23
$1.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-18- 0.69% |
$840 - $907
|
2.6K
$125K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-71- 98.61% |
$3.31K - $3.58K
|
1
$48
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-123- 0.68% |
$5.74K - $6.2K
|
18K
$866K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-190- 2.81% |
$8.87K - $9.57K
|
6.58K
$316K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-319- 7.18% |
$14.9K - $16.1K
|
4.12K
$198K
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-392- 5.81% |
$18.3K - $19.7K
|
6.35K
$305K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-392- 2.01% |
$18.3K - $19.7K
|
19.1K
$916K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-805- 3.25% |
$37.6K - $40.6K
|
24K
$1.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.01K- 14.48% |
$47.3K - $51K
|
5.98K
$287K
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-1.47K- 44.75% |
$68.6K - $74K
|
1.81K
$87.1K
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-6.31K- 6.62% |
$295K - $318K
|
89K
$4.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-20.4K- 70.45% |
$950K - $1.03M
|
8.54K
$410K
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
SELL
|
- |
-35.4K- 77.69% |
$1.65M - $1.78M
|
10.2K
$488K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-45.8K- 39.47% |
$2.14M - $2.31M
|
70.2K
$3.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-73.3K- 99.23% |
$3.42M - $3.69M
|
568
$27.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-120K- 72.22% |
$5.58M - $6.02M
|
46K
$2.21M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-436K- 80.74% |
$20.4M - $22M
|
104K
$5M
|