Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
915New |
$49.2K - $53.5K
|
915
$44.9K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
670New |
$36K - $39.2K
|
670
$32.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
658New |
$35.4K - $38.5K
|
658
$32.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
425+ 72.77% |
$22.8K - $24.9K
|
1.01K
$49.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
413+ 826.0% |
$22.2K - $24.2K
|
463
$22.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
188+ 3.89% |
$10.1K - $11K
|
5.02K
$247K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
165New |
$8.87K - $9.65K
|
165
$8.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
161+ 3.94% |
$8.65K - $9.42K
|
4.24K
$208K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
128New |
$6.88K - $7.49K
|
128
$6.29K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
108New |
$5.8K - $6.32K
|
108
$5.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
88+ 0.75% |
$4.73K - $5.15K
|
11.8K
$580K
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
BUY
|
- |
53+ 0.34% |
$2.85K - $3.1K
|
15.6K
$769K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
49New |
$2.63K - $2.87K
|
49
$2.41K
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
25+ 2500.0% |
$1.34K - $1.46K
|
26
$1.28K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3New |
$161 - $175
|
3
$147
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-5- 1.56% |
$269 - $292
|
315
$15.5K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-32- 9.52% |
$1.72K - $1.87K
|
304
$14.9K
|
|
|
Feb 06, 2023
Q4 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-54- 0.65% |
$2.9K - $3.16K
|
8.26K
$405K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-56- 3.95% |
$3.01K - $3.28K
|
1.36K
$66.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-154- 3.78% |
$8.27K - $9.01K
|
3.92K
$193K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-218- 96.04% |
$11.7K - $12.8K
|
9
$442
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-539- 49.13% |
$29K - $31.5K
|
558
$27.4K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-766- 1.17% |
$41.2K - $44.8K
|
64.7K
$3.18M
|
|
|
Feb 02, 2023
Q4 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-809- 0.94% |
$43.5K - $47.3K
|
85K
$4.17M
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-822- 1.23% |
$44.2K - $48.1K
|
65.9K
$3.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-1.15K- 32.62% |
$61.7K - $67.2K
|
2.37K
$117K
|
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.13K- 18.71% |
$114K - $125K
|
9.26K
$455K
|
|
|
Jan 25, 2023
Q4 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-2.14K- 30.49% |
$115K - $125K
|
4.89K
$240K
|
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-2.83K- 71.58% |
$152K - $166K
|
1.13K
$55.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Alaska Permanent Capital Management
|
SELL
|
- |
-3.05K- 0.8% |
$164K - $178K
|
377K
$18.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.36K- 35.73% |
$396K - $431K
|
13.2K
$650K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-12.6K- 99.72% |
$677K - $737K
|
35
$1.72K
|
|
|
Jan 19, 2023
Q4 2022
|
Wt Wealth Management
|
SELL
|
- |
-31.1K- 25.18% |
$1.67M - $1.82M
|
92.4K
$4.54M
|
|
|
Nov 16, 2023
Q4 2022
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-92.3K- 52.05% |
$4.96M - $5.4M
|
85.1K
$4.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-190K- 40.76% |
$10.2M - $11.1M
|
277K
$13.6M
|