Capital Wealth Management, LLC Ishares Us ETF Tr Bloomberg Ro Transaction History

Capital Wealth Management, LLC

$268 Million
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 02, 2023	BUY	$53.73 - $58.49 $263,277 - $286,601	4,900 New	4,900 $267,000

Others Institutions Holding CMDY

# of Institutions

59

Shares Held

2.62M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

350K
Shares

$17.5 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

315K
Shares

$15.8 Million
0.0% of portfolio
Apcm Wealth Management For Individuals

281K
Shares

$14.1 Million
2.04% of portfolio
Td Waterhouse Canada Inc. Toronto, A6

268K
Shares

$13.4 Million
0.1% of portfolio
Principal Securities, Inc. Des Moines, IA

253K
Shares

$12.7 Million
0.24% of portfolio

About ISHARES US ETF TR BLOOMBERG RO

Ticker CMDY
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