Purchases and Sales Made in Q4 2024 in Ishares U S ETF Tr Commodity C (CCRV)
This table provides information about the institutional ownership of Ishares U S ETF Tr Commodity C (CCRV) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES U S ETF TR COMMODITY C.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
64.2KNew |
$1.26M - $1.4M
|
64.2K
$1.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
7.67K+ 3.95% |
$151K - $168K
|
202K
$4.11M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
6.6KNew |
$130K - $144K
|
6.6K
$134K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
945New |
$18.6K - $20.7K
|
945
$19.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-85.5K- 21.82% |
$1.68M - $1.87M
|
306K
$6.23M
|