Latest Institutional Transactions on Ishares Cmbs ETF (CMBS)
This table provides information on the latest institutional transactions involving Ishares Cmbs ETF (CMBS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
4.8K+ 25.77% |
$228K - $234K
|
23.4K
$1.14M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
105+ 1.8% |
$4.99K - $5.12K
|
5.93K
$288K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
413New |
$19.6K - $20.1K
|
413
$20.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
4.72KNew |
$224K - $230K
|
4.72K
$229K
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
96.3K+ 160.37% |
$4.58M - $4.69M
|
156K
$7.59M
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
8+ 0.91% |
$380 - $390
|
888
$43.1K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
53+ 3.4% |
$2.52K - $2.58K
|
1.61K
$78.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-447- 5.15% |
$21.3K - $21.8K
|
8.23K
$399K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-9.61K- 15.1% |
$457K - $468K
|
54K
$2.62M
|
|
|
Jul 10, 2025
Q2 2025
|
Community Trust & Investment CO
|
BUY
|
- |
16.3KNew |
$776K - $795K
|
16.3K
$792K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-11.7K- 6.04% |
$558K - $572K
|
183K
$8.87M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-7.3K- 5.37% |
$347K - $356K
|
129K
$6.24M
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-66- 0.45% |
$3.14K - $3.22K
|
14.4K
$701K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
36New |
$1.71K - $1.75K
|
36
$1.75K
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-2.83K- 0.64% |
$135K - $138K
|
442K
$21.5M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
538+ 10.29% |
$25.6K - $26.2K
|
5.77K
$280K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-523K- 97.76% |
$24.7M - $25.2M
|
12K
$581K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
25.1K+ 161.93% |
$1.18M - $1.21M
|
40.6K
$1.97M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.7KNew |
$269K - $275K
|
5.7K
$277K
|
|
|
May 15, 2025
Q1 2025
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-473- 1.96% |
$22.3K - $22.8K
|
23.7K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
175+ 1.17% |
$8.25K - $8.44K
|
15.2K
$736K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
9.39KNew |
$443K - $453K
|
9.39K
$456K
|
|
|
May 15, 2025
Q1 2025
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
692+ 2.99% |
$32.6K - $33.4K
|
23.8K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-218K- 66.04% |
$10.3M - $10.5M
|
112K
$5.43M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
55.9K+ 22.31% |
$2.64M - $2.69M
|
306K
$14.9M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-48.5K- 13.98% |
$2.29M - $2.34M
|
298K
$14.5M
|
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
313+ 0.6% |
$14.8K - $15.1K
|
52.1K
$2.53M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
234+ 11.81% |
$11K - $11.3K
|
2.22K
$108K
|
|
|
May 15, 2025
Q1 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
16.6K+ 29.94% |
$784K - $802K
|
72.2K
$3.5M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
219KNew |
$10.3M - $10.6M
|
219K
$10.6M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-5.1K- 51.0% |
$241K - $246K
|
4.9K
$238K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
28.2K+ 17116.97% |
$1.33M - $1.36M
|
28.4K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
7.16KNew |
$337K - $345K
|
7.16K
$347K
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-8.05K- 25.83% |
$380K - $388K
|
23.1K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.26K- 16.39% |
$343K - $350K
|
37K
$1.8M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-947- 14.71% |
$44.7K - $45.7K
|
5.49K
$267K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.1K+ 53.59% |
$382K - $390K
|
23.2K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
418+ 3.27% |
$19.7K - $20.2K
|
13.2K
$641K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
13New |
$613 - $627
|
13
$631
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.69K+ 19.17% |
$268K - $274K
|
35.4K
$1.72M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2.56K- 8.01% |
$121K - $123K
|
29.3K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.09KNew |
$98.8K - $101K
|
2.09K
$102K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.39K- 3.49% |
$65.7K - $67.2K
|
38.5K
$1.87M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-14.7K- 4.27% |
$694K - $709K
|
330K
$16M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.04K+ 1.87% |
$49.2K - $50.3K
|
56.8K
$2.76M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
3.33K+ 0.76% |
$157K - $160K
|
441K
$21.4M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-631- 1.42% |
$29.8K - $30.4K
|
43.9K
$2.13M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20.3K+ 11.0% |
$959K - $980K
|
205K
$9.96M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.8K- 57.29% |
$320K - $328K
|
5.07K
$246K
|
|