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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.37K- 7.41% |
$158K - $164K
|
42K
$2M
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
BUY
|
- |
10.6K+ 5.37% |
$498K - $515K
|
208K
$9.86M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.26K- 27.95% |
$106K - $110K
|
5.83K
$277K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
6.48K+ 4.97% |
$305K - $315K
|
137K
$6.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
601New |
$28.3K - $29.2K
|
601
$28.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
7.52K+ 142.28% |
$354K - $366K
|
12.8K
$608K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2.17K+ 16.77% |
$102K - $105K
|
15.1K
$716K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
4.72KNew |
$222K - $229K
|
4.72K
$224K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-1.94K- 17.32% |
$91.3K - $94.3K
|
9.25K
$439K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-94- 0.85% |
$4.38K - $4.6K
|
11K
$521K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.78K- 0.41% |
$83K - $87.1K
|
434K
$20.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-23.2K- 7.01% |
$1.08M - $1.13M
|
308K
$14.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-1.68K- 11.62% |
$78.4K - $82.3K
|
12.8K
$607K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.38K- 1.87% |
$297K - $312K
|
334K
$15.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.21K+ 1.25% |
$150K - $157K
|
260K
$12.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.69K+ 8.27% |
$172K - $181K
|
48.4K
$2.29M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
63.2KNew |
$2.94M - $3.09M
|
63.2K
$3M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
27.9KNew |
$1.3M - $1.37M
|
27.9K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.13KNew |
$52.8K - $55.4K
|
1.13K
$53.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-33- 1.61% |
$1.54K - $1.61K
|
2.02K
$95.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
5.7KNew |
$266K - $279K
|
5.7K
$270K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.1K- 10.73% |
$51.5K - $54K
|
9.19K
$436K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.2K+ 43.44% |
$846K - $889K
|
60K
$2.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
165New |
$7.69K - $8.07K
|
165
$7.83K
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
11.9K+ 72.07% |
$556K - $583K
|
28.5K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.5K- 23.52% |
$69.7K - $73.2K
|
4.86K
$231K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.4KNew |
$533K - $560K
|
11.4K
$543K
|
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
19.3K+ 199.05% |
$901K - $946K
|
29.1K
$1.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-352- 4.88% |
$16.4K - $17.2K
|
6.86K
$326K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
60.5K+ 35.9% |
$2.82M - $2.96M
|
229K
$10.9M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
816+ 2.13% |
$38K - $39.9K
|
39.2K
$1.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-888- 0.26% |
$41.4K - $43.4K
|
341K
$16.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.53K+ 7.48% |
$258K - $270K
|
79.4K
$3.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-20.1K- 41.94% |
$937K - $984K
|
27.8K
$1.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
5.65K+ 38.57% |
$263K - $276K
|
20.3K
$963K
|
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
2.4K+ 5.39% |
$112K - $117K
|
46.8K
$2.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-34K- 71.39% |
$1.58M - $1.66M
|
13.6K
$646K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.2K+ 2.87% |
$149K - $156K
|
115K
$5.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
6.34KNew |
$295K - $310K
|
6.34K
$301K
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
8.31K+ 16.84% |
$387K - $407K
|
57.7K
$2.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-10Closed |
$466 - $489
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.74K+ 59.8% |
$174K - $183K
|
9.98K
$474K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
5.96KNew |
$278K - $291K
|
5.96K
$283K
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-429- 1.22% |
$20K - $21K
|
34.6K
$1.64M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.45K- 5.56% |
$161K - $169K
|
58.6K
$2.78M
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
4+ 0.94% |
$186 - $196
|
430
$20.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-4.25K- 0.58% |
$198K - $208K
|
724K
$34.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
2New |
$93.2 - $97.9
|
2
$94.9
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.3K+ 65.85% |
$478K - $502K
|
25.8K
$1.23M
|
|