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 |
|---|---|---|---|---|---|---|---|
|
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 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
38K+ 52.1% |
$1.79M - $1.83M
|
111K
$5.39M
|
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
2New |
$94.3 - $96.4
|
2
$97.1
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.8K- 57.29% |
$320K - $328K
|
5.07K
$246K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.56K+ 8.29% |
$121K - $123K
|
33.5K
$1.62M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-10- 4.76% |
$472 - $482
|
200
$9.71K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
4+ 0.44% |
$189 - $193
|
908
$44.1K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.43KNew |
$303K - $310K
|
6.43K
$312K
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-260K- 97.92% |
$12.3M - $12.6M
|
5.54K
$269K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
131K+ 177.49% |
$6.17M - $6.31M
|
204K
$9.93M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
23.3K+ 6.64% |
$1.1M - $1.12M
|
374K
$18.2M
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
580New |
$27.4K - $28K
|
580
$28.2K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
37.6KNew |
$1.77M - $1.81M
|
37.6K
$1.83M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5K+ 40.07% |
$236K - $241K
|
17.5K
$849K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
409+ 7.33% |
$19.3K - $19.7K
|
5.99K
$291K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
13+ 44.83% |
$613 - $627
|
42
$2.04K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.05K+ 10.45% |
$144K - $147K
|
32.3K
$1.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
75New |
$3.54K - $3.62K
|
75
$3.64K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2.56K+ 16.94% |
$121K - $123K
|
17.7K
$857K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.62K- 12.64% |
$76.4K - $78.1K
|
11.2K
$543K
|
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
16.7K+ 35.85% |
$788K - $805K
|
63.3K
$3.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Systelligence, LLC
|
BUY
|
- |
123KNew |
$5.81M - $5.94M
|
123K
$5.98M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-14.1K- 39.74% |
$667K - $682K
|
21.5K
$1.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-4.19K- 16.34% |
$197K - $202K
|
21.4K
$1.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
13New |
$612 - $632
|
13
$631
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-40.9K- 29.53% |
$1.92M - $1.99M
|
97.5K
$4.73M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
8New |
$377 - $389
|
8
$388
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
10.1KNew |
$476K - $491K
|
10.1K
$490K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-24- 13.19% |
$1.13K - $1.17K
|
158
$7.67K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1KNew |
$47.1K - $48.6K
|
1K
$48.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
171K+ 1491.57% |
$8.03M - $8.3M
|
182K
$8.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
39New |
$1.84K - $1.9K
|
39
$1.89K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.44KNew |
$256K - $265K
|
5.44K
$264K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
377New |
$17.8K - $18.3K
|
377
$18.3K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
74+ 20.16% |
$3.48K - $3.6K
|
441
$21.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-11- 0.15% |
$518 - $535
|
7.37K
$358K
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
11KNew |
$519K - $536K
|
11K
$535K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
286New |
$13.5K - $13.9K
|
286
$13.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-221K- 96.31% |
$10.4M - $10.7M
|
8.46K
$411K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
31New |
$1.46K - $1.51K
|
31
$1.51K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.43K- 89.73% |
$67.5K - $69.7K
|
164
$7.96K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
40New |
$1.88K - $1.95K
|
40
$1.94K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
13.2K+ 38.02% |
$620K - $640K
|
47.8K
$2.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
74New |
$3.48K - $3.6K
|
74
$3.59K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
420+ 65.22% |
$19.8K - $20.4K
|
1.06K
$51.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
15.4KNew |
$724K - $748K
|
15.4K
$747K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
38New |
$1.79K - $1.85K
|
38
$1.84K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
601New |
$28.3K - $29.2K
|
601
$29.2K
|
|