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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-83- 98.81% |
$3.87K - $4.06K
|
1
$47.4
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
23.6KNew |
$1.1M - $1.16M
|
23.6K
$1.12M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2.65K+ 25.79% |
$124K - $130K
|
12.9K
$613K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.6KNew |
$74.4K - $78.1K
|
1.6K
$75.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
5.29KNew |
$246K - $259K
|
5.29K
$251K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
BUY
|
- |
11.4KNew |
$532K - $558K
|
11.4K
$541K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
820+ 5.31% |
$38.2K - $40.1K
|
16.3K
$770K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-351- 1.41% |
$16.4K - $17.2K
|
24.5K
$1.16M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-2.78K- 57.43% |
$130K - $136K
|
2.06K
$97.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4+ 0.01% |
$186 - $196
|
30K
$1.42M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
278+ 5.49% |
$13K - $13.6K
|
5.34K
$253K
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-3.63K- 2.71% |
$169K - $178K
|
130K
$6.17M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
228KNew |
$10.6M - $11.2M
|
228K
$10.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-110- 10.39% |
$5.13K - $5.38K
|
949
$45K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-94- 1.21% |
$4.38K - $4.6K
|
7.68K
$364K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-507- 4.33% |
$23.6K - $24.8K
|
11.2K
$530K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-900- 10.0% |
$41.2K - $42.4K
|
8.1K
$384K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
5.24KNew |
$240K - $247K
|
5.24K
$248K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
321+ 5.45% |
$14.7K - $15.1K
|
6.21K
$294K
|
|
|
Aug 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
2.85KNew |
$131K - $134K
|
2.85K
$135K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-476- 91.19% |
$21.8K - $22.4K
|
46
$2.18K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-35- 16.13% |
$1.6K - $1.65K
|
182
$8.62K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
430K+ 1076.14% |
$19.7M - $20.2M
|
470K
$22.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-590- 7.4% |
$27K - $27.8K
|
7.39K
$350K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-200- 48.78% |
$9.16K - $9.42K
|
210
$9.95K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
200New |
$9.16K - $9.42K
|
200
$9.48K
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
13.3KNew |
$611K - $628K
|
13.3K
$632K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
6+ 0.6% |
$275 - $282
|
1.01K
$47.9K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
158New |
$7.24K - $7.44K
|
158
$7.49K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-24- 6.92% |
$1.1K - $1.13K
|
323
$15.3K
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
42New |
$1.92K - $1.98K
|
42
$1.99K
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
249+ 1.93% |
$11.4K - $11.7K
|
13.2K
$625K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
1.55K+ 356.81% |
$70.8K - $72.7K
|
1.98K
$93.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
132New |
$6.05K - $6.21K
|
132
$6.25K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
464+ 9.48% |
$21.3K - $21.8K
|
5.36K
$254K
|
|
| Q1 2024 | |||||||
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
4.36KNew |
$203K - $206K
|
4.36K
$207K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
86New |
$4K - $4.06K
|
86
$4.07K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.72K+ 4.77% |
$80.1K - $81.4K
|
37.9K
$1.79M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.99K- 4.28% |
$92.3K - $93.8K
|
44.5K
$2.11M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
55New |
$2.56K - $2.6K
|
55
$2.61K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.36K+ 12.39% |
$63.3K - $64.3K
|
12.4K
$586K
|
|
|
May 01, 2024
Q1 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
4.65KNew |
$216K - $219K
|
4.65K
$220K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-350- 6.33% |
$16.3K - $16.5K
|
5.18K
$245K
|
|
|
Apr 22, 2024
Q1 2024
|
Moneywise, Inc.
|
SELL
|
- |
-707- 9.36% |
$32.8K - $33.4K
|
6.85K
$324K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-131K- 87.02% |
$6.1M - $6.2M
|
19.6K
$927K
|
|
| Q4 2023 | |||||||
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-263- 40.84% |
$11.6K - $12.3K
|
381
$18.1K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-26- 44.83% |
$1.15K - $1.22K
|
32
$1.52K
|
|