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 |
|---|---|---|---|---|---|---|---|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
48+ 26.82% |
$2.12K - $2.25K
|
227
$10.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1+ 0.76% |
$44.2 - $46.9
|
133
$6.28K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3.72K- 74.45% |
$164K - $175K
|
1.28K
$60.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
252+ 193.85% |
$11.1K - $11.8K
|
382
$18K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.45K- 19.05% |
$108K - $115K
|
10.4K
$491K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
41New |
$1.81K - $1.92K
|
41
$1.94K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-585- 65.66% |
$25.9K - $27.4K
|
306
$14.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
1.55KNew |
$68.5K - $72.7K
|
1.55K
$73.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-164- 63.32% |
$7.25K - $7.69K
|
95
$4.48K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
677New |
$29.9K - $31.8K
|
677
$32K
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
2.15K+ 36.44% |
$95.2K - $101K
|
8.07K
$381K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.85K- 39.86% |
$173K - $177K
|
5.82K
$275K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
17+ 2.41% |
$763 - $783
|
723
$34.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-300- 86.71% |
$13.5K - $13.8K
|
46
$2.17K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-24- 18.32% |
$1.08K - $1.1K
|
107
$5.05K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
78New |
$3.5K - $3.59K
|
78
$3.68K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-27K- 58.45% |
$1.21M - $1.24M
|
19.2K
$906K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
509New |
$22.8K - $23.4K
|
509
$24K
|
|
|
Oct 20, 2023
Q3 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-24.8K- 24.68% |
$1.11M - $1.14M
|
75.8K
$3.58M
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-35- 8.71% |
$1.57K - $1.61K
|
367
$17.3K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
132K+ 28.03% |
$6.04M - $6.2M
|
602K
$28.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
8.81KNew |
$404K - $415K
|
8.81K
$416K
|
|
|
Aug 02, 2023
Q2 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-416- 6.9% |
$19.1K - $19.6K
|
5.62K
$265K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
12New |
$550 - $565
|
12
$566
|
|
|
Jul 27, 2023
Q2 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
583New |
$26.7K - $27.4K
|
583
$27.5K
|
|
|
Jul 26, 2023
Q2 2023
|
Diversified, LLC
|
SELL
|
- |
-299K- 97.73% |
$13.7M - $14.1M
|
6.94K
$327K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-12- 0.26% |
$550 - $565
|
4.63K
$218K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-492K- 99.01% |
$22.6M - $23.2M
|
4.95K
$233K
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-430- 7.59% |
$19.7K - $20.2K
|
5.24K
$247K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
13+ 6.07% |
$593 - $616
|
227
$10.7K
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-546- 1.94% |
$24.9K - $25.9K
|
27.7K
$1.31M
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
66New |
$3.01K - $3.13K
|
66
$3.12K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-31- 3.58% |
$1.41K - $1.47K
|
835
$39.4K
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.19K- 7.86% |
$54.4K - $56.5K
|
14K
$659K
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
71New |
$3.24K - $3.36K
|
71
$3.35K
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
1.15K+ 22.73% |
$52.5K - $54.5K
|
6.22K
$293K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
219New |
$10K - $10.4K
|
219
$10.3K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-503- 3.96% |
$23K - $23.8K
|
12.2K
$576K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-1- 10.0% |
$45.6 - $47.4
|
9
$425
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.84K- 97.73% |
$130K - $135K
|
66
$3.12K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-400- 32.05% |
$18.3K - $18.9K
|
848
$40K
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-682- 27.32% |
$30.5K - $31.8K
|
1.81K
$85.6K
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
11.2KNew |
$500K - $522K
|
11.2K
$528K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
3New |
$134 - $140
|
3
$142
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
338+ 1.58% |
$15.1K - $15.8K
|
21.7K
$1.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.6K- 2.42% |
$71.3K - $74.5K
|
64.2K
$3.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
16New |
$715 - $747
|
16
$755
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.3KNew |
$147K - $154K
|
3.3K
$156K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
4.63KNew |
$207K - $216K
|
4.63K
$219K
|
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
85+ 1.87% |
$3.8K - $3.97K
|
4.63K
$219K
|
|