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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2020
Q2 2020
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-72Closed |
$3.75K - $3.95K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-400Closed |
$20.9K - $22K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Tompkins Financial Corp
|
SELL
|
- |
-50Closed |
$2.61K - $2.75K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
417New |
$21K - $23.3K
|
417
$19.7K
|
|
|
May 15, 2020
Q1 2020
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-621KClosed |
$31.3M - $34.7M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-11KClosed |
$556K - $617K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-2.06KClosed |
$104K - $115K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-189Closed |
$9.52K - $10.6K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-19Closed |
$957 - $1.06K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Wespac Advisors, LLC
|
SELL
|
- |
-37.9KClosed |
$1.91M - $2.12M
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 12, 2020
Q4 2019
|
First National Bank Of South Miami
|
SELL
|
- |
-200Closed |
$10.5K - $10.8K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-4.44KClosed |
$233K - $239K
|
0
$0
|
|
|
Feb 05, 2020
Q4 2019
|
Biltmore Family Office, LLC
|
SELL
|
- |
-136Closed |
$7.15K - $7.33K
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Rice Partnership, LLC
|
SELL
|
- |
-50Closed |
$2.63K - $2.7K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-188Closed |
$9.89K - $10.1K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 19, 2019
Q3 2019
|
Global Retirement Partners, LLC
|
SELL
|
- |
-29Closed |
$1.54K - $1.56K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-42.8KClosed |
$2.27M - $2.3M
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-54Closed |
$2.86K - $2.9K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-6.82KClosed |
$362K - $366K
|
0
$0
|
|
|
Nov 07, 2019
Q3 2019
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-159Closed |
$8.43K - $8.54K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-50Closed |
$2.65K - $2.68K
|
0
$0
|
|
|
Oct 31, 2019
Q3 2019
|
Private Ocean, LLC
|
SELL
|
- |
-44Closed |
$2.33K - $2.36K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-3.2KClosed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-880Closed |
N/A
|
0
$0
|
|
|
Jul 18, 2019
Q2 2019
|
Gemmer Asset Management LLC
|
SELL
|
- |
-86Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 02, 2019
Q1 2019
|
Motco
|
SELL
|
- |
-2Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-20.3KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-6.45KClosed |
N/A
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-10.9KClosed |
N/A
|
0
$0
|
|
|
Jan 29, 2019
Q4 2018
|
Conning Inc.
|
SELL
|
- |
-19.8KClosed |
N/A
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-11Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Jan 16, 2019
Q3 2018
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-1Closed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-1Closed |
N/A
|
0
$0
|
|
|
Nov 09, 2018
Q3 2018
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-2Closed |
N/A
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-24Closed |
N/A
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3Closed |
N/A
|
0
$0
|
|
|
Nov 01, 2018
Q3 2018
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-121Closed |
N/A
|
0
$0
|
|
|
Oct 23, 2018
Q3 2018
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-292Closed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Jul 31, 2018
Q2 2018
|
Destination Wealth Management
|
SELL
|
- |
-55Closed |
N/A
|
0
$0
|
|
|
Jul 25, 2018
Q2 2018
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-4Closed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3Closed |
N/A
|
0
$0
|
|
|
Feb 09, 2018
Q4 2017
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-23KClosed |
N/A
|
0
$0
|
|
|
Feb 09, 2018
Q4 2017
|
Mcia Inc
|
SELL
|
- |
-1.59KClosed |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$47.2
|
|
| Q2 2017 | |||||||
|
May 07, 2020
Q2 2017
|
Royal Fund Management, LLC
|
SELL
|
- |
-14Closed |
N/A
|
0
$0
|
|
| Q1 2016 | |||||||
|
Jul 25, 2019
Q1 2016
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-55- 2.26% |
N/A
|
2.38K
$112K
|
|