Latest Institutional Purchases of Ishares Cmbs ETF (CMBS)
This list provides information on the latest institutional transactions involving Ishares Cmbs ETF (CMBS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
46.6KNew |
$2.19M - $2.27M
|
46.6K
$2.22M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
45.5KNew |
$2.14M - $2.21M
|
45.5K
$2.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
15.4KNew |
$724K - $748K
|
15.4K
$734K
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
BUY
|
- |
10.6K+ 5.37% |
$498K - $515K
|
208K
$9.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
7.52K+ 142.28% |
$354K - $366K
|
12.8K
$611K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
6.48K+ 4.97% |
$305K - $315K
|
137K
$6.53M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
4.72KNew |
$222K - $229K
|
4.72K
$225K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2.17K+ 16.77% |
$102K - $105K
|
15.1K
$720K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
601New |
$28.3K - $29.2K
|
601
$28.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
444+ 3.89% |
$20.9K - $21.6K
|
11.9K
$566K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
420+ 65.22% |
$19.8K - $20.4K
|
1.06K
$50.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
74New |
$3.48K - $3.6K
|
74
$3.53K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
38New |
$1.79K - $1.85K
|
38
$1.81K
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
5+ 1.16% |
$235 - $243
|
435
$20.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
228KNew |
$10.6M - $11.2M
|
228K
$10.9M
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
150K+ 40.33% |
$6.99M - $7.34M
|
522K
$24.9M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
63.2KNew |
$2.94M - $3.09M
|
63.2K
$3.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
60.5K+ 35.9% |
$2.82M - $2.96M
|
229K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
27.9KNew |
$1.3M - $1.37M
|
27.9K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
19.3K+ 199.05% |
$901K - $946K
|
29.1K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.2K+ 43.44% |
$846K - $889K
|
60K
$2.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
11.9K+ 72.07% |
$556K - $583K
|
28.5K
$1.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.4KNew |
$533K - $560K
|
11.4K
$546K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.3K+ 65.85% |
$478K - $502K
|
25.8K
$1.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
8.31K+ 16.84% |
$387K - $407K
|
57.7K
$2.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
6.34KNew |
$295K - $310K
|
6.34K
$302K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
5.96KNew |
$278K - $291K
|
5.96K
$284K
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
5.7KNew |
$266K - $279K
|
5.7K
$272K
|
|
|
Nov 13, 2024
Q3 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
5.65K+ 38.57% |
$263K - $276K
|
20.3K
$968K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.53K+ 7.48% |
$258K - $270K
|
79.4K
$3.79M
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
3.92K+ 0.89% |
$183K - $192K
|
442K
$21.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.74K+ 59.8% |
$174K - $183K
|
9.98K
$476K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.69K+ 8.27% |
$172K - $181K
|
48.4K
$2.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.21K+ 1.25% |
$150K - $157K
|
260K
$12.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.2K+ 2.87% |
$149K - $156K
|
115K
$5.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
2.4K+ 5.39% |
$112K - $117K
|
46.8K
$2.23M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.63K+ 98.31% |
$75.8K - $79.6K
|
3.28K
$156K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.6KNew |
$74.4K - $78.1K
|
1.6K
$76.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.13KNew |
$52.8K - $55.4K
|
1.13K
$54K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
820+ 5.31% |
$38.2K - $40.1K
|
16.3K
$776K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
816+ 2.13% |
$38K - $39.9K
|
39.2K
$1.87M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
278+ 5.49% |
$13K - $13.6K
|
5.34K
$255K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
240+ 0.68% |
$11.2K - $11.7K
|
35.5K
$1.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
165New |
$7.69K - $8.07K
|
165
$7.87K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
13New |
$606 - $636
|
13
$620
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4+ 0.01% |
$186 - $196
|
30K
$1.43M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
2New |
$93.2 - $97.9
|
2
$95.4
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
430K+ 1076.14% |
$19.7M - $20.2M
|
470K
$22.4M
|
|