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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
96.3K+ 160.37% |
$4.58M - $4.69M
|
156K
$7.59M
|
|
|
Jul 10, 2025
Q2 2025
|
Community Trust & Investment CO
|
BUY
|
- |
16.3KNew |
$776K - $795K
|
16.3K
$792K
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
4.8K+ 25.77% |
$228K - $234K
|
23.4K
$1.14M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
4.72KNew |
$224K - $230K
|
4.72K
$229K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
538+ 10.29% |
$25.6K - $26.2K
|
5.77K
$280K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
413New |
$19.6K - $20.1K
|
413
$20.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
105+ 1.8% |
$4.99K - $5.12K
|
5.93K
$288K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
53+ 3.4% |
$2.52K - $2.58K
|
1.61K
$78.3K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
36New |
$1.71K - $1.75K
|
36
$1.75K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
8+ 0.91% |
$380 - $390
|
888
$43.1K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
219KNew |
$10.3M - $10.6M
|
219K
$10.6M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
131K+ 177.49% |
$6.17M - $6.31M
|
204K
$9.93M
|
|
|
Apr 22, 2025
Q1 2025
|
Systelligence, LLC
|
BUY
|
- |
123KNew |
$5.81M - $5.94M
|
123K
$5.98M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
55.9K+ 22.31% |
$2.64M - $2.69M
|
306K
$14.9M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
38K+ 52.1% |
$1.79M - $1.83M
|
111K
$5.39M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
37.6KNew |
$1.77M - $1.81M
|
37.6K
$1.83M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
28.2K+ 17116.97% |
$1.33M - $1.36M
|
28.4K
$1.38M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
25.1K+ 161.93% |
$1.18M - $1.21M
|
40.6K
$1.97M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
23.3K+ 6.64% |
$1.1M - $1.12M
|
374K
$18.2M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20.3K+ 11.0% |
$959K - $980K
|
205K
$9.96M
|
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
16.7K+ 35.85% |
$788K - $805K
|
63.3K
$3.07M
|
|
|
May 15, 2025
Q1 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
16.6K+ 29.94% |
$784K - $802K
|
72.2K
$3.5M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
9.39KNew |
$443K - $453K
|
9.39K
$456K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.1K+ 53.59% |
$382K - $390K
|
23.2K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
7.16KNew |
$337K - $345K
|
7.16K
$347K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.43KNew |
$303K - $310K
|
6.43K
$312K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.7KNew |
$269K - $275K
|
5.7K
$277K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.69K+ 19.17% |
$268K - $274K
|
35.4K
$1.72M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5K+ 40.07% |
$236K - $241K
|
17.5K
$849K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
3.33K+ 0.76% |
$157K - $160K
|
441K
$21.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.05K+ 10.45% |
$144K - $147K
|
32.3K
$1.57M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.56K+ 8.29% |
$121K - $123K
|
33.5K
$1.62M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2.56K+ 16.94% |
$121K - $123K
|
17.7K
$857K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.09KNew |
$98.8K - $101K
|
2.09K
$102K
|
|
|
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 15, 2025
Q1 2025
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
692+ 2.99% |
$32.6K - $33.4K
|
23.8K
$1.16M
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
580New |
$27.4K - $28K
|
580
$28.2K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
418+ 3.27% |
$19.7K - $20.2K
|
13.2K
$641K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
409+ 7.33% |
$19.3K - $19.7K
|
5.99K
$291K
|
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
313+ 0.6% |
$14.8K - $15.1K
|
52.1K
$2.53M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
234+ 11.81% |
$11K - $11.3K
|
2.22K
$108K
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
175+ 1.17% |
$8.25K - $8.44K
|
15.2K
$736K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
168+ 6.08% |
$7.92K - $8.1K
|
2.93K
$142K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
75New |
$3.54K - $3.62K
|
75
$3.64K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
13New |
$613 - $627
|
13
$631
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
13+ 44.83% |
$613 - $627
|
42
$2.04K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
4+ 0.44% |
$189 - $193
|
908
$44.1K
|
|
|
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
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2+ 0.46% |
$94.3 - $96.4
|
437
$21.2K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|