Latest Institutional Sells of Ishares Cmbs ETF (CMBS)
This list provides information on the latest institutional transactions involving Ishares Cmbs ETF (CMBS) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-34K- 71.39% |
$1.58M - $1.66M
|
13.6K
$643K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-23.2K- 7.01% |
$1.08M - $1.13M
|
308K
$14.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-20.1K- 41.94% |
$937K - $984K
|
27.8K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.38K- 1.87% |
$297K - $312K
|
334K
$15.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-4.25K- 81.13% |
$198K - $208K
|
988
$46.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-4.25K- 0.58% |
$198K - $208K
|
724K
$34.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-3.63K- 2.71% |
$169K - $178K
|
130K
$6.15M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.45K- 5.56% |
$161K - $169K
|
58.6K
$2.77M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-3.23K- 16.66% |
$150K - $158K
|
16.1K
$763K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-2.78K- 57.43% |
$130K - $136K
|
2.06K
$97.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.23K- 21.59% |
$104K - $109K
|
8.09K
$382K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.78K- 0.41% |
$83K - $87.1K
|
434K
$20.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-1.68K- 11.62% |
$78.4K - $82.3K
|
12.8K
$604K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.5K- 23.52% |
$69.7K - $73.2K
|
4.86K
$230K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.1K- 10.73% |
$51.5K - $54K
|
9.19K
$434K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-888- 0.26% |
$41.4K - $43.4K
|
341K
$16.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-509- 1.11% |
$23.7K - $24.9K
|
45.4K
$2.15M
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-507- 4.33% |
$23.6K - $24.8K
|
11.2K
$529K
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-429- 1.22% |
$20K - $21K
|
34.6K
$1.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-352- 4.88% |
$16.4K - $17.2K
|
6.86K
$324K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-351- 1.41% |
$16.4K - $17.2K
|
24.5K
$1.16M
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-110- 10.39% |
$5.13K - $5.38K
|
949
$44.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-94- 0.85% |
$4.38K - $4.6K
|
11K
$519K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-94- 1.21% |
$4.38K - $4.6K
|
7.68K
$363K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-83- 98.81% |
$3.87K - $4.06K
|
1
$47.2
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-33- 1.61% |
$1.54K - $1.61K
|
2.02K
$95.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-10Closed |
$466 - $489
|
0
$0
|
|
| 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
$383K
|
|
|
Aug 12, 2024
Q2 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-590- 7.4% |
$27K - $27.8K
|
7.39K
$349K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-476- 91.19% |
$21.8K - $22.4K
|
46
$2.17K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-200- 48.78% |
$9.16K - $9.42K
|
210
$9.92K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-35- 16.13% |
$1.6K - $1.65K
|
182
$8.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-24- 6.92% |
$1.1K - $1.13K
|
323
$15.3K
|
|
| Q1 2024 | |||||||
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-131K- 87.02% |
$6.1M - $6.2M
|
19.6K
$925K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.99K- 4.28% |
$92.3K - $93.8K
|
44.5K
$2.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Moneywise, Inc.
|
SELL
|
- |
-707- 9.36% |
$32.8K - $33.4K
|
6.85K
$323K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-350- 6.33% |
$16.3K - $16.5K
|
5.18K
$245K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3.72K- 74.45% |
$164K - $175K
|
1.28K
$60.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.45K- 19.05% |
$108K - $115K
|
10.4K
$492K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-585- 65.66% |
$25.9K - $27.4K
|
306
$14.5K
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-263- 40.84% |
$11.6K - $12.3K
|
381
$18K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-164- 63.32% |
$7.25K - $7.69K
|
95
$4.49K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-26- 44.83% |
$1.15K - $1.22K
|
32
$1.51K
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-27K- 58.45% |
$1.21M - $1.24M
|
19.2K
$907K
|
|
|
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
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.85K- 39.86% |
$173K - $177K
|
5.82K
$275K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-300- 86.71% |
$13.5K - $13.8K
|
46
$2.17K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-35- 8.71% |
$1.57K - $1.61K
|
367
$17.3K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-24- 18.32% |
$1.08K - $1.1K
|
107
$5.05K
|
|
| Q2 2023 | |||||||
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-492K- 99.01% |
$22.6M - $23.2M
|
4.95K
$234K
|
|