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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-317K- 95.96% |
$15M - $15.4M
|
13.3K
$650K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-62.7K- 14.22% |
$2.98M - $3.05M
|
378K
$18.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-50.5K- 36.53% |
$2.4M - $2.46M
|
87.8K
$4.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-38.5K- 34.42% |
$1.83M - $1.88M
|
73.4K
$3.58M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-19.4K- 6.49% |
$921K - $944K
|
279K
$13.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-18.8K- 79.41% |
$895K - $917K
|
4.88K
$238K
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-12.5K- 54.2% |
$596K - $611K
|
10.6K
$516K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-11.7K- 6.04% |
$558K - $572K
|
183K
$8.91M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-9.61K- 15.1% |
$457K - $468K
|
54K
$2.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-8.66K- 2.83% |
$412K - $422K
|
298K
$14.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-8.12K- 14.3% |
$386K - $395K
|
48.6K
$2.37M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-7.95K- 19.57% |
$378K - $387K
|
32.7K
$1.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-7.3K- 5.37% |
$347K - $356K
|
129K
$6.26M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.73K- 17.39% |
$177K - $182K
|
17.7K
$864K
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-2.83K- 0.64% |
$135K - $138K
|
442K
$21.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-2.39K- 18.07% |
$113K - $116K
|
10.8K
$527K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.57K- 8.9% |
$74.7K - $76.5K
|
16.1K
$784K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.36K- 4.07% |
$64.8K - $66.4K
|
32.1K
$1.56M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-815- 89.76% |
$38.7K - $39.7K
|
93
$4.53K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-450- 20.32% |
$21.4K - $21.9K
|
1.77K
$86K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-447- 5.15% |
$21.3K - $21.8K
|
8.23K
$401K
|
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-196- 1.29% |
$9.32K - $9.55K
|
15K
$730K
|
|
|
Aug 05, 2025
Q2 2025
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-176- 0.74% |
$8.37K - $8.57K
|
23.7K
$1.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-66- 0.45% |
$3.14K - $3.22K
|
14.4K
$704K
|
|
| Q1 2025 | |||||||
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-260K- 97.92% |
$12.3M - $12.6M
|
5.54K
$270K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.8K- 57.29% |
$320K - $328K
|
5.07K
$247K
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-5.1K- 51.0% |
$241K - $246K
|
4.9K
$239K
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-4.19K- 16.34% |
$197K - $202K
|
21.4K
$1.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.62K- 12.64% |
$76.4K - $78.1K
|
11.2K
$545K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-10- 4.76% |
$472 - $482
|
200
$9.75K
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.43K- 89.73% |
$67.5K - $69.7K
|
164
$7.99K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-24- 13.19% |
$1.13K - $1.17K
|
158
$7.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-11- 0.15% |
$518 - $535
|
7.37K
$359K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.5K- 23.52% |
$69.7K - $73.2K
|
4.86K
$237K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-351- 1.41% |
$16.4K - $17.2K
|
24.5K
$1.19M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-94- 1.21% |
$4.38K - $4.6K
|
7.68K
$375K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-83- 98.81% |
$3.87K - $4.06K
|
1
$48.7
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-10Closed |
$466 - $489
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-476- 91.19% |
$21.8K - $22.4K
|
46
$2.24K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-24- 6.92% |
$1.1K - $1.13K
|
323
$15.7K
|
|
| Q1 2024 | |||||||
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-131K- 87.02% |
$6.1M - $6.2M
|
19.6K
$954K
|
|
|
Apr 22, 2024
Q1 2024
|
Moneywise, Inc.
|
SELL
|
- |
-707- 9.36% |
$32.8K - $33.4K
|
6.85K
$334K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-350- 6.33% |
$16.3K - $16.5K
|
5.18K
$252K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3.72K- 74.45% |
$164K - $175K
|
1.28K
$62.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.45K- 19.05% |
$108K - $115K
|
10.4K
$507K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-585- 65.66% |
$25.9K - $27.4K
|
306
$14.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-164- 63.32% |
$7.25K - $7.69K
|
95
$4.63K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-26- 44.83% |
$1.15K - $1.22K
|
32
$1.56K
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-27K- 58.45% |
$1.21M - $1.24M
|
19.2K
$936K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.85K- 39.86% |
$173K - $177K
|
5.82K
$283K
|
|