Latest Institutional Transactions on Ishares Us ETF Tr Bloomberg Ro (CMDY)
This table provides information on the latest institutional transactions involving Ishares Us ETF Tr Bloomberg Ro (CMDY) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
221+ 4.31% |
$10.2K - $11.3K
|
5.35K
$276K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
500New |
$23.2K - $25.5K
|
500
$25.8K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
12.1K+ 22.94% |
$562K - $619K
|
65K
$3.35M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
8.38KNew |
$391K - $422K
|
8.38K
$432K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-20.4K- 70.45% |
$950K - $1.03M
|
8.54K
$440K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-120K- 72.22% |
$5.58M - $6.02M
|
46K
$2.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
442New |
$20.6K - $22.3K
|
442
$22.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-73.3K- 99.23% |
$3.42M - $3.69M
|
568
$29.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-319- 7.18% |
$14.9K - $16.1K
|
4.12K
$212K
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
SELL
|
- |
-35.4K- 77.69% |
$1.65M - $1.78M
|
10.2K
$524K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
23New |
$1.07K - $1.16K
|
23
$1.19K
|
|
| Q2 2024 | |||||||
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
4.2K+ 29.79% |
$202K - $218K
|
18.3K
$943K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.64K+ 3.46% |
$79.1K - $85.2K
|
49.1K
$2.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-623- 12.24% |
$30K - $32.3K
|
4.47K
$230K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
80New |
$3.86K - $4.15K
|
80
$4.12K
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
11.9KNew |
$573K - $618K
|
11.9K
$613K
|
|
|
Aug 12, 2024
Q2 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-1.84K- 3.09% |
$88.7K - $95.5K
|
57.7K
$2.97M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
15.3KNew |
$737K - $793K
|
15.3K
$788K
|
|
| Q1 2024 | |||||||
|
Oct 23, 2024
Q1 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-5.37KClosed |
$244K - $258K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
138New |
$6.28K - $6.62K
|
138
$7.11K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
400New |
$18.2K - $19.2K
|
400
$20.6K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-231- 2.15% |
$10.5K - $11.1K
|
10.5K
$541K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-41.9K- 99.66% |
$1.91M - $2.01M
|
142
$7.32K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
64New |
$2.91K - $3.07K
|
64
$3.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-318K- 97.58% |
$14.4M - $15.2M
|
7.86K
$405K
|
|
| Q4 2023 | |||||||
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
204New |
$9.6K - $10.7K
|
204
$10.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
24New |
$1.13K - $1.26K
|
24
$1.24K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
63.7KNew |
$3M - $3.33M
|
63.7K
$3.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
215+ 5.07% |
$10.1K - $11.3K
|
4.46K
$230K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-10.5K- 66.66% |
$495K - $551K
|
5.26K
$271K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
505New |
$23.8K - $26.4K
|
505
$26K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.87K- 12.47% |
$87.7K - $97.7K
|
13.1K
$675K
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-11.4K- 65.67% |
$535K - $595K
|
5.94K
$306K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-2.3K- 4.73% |
$108K - $121K
|
46.4K
$2.39M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
805New |
$37.9K - $42.2K
|
805
$41.5K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-434- 77.78% |
$21.6K - $23K
|
124
$6.39K
|
|
|
Nov 13, 2023
Q3 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-1.5K- 24.19% |
$74.5K - $79.4K
|
4.7K
$242K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.9K- 7.04% |
$144K - $153K
|
38.2K
$1.97M
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
18+ 0.43% |
$894 - $952
|
4.22K
$217K
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-6.13K- 26.05% |
$304K - $324K
|
17.4K
$896K
|
|
| Q2 2023 | |||||||
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-432- 22.41% |
$20.8K - $22.9K
|
1.5K
$77.1K
|
|
| Q1 2023 | |||||||
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.99KClosed |
$99.5K - $108K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.86K+ 4.0% |
$193K - $210K
|
100K
$5.17M
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-24.9K- 15.33% |
$1.25M - $1.36M
|
138K
$7.09M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-50K- 81.13% |
$2.5M - $2.72M
|
11.6K
$599K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
98+ 59.39% |
$4.9K - $5.34K
|
263
$13.6K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-162- 51.43% |
$8.1K - $8.83K
|
153
$7.89K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-47- 10.15% |
$2.35K - $2.56K
|
416
$21.4K
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
141K+ 146.49% |
$7.07M - $7.7M
|
238K
$12.3M
|
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
BUY
|
- |
4.81K+ 25.05% |
$240K - $262K
|
24K
$1.24M
|
|