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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-51- 30.54% |
$2.46K - $2.65K
|
116
$5.43K
|
|
| 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
$6.46K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
400New |
$18.2K - $19.2K
|
400
$18.7K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-231- 2.15% |
$10.5K - $11.1K
|
10.5K
$492K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-41.9K- 99.66% |
$1.91M - $2.01M
|
142
$6.65K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
64New |
$2.91K - $3.07K
|
64
$3K
|
|
|
May 01, 2024
Q1 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
9.44KNew |
$429K - $453K
|
9.44K
$442K
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-318K- 97.58% |
$14.4M - $15.2M
|
7.86K
$368K
|
|
| Q4 2023 | |||||||
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
204New |
$9.6K - $10.7K
|
204
$9.55K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
24New |
$1.13K - $1.26K
|
24
$1.12K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
215+ 5.07% |
$10.1K - $11.3K
|
4.46K
$209K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
63.7KNew |
$3M - $3.33M
|
63.7K
$2.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-10.5K- 66.66% |
$495K - $551K
|
5.26K
$246K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.87K- 12.47% |
$87.7K - $97.7K
|
13.1K
$613K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
505New |
$23.8K - $26.4K
|
505
$23.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-11.4K- 65.67% |
$535K - $595K
|
5.94K
$278K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-2.3K- 4.73% |
$108K - $121K
|
46.4K
$2.17M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
805New |
$37.9K - $42.2K
|
805
$37.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
247+ 5.06% |
$11.6K - $12.9K
|
5.13K
$240K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-434- 77.78% |
$21.6K - $23K
|
124
$5.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.82KNew |
$339K - $361K
|
6.82K
$319K
|
|
|
Nov 13, 2023
Q3 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-1.5K- 24.19% |
$74.5K - $79.4K
|
4.7K
$220K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.9K- 7.04% |
$144K - $153K
|
38.2K
$1.79M
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
18+ 0.43% |
$894 - $952
|
4.22K
$197K
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-6.13K- 26.05% |
$304K - $324K
|
17.4K
$814K
|
|
| Q2 2023 | |||||||
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-432- 22.41% |
$20.8K - $22.9K
|
1.5K
$70K
|
|
| 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
$4.7M
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-24.9K- 15.33% |
$1.25M - $1.36M
|
138K
$6.44M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12New |
$600 - $654
|
12
$562
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-50K- 81.13% |
$2.5M - $2.72M
|
11.6K
$544K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
98+ 59.39% |
$4.9K - $5.34K
|
263
$12.3K
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
28.4KNew |
$1.42M - $1.55M
|
28.4K
$1.33M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-162- 51.43% |
$8.1K - $8.83K
|
153
$7.16K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-47- 10.15% |
$2.35K - $2.56K
|
416
$19.5K
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
141K+ 146.49% |
$7.07M - $7.7M
|
238K
$11.1M
|
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
BUY
|
- |
4.81K+ 25.05% |
$240K - $262K
|
24K
$1.12M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
66New |
$3.3K - $3.6K
|
66
$3.09K
|
|
| Q4 2022 | |||||||
|
Dec 19, 2024
Q4 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-6.55KClosed |
$352K - $383K
|
0
$0
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
49New |
$2.63K - $2.87K
|
49
$2.29K
|
|
|
Feb 14, 2023
Q4 2022
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
27.2KNew |
$1.46M - $1.59M
|
27.2K
$1.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.12K+ 16.19% |
$60.4K - $65.7K
|
8.07K
$378K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
108New |
$5.8K - $6.32K
|
108
$5.06K
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
2.27K+ 59.75% |
$122K - $133K
|
6.06K
$284K
|
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.13K- 18.71% |
$114K - $125K
|
9.26K
$433K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-154- 3.78% |
$8.27K - $9.01K
|
3.92K
$184K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.74K+ 65.42% |
$362K - $394K
|
17.1K
$798K
|
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-2.83K- 71.58% |
$152K - $166K
|
1.13K
$52.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
658New |
$35.4K - $38.5K
|
658
$30.8K
|
|