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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
66New |
$3.3K - $3.6K
|
66
$3.4K
|
|
| 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
$2.53K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
108New |
$5.8K - $6.32K
|
108
$5.57K
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
2.27K+ 59.75% |
$122K - $133K
|
6.06K
$313K
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.12K+ 16.19% |
$60.4K - $65.7K
|
8.07K
$416K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-154- 3.78% |
$8.27K - $9.01K
|
3.92K
$202K
|
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.13K- 18.71% |
$114K - $125K
|
9.26K
$477K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.74K+ 65.42% |
$362K - $394K
|
17.1K
$879K
|
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-2.83K- 71.58% |
$152K - $166K
|
1.13K
$58K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
658New |
$35.4K - $38.5K
|
658
$33.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
27.2KNew |
$1.46M - $1.59M
|
27.2K
$1.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
8.88KNew |
$477K - $520K
|
8.88K
$458K
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
7.32KNew |
$393K - $428K
|
7.32K
$377K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4.46KNew |
$240K - $261K
|
4.46K
$230K
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.81KNew |
$205K - $223K
|
3.81K
$196K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
51.3K+ 258.62% |
$2.75M - $3M
|
71.1K
$3.66M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
128New |
$6.88K - $7.49K
|
128
$6.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
425+ 72.77% |
$22.8K - $24.9K
|
1.01K
$52K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4.15KNew |
$223K - $243K
|
4.15K
$214K
|
|
|
Feb 08, 2023
Q4 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.25K+ 171.44% |
$121K - $132K
|
3.56K
$184K
|
|
|
Feb 06, 2023
Q4 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-54- 0.65% |
$2.9K - $3.16K
|
8.26K
$426K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.7KNew |
$252K - $275K
|
4.7K
$242K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-56- 3.95% |
$3.01K - $3.28K
|
1.36K
$70.1K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
670New |
$36K - $39.2K
|
670
$34.5K
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
25+ 2500.0% |
$1.34K - $1.46K
|
26
$1.34K
|
|
|
Feb 02, 2023
Q4 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
4.9KNew |
$263K - $287K
|
4.9K
$253K
|
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
4.96KNew |
$267K - $290K
|
4.96K
$256K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
9.07K+ 4.88% |
$487K - $531K
|
195K
$10.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
3.77KNew |
$203K - $221K
|
3.77K
$194K
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.32KNew |
$232K - $253K
|
4.32K
$222K
|
|
|
Jan 25, 2023
Q4 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-2.14K- 30.49% |
$115K - $125K
|
4.89K
$252K
|
|
|
Jan 24, 2023
Q4 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
6.41K+ 140.61% |
$344K - $375K
|
11K
$565K
|
|
|
Jan 23, 2023
Q4 2022
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
14.2KNew |
$762K - $830K
|
14.2K
$731K
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
69.6KNew |
$3.74M - $4.07M
|
69.6K
$3.59M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
13KNew |
$699K - $761K
|
13K
$670K
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.93K+ 48.7% |
$104K - $113K
|
5.9K
$304K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-32- 9.52% |
$1.72K - $1.87K
|
304
$15.7K
|
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
BUY
|
- |
3.79KNew |
$203K - $221K
|
3.79K
$195K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-33.8K- 74.5% |
$1.84M - $2.05M
|
11.6K
$596K
|
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-222- 1.05% |
$12.1K - $13.5K
|
21K
$1.08M
|
|
|
Nov 09, 2022
Q3 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
3.4K+ 11.17% |
$185K - $206K
|
33.8K
$1.74M
|
|
|
Oct 21, 2022
Q3 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-990- 6.81% |
$54K - $60.1K
|
13.5K
$698K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
500New |
$27.3K - $30.3K
|
500
$25.8K
|
|
|
Oct 17, 2022
Q3 2022
|
Iam Advisory, LLC
|
BUY
|
- |
3.42K+ 1.78% |
$187K - $208K
|
196K
$10.1M
|
|
|
Oct 04, 2022
Q3 2022
|
Ubp Investment Advisors Sa
|
SELL
|
- |
-31K- 27.84% |
$1.69M - $1.88M
|
80.4K
$4.14M
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.76KClosed |
$219K - $254K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-36.9KClosed |
$2.15M - $2.5M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-137KClosed |
$7.97M - $9.26M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.26K+ 58.21% |
$190K - $221K
|
8.87K
$457K
|
|