Latest Institutional Purchases of Ishares Us ETF Tr Bloomberg Ro (CMDY)
This list provides information on the latest institutional transactions involving Ishares Us ETF Tr Bloomberg Ro (CMDY) stock that were buys. 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 purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
108KNew |
$5.11M - $5.69M
|
108K
$5.42M
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
55.4KNew |
$2.61M - $2.91M
|
55.4K
$2.77M
|
|
Aug 14, 2025
Q2 2025
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
52.8K+ 47.64% |
$2.49M - $2.77M
|
164K
$8.18M
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
50K+ 22.95% |
$2.36M - $2.63M
|
268K
$13.4M
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
38.2K+ 12.12% |
$1.8M - $2M
|
353K
$17.7M
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
30KNew |
$1.41M - $1.58M
|
30K
$1.5M
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
27.6K+ 12.25% |
$1.3M - $1.45M
|
253K
$12.7M
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
23K+ 37.26% |
$1.08M - $1.21M
|
84.8K
$4.24M
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
20.4K+ 6.19% |
$961K - $1.07M
|
350K
$17.5M
|
|
Aug 14, 2025
Q2 2025
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
17.1KNew |
$808K - $900K
|
17.1K
$857K
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12KNew |
$565K - $630K
|
12K
$600K
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.96K+ 1475.0% |
$281K - $313K
|
6.36K
$318K
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
4.82K+ 11.81% |
$227K - $253K
|
45.6K
$2.28M
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.05K+ 21.05% |
$191K - $213K
|
23.3K
$1.16M
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.41K+ 7.38% |
$66.3K - $73.9K
|
20.5K
$1.02M
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.03K+ 4.22% |
$48.5K - $54K
|
25.4K
$1.27M
|
|
Jul 31, 2025
Q2 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
712+ 7.71% |
$33.6K - $37.4K
|
9.95K
$498K
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
455+ 8.17% |
$21.4K - $23.9K
|
6.03K
$301K
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
450+ 10.38% |
$21.2K - $23.6K
|
4.78K
$239K
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
127+ 0.19% |
$5.99K - $6.67K
|
68.6K
$3.43M
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
97New |
$4.57K - $5.09K
|
97
$4.85K
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
60+ 1.0% |
$2.83K - $3.15K
|
6.07K
$303K
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
51New |
$2.4K - $2.68K
|
51
$2.55K
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10+ 0.43% |
$471 - $525
|
2.36K
$118K
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
2New |
$94.3 - $105
|
2
$100
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2025 | |||||||
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
46.7K+ 459.67% |
$2.22M - $2.43M
|
56.9K
$2.85M
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
BUY
|
- |
44.8KNew |
$2.13M - $2.33M
|
44.8K
$2.24M
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
4.05KNew |
$192K - $210K
|
4.05K
$202K
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.34KNew |
$63.3K - $69.4K
|
1.34K
$66.8K
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
819New |
$38.9K - $42.6K
|
819
$41K
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
BUY
|
- |
725+ 8.65% |
$34.4K - $37.7K
|
9.11K
$456K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
211New |
$10K - $11K
|
211
$10.6K
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
2New |
$94.9 - $104
|
2
$100
|
|
Q4 2024 | |||||||
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
64.8K+ 106.95% |
$3M - $3.31M
|
125K
$6.28M
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
21.4KNew |
$993K - $1.09M
|
21.4K
$1.07M
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19.4KNew |
$898K - $989K
|
19.4K
$970K
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
7.15KNew |
$331K - $365K
|
7.15K
$357K
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
5.5KNew |
$254K - $280K
|
5.5K
$275K
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1.49KNew |
$69K - $76K
|
1.49K
$74.5K
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
961New |
$44.5K - $49K
|
961
$48.1K
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
500New |
$23.2K - $25.5K
|
500
$25K
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
221+ 4.31% |
$10.2K - $11.3K
|
5.35K
$267K
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
150New |
$6.95K - $7.65K
|
150
$7.5K
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
84New |
$3.89K - $4.29K
|
84
$4.2K
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
41+ 4.26% |
$1.9K - $2.09K
|
1K
$50.2K
|
|
Q3 2024 | |||||||
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
442New |
$20.6K - $22.3K
|
442
$22.1K
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
23New |
$1.07K - $1.16K
|
23
$1.15K
|
|
Q2 2024 | |||||||
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
15.3KNew |
$737K - $793K
|
15.3K
$764K
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
11.9KNew |
$573K - $618K
|
11.9K
$595K
|