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, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
80New |
$3.86K - $4.15K
|
80
$4.1K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
138New |
$6.28K - $6.62K
|
138
$7.07K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
64New |
$2.91K - $3.07K
|
64
$3.28K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
63.7KNew |
$3M - $3.33M
|
63.7K
$3.26M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
805New |
$37.9K - $42.2K
|
805
$41.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
505New |
$23.8K - $26.4K
|
505
$25.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
215+ 5.07% |
$10.1K - $11.3K
|
4.46K
$228K
|
|
|
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
$1.23K
|
|
| Q3 2023 | |||||||
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
18+ 0.43% |
$894 - $952
|
4.22K
$216K
|
|
| Q1 2023 | |||||||
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
141K+ 146.49% |
$7.07M - $7.7M
|
238K
$12.2M
|
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
BUY
|
- |
4.81K+ 25.05% |
$240K - $262K
|
24K
$1.23M
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.86K+ 4.0% |
$193K - $210K
|
100K
$5.14M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
98+ 59.39% |
$4.9K - $5.34K
|
263
$13.5K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
66New |
$3.3K - $3.6K
|
66
$3.38K
|
|
| Q4 2022 | |||||||
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
69.6KNew |
$3.74M - $4.07M
|
69.6K
$3.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
51.3K+ 258.62% |
$2.75M - $3M
|
71.1K
$3.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
27.2KNew |
$1.46M - $1.59M
|
27.2K
$1.39M
|
|
|
Jan 23, 2023
Q4 2022
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
14.2KNew |
$762K - $830K
|
14.2K
$727K
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
13KNew |
$699K - $761K
|
13K
$667K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
9.07K+ 4.88% |
$487K - $531K
|
195K
$9.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
8.88KNew |
$477K - $520K
|
8.88K
$455K
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
7.32KNew |
$393K - $428K
|
7.32K
$375K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.74K+ 65.42% |
$362K - $394K
|
17.1K
$874K
|
|
|
Jan 24, 2023
Q4 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
6.41K+ 140.61% |
$344K - $375K
|
11K
$562K
|
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
4.96KNew |
$267K - $290K
|
4.96K
$254K
|
|
|
Feb 02, 2023
Q4 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
4.9KNew |
$263K - $287K
|
4.9K
$251K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.7KNew |
$252K - $275K
|
4.7K
$241K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4.46KNew |
$240K - $261K
|
4.46K
$229K
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.32KNew |
$232K - $253K
|
4.32K
$221K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4.15KNew |
$223K - $243K
|
4.15K
$213K
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.81KNew |
$205K - $223K
|
3.81K
$195K
|
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
BUY
|
- |
3.79KNew |
$203K - $221K
|
3.79K
$194K
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
3.77KNew |
$203K - $221K
|
3.77K
$193K
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
2.27K+ 59.75% |
$122K - $133K
|
6.06K
$311K
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.93K+ 48.7% |
$104K - $113K
|
5.9K
$302K
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.12K+ 16.19% |
$60.4K - $65.7K
|
8.07K
$413K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
670New |
$36K - $39.2K
|
670
$34.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
658New |
$35.4K - $38.5K
|
658
$33.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
425+ 72.77% |
$22.8K - $24.9K
|
1.01K
$51.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
128New |
$6.88K - $7.49K
|
128
$6.56K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
108New |
$5.8K - $6.32K
|
108
$5.53K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
49New |
$2.63K - $2.87K
|
49
$2.51K
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
25+ 2500.0% |
$1.34K - $1.46K
|
26
$1.33K
|
|
| Q3 2022 | |||||||
|
Oct 17, 2022
Q3 2022
|
Iam Advisory, LLC
|
BUY
|
- |
3.42K+ 1.78% |
$187K - $208K
|
196K
$10M
|
|
|
Nov 09, 2022
Q3 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
3.4K+ 11.17% |
$185K - $206K
|
33.8K
$1.73M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
500New |
$27.3K - $30.3K
|
500
$25.6K
|
|
| Q2 2022 | |||||||
|
Aug 04, 2022
Q2 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
102K+ 86.49% |
$5.92M - $6.88M
|
219K
$11.2M
|
|
|
Jul 14, 2022
Q2 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
4.59KNew |
$267K - $310K
|
4.59K
$235K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
4.39K+ 75.03% |
$255K - $297K
|
10.2K
$524K
|
|