Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-436K- 80.74% |
$20.4M - $22M
|
104K
$5.11M
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
SELL
|
- |
-35.4K- 77.69% |
$1.65M - $1.78M
|
10.2K
$499K
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-6.31K- 6.62% |
$295K - $318K
|
89K
$4.37M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.01K- 14.48% |
$47.3K - $51K
|
5.98K
$294K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-319- 7.18% |
$14.9K - $16.1K
|
4.12K
$202K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-27.9K- 19.41% |
$1.35M - $1.45M
|
116K
$5.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-18.4K- 16.71% |
$887K - $955K
|
91.7K
$4.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-11.5K- 28.54% |
$556K - $599K
|
28.9K
$1.42M
|
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-5.73K- 2.38% |
$276K - $297K
|
234K
$11.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.59K- 7.99% |
$125K - $134K
|
29.8K
$1.47M
|
|
|
Aug 12, 2024
Q2 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-1.84K- 3.09% |
$88.7K - $95.5K
|
57.7K
$2.83M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.05K- 28.6% |
$50.6K - $54.5K
|
2.62K
$129K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-623- 12.24% |
$30K - $32.3K
|
4.47K
$219K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-556- 3.51% |
$26.8K - $28.9K
|
15.3K
$750K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-458- 6.34% |
$22.1K - $23.8K
|
6.77K
$332K
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-295- 4.19% |
$14.2K - $15.3K
|
6.74K
$331K
|
|
|
Jul 16, 2024
Q2 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-148- 29.6% |
$7.13K - $7.68K
|
352
$17.3K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-51- 30.54% |
$2.46K - $2.65K
|
116
$5.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-11- 50.0% |
$530 - $571
|
11
$540
|
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-9- 0.27% |
$434 - $467
|
3.28K
$161K
|
|
| Q1 2024 | |||||||
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-318K- 97.58% |
$14.4M - $15.2M
|
7.86K
$386K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-41.9K- 99.66% |
$1.91M - $2.01M
|
142
$6.97K
|
|
|
Oct 23, 2024
Q1 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-5.37KClosed |
$244K - $258K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-231- 2.15% |
$10.5K - $11.1K
|
10.5K
$516K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-211- 74.56% |
$9.6K - $10.1K
|
72
$3.54K
|
|
| Q4 2023 | |||||||
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-11.4K- 65.67% |
$535K - $595K
|
5.94K
$292K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-10.5K- 66.66% |
$495K - $551K
|
5.26K
$258K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-2.3K- 4.73% |
$108K - $121K
|
46.4K
$2.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.87K- 12.47% |
$87.7K - $97.7K
|
13.1K
$643K
|
|
| Q3 2023 | |||||||
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-6.13K- 26.05% |
$304K - $324K
|
17.4K
$854K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.9K- 7.04% |
$144K - $153K
|
38.2K
$1.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-1.5K- 24.19% |
$74.5K - $79.4K
|
4.7K
$231K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-434- 77.78% |
$21.6K - $23K
|
124
$6.09K
|
|
| Q2 2023 | |||||||
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-432- 22.41% |
$20.8K - $22.9K
|
1.5K
$73.5K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-50K- 81.13% |
$2.5M - $2.72M
|
11.6K
$571K
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-24.9K- 15.33% |
$1.25M - $1.36M
|
138K
$6.75M
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.99KClosed |
$99.5K - $108K
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-162- 51.43% |
$8.1K - $8.83K
|
153
$7.51K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-47- 10.15% |
$2.35K - $2.56K
|
416
$20.4K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-2.83K- 71.58% |
$152K - $166K
|
1.13K
$55.2K
|
|
|
Jan 25, 2023
Q4 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-2.14K- 30.49% |
$115K - $125K
|
4.89K
$240K
|
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.13K- 18.71% |
$114K - $125K
|
9.26K
$455K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-154- 3.78% |
$8.27K - $9.01K
|
3.92K
$193K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-56- 3.95% |
$3.01K - $3.28K
|
1.36K
$66.8K
|
|
|
Feb 06, 2023
Q4 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-54- 0.65% |
$2.9K - $3.16K
|
8.26K
$405K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-32- 9.52% |
$1.72K - $1.87K
|
304
$14.9K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-33.8K- 74.5% |
$1.84M - $2.05M
|
11.6K
$567K
|
|
|
Oct 04, 2022
Q3 2022
|
Ubp Investment Advisors Sa
|
SELL
|
- |
-31K- 27.84% |
$1.69M - $1.88M
|
80.4K
$3.95M
|
|
|
Oct 21, 2022
Q3 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-990- 6.81% |
$54K - $60.1K
|
13.5K
$665K
|
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-222- 1.05% |
$12.1K - $13.5K
|
21K
$1.03M
|
|