Purchases and Sales Made in Q2 2025 in Ishares Us ETF Tr Bloomberg Ro (CMDY)
This table provides information about the institutional ownership of Ishares Us ETF Tr Bloomberg Ro (CMDY) during Q2 2025. The information is specifically focused on institutions that hold shares of ISHARES US ETF TR BLOOMBERG RO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
50K+ 22.95% |
$2.36M - $2.63M
|
268K
$13.4M
|
|
|
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
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
20.4K+ 6.19% |
$961K - $1.07M
|
350K
$17.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
4.82K+ 11.81% |
$227K - $253K
|
45.6K
$2.28M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.41K+ 7.38% |
$66.3K - $73.9K
|
20.5K
$1.02M
|
|
|
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 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
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-1- 0.01% |
$47.1 - $52.5
|
14.7K
$736K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-118- 2.71% |
$5.56K - $6.2K
|
4.24K
$212K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-171- 8.8% |
$8.06K - $8.98K
|
1.77K
$88.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-273- 0.8% |
$12.9K - $14.3K
|
33.7K
$1.69M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-495- 8.84% |
$23.3K - $26K
|
5.11K
$255K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.22K- 6.8% |
$57.6K - $64.2K
|
16.8K
$838K
|
|
|
Aug 07, 2025
Q2 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.17K- 2.88% |
$102K - $114K
|
73K
$3.65M
|
|
|
Aug 05, 2025
Q2 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-2.73K- 26.37% |
$129K - $143K
|
7.63K
$381K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.97K- 11.55% |
$140K - $156K
|
22.7K
$1.14M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.7K- 16.95% |
$174K - $194K
|
18.1K
$907K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-32.8K- 24.01% |
$1.55M - $1.72M
|
104K
$5.19M
|
|
|
Jul 29, 2025
Q2 2025
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-52.2K- 15.66% |
$2.46M - $2.74M
|
281K
$14.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Alaska Permanent Capital Management
|
SELL
|
- |
-625K- 95.28% |
$29.5M - $32.8M
|
31K
$1.55M
|