Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
253K+ 398.48% |
$11.9M - $13.3M
|
317K
$16.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
139KNew |
$6.52M - $7.26M
|
139K
$7.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
63.7KNew |
$3M - $3.33M
|
63.7K
$3.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
41.9K+ 37106.19% |
$1.97M - $2.2M
|
42K
$2.24M
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
31.6K+ 10.76% |
$1.49M - $1.66M
|
326K
$17.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
26.6K+ 33.68% |
$1.25M - $1.39M
|
105K
$5.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.4K+ 11.74% |
$1.15M - $1.28M
|
233K
$12.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
16.4K+ 411150.0% |
$774K - $861K
|
16.5K
$876K
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
13.7K+ 17.59% |
$646K - $719K
|
91.8K
$4.89M
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
11.4K+ 3.7% |
$536K - $597K
|
319K
$17M
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
7.04KNew |
$331K - $369K
|
7.04K
$375K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
6.76K+ 13262.75% |
$318K - $354K
|
6.82K
$363K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
5.24KNew |
$247K - $275K
|
5.24K
$279K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.81K+ 22.77% |
$226K - $252K
|
25.9K
$1.38M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
4.09K+ 44.62% |
$192K - $214K
|
13.3K
$706K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.74K+ 14.87% |
$129K - $144K
|
21.2K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
1.67K+ 14.66% |
$78.6K - $87.5K
|
13.1K
$696K
|
|
|
Jan 16, 2024
Q4 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
1.58K+ 0.21% |
$74.2K - $82.6K
|
746K
$39.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
908+ 4.26% |
$42.7K - $47.6K
|
22.2K
$1.18M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
805New |
$37.9K - $42.2K
|
805
$42.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
794+ 7.99% |
$37.3K - $41.6K
|
10.7K
$571K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
654+ 1421.74% |
$30.8K - $34.2K
|
700
$37.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
505New |
$23.8K - $26.4K
|
505
$26.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
247+ 5.06% |
$11.6K - $12.9K
|
5.13K
$273K
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
240+ 3.47% |
$11.3K - $12.6K
|
7.15K
$380K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
215+ 5.07% |
$10.1K - $11.3K
|
4.46K
$237K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
211+ 293.06% |
$9.93K - $11.1K
|
283
$15.1K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
204New |
$9.6K - $10.7K
|
204
$10.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
89+ 0.53% |
$4.19K - $4.66K
|
16.8K
$895K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
46+ 5.03% |
$2.16K - $2.41K
|
961
$51.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
24New |
$1.13K - $1.26K
|
24
$1.28K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.35% |
$47 - $52.4
|
283
$15.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-56- 7.26% |
$2.63K - $2.93K
|
715
$38.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-80- 1.65% |
$3.76K - $4.19K
|
4.78K
$254K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-133- 2.34% |
$6.26K - $6.97K
|
5.54K
$295K
|
|
|
Oct 23, 2024
Q4 2023
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-370- 6.45% |
$17.4K - $19.4K
|
5.37K
$286K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-561- 11.89% |
$26.4K - $29.4K
|
4.16K
$221K
|
|
|
Feb 08, 2024
Q4 2023
|
Wt Wealth Management
|
SELL
|
- |
-709- 6.99% |
$33.4K - $37.1K
|
9.43K
$502K
|
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-852- 7.73% |
$40.1K - $44.6K
|
10.2K
$541K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.87K- 12.47% |
$87.7K - $97.7K
|
13.1K
$697K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-2.3K- 4.73% |
$108K - $121K
|
46.4K
$2.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.1K- 11.08% |
$193K - $215K
|
32.9K
$1.75M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-5.23K- 5.06% |
$246K - $274K
|
98.1K
$5.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-10.5K- 66.66% |
$495K - $551K
|
5.26K
$280K
|
|
|
Feb 13, 2024
Q4 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-11K- 14.96% |
$517K - $576K
|
62.5K
$3.33M
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-11.4K- 65.67% |
$535K - $595K
|
5.94K
$316K
|
|
|
Jul 31, 2025
Q4 2023
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-17.9K- 67.71% |
$841K - $936K
|
8.52K
$454K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-17.9K- 67.71% |
$841K - $936K
|
8.52K
$454K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-19.7K- 65.5% |
$927K - $1.03M
|
10.4K
$553K
|