Purchases and Sales Made in Q4 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
21.4KNew |
$993K - $1.09M
|
21.4K
$1.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
13.8K+ 6.54% |
$641K - $706K
|
225K
$11.3M
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
12.1K+ 22.94% |
$562K - $619K
|
65K
$3.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
12.1KNew |
$561K - $618K
|
12.1K
$609K
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
10.9K+ 3.07% |
$506K - $558K
|
367K
$18.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
7.15KNew |
$331K - $365K
|
7.15K
$360K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
7.12K+ 8.0% |
$330K - $363K
|
96.2K
$4.84M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
5.5KNew |
$254K - $280K
|
5.5K
$277K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
4.61K+ 13.65% |
$213K - $235K
|
38.4K
$1.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.48KNew |
$208K - $229K
|
4.48K
$226K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.37K+ 17.68% |
$156K - $172K
|
22.4K
$1.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1.49KNew |
$69K - $76K
|
1.49K
$74.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.28K+ 7.22% |
$59.3K - $65.4K
|
19K
$957K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
703+ 59.08% |
$32.6K - $35.9K
|
1.89K
$95.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
537+ 9.62% |
$24.9K - $27.4K
|
6.12K
$308K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
500New |
$23.2K - $25.5K
|
500
$25.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
221+ 4.31% |
$10.2K - $11.3K
|
5.35K
$269K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
150New |
$6.95K - $7.65K
|
150
$7.55K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
93+ 2.18% |
$4.31K - $4.74K
|
4.36K
$219K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
84New |
$3.89K - $4.29K
|
84
$4.23K
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
BUY
|
- |
37+ 0.44% |
$1.71K - $1.89K
|
8.38K
$422K
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-10- 2.84% |
$463 - $510
|
342
$17.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22- 0.09% |
$1.02K - $1.12K
|
24K
$1.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-54- 46.55% |
$2.5K - $2.76K
|
62
$3.12K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-556- 3.64% |
$25.7K - $28.4K
|
14.7K
$741K
|
|
|
Jan 29, 2025
Q4 2024
|
Alaska Permanent Capital Management
|
SELL
|
- |
-7.19K- 0.94% |
$333K - $367K
|
762K
$38.3M
|