Purchases and Sales Made in Q2 2025 in Ishares Cmbs ETF (CMBS)
This table provides information about the institutional ownership of Ishares Cmbs ETF (CMBS) during Q2 2025. The information is specifically focused on institutions that hold shares of ISHARES CMBS ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-447- 5.15% |
$21.3K - $21.8K
|
8.23K
$403K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-450- 20.32% |
$21.4K - $21.9K
|
1.77K
$86.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-450- 20.32% |
$21.4K - $21.9K
|
1.77K
$86.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-815- 89.76% |
$38.7K - $39.7K
|
93
$4.55K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.36K- 4.07% |
$64.8K - $66.4K
|
32.1K
$1.57M
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.57K- 8.9% |
$74.7K - $76.5K
|
16.1K
$787K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-2.39K- 18.07% |
$113K - $116K
|
10.8K
$529K
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-2.83K- 0.64% |
$135K - $138K
|
442K
$21.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.73K- 17.39% |
$177K - $182K
|
17.7K
$867K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-7.3K- 5.37% |
$347K - $356K
|
129K
$6.29M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-7.95K- 19.57% |
$378K - $387K
|
32.7K
$1.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-8.12K- 14.3% |
$386K - $395K
|
48.6K
$2.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-8.66K- 2.83% |
$412K - $422K
|
298K
$14.6M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-9.61K- 15.1% |
$457K - $468K
|
54K
$2.64M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-11.7K- 6.04% |
$558K - $572K
|
183K
$8.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-12.5K- 54.2% |
$596K - $611K
|
10.6K
$518K
|
|
|
Aug 14, 2025
Q2 2025
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-18.8K- 79.41% |
$895K - $917K
|
4.88K
$239K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-19.4K- 6.49% |
$921K - $944K
|
279K
$13.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-38.5K- 34.42% |
$1.83M - $1.88M
|
73.4K
$3.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-50.5K- 36.53% |
$2.4M - $2.46M
|
87.8K
$4.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-62.7K- 14.22% |
$2.98M - $3.05M
|
378K
$18.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-317K- 95.96% |
$15M - $15.4M
|
13.3K
$652K
|
|