Latest Institutional Transactions on Ishares Cmbs ETF (CMBS)
This table provides information on the latest institutional transactions involving Ishares Cmbs ETF (CMBS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
8New |
$377 - $389
|
8
$385
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
15.1KNew |
$711K - $735K
|
15.1K
$727K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
39New |
$1.84K - $1.9K
|
39
$1.88K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
3.98K+ 0.92% |
$187K - $193K
|
438K
$21M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1KNew |
$47.1K - $48.6K
|
1K
$48.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-1.16K- 7.18% |
$54.6K - $56.4K
|
15K
$721K
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
4.92K+ 10.51% |
$232K - $240K
|
51.8K
$2.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.19K- 3.54% |
$433K - $447K
|
251K
$12M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-24- 13.19% |
$1.13K - $1.17K
|
158
$7.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
10.1KNew |
$476K - $491K
|
10.1K
$486K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.44KNew |
$256K - $265K
|
5.44K
$262K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-40- 1.98% |
$1.88K - $1.95K
|
1.98K
$95.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.05K- 8.37% |
$190K - $197K
|
44.3K
$2.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-395K- 54.5% |
$18.6M - $19.2M
|
330K
$15.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-84- 8.5% |
$3.96K - $4.09K
|
904
$43.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-30.3K- 50.48% |
$1.43M - $1.47M
|
29.7K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
171K+ 1491.57% |
$8.03M - $8.3M
|
182K
$8.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-6- 0.05% |
$283 - $292
|
12.8K
$615K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.9K+ 3.87% |
$608K - $628K
|
347K
$16.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.71K+ 9.52% |
$128K - $132K
|
31.2K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-4.86K- 16.74% |
$229K - $236K
|
24.2K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
4.3K+ 75.44% |
$202K - $209K
|
10K
$481K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
43.2K+ 14.05% |
$2.03M - $2.1M
|
351K
$16.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
730+ 1.86% |
$34.4K - $35.5K
|
39.9K
$1.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
4.07K+ 14.6% |
$191K - $198K
|
31.9K
$1.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
377New |
$17.8K - $18.3K
|
377
$18.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
29New |
$1.37K - $1.41K
|
29
$1.39K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.12K- 8.26% |
$52.9K - $54.7K
|
12.5K
$600K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
881+ 8.02% |
$41.5K - $42.9K
|
11.9K
$570K
|
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-11- 0.15% |
$518 - $535
|
7.37K
$355K
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-1.39K- 20.27% |
$65.5K - $67.7K
|
5.47K
$263K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
74+ 20.16% |
$3.48K - $3.6K
|
441
$21.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
70.1K+ 61.11% |
$3.3M - $3.41M
|
185K
$8.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.38K+ 13.08% |
$159K - $164K
|
29.2K
$1.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-4.88K- 1.1% |
$230K - $238K
|
437K
$21M
|
|
|
Feb 11, 2025
Q4 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
2.85K+ 14.04% |
$134K - $139K
|
23.1K
$1.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-2.11K- 3.66% |
$99.4K - $103K
|
55.6K
$2.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
286New |
$13.5K - $13.9K
|
286
$13.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.1K+ 25.72% |
$710K - $733K
|
73.7K
$3.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-221K- 96.31% |
$10.4M - $10.7M
|
8.46K
$407K
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
11KNew |
$519K - $536K
|
11K
$530K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
871+ 2.9% |
$41K - $42.4K
|
30.9K
$1.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.44KNew |
$303K - $313K
|
6.44K
$310K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
75+ 0.21% |
$3.53K - $3.65K
|
35.6K
$1.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
31New |
$1.46K - $1.51K
|
31
$1.49K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-246- 0.31% |
$11.6K - $12K
|
79.2K
$3.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3.83K+ 1.12% |
$180K - $186K
|
345K
$16.6M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.78K+ 15.49% |
$461K - $476K
|
72.9K
$3.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.43K- 89.73% |
$67.5K - $69.7K
|
164
$7.89K
|