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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
7.45KNew |
$364K - $368K
|
7.45K
$364K
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
15.5K+ 24.42% |
$759K - $767K
|
79.1K
$3.87M
|
|
|
Jan 21, 2026
Q4 2025
|
Ethos Capital Management, Inc.
Newtown, PA |
BUY
|
- |
33.9KNew |
$1.66M - $1.67M
|
33.9K
$1.66M
|
|
|
Jan 20, 2026
Q4 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-385- 0.09% |
$18.8K - $19K
|
438K
$21.4M
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-1.12K- 4.86% |
$54.8K - $55.4K
|
22K
$1.07M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
679+ 10.79% |
$33.2K - $33.5K
|
6.97K
$341K
|
|
|
Jan 14, 2026
Q4 2025
|
Columbus Macro, LLC
|
BUY
|
- |
2.6K+ 20.1% |
$127K - $129K
|
15.5K
$761K
|
|
|
Jan 12, 2026
Q4 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
291+ 9.73% |
$14.2K - $14.4K
|
3.28K
$161K
|
|
|
Jan 09, 2026
Q4 2025
|
Central Bank & Trust CO
|
BUY
|
- |
1.52K+ 0.82% |
$74.3K - $75.2K
|
187K
$9.17M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5KNew |
$244K - $247K
|
5K
$245K
|
|
|
Jan 07, 2026
Q4 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-228- 1.79% |
$11.1K - $11.3K
|
12.5K
$612K
|
|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.45K+ 17.76% |
$70.6K - $71.4K
|
9.58K
$469K
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
5.35K+ 28.03% |
$262K - $265K
|
24.5K
$1.2M
|
|
| Q3 2025 | |||||||
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
286+ 5.47% |
$13.8K - $14.1K
|
5.51K
$270K
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
BUY
|
- |
3.96K+ 1.56% |
$191K - $195K
|
257K
$12.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
3.73K+ 15.76% |
$179K - $184K
|
27.4K
$1.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-2.32K- 21.93% |
$112K - $114K
|
8.27K
$405K
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
6.16KNew |
$296K - $303K
|
6.16K
$301K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
23.5K+ 43.19% |
$1.13M - $1.16M
|
77.8K
$3.81M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.44KNew |
$69.3K - $70.9K
|
1.44K
$70.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.3K+ 11.02% |
$735K - $752K
|
154K
$7.53M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.33K+ 14.6% |
$64K - $65.5K
|
10.4K
$511K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.3KNew |
$542K - $554K
|
11.3K
$551K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.79K+ 1.94% |
$278K - $285K
|
304K
$14.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.05K+ 1.45% |
$195K - $200K
|
283K
$13.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
BUY
|
- |
12.1KNew |
$582K - $596K
|
12.1K
$592K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
9.47K+ 19.47% |
$456K - $466K
|
58.1K
$2.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-8.06K- 10.55% |
$388K - $397K
|
68.3K
$3.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.9KNew |
$812K - $831K
|
16.9K
$825K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
45.5K+ 193.15% |
$2.19M - $2.24M
|
69.1K
$3.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-26- 0.4% |
$1.25K - $1.28K
|
6.42K
$314K
|
|
|
Nov 13, 2025
Q3 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.8K- 16.06% |
$86.5K - $88.5K
|
9.4K
$460K
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-6.97K- 21.38% |
$335K - $343K
|
25.6K
$1.25M
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-11.7K- 87.5% |
$562K - $575K
|
1.67K
$81.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
59.9K+ 15.85% |
$2.89M - $2.95M
|
438K
$21.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
8.02KNew |
$386K - $395K
|
8.02K
$392K
|
|
|
Nov 13, 2025
Q3 2025
|
Systelligence, LLC
|
BUY
|
- |
164K+ 98.97% |
$7.91M - $8.09M
|
330K
$16.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.54K+ 35.95% |
$122K - $125K
|
9.62K
$471K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.72K+ 3.52% |
$420K - $430K
|
256K
$12.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
79.1KNew |
$3.81M - $3.9M
|
79.1K
$3.87M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
763+ 7.05% |
$36.7K - $37.6K
|
11.6K
$567K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
469+ 4.67% |
$22.6K - $23.1K
|
10.5K
$514K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-7.17K- 9.78% |
$345K - $353K
|
66.2K
$3.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
41.5K+ 98.99% |
$2M - $2.04M
|
83.4K
$4.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
9.72K+ 18.14% |
$468K - $479K
|
63.3K
$3.1M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
252+ 0.64% |
$12.1K - $12.4K
|
39.7K
$1.94M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
15.3KNew |
$736K - $753K
|
15.3K
$748K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
40.5K+ 15.63% |
$1.95M - $2M
|
300K
$14.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-13K- 39.67% |
$624K - $638K
|
19.7K
$964K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
993New |
$47.8K - $48.9K
|
993
$48.6K
|
|