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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2025
Q3 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1+ 3.23% |
$48.1 - $49.3
|
32
$1.57K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.27K+ 56.55% |
$398K - $407K
|
22.9K
$1.12M
|
|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
3+ 0.68% |
$144 - $148
|
444
$21.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-947- 1.32% |
$45.6K - $46.6K
|
70.9K
$3.47M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
33.5K+ 8.43% |
$1.61M - $1.65M
|
432K
$21.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
1.39K+ 29.41% |
$66.8K - $68.4K
|
6.11K
$299K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-273- 4.35% |
$13.1K - $13.4K
|
6.01K
$294K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-886- 5.0% |
$42.7K - $43.6K
|
16.8K
$824K
|
|
|
Oct 30, 2025
Q3 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
8.73K+ 189.95% |
$420K - $430K
|
13.3K
$652K
|
|
|
Oct 30, 2025
Q3 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-134- 1.63% |
$6.45K - $6.6K
|
8.09K
$396K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.21K+ 29.25% |
$58.4K - $59.8K
|
5.37K
$263K
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
4.15K+ 4.55% |
$200K - $205K
|
95.4K
$4.67M
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
23.1KNew |
$1.11M - $1.14M
|
23.1K
$1.13M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.3K+ 596.63% |
$111K - $113K
|
2.69K
$132K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.22K+ 3.81% |
$58.8K - $60.2K
|
33.3K
$1.63M
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
7+ 0.79% |
$337 - $345
|
895
$43.8K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
233New |
$11.2K - $11.5K
|
233
$11.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
87.4K+ 55.87% |
$4.21M - $4.3M
|
244K
$11.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-10.5K- 44.76% |
$505K - $517K
|
12.9K
$633K
|
|
|
Oct 14, 2025
Q3 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-3.58K- 0.81% |
$172K - $176K
|
439K
$21.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Central Bank & Trust CO
|
BUY
|
- |
3.19K+ 1.75% |
$154K - $157K
|
186K
$9.1M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.56K+ 17.69% |
$460K - $471K
|
63.6K
$3.11M
|
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
2.37K+ 41.11% |
$114K - $117K
|
8.14K
$398K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-450- 20.32% |
$21.4K - $21.9K
|
1.77K
$86.4K
|
|
|
Oct 20, 2025
Q2 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-26- 61.9% |
$1.24K - $1.27K
|
16
$783
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
310+ 3875.0% |
$14.7K - $15.1K
|
318
$15.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-18.8K- 79.41% |
$895K - $917K
|
4.88K
$239K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.7KNew |
$1.27M - $1.3M
|
26.7K
$1.31M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.5K+ 7.98% |
$166K - $171K
|
47.4K
$2.32M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3.15K+ 4772.73% |
$150K - $153K
|
3.22K
$157K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.8K+ 1.62% |
$85.6K - $87.7K
|
113K
$5.52M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.47K+ 25.17% |
$450K - $461K
|
47.1K
$2.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.85KNew |
$468K - $480K
|
9.85K
$482K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-815- 89.76% |
$38.7K - $39.7K
|
93
$4.55K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
256New |
$12.2K - $12.5K
|
256
$12.5K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
53+ 3.4% |
$2.52K - $2.58K
|
1.61K
$78.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Community Trust & Investment CO
|
BUY
|
- |
16.3KNew |
$776K - $795K
|
16.3K
$799K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
36New |
$1.71K - $1.75K
|
36
$1.76K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-5.1K- 51.0% |
$241K - $246K
|
4.9K
$240K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
28.2K+ 17116.97% |
$1.33M - $1.36M
|
28.4K
$1.39M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.1K+ 53.59% |
$382K - $390K
|
23.2K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
7.16KNew |
$337K - $345K
|
7.16K
$350K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
13New |
$613 - $627
|
13
$636
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.09KNew |
$98.8K - $101K
|
2.09K
$102K
|
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
2New |
$94.3 - $96.4
|
2
$97.9
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
580New |
$27.4K - $28K
|
580
$28.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
75New |
$3.54K - $3.62K
|
75
$3.67K
|
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
16.7K+ 35.85% |
$788K - $805K
|
63.3K
$3.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-4.19K- 16.34% |
$197K - $202K
|
21.4K
$1.05M
|
|