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 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
1.1KNew |
$58.4K - $59.7K
|
1.1K
$54K
|
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-3.96KClosed |
$210K - $214K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
SELL
|
- |
-8.69KClosed |
$460K - $470K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
8.7KNew |
$461K - $471K
|
8.7K
$426K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-96Closed |
$5.09K - $5.2K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-580Closed |
$30.7K - $31.4K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-5Closed |
$265 - $271
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-370Closed |
$19.6K - $20K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
3New |
$159 - $162
|
3
$147
|
|
| Q3 2021 | |||||||
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1+ 7.14% |
$54 - $54.9
|
15
$734
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-335Closed |
$18.1K - $18.4K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-24.5KClosed |
$1.32M - $1.35M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-394Closed |
$21.3K - $21.6K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.26KNew |
$122K - $124K
|
2.26K
$111K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-4.11KClosed |
$221K - $224K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-11Closed |
$591 - $600
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.09KClosed |
$58.4K - $59.2K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-5.92KClosed |
$318K - $323K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.03KClosed |
$216K - $220K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-5.37KClosed |
$288K - $293K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Acas, LLC
|
SELL
|
- |
-4.35KClosed |
$234K - $237K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-17.3KClosed |
$929K - $943K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
10New |
$539 - $555
|
10
$489
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-191Closed |
$10.3K - $10.6K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-90.4KClosed |
$4.87M - $5.01M
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-1.39KClosed |
$75K - $77.2K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-601Closed |
$32.4K - $33.3K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-7.44KClosed |
$401K - $412K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-6Closed |
$323 - $333
|
0
$0
|
|
|
Apr 08, 2021
Q1 2021
|
Trust CO
|
BUY
|
- |
24New |
$1.29K - $1.33K
|
24
$1.17K
|
|
| Q4 2020 | |||||||
|
Feb 08, 2021
Q4 2020
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-745KClosed |
$40.7M - $41.4M
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-550Closed |
$30K - $30.6K
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-4.38KClosed |
$239K - $243K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 19, 2020
Q3 2020
|
Tru Independence LLC
|
SELL
|
- |
-72Closed |
$3.93K - $4K
|
0
$0
|
|
|
Nov 18, 2020
Q3 2020
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-6.17KClosed |
$336K - $343K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-576KClosed |
$31.4M - $32M
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-9.93KClosed |
$542K - $552K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 13, 2020
Q2 2020
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-400Closed |
$20.9K - $22K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-72Closed |
$3.75K - $3.95K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Tompkins Financial Corp
|
SELL
|
- |
-50Closed |
$2.61K - $2.75K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
417New |
$21K - $23.3K
|
417
$20.4K
|
|
|
May 15, 2020
Q1 2020
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-11KClosed |
$556K - $617K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-621KClosed |
$31.3M - $34.7M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-2.06KClosed |
$104K - $115K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-189Closed |
$9.52K - $10.6K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-19Closed |
$957 - $1.06K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Wespac Advisors, LLC
|
SELL
|
- |
-37.9KClosed |
$1.91M - $2.12M
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 12, 2020
Q4 2019
|
First National Bank Of South Miami
|
SELL
|
- |
-200Closed |
$10.5K - $10.8K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-4.44KClosed |
$233K - $239K
|
0
$0
|
|
|
Feb 05, 2020
Q4 2019
|
Biltmore Family Office, LLC
|
SELL
|
- |
-136Closed |
$7.15K - $7.33K
|
0
$0
|
|