Latest Institutional Purchases of Ishares Cmbs ETF (CMBS)
This list provides information on the latest institutional transactions involving Ishares Cmbs ETF (CMBS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
5+ 1.16% |
$235 - $243
|
435
$20.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
228KNew |
$10.6M - $11.2M
|
228K
$11M
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
150K+ 40.33% |
$6.99M - $7.34M
|
522K
$25.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
27.9KNew |
$1.3M - $1.37M
|
27.9K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
6.34KNew |
$295K - $310K
|
6.34K
$305K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
5.96KNew |
$278K - $291K
|
5.96K
$286K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.13KNew |
$52.8K - $55.4K
|
1.13K
$54.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
820+ 5.31% |
$38.2K - $40.1K
|
16.3K
$782K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
278+ 5.49% |
$13K - $13.6K
|
5.34K
$257K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
165New |
$7.69K - $8.07K
|
165
$7.93K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
13New |
$606 - $636
|
13
$625
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
2New |
$93.2 - $97.9
|
2
$96.2
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
430K+ 1076.14% |
$19.7M - $20.2M
|
470K
$22.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
13.3KNew |
$611K - $628K
|
13.3K
$641K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
5.24KNew |
$240K - $247K
|
5.24K
$252K
|
|
|
Aug 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
2.85KNew |
$131K - $134K
|
2.85K
$137K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
1.55K+ 356.81% |
$70.8K - $72.7K
|
1.98K
$95.1K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
464+ 9.48% |
$21.3K - $21.8K
|
5.36K
$258K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
321+ 5.45% |
$14.7K - $15.1K
|
6.21K
$299K
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
249+ 1.93% |
$11.4K - $11.7K
|
13.2K
$634K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
200New |
$9.16K - $9.42K
|
200
$9.62K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
158New |
$7.24K - $7.44K
|
158
$7.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
132New |
$6.05K - $6.21K
|
132
$6.35K
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
42New |
$1.92K - $1.98K
|
42
$2.02K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
6+ 0.6% |
$275 - $282
|
1.01K
$48.7K
|
|
| Q1 2024 | |||||||
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
4.65KNew |
$216K - $219K
|
4.65K
$223K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.72K+ 4.77% |
$80.1K - $81.4K
|
37.9K
$1.82M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.36K+ 12.39% |
$63.3K - $64.3K
|
12.4K
$595K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
86New |
$4K - $4.06K
|
86
$4.14K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
55New |
$2.56K - $2.6K
|
55
$2.64K
|
|
|
May 01, 2024
Q1 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2023 | |||||||
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
2.15K+ 36.44% |
$95.2K - $101K
|
8.07K
$388K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
1.55KNew |
$68.5K - $72.7K
|
1.55K
$74.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
677New |
$29.9K - $31.8K
|
677
$32.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
252+ 193.85% |
$11.1K - $11.8K
|
382
$18.4K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
48+ 26.82% |
$2.12K - $2.25K
|
227
$10.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
41New |
$1.81K - $1.92K
|
41
$1.97K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1+ 0.76% |
$44.2 - $46.9
|
133
$6.4K
|
|
| Q3 2023 | |||||||
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
509New |
$22.8K - $23.4K
|
509
$24.5K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
78New |
$3.5K - $3.59K
|
78
$3.75K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
17+ 2.41% |
$763 - $783
|
723
$34.8K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
132K+ 28.03% |
$6.04M - $6.2M
|
602K
$28.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
8.81KNew |
$404K - $415K
|
8.81K
$424K
|
|
|
Jul 27, 2023
Q2 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
583New |
$26.7K - $27.4K
|
583
$28K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
12New |
$550 - $565
|
12
$577
|
|
| Q1 2023 | |||||||
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
1.15K+ 22.73% |
$52.5K - $54.5K
|
6.22K
$299K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
219New |
$10K - $10.4K
|
219
$10.5K
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
71New |
$3.24K - $3.36K
|
71
$3.41K
|
|