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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
66New |
$3.01K - $3.13K
|
66
$3.17K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
13+ 6.07% |
$593 - $616
|
227
$10.9K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
11.2KNew |
$500K - $522K
|
11.2K
$538K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
4.63KNew |
$207K - $216K
|
4.63K
$223K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.3KNew |
$147K - $154K
|
3.3K
$158K
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
338+ 1.58% |
$15.1K - $15.8K
|
21.7K
$1.05M
|
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
85+ 1.87% |
$3.8K - $3.97K
|
4.63K
$223K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
16New |
$715 - $747
|
16
$769
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
3New |
$134 - $140
|
3
$144
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1New |
$44.7 - $46.7
|
1
$48.1
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.27KNew |
$424K - $455K
|
9.27K
$446K
|
|
|
Oct 18, 2022
Q3 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
5.69KNew |
$260K - $279K
|
5.69K
$273K
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
4.55KNew |
$208K - $223K
|
4.55K
$219K
|
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.95K+ 33.33% |
$89.2K - $95.7K
|
7.8K
$375K
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
942+ 15.48% |
$43.1K - $46.2K
|
7.03K
$338K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
600New |
$27.5K - $29.4K
|
600
$28.9K
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
150New |
$6.86K - $7.36K
|
150
$7.21K
|
|
|
Nov 10, 2022
Q3 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
136New |
$6.22K - $6.67K
|
136
$6.54K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
9New |
$412 - $442
|
9
$433
|
|
| Q2 2022 | |||||||
|
Jul 22, 2022
Q2 2022
|
Kcs Wealth Advisory
|
BUY
|
- |
39.4K+ 584.06% |
$1.85M - $1.96M
|
46.1K
$2.22M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
10KNew |
$470K - $497K
|
10K
$481K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
1.25K+ 9.17% |
$58.6K - $61.9K
|
14.8K
$714K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
300New |
$14.1K - $14.9K
|
300
$14.4K
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
227+ 1.5% |
$10.7K - $11.3K
|
15.4K
$738K
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
BUY
|
- |
154New |
$7.23K - $7.65K
|
154
$7.41K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
109+ 454.17% |
$5.12K - $5.41K
|
133
$6.4K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
72New |
$3.38K - $3.58K
|
72
$3.46K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3New |
$141 - $149
|
3
$144
|
|
| Q1 2022 | |||||||
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.8K+ 52.79% |
$88.9K - $95.1K
|
5.21K
$251K
|
|
| Q4 2021 | |||||||
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
8.7KNew |
$461K - $471K
|
8.7K
$418K
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
1.1KNew |
$58.4K - $59.7K
|
1.1K
$53K
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
3New |
$159 - $162
|
3
$144
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.26KNew |
$122K - $124K
|
2.26K
$109K
|
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1+ 7.14% |
$54 - $54.9
|
15
$721
|
|
| Q1 2021 | |||||||
|
Apr 08, 2021
Q1 2021
|
Trust CO
|
BUY
|
- |
24New |
$1.29K - $1.33K
|
24
$1.15K
|
|
|
May 14, 2021
Q1 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
10New |
$539 - $555
|
10
$481
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
417New |
$21K - $23.3K
|
417
$20.1K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$48.1
|
|