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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
278+ 5.49% |
$13K - $13.6K
|
5.34K
$261K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
2New |
$93.2 - $97.9
|
2
$97.9
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
430K+ 1076.14% |
$19.7M - $20.2M
|
470K
$23M
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
13.3KNew |
$611K - $628K
|
13.3K
$652K
|
|
|
Aug 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
2.85KNew |
$131K - $134K
|
2.85K
$140K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
1.55K+ 356.81% |
$70.8K - $72.7K
|
1.98K
$96.8K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
464+ 9.48% |
$21.3K - $21.8K
|
5.36K
$262K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
321+ 5.45% |
$14.7K - $15.1K
|
6.21K
$304K
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
249+ 1.93% |
$11.4K - $11.7K
|
13.2K
$645K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
200New |
$9.16K - $9.42K
|
200
$9.79K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
158New |
$7.24K - $7.44K
|
158
$7.73K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
132New |
$6.05K - $6.21K
|
132
$6.46K
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
42New |
$1.92K - $1.98K
|
42
$2.06K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
6+ 0.6% |
$275 - $282
|
1.01K
$49.5K
|
|
| Q1 2024 | |||||||
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
4.65KNew |
$216K - $219K
|
4.65K
$227K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.72K+ 4.77% |
$80.1K - $81.4K
|
37.9K
$1.85M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.36K+ 12.39% |
$63.3K - $64.3K
|
12.4K
$605K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
86New |
$4K - $4.06K
|
86
$4.21K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
55New |
$2.56K - $2.6K
|
55
$2.69K
|
|
|
May 01, 2024
Q1 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2023 | |||||||
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
1.55KNew |
$68.5K - $72.7K
|
1.55K
$75.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
677New |
$29.9K - $31.8K
|
677
$33.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
252+ 193.85% |
$11.1K - $11.8K
|
382
$18.7K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
48+ 26.82% |
$2.12K - $2.25K
|
227
$11.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
41New |
$1.81K - $1.92K
|
41
$2.01K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1+ 0.76% |
$44.2 - $46.9
|
133
$6.51K
|
|
| Q3 2023 | |||||||
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
509New |
$22.8K - $23.4K
|
509
$24.9K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
78New |
$3.5K - $3.59K
|
78
$3.82K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
17+ 2.41% |
$763 - $783
|
723
$35.4K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
132K+ 28.03% |
$6.04M - $6.2M
|
602K
$29.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
8.81KNew |
$404K - $415K
|
8.81K
$431K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
12New |
$550 - $565
|
12
$587
|
|
| Q1 2023 | |||||||
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
1.15K+ 22.73% |
$52.5K - $54.5K
|
6.22K
$304K
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
71New |
$3.24K - $3.36K
|
71
$3.47K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
13+ 6.07% |
$593 - $616
|
227
$11.1K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
11.2KNew |
$500K - $522K
|
11.2K
$547K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
4.63KNew |
$207K - $216K
|
4.63K
$227K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.3KNew |
$147K - $154K
|
3.3K
$161K
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
338+ 1.58% |
$15.1K - $15.8K
|
21.7K
$1.06M
|
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
85+ 1.87% |
$3.8K - $3.97K
|
4.63K
$227K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
16New |
$715 - $747
|
16
$783
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
3New |
$134 - $140
|
3
$147
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1New |
$44.7 - $46.7
|
1
$48.9
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.27KNew |
$424K - $455K
|
9.27K
$453K
|
|
|
Oct 18, 2022
Q3 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
5.69KNew |
$260K - $279K
|
5.69K
$278K
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
4.55KNew |
$208K - $223K
|
4.55K
$222K
|
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.95K+ 33.33% |
$89.2K - $95.7K
|
7.8K
$382K
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
942+ 15.48% |
$43.1K - $46.2K
|
7.03K
$344K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
600New |
$27.5K - $29.4K
|
600
$29.4K
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
150New |
$6.86K - $7.36K
|
150
$7.34K
|
|