Latest Institutional Sells of Ishares Cmbs ETF (CMBS)
This list provides information on the latest institutional transactions involving Ishares Cmbs ETF (CMBS) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-395K- 54.5% |
$18.6M - $19.2M
|
330K
$15.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-221K- 96.31% |
$10.4M - $10.7M
|
8.46K
$407K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-30.3K- 50.48% |
$1.43M - $1.47M
|
29.7K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.19K- 3.54% |
$433K - $447K
|
251K
$12M
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-4.88K- 1.1% |
$230K - $238K
|
437K
$21M
|
|
|
Feb 14, 2025
Q4 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-4.86K- 16.74% |
$229K - $236K
|
24.2K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.05K- 8.37% |
$190K - $197K
|
44.3K
$2.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.37K- 7.41% |
$158K - $164K
|
42K
$2.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.26K- 27.95% |
$106K - $110K
|
5.83K
$280K
|
|
|
Feb 11, 2025
Q4 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-2.11K- 3.66% |
$99.4K - $103K
|
55.6K
$2.67M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-1.94K- 17.32% |
$91.3K - $94.3K
|
9.25K
$445K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.43K- 89.73% |
$67.5K - $69.7K
|
164
$7.89K
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-1.39K- 20.27% |
$65.5K - $67.7K
|
5.47K
$263K
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-1.16K- 7.18% |
$54.6K - $56.4K
|
15K
$721K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.12K- 8.26% |
$52.9K - $54.7K
|
12.5K
$600K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-246- 0.31% |
$11.6K - $12K
|
79.2K
$3.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-84- 8.5% |
$3.96K - $4.09K
|
904
$43.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-74- 7.8% |
$3.48K - $3.6K
|
875
$42.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-40- 1.98% |
$1.88K - $1.95K
|
1.98K
$95.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-24- 13.19% |
$1.13K - $1.17K
|
158
$7.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-11- 0.15% |
$518 - $535
|
7.37K
$355K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-6- 0.05% |
$283 - $292
|
12.8K
$615K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-2.78K- 57.43% |
$130K - $136K
|
2.06K
$99.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.5K- 23.52% |
$69.7K - $73.2K
|
4.86K
$234K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.1K- 10.73% |
$51.5K - $54K
|
9.19K
$442K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-351- 1.41% |
$16.4K - $17.2K
|
24.5K
$1.18M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-94- 1.21% |
$4.38K - $4.6K
|
7.68K
$370K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-83- 98.81% |
$3.87K - $4.06K
|
1
$48.1
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-10Closed |
$466 - $489
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-5.35K- 20.88% |
$245K - $252K
|
20.3K
$974K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-476- 91.19% |
$21.8K - $22.4K
|
46
$2.21K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-200- 48.78% |
$9.16K - $9.42K
|
210
$10.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-24- 6.92% |
$1.1K - $1.13K
|
323
$15.5K
|
|
| Q1 2024 | |||||||
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-131K- 87.02% |
$6.1M - $6.2M
|
19.6K
$941K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.99K- 4.28% |
$92.3K - $93.8K
|
44.5K
$2.14M
|
|
|
Apr 22, 2024
Q1 2024
|
Moneywise, Inc.
|
SELL
|
- |
-707- 9.36% |
$32.8K - $33.4K
|
6.85K
$329K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-350- 6.33% |
$16.3K - $16.5K
|
5.18K
$249K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3.72K- 74.45% |
$164K - $175K
|
1.28K
$61.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.45K- 19.05% |
$108K - $115K
|
10.4K
$500K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-585- 65.66% |
$25.9K - $27.4K
|
306
$14.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-164- 63.32% |
$7.25K - $7.69K
|
95
$4.57K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-26- 44.83% |
$1.15K - $1.22K
|
32
$1.54K
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-27K- 58.45% |
$1.21M - $1.24M
|
19.2K
$923K
|
|
|
Oct 20, 2023
Q3 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-24.8K- 24.68% |
$1.11M - $1.14M
|
75.8K
$3.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.85K- 39.86% |
$173K - $177K
|
5.82K
$280K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-300- 86.71% |
$13.5K - $13.8K
|
46
$2.21K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-24- 18.32% |
$1.08K - $1.1K
|
107
$5.15K
|
|
| Q2 2023 | |||||||
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-492K- 99.01% |
$22.6M - $23.2M
|
4.95K
$238K
|
|
|
Jul 26, 2023
Q2 2023
|
Diversified, LLC
|
SELL
|
- |
-299K- 97.73% |
$13.7M - $14.1M
|
6.94K
$334K
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-430- 7.59% |
$19.7K - $20.2K
|
5.24K
$252K
|
|