Purchases and Sales Made in Q4 2024 in Ishares Cmbs ETF (CMBS)
This table provides information about the institutional ownership of Ishares Cmbs ETF (CMBS) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES CMBS ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
171K+ 1491.57% |
$8.03M - $8.3M
|
182K
$8.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
70.1K+ 61.11% |
$3.3M - $3.41M
|
185K
$8.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
55.7KNew |
$2.62M - $2.71M
|
55.7K
$2.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
46.6KNew |
$2.19M - $2.27M
|
46.6K
$2.24M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
45.5KNew |
$2.14M - $2.21M
|
45.5K
$2.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
43.2K+ 14.05% |
$2.03M - $2.1M
|
351K
$16.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
15.4KNew |
$724K - $748K
|
15.4K
$740K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
15.1KNew |
$711K - $735K
|
15.1K
$727K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.1K+ 25.72% |
$710K - $733K
|
73.7K
$3.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
13.2K+ 38.02% |
$620K - $640K
|
47.8K
$2.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.9K+ 3.87% |
$608K - $628K
|
347K
$16.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
11KNew |
$519K - $536K
|
11K
$530K
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
BUY
|
- |
10.6K+ 5.37% |
$498K - $515K
|
208K
$9.99M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.78K+ 15.49% |
$461K - $476K
|
72.9K
$3.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
7.52K+ 142.28% |
$354K - $366K
|
12.8K
$616K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
6.48K+ 4.97% |
$305K - $315K
|
137K
$6.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.44KNew |
$303K - $313K
|
6.44K
$310K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.44KNew |
$256K - $265K
|
5.44K
$262K
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
4.92K+ 10.51% |
$232K - $240K
|
51.8K
$2.49M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
4.72KNew |
$222K - $229K
|
4.72K
$227K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
4.07K+ 14.6% |
$191K - $198K
|
31.9K
$1.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
3.98K+ 0.92% |
$187K - $193K
|
438K
$21M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3.83K+ 1.12% |
$180K - $186K
|
345K
$16.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.38K+ 13.08% |
$159K - $164K
|
29.2K
$1.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
2.85K+ 14.04% |
$134K - $139K
|
23.1K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.71K+ 9.52% |
$128K - $132K
|
31.2K
$1.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.35K+ 572.02% |
$111K - $114K
|
2.76K
$133K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.3K+ 70.15% |
$108K - $112K
|
5.58K
$268K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2.17K+ 16.77% |
$102K - $105K
|
15.1K
$726K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.97K+ 8.34% |
$92.8K - $95.8K
|
25.6K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1KNew |
$47.1K - $48.6K
|
1K
$48.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
881+ 8.02% |
$41.5K - $42.9K
|
11.9K
$570K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
871+ 2.9% |
$41K - $42.4K
|
30.9K
$1.49M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
836+ 8.37% |
$39.4K - $40.7K
|
10.8K
$520K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
730+ 1.86% |
$34.4K - $35.5K
|
39.9K
$1.92M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
601New |
$28.3K - $29.2K
|
601
$28.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
444+ 3.89% |
$20.9K - $21.6K
|
11.9K
$570K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
420+ 65.22% |
$19.8K - $20.4K
|
1.06K
$51.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
377New |
$17.8K - $18.3K
|
377
$18.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
286New |
$13.5K - $13.9K
|
286
$13.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
75+ 0.21% |
$3.53K - $3.65K
|
35.6K
$1.71M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
74New |
$3.48K - $3.6K
|
74
$3.56K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
74+ 20.16% |
$3.48K - $3.6K
|
441
$21.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
40New |
$1.88K - $1.95K
|
40
$1.92K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
39New |
$1.84K - $1.9K
|
39
$1.88K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
38New |
$1.79K - $1.85K
|
38
$1.83K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
31New |
$1.46K - $1.51K
|
31
$1.49K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
29New |
$1.37K - $1.41K
|
29
$1.39K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
8New |
$377 - $389
|
8
$385
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
5+ 1.16% |
$235 - $243
|
435
$20.9K
|