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 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
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-6- 0.05% |
$283 - $292
|
12.8K
$615K
|
|
|
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
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-24- 13.19% |
$1.13K - $1.17K
|
158
$7.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-40- 1.98% |
$1.88K - $1.95K
|
1.98K
$95.3K
|
|
|
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
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-84- 8.5% |
$3.96K - $4.09K
|
904
$43.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-246- 0.31% |
$11.6K - $12K
|
79.2K
$3.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.12K- 8.26% |
$52.9K - $54.7K
|
12.5K
$600K
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-1.16K- 7.18% |
$54.6K - $56.4K
|
15K
$721K
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-1.39K- 20.27% |
$65.5K - $67.7K
|
5.47K
$263K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.43K- 89.73% |
$67.5K - $69.7K
|
164
$7.89K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-1.94K- 17.32% |
$91.3K - $94.3K
|
9.25K
$445K
|
|
|
Feb 11, 2025
Q4 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-2.11K- 3.66% |
$99.4K - $103K
|
55.6K
$2.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.26K- 27.95% |
$106K - $110K
|
5.83K
$280K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.37K- 7.41% |
$158K - $164K
|
42K
$2.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.05K- 8.37% |
$190K - $197K
|
44.3K
$2.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-4.86K- 16.74% |
$229K - $236K
|
24.2K
$1.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-4.88K- 1.1% |
$230K - $238K
|
437K
$21M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.19K- 3.54% |
$433K - $447K
|
251K
$12M
|
|
|
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 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
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-395K- 54.5% |
$18.6M - $19.2M
|
330K
$15.8M
|