Purchases and Sales Made in Q4 2025 in Ishares Cmbs ETF (CMBS)
This table provides information about the institutional ownership of Ishares Cmbs ETF (CMBS) during Q4 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
5.35K+ 28.03% |
$262K - $265K
|
24.5K
$1.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5KNew |
$244K - $247K
|
5K
$245K
|
|
|
Jan 14, 2026
Q4 2025
|
Columbus Macro, LLC
|
BUY
|
- |
2.6K+ 20.1% |
$127K - $129K
|
15.5K
$761K
|
|
|
Jan 09, 2026
Q4 2025
|
Central Bank & Trust CO
|
BUY
|
- |
1.52K+ 0.82% |
$74.3K - $75.2K
|
187K
$9.17M
|
|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.45K+ 17.76% |
$70.6K - $71.4K
|
9.58K
$469K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
679+ 10.79% |
$33.2K - $33.5K
|
6.97K
$341K
|
|
|
Jan 12, 2026
Q4 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
291+ 9.73% |
$14.2K - $14.4K
|
3.28K
$161K
|
|
|
Jan 07, 2026
Q4 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-228- 1.79% |
$11.1K - $11.3K
|
12.5K
$612K
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-1.12K- 4.86% |
$54.8K - $55.4K
|
22K
$1.07M
|
|