Latest Institutional Transactions on Ishares Us ETF Tr Bloomberg Ro (CMDY)
This table provides information on the latest institutional transactions involving Ishares Us ETF Tr Bloomberg Ro (CMDY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 04, 2024
Q3 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
11.4K+ 1.51% |
$534K - $577K
|
769K
$38.2M
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-6.31K- 6.62% |
$295K - $318K
|
89K
$4.42M
|
|
Nov 04, 2024
Q3 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-436K- 80.74% |
$20.4M - $22M
|
104K
$5.17M
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
122K+ 52.0% |
$5.69M - $6.14M
|
356K
$17.7M
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
125+ 3.02% |
$5.84K - $6.3K
|
4.27K
$212K
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-319- 7.18% |
$14.9K - $16.1K
|
4.12K
$205K
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
SELL
|
- |
-35.4K- 77.69% |
$1.65M - $1.78M
|
10.2K
$505K
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
1.17K+ 10.03% |
$54.5K - $58.8K
|
12.8K
$637K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
701+ 3.2% |
$32.7K - $35.3K
|
22.6K
$1.12M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
15K+ 7.63% |
$700K - $755K
|
212K
$10.5M
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
771+ 16.02% |
$36K - $38.8K
|
5.59K
$278K
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
23New |
$1.07K - $1.16K
|
23
$1.14K
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
17.7K+ 443575.0% |
$828K - $894K
|
17.7K
$882K
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
BUY
|
- |
142+ 1.73% |
$6.63K - $7.15K
|
8.35K
$415K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.01K- 14.48% |
$47.3K - $51K
|
5.98K
$297K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.96K+ 3.85% |
$91.4K - $98.6K
|
52.9K
$2.63M
|
|
Q2 2024 | |||||||
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
4.2K+ 29.79% |
$202K - $218K
|
18.3K
$910K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
940+ 5.46% |
$45.3K - $48.8K
|
18.2K
$903K
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
9.38K+ 45.09% |
$452K - $487K
|
30.2K
$1.5M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.64K+ 3.46% |
$79.1K - $85.2K
|
49.1K
$2.44M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.05K- 28.6% |
$50.6K - $54.5K
|
2.62K
$130K
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-27.9K- 19.41% |
$1.35M - $1.45M
|
116K
$5.76M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
43.5K+ 143.44% |
$2.1M - $2.26M
|
73.9K
$3.67M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-18.4K- 16.71% |
$887K - $955K
|
91.7K
$4.56M
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-11.5K- 28.54% |
$556K - $599K
|
28.9K
$1.44M
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-295- 4.19% |
$14.2K - $15.3K
|
6.74K
$335K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-623- 12.24% |
$30K - $32.3K
|
4.47K
$222K
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.99K+ 18.14% |
$144K - $155K
|
19.5K
$968K
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
68.5K+ 70.6% |
$3.3M - $3.56M
|
166K
$8.23M
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-9- 0.27% |
$434 - $467
|
3.28K
$163K
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
80New |
$3.86K - $4.15K
|
80
$3.98K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.71K+ 7.41% |
$82.4K - $88.7K
|
24.8K
$1.23M
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-458- 6.34% |
$22.1K - $23.8K
|
6.77K
$336K
|
|
Aug 12, 2024
Q2 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-1.84K- 3.09% |
$88.7K - $95.5K
|
57.7K
$2.87M
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
11.9KNew |
$573K - $618K
|
11.9K
$591K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-11- 50.0% |
$530 - $571
|
11
$547
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.1% |
$48.2 - $51.9
|
962
$47.8K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
799+ 2.6% |
$38.5K - $41.5K
|
31.5K
$1.57M
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
64+ 1.72% |
$3.08K - $3.32K
|
3.78K
$188K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
33.9K+ 13.35% |
$1.63M - $1.76M
|
288K
$14.3M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.59K- 7.99% |
$125K - $134K
|
29.8K
$1.48M
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
21.3KNew |
$1.03M - $1.11M
|
21.3K
$1.06M
|
|
Jul 16, 2024
Q2 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-148- 29.6% |
$7.13K - $7.68K
|
352
$17.5K
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-556- 3.51% |
$26.8K - $28.9K
|
15.3K
$759K
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
15.3KNew |
$737K - $793K
|
15.3K
$759K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-51- 30.54% |
$2.46K - $2.65K
|
116
$5.77K
|
|
Q1 2024 | |||||||
Oct 23, 2024
Q1 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-5.37KClosed |
$244K - $258K
|
0
$0
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-211- 74.56% |
$9.6K - $10.1K
|
72
$3.58K
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
138New |
$6.28K - $6.62K
|
138
$6.86K
|