Latest Institutional Purchases of Ishares Us ETF Tr Bloomberg Ro (CMDY)
This list provides information on the latest institutional transactions involving Ishares Us ETF Tr Bloomberg Ro (CMDY) stock that were buys. 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 purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
51.3K+ 258.62% |
$2.75M - $3M
|
71.1K
$3.53M
|
|
Feb 14, 2023
Q4 2022
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
27.2KNew |
$1.46M - $1.59M
|
27.2K
$1.35M
|
|
Jan 23, 2023
Q4 2022
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
14.2KNew |
$762K - $830K
|
14.2K
$705K
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
13KNew |
$699K - $761K
|
13K
$647K
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
9.07K+ 4.88% |
$487K - $531K
|
195K
$9.69M
|
|
Feb 13, 2023
Q4 2022
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
8.88KNew |
$477K - $520K
|
8.88K
$441K
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
7.32KNew |
$393K - $428K
|
7.32K
$364K
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.74K+ 65.42% |
$362K - $394K
|
17.1K
$847K
|
|
Jan 24, 2023
Q4 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
6.41K+ 140.61% |
$344K - $375K
|
11K
$545K
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
4.96KNew |
$267K - $290K
|
4.96K
$247K
|
|
Feb 02, 2023
Q4 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
4.9KNew |
$263K - $287K
|
4.9K
$244K
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.7KNew |
$252K - $275K
|
4.7K
$234K
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4.46KNew |
$240K - $261K
|
4.46K
$222K
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.32KNew |
$232K - $253K
|
4.32K
$215K
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4.15KNew |
$223K - $243K
|
4.15K
$206K
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.81KNew |
$205K - $223K
|
3.81K
$189K
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
BUY
|
- |
3.79KNew |
$203K - $221K
|
3.79K
$188K
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
3.77KNew |
$203K - $221K
|
3.77K
$187K
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
2.27K+ 59.75% |
$122K - $133K
|
6.06K
$301K
|
|
Feb 08, 2023
Q4 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.25K+ 171.44% |
$121K - $132K
|
3.56K
$177K
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.93K+ 48.7% |
$104K - $113K
|
5.9K
$293K
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.12K+ 16.19% |
$60.4K - $65.7K
|
8.07K
$401K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
670New |
$36K - $39.2K
|
670
$33.3K
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
658New |
$35.4K - $38.5K
|
658
$32.7K
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
425+ 72.77% |
$22.8K - $24.9K
|
1.01K
$50.1K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
128New |
$6.88K - $7.49K
|
128
$6.36K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
108New |
$5.8K - $6.32K
|
108
$5.37K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
49New |
$2.63K - $2.87K
|
49
$2.44K
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
25+ 2500.0% |
$1.34K - $1.46K
|
26
$1.29K
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3New |
$161 - $175
|
3
$149
|
|
Q3 2022 | |||||||
Oct 17, 2022
Q3 2022
|
Iam Advisory, LLC
|
BUY
|
- |
3.42K+ 1.78% |
$187K - $208K
|
196K
$9.75M
|
|
Nov 09, 2022
Q3 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
3.4K+ 11.17% |
$185K - $206K
|
33.8K
$1.68M
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
500New |
$27.3K - $30.3K
|
500
$24.9K
|
|
Q2 2022 | |||||||
Aug 04, 2022
Q2 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
102K+ 86.49% |
$5.92M - $6.88M
|
219K
$10.9M
|
|
Jul 14, 2022
Q2 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
4.59KNew |
$267K - $310K
|
4.59K
$228K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
4.39K+ 75.03% |
$255K - $297K
|
10.2K
$509K
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.26K+ 58.21% |
$190K - $221K
|
8.87K
$441K
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
604+ 2.86% |
$35.2K - $40.8K
|
21.7K
$1.08M
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
410New |
$23.9K - $27.7K
|
410
$20.4K
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
172+ 1.06% |
$10K - $11.6K
|
16.3K
$812K
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
25New |
$1.46K - $1.69K
|
25
$1.24K
|
|
Q1 2022 | |||||||
Apr 28, 2022
Q1 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
1.16K+ 10.71% |
$57.5K - $75.4K
|
11.9K
$593K
|
|
Apr 29, 2022
Q1 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
310New |
$15.4K - $20.2K
|
310
$15.4K
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
67New |
$3.34K - $4.37K
|
67
$3.33K
|
|
Q4 2021 | |||||||
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
36New |
$1.73K - $2.2K
|
36
$1.79K
|
|
Q3 2021 | |||||||
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
3New |
$160 - $176
|
3
$149
|
|
Q1 2019 | |||||||
May 14, 2019
Q1 2019
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3K+ 47.56% |
N/A
|
9.31K
$463K
|