Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-178K- 63.13% |
$8.83M - $9.35M
|
104K
$5.65M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-28.4K- 62.33% |
$1.41M - $1.5M
|
17.2K
$935K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-5.86K- 10.57% |
$292K - $309K
|
49.6K
$2.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-3.28K- 2.0% |
$163K - $173K
|
160K
$8.73M
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-1.14K- 9.55% |
$56.6K - $59.9K
|
10.8K
$586K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-991- 5.46% |
$49.3K - $52.2K
|
17.1K
$933K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-761- 0.61% |
$37.9K - $40.1K
|
125K
$6.79M
|
|
|
Nov 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-677- 10.94% |
$33.7K - $35.7K
|
5.51K
$300K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-186- 3.89% |
$9.25K - $9.8K
|
4.6K
$250K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-80- 3.39% |
$3.98K - $4.21K
|
2.28K
$124K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-57- 1.35% |
$2.84K - $3K
|
4.18K
$227K
|
|
|
Oct 27, 2025
Q3 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-15- 0.15% |
$746 - $790
|
9.93K
$541K
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-5- 0.61% |
$249 - $263
|
814
$44.3K
|
|
| Q2 2025 | |||||||
|
Jul 29, 2025
Q2 2025
|
Alaska Permanent Capital Management
|
SELL
|
- |
-625K- 95.28% |
$29.5M - $32.8M
|
31K
$1.69M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-273- 0.8% |
$12.9K - $14.3K
|
33.7K
$1.83M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-171- 8.8% |
$8.06K - $8.98K
|
1.77K
$96.4K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-17- 25.0% |
$801 - $893
|
51
$2.78K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4- 1.48% |
$189 - $210
|
266
$14.5K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-224- 3.1% |
$10.6K - $11.6K
|
7K
$381K
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
SELL
|
- |
-100- 6.25% |
$4.75K - $5.2K
|
1.5K
$81.6K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3K- 77.84% |
$139K - $153K
|
855
$46.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-10- 2.84% |
$463 - $510
|
342
$18.6K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-73.3K- 99.23% |
$3.42M - $3.69M
|
568
$30.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-20.4K- 70.45% |
$950K - $1.03M
|
8.54K
$465K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-1.84K- 3.09% |
$88.7K - $95.5K
|
57.7K
$3.14M
|
|
| Q1 2024 | |||||||
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-318K- 97.58% |
$14.4M - $15.2M
|
7.86K
$428K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-41.9K- 99.66% |
$1.91M - $2.01M
|
142
$7.73K
|
|
|
Oct 23, 2024
Q1 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-5.37KClosed |
$244K - $258K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-231- 2.15% |
$10.5K - $11.1K
|
10.5K
$572K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-10.5K- 66.66% |
$495K - $551K
|
5.26K
$286K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-2.3K- 4.73% |
$108K - $121K
|
46.4K
$2.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.87K- 12.47% |
$87.7K - $97.7K
|
13.1K
$712K
|
|
| Q3 2023 | |||||||
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-6.13K- 26.05% |
$304K - $324K
|
17.4K
$947K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.9K- 7.04% |
$144K - $153K
|
38.2K
$2.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-1.5K- 24.19% |
$74.5K - $79.4K
|
4.7K
$256K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-434- 77.78% |
$21.6K - $23K
|
124
$6.75K
|
|
| Q2 2023 | |||||||
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-432- 22.41% |
$20.8K - $22.9K
|
1.5K
$81.4K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-50K- 81.13% |
$2.5M - $2.72M
|
11.6K
$633K
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-24.9K- 15.33% |
$1.25M - $1.36M
|
138K
$7.49M
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.99KClosed |
$99.5K - $108K
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-162- 51.43% |
$8.1K - $8.83K
|
153
$8.33K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-47- 10.15% |
$2.35K - $2.56K
|
416
$22.6K
|
|
| Q4 2022 | |||||||
|
Dec 19, 2024
Q4 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-6.55KClosed |
$352K - $383K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-2.83K- 71.58% |
$152K - $166K
|
1.13K
$61.2K
|
|
|
Jan 25, 2023
Q4 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-2.14K- 30.49% |
$115K - $125K
|
4.89K
$266K
|
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.13K- 18.71% |
$114K - $125K
|
9.26K
$504K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-154- 3.78% |
$8.27K - $9.01K
|
3.92K
$213K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-56- 3.95% |
$3.01K - $3.28K
|
1.36K
$74.1K
|
|
|
Feb 06, 2023
Q4 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-54- 0.65% |
$2.9K - $3.16K
|
8.26K
$449K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-32- 9.52% |
$1.72K - $1.87K
|
304
$16.5K
|
|