Purchases and Sales Made in Q1 2022 in Ishares Us ETF Tr Bloomberg Ro (CMDY)
This table provides information about the institutional ownership of Ishares Us ETF Tr Bloomberg Ro (CMDY) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES US ETF TR BLOOMBERG RO.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
524K+ 5925.46% |
$26.1M - $34.2M
|
533K
$26.5M
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
336KNew |
$16.7M - $21.9M
|
336K
$16.7M
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
234K+ 171.94% |
$11.7M - $15.3M
|
370K
$18.4M
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
120K+ 23.23% |
$5.95M - $7.8M
|
634K
$31.5M
|
|
May 05, 2022
Q1 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
118KNew |
$5.86M - $7.67M
|
118K
$5.85M
|
|
Apr 28, 2022
Q1 2022
|
Ubp Investment Advisors Sa
|
BUY
|
- |
101K+ 85.28% |
$5.04M - $6.6M
|
220K
$10.9M
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
92.8K+ 38.63% |
$4.62M - $6.05M
|
333K
$16.6M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
77.6K+ 88212.5% |
$3.87M - $5.07M
|
77.7K
$3.86M
|
|
Apr 06, 2022
Q1 2022
|
Telemus Capital, LLC
|
BUY
|
- |
64.3KNew |
$3.2M - $4.2M
|
64.3K
$3.2M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
46.7K+ 248.86% |
$2.32M - $3.05M
|
65.4K
$3.25M
|
|
Nov 16, 2023
Q1 2022
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
40.6K+ 28.62% |
$2.02M - $2.65M
|
183K
$9.07M
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
37.9K+ 25.92% |
$1.89M - $2.47M
|
184K
$9.15M
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
25.8K+ 506.08% |
$1.28M - $1.68M
|
30.9K
$1.54M
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
21.7KNew |
$1.08M - $1.41M
|
21.7K
$1.08M
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
21.1KNew |
$1.05M - $1.38M
|
21.1K
$1.05M
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
16.2KNew |
$805K - $1.05M
|
16.2K
$803K
|
|
May 09, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
14.6KNew |
$727K - $953K
|
14.6K
$726K
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.3KNew |
$514K - $673K
|
10.3K
$513K
|
|
May 16, 2022
Q1 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
10.3KNew |
$514K - $673K
|
10.3K
$513K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.77KNew |
$437K - $573K
|
8.77K
$436K
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.86KNew |
$342K - $448K
|
6.86K
$341K
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
5.85KNew |
$291K - $381K
|
5.85K
$291K
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.61KNew |
$279K - $366K
|
5.61K
$279K
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.2K+ 66.15% |
$259K - $339K
|
13.1K
$649K
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.68KNew |
$233K - $305K
|
4.68K
$232K
|
|
Apr 14, 2022
Q1 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
4.39K+ 17.7% |
$219K - $287K
|
29.2K
$1.45M
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.88KNew |
$193K - $253K
|
3.88K
$193K
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.76KNew |
$187K - $246K
|
3.76K
$187K
|
|
Apr 26, 2022
Q1 2022
|
First National Corp
|
BUY
|
- |
1.85K+ 11.85% |
$92.1K - $121K
|
17.5K
$868K
|
|
Apr 28, 2022
Q1 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
1.16K+ 10.71% |
$57.5K - $75.4K
|
11.9K
$593K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
755+ 10.84% |
$37.6K - $49.3K
|
7.72K
$384K
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
491New |
$24.5K - $32K
|
491
$24.4K
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
449New |
$22.4K - $29.3K
|
449
$22.3K
|
|
Apr 29, 2022
Q1 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
310New |
$15.4K - $20.2K
|
310
$15.4K
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
281New |
$14K - $18.3K
|
281
$14K
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
181+ 25.39% |
$9.02K - $11.8K
|
894
$44.4K
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
147+ 11.3% |
$7.32K - $9.59K
|
1.45K
$72K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
108New |
$5.38K - $7.05K
|
108
$5.37K
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
97+ 149.23% |
$4.83K - $6.33K
|
162
$8.05K
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
67New |
$3.34K - $4.37K
|
67
$3.33K
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22New |
$1.1K - $1.44K
|
22
$1.09K
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-85Closed |
$4.23K - $5.55K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-148Closed |
$7.37K - $9.66K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-232Closed |
$11.6K - $15.1K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-345- 18.03% |
$17.2K - $22.5K
|
1.57K
$78K
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-506- 11.03% |
$25.2K - $33K
|
4.08K
$203K
|
|
Apr 22, 2022
Q1 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-683- 9.73% |
$34K - $44.6K
|
6.34K
$315K
|
|
May 09, 2022
Q1 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1.45K- 76.46% |
$72.3K - $94.7K
|
447
$22.2K
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-2.34KClosed |
$117K - $153K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3.03K- 46.52% |
$151K - $198K
|
3.48K
$173K
|