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 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.04K- 12.89% |
$151K - $198K
|
20.5K
$1.02M
|
|
|
May 03, 2022
Q1 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3.14K- 44.16% |
$156K - $205K
|
3.97K
$197K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-3.5K- 61.24% |
$174K - $228K
|
2.22K
$110K
|
|
|
Aug 26, 2022
Q1 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-3.53K- 35.3% |
$176K - $230K
|
6.48K
$322K
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.39KClosed |
$219K - $286K
|
0
$0
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.75K- 28.26% |
$237K - $310K
|
12.1K
$600K
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.11KClosed |
$254K - $333K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-5.16KClosed |
$257K - $337K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-5.16KClosed |
$257K - $337K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-5.34K- 75.09% |
$266K - $348K
|
1.77K
$88K
|
|
|
May 16, 2022
Q1 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.54K- 43.22% |
$276K - $361K
|
7.28K
$362K
|
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-5.58KClosed |
$278K - $364K
|
0
$0
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.77KClosed |
$287K - $376K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-5.97KClosed |
$297K - $390K
|
0
$0
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.06KClosed |
$352K - $461K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-9.4K- 60.29% |
$468K - $614K
|
6.19K
$308K
|
|
|
May 04, 2022
Q1 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-11.9K- 67.92% |
$595K - $780K
|
5.64K
$280K
|
|
|
Apr 29, 2022
Q1 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-14.6KClosed |
$727K - $953K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-15.1K- 30.26% |
$750K - $982K
|
34.7K
$1.72M
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-17.2K- 58.47% |
$856K - $1.12M
|
12.2K
$607K
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-18.1K- 18.93% |
$904K - $1.18M
|
77.7K
$3.86M
|
|
|
May 16, 2022
Q1 2022
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-20.6K- 35.84% |
$1.03M - $1.35M
|
36.9K
$1.84M
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-23.4K- 24.75% |
$1.17M - $1.53M
|
71.2K
$3.54M
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-47.8K- 39.75% |
$2.38M - $3.12M
|
72.4K
$3.6M
|
|
|
Apr 25, 2022
Q1 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-52.8K- 72.94% |
$2.63M - $3.44M
|
19.6K
$973K
|
|
|
May 16, 2022
Q1 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-69.8K- 9.72% |
$3.48M - $4.56M
|
649K
$32.2M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-72.3KClosed |
$3.6M - $4.72M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-84.2K- 38.08% |
$4.19M - $5.49M
|
137K
$6.8M
|
|
|
Apr 08, 2022
Q1 2022
|
Alaska Permanent Capital Management
|
SELL
|
- |
-405K- 57.56% |
$20.2M - $26.4M
|
299K
$14.9M
|