Purchases and Sales Made in Q1 2023 in Ishares Us ETF Tr Bloomberg Ro (CMDY)

CMDY Quotes by TradingView

This table provides information about the institutional ownership of Ishares Us ETF Tr Bloomberg Ro (CMDY) during Q1 2023. 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 09, 2023 Q1 2023
Alaska Permanent Capital Management

BUY
 -
232K
+ 61.56%
$11.6M - $12.6M
609K $30.3M
May 04, 2023 Q1 2023
Mirae Asset Global Investments Co., Ltd.

BUY
 -
141K
+ 146.49%
$7.07M - $7.7M
238K $11.8M
May 01, 2023 Q1 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
116K
+ 69.13%
$5.81M - $6.32M
284K $14.1M
Apr 11, 2023 Q1 2023
Smith Anglin Financial, LLC

BUY
 -
53.5K
+ 16.99%
$2.68M - $2.92M
369K $18.3M
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
28.8K
+ 96.1%
$1.44M - $1.57M
58.8K $2.92M
May 12, 2023 Q1 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
28.4K
New
$1.42M - $1.55M
28.4K $1.41M
Nov 16, 2023 Q1 2023
Disciplina Capital Management LLC

Nashville, TN
BUY
 -
16.3K
+ 19.16%
$815K - $888K
101K $5.04M
Apr 20, 2023 Q1 2023
Octavia Wealth Advisors, LLC

BUY
 -
15.4K
+ 6.18%
$771K - $840K
265K $13.2M
Apr 06, 2023 Q1 2023
Horizons Wealth Management

Asheville, NC
BUY
 -
14.5K
+ 23.12%
$723K - $787K
77K $3.83M
May 12, 2023 Q1 2023
Evergreen Wealth Solutions, LLC

Williamsport, PA
BUY
 -
7.63K
New
$381K - $415K
7.63K $379K
May 15, 2023 Q1 2023
Hsbc Holdings PLC

London, X0
BUY
 -
6.15K
New
$308K - $335K
6.15K $306K
Oct 23, 2024 Q1 2023
Convergence Financial, LLC

Columbia, MO
BUY
 -
5.36K
New
$268K - $292K
5.36K $266K
Apr 27, 2023 Q1 2023
First National Corp

BUY
 -
4.81K
+ 25.05%
$240K - $262K
24K $1.19M
May 11, 2023 Q1 2023
Legacy Capital Group California, Inc.

Los Gatos, CA
BUY
 -
3.95K
New
$197K - $215K
3.95K $196K
May 15, 2023 Q1 2023
Alliancebernstein L.P.

New York, NY
BUY
 -
3.86K
+ 4.0%
$193K - $210K
100K $4.99M
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
3.58K
+ 30.31%
$179K - $195K
15.4K $765K
May 15, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
2.16K
+ 17.43%
$108K - $118K
14.5K $723K
May 12, 2023 Q1 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
1.83K
+ 4.93%
$91.4K - $99.5K
38.9K $1.93M
May 15, 2023 Q1 2023
Cohen & Steers, Inc.

New York, NY
BUY
 -
1.26K
+ 53.1%
$63K - $68.6K
3.63K $181K
May 15, 2023 Q1 2023
Wolf Group Capital Advisors

BUY
 -
695
+ 8.2%
$34.8K - $37.9K
9.17K $456K
May 12, 2023 Q1 2023
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
233
+ 1.09%
$11.7K - $12.7K
21.6K $1.08M
May 12, 2023 Q1 2023
Kestra Advisory Services, LLC

BUY
 -
221
+ 5.21%
$11.1K - $12K
4.46K $222K
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

BUY
 -
98
+ 59.39%
$4.9K - $5.34K
263 $13.1K
Apr 11, 2023 Q1 2023
Umb Bank, N.A.

BUY
 -
66
New
$3.3K - $3.6K
66 $3.28K
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
63
+ 700.0%
$3.15K - $3.43K
72 $3.58K
May 16, 2023 Q1 2023
Hollencrest Capital Management

BUY
 -
43
+ 0.38%
$2.15K - $2.34K
11.5K $570K
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
12
New
$600 - $654
12 $596
Apr 17, 2023 Q1 2023
Lake Street Financial LLC

SELL
 -
-14
- 0.09%
$700 - $763
15.6K $777K
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

SELL
 -
-47
- 10.15%
$2.35K - $2.56K
416 $20.7K
May 15, 2023 Q1 2023
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-74
- 0.96%
$3.7K - $4.03K
7.63K $379K
May 15, 2023 Q1 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-81
- 0.53%
$4.05K - $4.41K
15.2K $755K
May 09, 2023 Q1 2023
Spire Wealth Management

SELL
 -
-162
- 51.43%
$8.1K - $8.83K
153 $7.6K
May 17, 2023 Q1 2023
Advisory Services Network, LLC

SELL
 -
-371
- 31.57%
$18.6K - $20.2K
804 $40K
May 02, 2023 Q1 2023
Intrepid Financial Planning Group LLC

Carmel, IN
SELL
 -
-1.3K
- 1.53%
$64.8K - $70.6K
83.7K $4.16M
Jul 17, 2024 Q1 2023
Kelly Financial Services LLC

Braintree, MA
SELL
 -
-1.99K
Closed
$99.5K - $108K
0 $0
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-3.02K
- 4.33%
$151K - $165K
66.7K $3.31M
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

SELL
 -
-3.08K
- 23.23%
$154K - $168K
10.2K $505K
Apr 11, 2023 Q1 2023
Telemus Capital, LLC

SELL
 -
-11.5K
- 17.5%
$577K - $628K
54.3K $2.7M
Apr 17, 2023 Q1 2023
Ameliora Wealth Management Ltd.

Zurich, V8
SELL
 -
-11.9K
- 19.71%
$596K - $649K
48.5K $2.41M
May 15, 2023 Q1 2023
State Street Corp

Boston, MA
SELL
 -
-24.9K
- 15.33%
$1.25M - $1.36M
138K $6.83M
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
SELL
 -
-44K
- 51.93%
$2.2M - $2.4M
40.7K $2.02M
May 15, 2023 Q1 2023
Jane Street Group, LLC

New York, NY
SELL
 -
-44.4K
- 16.8%
$2.22M - $2.42M
220K $10.9M
May 15, 2023 Q1 2023
Wealthsource Partners, LLC

SELL
 -
-50K
- 81.13%
$2.5M - $2.72M
11.6K $578K
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-58.7K
- 90.85%
$2.94M - $3.2M
5.92K $294K
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
SELL
 -
-72.8K
- 65.81%
$3.64M - $3.97M
37.8K $1.88M
Apr 19, 2023 Q1 2023
Wt Wealth Management

SELL
 -
-83.3K
- 90.14%
$4.17M - $4.54M
9.11K $453K
May 15, 2023 Q1 2023
Ameriprise Financial Inc

Minneapolis, MN
SELL
 -
-87.7K
- 25.31%
$4.39M - $4.78M
259K $12.9M
May 12, 2023 Q1 2023
Black Rock Inc.

New York, NY
SELL
 -
-277K
- 99.96%
$13.8M - $15.1M
100 $4.97K
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
SELL
 -
-387K
- 85.32%
$19.4M - $21.1M
66.6K $3.31M

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