Purchases and Sales Made in Q1 2024 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 2024. 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 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
58.8K+ 154.03% |
$2.68M - $2.82M
|
97K
$4.82M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
47.5KNew |
$2.16M - $2.28M
|
47.5K
$2.36M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
40.4KNew |
$1.84M - $1.94M
|
40.4K
$2.01M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
30.4KNew |
$1.38M - $1.46M
|
30.4K
$1.51M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
23.7K+ 17.12% |
$1.08M - $1.14M
|
162K
$8.06M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
21.3K+ 9.15% |
$967K - $1.02M
|
254K
$12.6M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.9K+ 226.36% |
$543K - $573K
|
17.2K
$856K
|
|
|
May 14, 2024
Q1 2024
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
9.8K+ 9.29% |
$446K - $470K
|
115K
$5.73M
|
|
|
May 01, 2024
Q1 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
9.44KNew |
$429K - $453K
|
9.44K
$469K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
7.55K+ 56.89% |
$343K - $362K
|
20.8K
$1.03M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.1KNew |
$278K - $293K
|
6.1K
$303K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.77K+ 18.39% |
$217K - $229K
|
30.7K
$1.53M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.72KNew |
$169K - $178K
|
3.72K
$185K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.91K+ 9.01% |
$86.8K - $91.6K
|
23.1K
$1.15M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
864+ 3.89% |
$39.3K - $41.5K
|
23.1K
$1.15M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
672New |
$30.6K - $32.2K
|
672
$33.4K
|
|
|
May 15, 2024
Q1 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
515+ 18.55% |
$23.4K - $24.7K
|
3.29K
$164K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
400New |
$18.2K - $19.2K
|
400
$19.9K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
155+ 1.19% |
$7.05K - $7.44K
|
13.2K
$657K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
138New |
$6.28K - $6.62K
|
138
$6.86K
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
115+ 0.12% |
$5.23K - $5.52K
|
98.2K
$4.88M
|
|
|
Oct 21, 2024
Q1 2024
|
Wt Wealth Management
|
BUY
|
- |
95+ 1.01% |
$4.32K - $4.56K
|
9.52K
$473K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
64New |
$2.91K - $3.07K
|
64
$3.18K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
9+ 0.19% |
$409 - $432
|
4.79K
$238K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-211- 74.56% |
$9.6K - $10.1K
|
72
$3.58K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-211- 74.56% |
$9.6K - $10.1K
|
72
$3.58K
|
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-215- 30.07% |
$9.78K - $10.3K
|
500
$24.9K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-231- 2.15% |
$10.5K - $11.1K
|
10.5K
$522K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-235- 4.48% |
$10.7K - $11.3K
|
5.01K
$249K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-263- 4.75% |
$12K - $12.6K
|
5.28K
$262K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-342- 2.03% |
$15.6K - $16.4K
|
16.5K
$819K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-486- 1.48% |
$22.1K - $23.3K
|
32.4K
$1.61M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-488- 11.73% |
$22.2K - $23.4K
|
3.67K
$182K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-678- 96.86% |
$30.8K - $32.5K
|
22
$1.09K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.3K- 15.22% |
$59K - $62.2K
|
7.23K
$359K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.96K- 2.01% |
$134K - $142K
|
144K
$7.15M
|
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-2.98K- 4.77% |
$136K - $143K
|
59.5K
$2.96M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.3K- 51.0% |
$241K - $254K
|
5.09K
$253K
|
|
|
Oct 23, 2024
Q1 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-5.37KClosed |
$244K - $258K
|
0
$0
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-6.65K- 97.55% |
$302K - $319K
|
167
$8.3K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-16.4K- 99.98% |
$748K - $789K
|
4
$199
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-41.9K- 99.66% |
$1.91M - $2.01M
|
142
$7.06K
|
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-79.1K- 24.77% |
$3.6M - $3.79M
|
240K
$11.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Alaska Permanent Capital Management
|
SELL
|
- |
-105K- 14.05% |
$4.77M - $5.03M
|
642K
$31.9M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-206K- 65.22% |
$9.39M - $9.9M
|
110K
$5.47M
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-318K- 97.58% |
$14.4M - $15.2M
|
7.86K
$391K
|