Purchases and Sales Made in Q2 2023 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 28, 2023
Q2 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
238KNew |
$11.5M - $12.6M
|
238K
$11.9M
|
|
Jul 28, 2023
Q2 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
189K+ 31.09% |
$9.11M - $10M
|
799K
$39.7M
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
138K+ 235.27% |
$6.65M - $7.31M
|
197K
$9.79M
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
106KNew |
$5.08M - $5.59M
|
106K
$5.25M
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
91.2K+ 32.09% |
$4.38M - $4.82M
|
375K
$18.6M
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
59.5KNew |
$2.86M - $3.15M
|
59.5K
$2.96M
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
20.3K+ 7.66% |
$976K - $1.07M
|
285K
$14.2M
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.4K+ 78.36% |
$548K - $603K
|
25.9K
$1.29M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.1KNew |
$485K - $534K
|
10.1K
$502K
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.46KNew |
$311K - $342K
|
6.46K
$321K
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
5.7KNew |
$274K - $302K
|
5.7K
$283K
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.5KNew |
$216K - $238K
|
4.5K
$224K
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.5KNew |
$216K - $238K
|
4.5K
$224K
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
3.53KNew |
$170K - $187K
|
3.53K
$176K
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.31K+ 8.74% |
$159K - $175K
|
41.1K
$2.04M
|
|
Jul 25, 2023
Q2 2023
|
Wt Wealth Management
|
BUY
|
- |
1.81K+ 19.88% |
$87.1K - $95.9K
|
10.9K
$543K
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.81K+ 4.65% |
$86.9K - $95.6K
|
40.7K
$2.02M
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.75K+ 8.1% |
$84.3K - $92.7K
|
23.4K
$1.16M
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
1.32K+ 11.52% |
$63.5K - $69.9K
|
12.8K
$636K
|
|
Jul 31, 2023
Q2 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
999+ 10.89% |
$48K - $52.8K
|
10.2K
$506K
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
994+ 6.54% |
$47.8K - $52.6K
|
16.2K
$804K
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
851+ 2.09% |
$40.9K - $45K
|
41.6K
$2.07M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
800+ 10.49% |
$38.5K - $42.3K
|
8.43K
$419K
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
767New |
$36.9K - $40.6K
|
767
$38.1K
|
|
Oct 23, 2024
Q2 2023
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
357+ 6.66% |
$17.2K - $18.9K
|
5.72K
$284K
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
252+ 6.39% |
$12.1K - $13.3K
|
4.2K
$209K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
241+ 1.57% |
$11.6K - $12.7K
|
15.6K
$777K
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
BUY
|
- |
202+ 1.29% |
$9.71K - $10.7K
|
15.8K
$787K
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
175+ 2.85% |
$8.41K - $9.26K
|
6.32K
$314K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-35Closed |
$1.68K - $1.85K
|
0
$0
|
|
Jul 17, 2023
Q2 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-145- 2.89% |
$6.97K - $7.67K
|
4.88K
$242K
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-221- 4.95% |
$10.6K - $11.7K
|
4.24K
$211K
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-432- 22.41% |
$20.8K - $22.9K
|
1.5K
$74.4K
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-548- 9.26% |
$26.3K - $29K
|
5.37K
$267K
|
|
Aug 14, 2023
Q2 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-1.12K- 30.94% |
$54K - $59.5K
|
2.51K
$125K
|
|
Aug 11, 2023
Q2 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-1.43K- 18.69% |
$68.5K - $75.4K
|
6.2K
$308K
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.88K- 18.48% |
$90.3K - $99.4K
|
8.29K
$412K
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-3.09K- 5.69% |
$149K - $163K
|
51.2K
$2.55M
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.12K- 4.69% |
$150K - $165K
|
63.5K
$3.16M
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-3.15K- 4.09% |
$151K - $167K
|
73.8K
$3.67M
|
|
Aug 09, 2023
Q2 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-6.71K- 8.02% |
$323K - $355K
|
76.9K
$3.82M
|
|
Jul 10, 2023
Q2 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-8.14K- 16.77% |
$391K - $431K
|
40.4K
$2.01M
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-10.9K- 38.63% |
$526K - $578K
|
17.4K
$863K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-28.3K- 42.45% |
$1.36M - $1.5M
|
38.4K
$1.91M
|
|
Nov 16, 2023
Q2 2023
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-57.7K- 36.83% |
$2.77M - $3.05M
|
98.9K
$4.92M
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-64.4K- 24.86% |
$3.1M - $3.41M
|
195K
$9.67M
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-160K- 72.91% |
$7.7M - $8.47M
|
59.5K
$2.96M
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-345K- 93.62% |
$16.6M - $18.3M
|
23.5K
$1.17M
|