Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2024
Q2 2024
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
425K+ 368.87% |
$20.5M - $22.1M
|
540K
$26.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
116K+ 18.05% |
$5.58M - $6.01M
|
757K
$37.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
68.5K+ 70.6% |
$3.3M - $3.56M
|
166K
$8.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
43.5K+ 143.44% |
$2.1M - $2.26M
|
73.9K
$3.67M
|
|
|
Jul 30, 2024
Q2 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
35.4K+ 348.2% |
$1.71M - $1.84M
|
45.6K
$2.26M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
34.3K+ 21.14% |
$1.65M - $1.78M
|
197K
$9.77M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
33.9K+ 13.35% |
$1.63M - $1.76M
|
288K
$14.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
21.3KNew |
$1.03M - $1.11M
|
21.3K
$1.06M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
15.3KNew |
$737K - $793K
|
15.3K
$759K
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
11.9KNew |
$573K - $618K
|
11.9K
$591K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
9.38K+ 45.09% |
$452K - $487K
|
30.2K
$1.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.14KNew |
$200K - $215K
|
4.14K
$206K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.99K+ 18.14% |
$144K - $155K
|
19.5K
$968K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.71K+ 7.41% |
$82.4K - $88.7K
|
24.8K
$1.23M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.64K+ 3.46% |
$79.1K - $85.2K
|
49.1K
$2.44M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
940+ 5.46% |
$45.3K - $48.8K
|
18.2K
$903K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
893+ 14.63% |
$43K - $46.4K
|
7K
$348K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
799+ 2.6% |
$38.5K - $41.5K
|
31.5K
$1.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
80New |
$3.86K - $4.15K
|
80
$3.98K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
64+ 1.72% |
$3.08K - $3.32K
|
3.78K
$188K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
25+ 0.52% |
$1.21K - $1.3K
|
4.81K
$239K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.1% |
$48.2 - $51.9
|
962
$47.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-9- 0.27% |
$434 - $467
|
3.28K
$163K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-11- 50.0% |
$530 - $571
|
11
$547
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-51- 30.54% |
$2.46K - $2.65K
|
116
$5.77K
|
|
|
Jul 16, 2024
Q2 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-148- 29.6% |
$7.13K - $7.68K
|
352
$17.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-295- 4.19% |
$14.2K - $15.3K
|
6.74K
$335K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-458- 6.34% |
$22.1K - $23.8K
|
6.77K
$336K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-556- 3.51% |
$26.8K - $28.9K
|
15.3K
$759K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-565- 11.28% |
$27.2K - $29.3K
|
4.44K
$221K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-623- 12.24% |
$30K - $32.3K
|
4.47K
$222K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.05K- 28.6% |
$50.6K - $54.5K
|
2.62K
$130K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.23K- 5.32% |
$59.2K - $63.8K
|
21.9K
$1.09M
|
|
|
Oct 21, 2024
Q2 2024
|
Wt Wealth Management
|
SELL
|
- |
-1.32K- 13.84% |
$63.5K - $68.4K
|
8.2K
$408K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-1.58K- 11.97% |
$76.3K - $82.2K
|
11.6K
$579K
|
|
|
Aug 12, 2024
Q2 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-1.84K- 3.09% |
$88.7K - $95.5K
|
57.7K
$2.87M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.59K- 7.99% |
$125K - $134K
|
29.8K
$1.48M
|
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.83K- 2.88% |
$136K - $147K
|
95.3K
$4.74M
|
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-5.73K- 2.38% |
$276K - $297K
|
234K
$11.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-11.5K- 28.54% |
$556K - $599K
|
28.9K
$1.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-18.4K- 16.71% |
$887K - $955K
|
91.7K
$4.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-27.9K- 19.41% |
$1.35M - $1.45M
|
116K
$5.76M
|
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-40.9K- 44.54% |
$1.97M - $2.12M
|
50.9K
$2.53M
|