Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
182KNew |
$9.95M - $11.1M
|
182K
$9.07M
|
|
Oct 21, 2022
Q3 2022
|
Alaska Permanent Capital Management
|
BUY
|
- |
153K+ 67.56% |
$8.36M - $9.3M
|
380K
$18.9M
|
|
Oct 20, 2022
Q3 2022
|
Wt Wealth Management
|
BUY
|
- |
124KNew |
$6.73M - $7.49M
|
124K
$6.14M
|
|
Nov 16, 2023
Q3 2022
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
77.7K+ 98.44% |
$4.23M - $4.71M
|
157K
$7.78M
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
69.8KNew |
$3.8M - $4.23M
|
69.8K
$3.47M
|
|
Nov 07, 2022
Q3 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
58.9KNew |
$3.21M - $3.57M
|
58.9K
$2.93M
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
12.2K+ 34.13% |
$666K - $741K
|
48K
$2.39M
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12.2K+ 159.67% |
$665K - $739K
|
19.8K
$985K
|
|
Nov 14, 2022
Q3 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.4KNew |
$621K - $691K
|
11.4K
$566K
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.26K+ 34.22% |
$450K - $501K
|
32.4K
$1.61M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
5.72KNew |
$312K - $347K
|
5.72K
$284K
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
5.36K+ 60.67% |
$292K - $325K
|
14.2K
$705K
|
|
Nov 14, 2022
Q3 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.93K+ 91.78% |
$269K - $299K
|
10.3K
$512K
|
|
Nov 09, 2022
Q3 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
4.56KNew |
$249K - $276K
|
4.56K
$227K
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.42K+ 7.76% |
$241K - $268K
|
61.4K
$3.05M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
4.28KNew |
$233K - $260K
|
4.28K
$213K
|
|
Oct 24, 2022
Q3 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
4.24K+ 104.23% |
$231K - $257K
|
8.31K
$413K
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
3.97KNew |
$216K - $241K
|
3.97K
$197K
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
3.8KNew |
$207K - $230K
|
3.8K
$189K
|
|
Nov 14, 2022
Q3 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
3.52KNew |
$192K - $214K
|
3.52K
$175K
|
|
Oct 17, 2022
Q3 2022
|
Iam Advisory, LLC
|
BUY
|
- |
3.42K+ 1.78% |
$187K - $208K
|
196K
$9.75M
|
|
Nov 09, 2022
Q3 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
3.4K+ 11.17% |
$185K - $206K
|
33.8K
$1.68M
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
3.02K+ 319.72% |
$164K - $183K
|
3.96K
$197K
|
|
Oct 17, 2022
Q3 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
2.11K+ 42.94% |
$115K - $128K
|
7.03K
$349K
|
|
Oct 24, 2022
Q3 2022
|
First National Corp
|
BUY
|
- |
2.06K+ 13.01% |
$112K - $125K
|
17.9K
$887K
|
|
Oct 27, 2022
Q3 2022
|
Hollencrest Capital Management
|
BUY
|
- |
1.88K+ 19.3% |
$102K - $114K
|
11.6K
$578K
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.71K+ 26.62% |
$93.1K - $104K
|
8.12K
$404K
|
|
Nov 07, 2022
Q3 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.31KNew |
$71.6K - $79.6K
|
1.31K
$65.3K
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.22K+ 9.66% |
$66.7K - $74.2K
|
13.9K
$690K
|
|
Nov 07, 2022
Q3 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
705+ 0.83% |
$38.4K - $42.8K
|
85.8K
$4.26M
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
500New |
$27.3K - $30.3K
|
500
$24.9K
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
498New |
$27.2K - $30.2K
|
498
$24.8K
|
|
Oct 11, 2022
Q3 2022
|
Telemus Capital, LLC
|
BUY
|
- |
306+ 0.46% |
$16.7K - $18.6K
|
66.7K
$3.31M
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
255+ 77.51% |
$13.9K - $15.5K
|
584
$29K
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
BUY
|
- |
167+ 109.15% |
$9.1K - $10.1K
|
320
$15.9K
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
50+ 17.48% |
$2.73K - $3.03K
|
336
$16.7K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
50New |
$2.73K - $3.03K
|
50
$2.49K
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8+ 0.2% |
$436 - $485
|
4.08K
$203K
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
1New |
$54.5 - $60.7
|
1
$49.7
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-23- 0.46% |
$1.25K - $1.4K
|
5.01K
$249K
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-24- 1.67% |
$1.31K - $1.46K
|
1.42K
$70.4K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-189- 1.59% |
$10.3K - $11.5K
|
11.7K
$583K
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-222- 1.05% |
$12.1K - $13.5K
|
21K
$1.04M
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-285- 3.94% |
$15.5K - $17.3K
|
6.94K
$345K
|
|
Oct 04, 2022
Q3 2022
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-334- 3.64% |
$18.2K - $20.3K
|
8.83K
$439K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-780- 5.82% |
$42.5K - $47.3K
|
12.6K
$628K
|
|
Oct 21, 2022
Q3 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-990- 6.81% |
$54K - $60.1K
|
13.5K
$673K
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.38K- 3.78% |
$75.2K - $83.7K
|
35.2K
$1.75M
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.5K- 6.9% |
$81.7K - $90.9K
|
20.2K
$1M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.23K- 15.26% |
$176K - $196K
|
17.9K
$891K
|