Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
492K+ 827.15% |
$24.4M - $26M
|
551K
$27.4M
|
|
Nov 14, 2023
Q3 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
78.9KNew |
$3.92M - $4.17M
|
78.9K
$3.92M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
75.7KNew |
$3.76M - $4.01M
|
75.7K
$3.76M
|
|
Oct 31, 2023
Q3 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
69.5K+ 29.13% |
$3.45M - $3.67M
|
308K
$15.3M
|
|
Nov 13, 2023
Q3 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
17.3KNew |
$859K - $916K
|
17.3K
$860K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.1K+ 5.64% |
$552K - $588K
|
208K
$10.3M
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
8.67K+ 3.04% |
$431K - $459K
|
294K
$14.6M
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.82KNew |
$339K - $361K
|
6.82K
$339K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
4.86KNew |
$241K - $257K
|
4.86K
$242K
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
4.26K+ 5.77% |
$211K - $225K
|
78.1K
$3.88M
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.76K+ 21.66% |
$187K - $199K
|
21.1K
$1.05M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
3.47K+ 60.81% |
$172K - $183K
|
9.17K
$456K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.82K+ 18.06% |
$140K - $149K
|
18.5K
$917K
|
|
Oct 31, 2023
Q3 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
846+ 8.32% |
$42K - $44.8K
|
11K
$548K
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
585+ 9.25% |
$29.1K - $31K
|
6.91K
$343K
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
545+ 3.37% |
$27.1K - $28.8K
|
16.7K
$832K
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
455+ 1.75% |
$22.6K - $24.1K
|
26.4K
$1.31M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
282New |
$14K - $14.9K
|
282
$14K
|
|
Nov 14, 2023
Q3 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
268+ 10.68% |
$13.3K - $14.2K
|
2.78K
$138K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
51New |
$2.53K - $2.7K
|
51
$2.53K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
46New |
$2.28K - $2.43K
|
46
$2.29K
|
|
Oct 23, 2024
Q3 2023
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
20+ 0.35% |
$993 - $1.06K
|
5.74K
$285K
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
18+ 0.43% |
$894 - $952
|
4.22K
$209K
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
13+ 13.0% |
$646 - $688
|
113
$5.62K
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-153- 1.52% |
$7.6K - $8.1K
|
9.94K
$494K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-434- 77.78% |
$21.6K - $23K
|
124
$6.16K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-650- 12.1% |
$32.3K - $34.4K
|
4.72K
$235K
|
|
Dec 04, 2023
Q3 2023
|
Wt Wealth Management
|
SELL
|
- |
-789- 7.22% |
$39.2K - $41.7K
|
10.1K
$504K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-910- 10.98% |
$45.2K - $48.1K
|
7.38K
$367K
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-1.39K- 10.87% |
$69K - $73.5K
|
11.4K
$566K
|
|
Nov 13, 2023
Q3 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-1.5K- 24.19% |
$74.5K - $79.4K
|
4.7K
$234K
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.4K- 2.27% |
$119K - $127K
|
103K
$5.13M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.52K- 71.19% |
$125K - $133K
|
1.02K
$50.6K
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-2.57K- 5.01% |
$127K - $136K
|
48.7K
$2.42M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.75K- 32.68% |
$137K - $146K
|
5.67K
$282K
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.9K- 7.04% |
$144K - $153K
|
38.2K
$1.9M
|
|
Nov 03, 2023
Q3 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-3.46K- 4.49% |
$172K - $183K
|
73.5K
$3.65M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.57K- 10.98% |
$227K - $242K
|
37K
$1.84M
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-6.13K- 26.05% |
$304K - $324K
|
17.4K
$864K
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-6.46K- 99.94% |
$321K - $342K
|
4
$199
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-8.44K- 36.07% |
$419K - $446K
|
15K
$743K
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-8.53K- 4.39% |
$424K - $452K
|
186K
$9.25M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.6K- 26.03% |
$526K - $560K
|
30.1K
$1.5M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.1K- 44.47% |
$847K - $903K
|
21.3K
$1.06M
|
|
Oct 10, 2023
Q3 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-39.6K- 98.09% |
$1.97M - $2.1M
|
771
$38.3K
|
|
Oct 31, 2023
Q3 2023
|
Alaska Permanent Capital Management
|
SELL
|
- |
-53.7K- 6.72% |
$2.67M - $2.84M
|
745K
$37M
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-359K- 95.79% |
$17.8M - $19M
|
15.8K
$785K
|