Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2022
Q4 2021
|
Smith Anglin Financial, LLC
|
BUY
|
- |
600K+ 506.38% |
$28.8M - $36.7M
|
718K
$35.7M
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
291KNew |
$14M - $17.8M
|
291K
$14.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
240KNew |
$11.5M - $14.7M
|
240K
$11.9M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
221KNew |
$10.6M - $13.5M
|
221K
$11M
|
|
|
Nov 16, 2023
Q4 2021
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
126K+ 159.37% |
$6.04M - $7.7M
|
205K
$10.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
94.6KNew |
$4.54M - $5.79M
|
94.6K
$4.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
84K+ 19.51% |
$4.03M - $5.14M
|
515K
$25.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
68.7K+ 133.41% |
$3.3M - $4.21M
|
120K
$5.97M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
54.4K+ 303.44% |
$2.61M - $3.33M
|
72.3K
$3.59M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
49.8KNew |
$2.39M - $3.05M
|
49.8K
$2.47M
|
|
|
Jan 19, 2022
Q4 2021
|
Alaska Permanent Capital Management
|
BUY
|
- |
28.9K+ 4.28% |
$1.39M - $1.77M
|
704K
$35M
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
23.6KNew |
$1.13M - $1.44M
|
23.6K
$1.17M
|
|
|
Jan 24, 2022
Q4 2021
|
One Advisory Partners, LLC
|
BUY
|
- |
17.6KNew |
$845K - $1.08M
|
17.6K
$874K
|
|
|
Feb 08, 2022
Q4 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
15.6KNew |
$749K - $955K
|
15.6K
$775K
|
|
|
Feb 14, 2022
Q4 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.8KNew |
$615K - $785K
|
12.8K
$637K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12.1K+ 70.28% |
$583K - $743K
|
29.4K
$1.46M
|
|
|
Aug 15, 2022
Q4 2021
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
10KNew |
$481K - $613K
|
10K
$497K
|
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
8.85KNew |
$425K - $542K
|
8.85K
$440K
|
|
|
Feb 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
7.11KNew |
$341K - $435K
|
7.11K
$353K
|
|
|
Feb 11, 2022
Q4 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
7.11KNew |
$341K - $435K
|
7.11K
$353K
|
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
7.02KNew |
$337K - $430K
|
7.02K
$349K
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
6.51KNew |
$313K - $398K
|
6.51K
$323K
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
5.97KNew |
$287K - $366K
|
5.97K
$297K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
5.77KNew |
$277K - $353K
|
5.77K
$287K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
5.58KNew |
$268K - $342K
|
5.58K
$277K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
5.16KNew |
$248K - $316K
|
5.16K
$256K
|
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
5.16KNew |
$248K - $316K
|
5.16K
$256K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.1KNew |
$245K - $312K
|
5.1K
$253K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.39KNew |
$211K - $269K
|
4.39K
$218K
|
|
|
Jan 18, 2022
Q4 2021
|
Townsend & Associates, Inc
|
BUY
|
- |
4.06K+ 19.54% |
$195K - $248K
|
24.8K
$1.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.29K+ 40.96% |
$110K - $140K
|
7.86K
$391K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.91KNew |
$91.9K - $117K
|
1.91K
$95.1K
|
|
|
Feb 07, 2022
Q4 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.9KNew |
$91.2K - $116K
|
1.9K
$94.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
1.79K+ 326.23% |
$86K - $110K
|
2.34K
$116K
|
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.72K+ 1.28% |
$82.6K - $105K
|
136K
$6.77M
|
|
|
Feb 15, 2022
Q4 2021
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
1.59K+ 2.84% |
$76.3K - $97.2K
|
57.6K
$2.86M
|
|
|
Jan 25, 2022
Q4 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
1.39K+ 14.77% |
$66.7K - $85K
|
10.8K
$536K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
713New |
$34.2K - $43.7K
|
713
$35.4K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
653+ 16.59% |
$31.4K - $40K
|
4.59K
$228K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
429+ 6.57% |
$20.6K - $26.3K
|
6.96K
$346K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
232New |
$11.1K - $14.2K
|
232
$11.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
148New |
$7.11K - $9.06K
|
148
$7.36K
|
|
|
Jan 28, 2022
Q4 2021
|
First National Corp
|
BUY
|
- |
96+ 0.62% |
$4.61K - $5.88K
|
15.6K
$776K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
88New |
$4.23K - $5.39K
|
88
$4.37K
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
85New |
$4.08K - $5.21K
|
85
$4.22K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
36New |
$1.73K - $2.2K
|
36
$1.79K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-9- 0.69% |
$432 - $551
|
1.3K
$64.7K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-16- 0.14% |
$768 - $980
|
11.5K
$574K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-129Closed |
$6.2K - $7.9K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-563- 7.38% |
$27K - $34.5K
|
7.06K
$351K
|