Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
436K+ 2433.2% |
$23.4M - $25.5M
|
454K
$22.6M
|
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
250KNew |
$13.4M - $14.6M
|
250K
$12.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
168KNew |
$9.02M - $9.82M
|
168K
$8.35M
|
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
162KNew |
$8.73M - $9.5M
|
162K
$8.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
111KNew |
$5.94M - $6.47M
|
111K
$5.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
96.5KNew |
$5.19M - $5.64M
|
96.5K
$4.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
96.5KNew |
$5.19M - $5.64M
|
96.5K
$4.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
83.9K+ 31.93% |
$4.51M - $4.91M
|
347K
$17.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
69.6KNew |
$3.74M - $4.07M
|
69.6K
$3.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
61.8K+ 30.58% |
$3.32M - $3.62M
|
264K
$13.1M
|
|
|
Jan 03, 2023
Q4 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
53.7K+ 607.97% |
$2.88M - $3.14M
|
62.5K
$3.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
51.3K+ 258.62% |
$2.75M - $3M
|
71.1K
$3.53M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
49.6K+ 141.0% |
$2.66M - $2.9M
|
84.7K
$4.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
28.1K+ 9.81% |
$1.51M - $1.65M
|
315K
$15.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
27.2KNew |
$1.46M - $1.59M
|
27.2K
$1.35M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
21.8K+ 269.0% |
$1.17M - $1.28M
|
30K
$1.49M
|
|
|
Jan 23, 2023
Q4 2022
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
14.2KNew |
$762K - $830K
|
14.2K
$705K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
13.6K+ 28.25% |
$729K - $794K
|
61.6K
$3.06M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
13KNew |
$699K - $761K
|
13K
$647K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
12.4KNew |
$665K - $724K
|
12.4K
$616K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
11.4KNew |
$614K - $668K
|
11.4K
$568K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
9.07K+ 4.88% |
$487K - $531K
|
195K
$9.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
8.88KNew |
$477K - $520K
|
8.88K
$441K
|
|
|
Feb 06, 2023
Q4 2022
|
Wolf Group Capital Advisors
|
BUY
|
- |
8.48KNew |
$456K - $496K
|
8.48K
$421K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.33K+ 13.57% |
$447K - $487K
|
69.7K
$3.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
7.32KNew |
$393K - $428K
|
7.32K
$364K
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
7.21K+ 50.79% |
$387K - $422K
|
21.4K
$1.06M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.74K+ 65.42% |
$362K - $394K
|
17.1K
$847K
|
|
|
Jan 24, 2023
Q4 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
6.41K+ 140.61% |
$344K - $375K
|
11K
$545K
|
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
4.96KNew |
$267K - $290K
|
4.96K
$247K
|
|
|
Feb 02, 2023
Q4 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
4.9KNew |
$263K - $287K
|
4.9K
$244K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.7KNew |
$252K - $275K
|
4.7K
$234K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.65K+ 14.34% |
$250K - $272K
|
37.1K
$1.84M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4.46KNew |
$240K - $261K
|
4.46K
$222K
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.32KNew |
$232K - $253K
|
4.32K
$215K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4.15KNew |
$223K - $243K
|
4.15K
$206K
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.81KNew |
$205K - $223K
|
3.81K
$189K
|
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
BUY
|
- |
3.79KNew |
$203K - $221K
|
3.79K
$188K
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
3.77KNew |
$203K - $221K
|
3.77K
$187K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.69K+ 53.76% |
$145K - $157K
|
7.7K
$383K
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
2.27K+ 59.75% |
$122K - $133K
|
6.06K
$301K
|
|
|
Feb 08, 2023
Q4 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.25K+ 171.44% |
$121K - $132K
|
3.56K
$177K
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.93K+ 48.7% |
$104K - $113K
|
5.9K
$293K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.7K+ 8.41% |
$91.2K - $99.3K
|
21.9K
$1.09M
|
|
|
Feb 06, 2023
Q4 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
1.52K+ 2.58% |
$81.7K - $88.9K
|
60.4K
$3M
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.49K+ 299.2% |
$80.1K - $87.2K
|
1.99K
$98.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.38K+ 9.96% |
$74.4K - $81K
|
15.3K
$759K
|
|
|
Jan 26, 2023
Q4 2022
|
First National Corp
|
BUY
|
- |
1.33K+ 7.42% |
$71.2K - $77.5K
|
19.2K
$953K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.18KNew |
$63.1K - $68.7K
|
1.18K
$58.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.12K+ 16.19% |
$60.4K - $65.7K
|
8.07K
$401K
|