Purchases and Sales Made in Q4 2025 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 2025. 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 05, 2026
Q4 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
21.7K+ 30.35% |
$1.14M - $1.2M
|
93.3K
$5.08M
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
14KNew |
$736K - $772K
|
14K
$762K
|
|
|
Jan 23, 2026
Q4 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.65K+ 35.82% |
$86.5K - $90.8K
|
6.25K
$340K
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.55K+ 21.42% |
$81.6K - $85.6K
|
8.8K
$479K
|
|
|
Jan 23, 2026
Q4 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1KNew |
$52.5K - $55.1K
|
1K
$54.4K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
284+ 1.31% |
$14.9K - $15.7K
|
22K
$1.2M
|
|
|
Jan 21, 2026
Q4 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
142+ 17.44% |
$7.46K - $7.83K
|
956
$52K
|
|
|
Jan 26, 2026
Q4 2025
|
Key Capital Management, Inc
Hendersonville, Tn 37075, TN |
BUY
|
- |
115New |
$6.04K - $6.34K
|
115
$6.26K
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-61- 0.41% |
$3.2K - $3.36K
|
14.7K
$798K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
SELL
|
- |
-423- 87.22% |
$22.2K - $23.3K
|
62
$3.37K
|
|
|
Jan 20, 2026
Q4 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-1.06K- 10.64% |
$55.5K - $58.3K
|
8.88K
$483K
|
|