Purchases and Sales Made in Q1 2025 in Ishares Tr Us Broker Dealers & (IAI)
This table provides information about the institutional ownership of Ishares Tr Us Broker Dealers & (IAI) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES TR US BROKER-DEALERS &.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
640KNew |
$86.2M - $102M
|
640K
$98.9M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
480K+ 506.18% |
$64.6M - $76.5M
|
575K
$88.8M
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
206KNew |
$27.8M - $32.9M
|
206K
$31.9M
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
170K+ 618.61% |
$22.8M - $27M
|
197K
$30.4M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
85K+ 22.07% |
$11.5M - $13.5M
|
470K
$72.7M
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
83.2K+ 912.9% |
$11.2M - $13.3M
|
92.3K
$14.3M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
56.6K+ 53.76% |
$7.63M - $9.02M
|
162K
$25M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
49.1K+ 42.18% |
$6.61M - $7.82M
|
166K
$25.6M
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
27.6KNew |
$3.71M - $4.39M
|
27.6K
$4.26M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
22.9K+ 144.82% |
$3.08M - $3.64M
|
38.6K
$5.97M
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
18.8K+ 1780.28% |
$2.53M - $2.99M
|
19.8K
$3.07M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.6K+ 92.88% |
$2.36M - $2.8M
|
36.5K
$5.64M
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
16.3K+ 329.33% |
$2.19M - $2.59M
|
21.2K
$3.28M
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
16.3KNew |
$2.19M - $2.59M
|
16.3K
$2.51M
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
15.3K+ 76345.0% |
$2.06M - $2.43M
|
15.3K
$2.36M
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
15.1KNew |
$2.03M - $2.4M
|
15.1K
$2.33M
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
14.9KNew |
$2M - $2.37M
|
14.9K
$2.3M
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.3KNew |
$1.52M - $1.79M
|
11.3K
$1.74M
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
11KNew |
$1.48M - $1.75M
|
11K
$1.7M
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
9.99K+ 259.99% |
$1.35M - $1.59M
|
13.8K
$2.14M
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
9.77KNew |
$1.32M - $1.56M
|
9.77K
$1.51M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.54K+ 120.08% |
$1.28M - $1.52M
|
17.5K
$2.7M
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
8.37K+ 460.79% |
$1.13M - $1.33M
|
10.2K
$1.57M
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.07KNew |
$1.09M - $1.29M
|
8.07K
$1.25M
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
7.7KNew |
$1.04M - $1.23M
|
7.7K
$1.19M
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
6.7K+ 12.16% |
$902K - $1.07M
|
61.8K
$9.55M
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
6.13KNew |
$826K - $977K
|
6.13K
$948K
|
|
May 06, 2025
Q1 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
6.01K+ 6.49% |
$809K - $957K
|
98.5K
$15.2M
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.84KNew |
$652K - $772K
|
4.84K
$749K
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.54K+ 5.87% |
$611K - $723K
|
81.9K
$12.7M
|
|
Apr 22, 2025
Q1 2025
|
Hudson Value Partners, LLC
|
BUY
|
- |
4.49KNew |
$605K - $715K
|
4.49K
$694K
|
|
May 15, 2025
Q1 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
4.09KNew |
$551K - $652K
|
4.09K
$632K
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.86K+ 76.19% |
$519K - $614K
|
8.92K
$1.38M
|
|
Apr 22, 2025
Q1 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
3.77KNew |
$508K - $601K
|
3.77K
$583K
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.63KNew |
$488K - $578K
|
3.63K
$560K
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
3.49KNew |
$470K - $556K
|
3.49K
$539K
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
BUY
|
- |
3.21KNew |
$432K - $511K
|
3.21K
$496K
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.86KNew |
$385K - $456K
|
2.86K
$442K
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.81K+ 73.6% |
$378K - $447K
|
6.62K
$1.02M
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
2.64K+ 171.56% |
$356K - $421K
|
4.18K
$646K
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.45KNew |
$330K - $390K
|
2.45K
$378K
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
2.2KNew |
$296K - $351K
|
2.2K
$340K
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.16K+ 59.69% |
$290K - $343K
|
5.77K
$891K
|
|
May 14, 2025
Q1 2025
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
1.97K+ 2.55% |
$265K - $313K
|
79.2K
$12.2M
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.93KNew |
$260K - $308K
|
1.93K
$299K
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.88KNew |
$253K - $300K
|
1.88K
$291K
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.62KNew |
$219K - $259K
|
1.62K
$251K
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
1.54KNew |
$208K - $246K
|
1.54K
$238K
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.44KNew |
$194K - $230K
|
1.44K
$223K
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
786+ 2.14% |
$106K - $125K
|
37.6K
$5.81M
|