Purchases and Sales Made in Q2 2023 in Ishares Tr Us Broker Dealers & (IAI)
This table provides information about the institutional ownership of Ishares Tr Us Broker Dealers & (IAI) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-5.18K- 0.58% |
$445K - $486K
|
888K
$126M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.27K- 78.92% |
$453K - $494K
|
1.41K
$199K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.34K- 51.49% |
$459K - $500K
|
5.03K
$711K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.25K- 67.55% |
$537K - $585K
|
3K
$424K
|
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-6.82K- 61.83% |
$586K - $639K
|
4.21K
$595K
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-6.9KClosed |
$593K - $647K
|
0
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.17K- 32.59% |
$616K - $672K
|
14.8K
$2.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-8.25K- 41.13% |
$708K - $773K
|
11.8K
$1.67M
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-9.83K- 2.21% |
$844K - $921K
|
435K
$61.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-27.2K- 12.78% |
$2.33M - $2.55M
|
186K
$26.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-27.5K- 60.15% |
$2.36M - $2.58M
|
18.2K
$2.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-30.8K- 27.86% |
$2.65M - $2.89M
|
79.7K
$11.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-40.1K- 77.77% |
$3.45M - $3.76M
|
11.5K
$1.62M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-58.8K- 53.16% |
$5.05M - $5.51M
|
51.8K
$7.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-80.9K- 67.66% |
$6.95M - $7.58M
|
38.7K
$5.47M
|
|
|
Jul 13, 2023
Q2 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-81.8K- 95.22% |
$7.03M - $7.67M
|
4.11K
$580K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-86.7K- 54.01% |
$7.45M - $8.12M
|
73.8K
$10.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-97.6K- 61.93% |
$8.38M - $9.14M
|
60K
$8.48M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-128K- 93.88% |
$11M - $12M
|
8.36K
$1.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-157K- 94.09% |
$13.5M - $14.7M
|
9.88K
$1.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-190K- 64.52% |
$16.3M - $17.8M
|
104K
$14.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-1.26M- 99.96% |
$109M - $118M
|
540
$76.3K
|