Purchases and Sales Made in Q4 2024 in Ishares Tr Us Broker Dealers & (IAI)
This table provides information about the institutional ownership of Ishares Tr Us Broker Dealers & (IAI) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
872KNew |
$111M - $134M
|
872K
$128M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
198K+ 2290.92% |
$25.2M - $30.3M
|
206K
$30.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
161K+ 71.48% |
$20.5M - $24.6M
|
385K
$56.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
85.5KNew |
$10.9M - $13.1M
|
85.5K
$12.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
79.5K+ 307.95% |
$10.1M - $12.2M
|
105K
$15.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
77.3KNew |
$9.87M - $11.9M
|
77.3K
$11.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
61.9K+ 43.85% |
$7.89M - $9.49M
|
203K
$29.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
41.4K+ 61.01% |
$5.28M - $6.35M
|
109K
$16.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
37.7K+ 28.54% |
$4.81M - $5.78M
|
170K
$25M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
36.8K+ 3684000.0% |
$4.7M - $5.65M
|
36.8K
$5.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
25.5KNew |
$3.25M - $3.91M
|
25.5K
$3.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
24.8K+ 167.41% |
$3.16M - $3.8M
|
39.6K
$5.83M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
22.4KNew |
$2.86M - $3.44M
|
22.4K
$3.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.4K+ 41.87% |
$2.22M - $2.67M
|
58.9K
$8.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
17KNew |
$2.16M - $2.6M
|
17K
$2.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
16.8KNew |
$2.14M - $2.57M
|
16.8K
$2.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
14.7K+ 18.96% |
$1.88M - $2.26M
|
92.5K
$13.6M
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
14.4KNew |
$1.84M - $2.21M
|
14.4K
$2.12M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
12.1KNew |
$1.55M - $1.86M
|
12.1K
$1.79M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
10.7KNew |
$1.37M - $1.64M
|
10.7K
$1.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.29K+ 8.67% |
$1.18M - $1.42M
|
116K
$17.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
9.25KNew |
$1.18M - $1.42M
|
9.25K
$1.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
9.1KNew |
$1.16M - $1.4M
|
9.1K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
8.71KNew |
$1.11M - $1.34M
|
8.71K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.79K+ 6.48% |
$993K - $1.19M
|
128K
$18.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
6.94KNew |
$885K - $1.06M
|
6.94K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
6.24K+ 12.77% |
$796K - $957K
|
55.1K
$8.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
4.95KNew |
$632K - $760K
|
4.95K
$730K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.94KNew |
$630K - $758K
|
4.94K
$728K
|
|
|
Feb 07, 2025
Q4 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
4.35K+ 5.98% |
$555K - $668K
|
77.2K
$11.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
3.87KNew |
$494K - $594K
|
3.87K
$570K
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
3.84KNew |
$490K - $589K
|
3.84K
$566K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.81KNew |
$486K - $585K
|
3.81K
$561K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.61KNew |
$461K - $554K
|
3.61K
$532K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.49KNew |
$446K - $536K
|
3.49K
$514K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
3.24K+ 136.28% |
$413K - $497K
|
5.61K
$827K
|
|
|
Jan 24, 2025
Q4 2024
|
Q3 Asset Management
|
BUY
|
- |
3.07K+ 43.24% |
$392K - $471K
|
10.2K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.07KNew |
$391K - $470K
|
3.07K
$452K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.91KNew |
$371K - $447K
|
2.91K
$429K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.54KNew |
$325K - $390K
|
2.54K
$375K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.51K+ 2387.62% |
$320K - $385K
|
2.61K
$385K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.29KNew |
$292K - $351K
|
2.29K
$337K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.19K+ 1033.49% |
$280K - $336K
|
2.4K
$354K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.1K+ 94.89% |
$268K - $322K
|
4.31K
$635K
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
2.05KNew |
$262K - $314K
|
2.05K
$302K
|
|
|
Feb 13, 2025
Q4 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
1.95KNew |
$249K - $299K
|
1.95K
$287K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.94KNew |
$248K - $298K
|
1.94K
$286K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.92K+ 31.92% |
$245K - $295K
|
7.94K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.92K+ 15.66% |
$245K - $294K
|
14.2K
$2.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.89KNew |
$241K - $290K
|
1.89K
$278K
|