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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-6- 9.38% |
$766 - $920
|
58
$8.54K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-7- 0.21% |
$893 - $1.07K
|
3.38K
$498K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-10- 7.52% |
$1.28K - $1.53K
|
123
$18.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-17- 8.25% |
$2.17K - $2.61K
|
189
$27.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-31- 13.78% |
$3.96K - $4.76K
|
194
$28.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-42- 33.07% |
$5.36K - $6.44K
|
85
$12.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-44- 2.22% |
$5.61K - $6.75K
|
1.94K
$286K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-45- 1.84% |
$5.74K - $6.9K
|
2.4K
$354K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-51- 0.35% |
$6.51K - $7.82K
|
14.5K
$2.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-61- 2.56% |
$7.78K - $9.36K
|
2.32K
$342K
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-74- 0.23% |
$9.44K - $11.4K
|
32.5K
$4.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-76- 86.36% |
$9.7K - $11.7K
|
12
$1.77K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-77- 17.58% |
$9.82K - $11.8K
|
361
$53.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-106- 0.66% |
$13.5K - $16.3K
|
15.9K
$2.34M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-138- 0.87% |
$17.6K - $21.2K
|
15.8K
$2.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-152- 4.91% |
$19.4K - $23.3K
|
2.94K
$434K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-186- 51.38% |
$23.7K - $28.5K
|
176
$25.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-193- 7.16% |
$24.6K - $29.6K
|
2.5K
$369K
|
|
|
Feb 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-215- 8.57% |
$27.4K - $33K
|
2.3K
$338K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-230- 5.46% |
$29.3K - $35.3K
|
3.98K
$587K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-273- 9.42% |
$34.8K - $41.9K
|
2.63K
$387K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-369- 7.83% |
$47.1K - $56.6K
|
4.34K
$640K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-375- 19.38% |
$47.8K - $57.5K
|
1.56K
$230K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-385- 20.0% |
$49.1K - $59.1K
|
1.54K
$227K
|
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-392- 13.78% |
$50K - $60.1K
|
2.45K
$361K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-468- 11.22% |
$59.7K - $71.8K
|
3.7K
$545K
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-528- 6.98% |
$67.4K - $81K
|
7.04K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-604- 3.96% |
$77.1K - $92.7K
|
14.7K
$2.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-635- 3.18% |
$81K - $97.4K
|
19.3K
$2.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-693- 20.79% |
$88.4K - $106K
|
2.64K
$389K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-772- 3.73% |
$98.5K - $118K
|
19.9K
$2.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.11K- 4.87% |
$142K - $171K
|
21.8K
$3.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.17K- 9.78% |
$149K - $179K
|
10.7K
$1.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.17K- 12.97% |
$149K - $180K
|
7.86K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-1.21K- 2.66% |
$155K - $186K
|
44.4K
$6.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.25K- 17.95% |
$159K - $191K
|
5.7K
$839K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.36K- 0.87% |
$174K - $209K
|
155K
$22.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-1.83K- 2.24% |
$233K - $281K
|
79.8K
$11.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-2.12K- 7.27% |
$270K - $325K
|
27K
$3.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.47K- 8.79% |
$316K - $380K
|
25.7K
$3.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.34K- 14.19% |
$427K - $513K
|
20.2K
$2.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.28K- 9.62% |
$546K - $657K
|
40.2K
$5.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-5.2K- 15.95% |
$663K - $798K
|
27.4K
$4.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-9.57K- 3.96% |
$1.22M - $1.47M
|
232K
$34.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-21.9K- 53.66% |
$2.79M - $3.36M
|
18.9K
$2.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-25.4K- 73.57% |
$3.24M - $3.89M
|
9.11K
$1.34M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-32.8K- 4.22% |
$4.19M - $5.04M
|
746K
$110M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-37.4K- 3.19% |
$4.77M - $5.73M
|
1.14M
$167M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-39.2K- 29.25% |
$5M - $6.01M
|
94.8K
$14M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-56.1K- 6.83% |
$7.16M - $8.61M
|
765K
$113M
|