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 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-25.4K- 73.57% |
$3.24M - $3.89M
|
9.11K
$1.41M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-32.8K- 4.22% |
$4.19M - $5.04M
|
746K
$115M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-37.4K- 3.19% |
$4.77M - $5.73M
|
1.14M
$176M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-39.2K- 29.25% |
$5M - $6.01M
|
94.8K
$14.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-56.1K- 6.83% |
$7.16M - $8.61M
|
765K
$118M
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
SELL
|
- |
-57.7K- 7.54% |
$7.36M - $8.85M
|
708K
$109M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-60K- 4.78% |
$7.65M - $9.2M
|
1.2M
$185M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-61K- 7.78% |
$7.78M - $9.35M
|
722K
$112M
|