Purchases and Sales Made in Q1 2024 in Ishares Tr (IAK)
This table provides information about the institutional ownership of Ishares Tr (IAK) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
612K+ 11552.99% |
$61.8M - $71.8M
|
617K
$77.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
83.2K+ 568.01% |
$8.41M - $9.77M
|
97.8K
$12.3M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
61.7K+ 64.4% |
$6.24M - $7.25M
|
158K
$19.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
55.7KNew |
$5.63M - $6.54M
|
55.7K
$7.02M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
41.8K+ 23.64% |
$4.22M - $4.9M
|
218K
$27.5M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
25.6K+ 779.37% |
$2.59M - $3M
|
28.9K
$3.64M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.9K+ 4.09% |
$1.61M - $1.87M
|
404K
$50.9M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.9K+ 4.09% |
$1.61M - $1.87M
|
404K
$50.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
BUY
|
- |
15.4KNew |
$1.56M - $1.81M
|
15.4K
$1.94M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.1K+ 6.23% |
$1.03M - $1.19M
|
173K
$21.8M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.1K+ 251.71% |
$1.02M - $1.18M
|
14.1K
$1.78M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9.89K+ 1058.78% |
$999K - $1.16M
|
10.8K
$1.36M
|
|
|
May 06, 2024
Q1 2024
|
Leuthold Group, LLC
|
BUY
|
- |
7.91K+ 87.41% |
$800K - $929K
|
17K
$2.14M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.82K+ 62.49% |
$790K - $918K
|
20.3K
$2.56M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
7.17K+ 129.17% |
$724K - $841K
|
12.7K
$1.6M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.06K+ 37.83% |
$714K - $829K
|
25.7K
$3.24M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.77K+ 18.2% |
$684K - $794K
|
43.9K
$5.54M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.75K+ 24.83% |
$682K - $792K
|
33.9K
$4.28M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.64KNew |
$671K - $779K
|
6.64K
$837K
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
5.52KNew |
$558K - $648K
|
5.52K
$696K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
5.33K+ 11.72% |
$538K - $625K
|
50.8K
$6.4M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.93K+ 2.4% |
$498K - $579K
|
211K
$26.5M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.52KNew |
$457K - $531K
|
4.52K
$570K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
4.33KNew |
$437K - $508K
|
4.33K
$545K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.18KNew |
$423K - $491K
|
4.18K
$527K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.86K+ 19.7% |
$390K - $454K
|
23.5K
$2.96M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.82KNew |
$386K - $448K
|
3.82K
$481K
|
|
|
May 07, 2024
Q1 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
3.57K+ 22.71% |
$360K - $418K
|
19.3K
$2.43M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
3.03K+ 55.66% |
$306K - $355K
|
8.46K
$1.07M
|
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
2.7KNew |
$273K - $317K
|
2.7K
$340K
|
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.42KNew |
$244K - $283K
|
2.42K
$304K
|
|
|
May 10, 2024
Q1 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
2.34KNew |
$236K - $274K
|
2.34K
$294K
|
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
2.12K+ 24.76% |
$215K - $249K
|
10.7K
$1.35M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.1KNew |
$212K - $246K
|
2.1K
$264K
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.01K+ 45.79% |
$204K - $236K
|
6.41K
$808K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
2KNew |
$202K - $235K
|
2K
$252K
|
|
|
Apr 29, 2024
Q1 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
1.97K+ 4.68% |
$199K - $232K
|
44.2K
$5.57M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.93KNew |
$195K - $227K
|
1.93K
$244K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.92KNew |
$194K - $226K
|
1.92K
$242K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.72KNew |
$174K - $202K
|
1.72K
$217K
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
1.71KNew |
$173K - $201K
|
1.71K
$216K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.09K+ 141.95% |
$110K - $128K
|
1.86K
$235K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
1.08K+ 15.2% |
$109K - $127K
|
8.19K
$1.03M
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
834+ 8.27% |
$84.3K - $97.9K
|
10.9K
$1.38M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
575+ 9.44% |
$58.1K - $67.5K
|
6.67K
$840K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
534+ 246.08% |
$54K - $62.7K
|
751
$94.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
487+ 7.01% |
$49.2K - $57.2K
|
7.43K
$936K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
440New |
$44.5K - $51.7K
|
440
$55.4K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
328+ 2.49% |
$33.1K - $38.5K
|
13.5K
$1.7M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
314New |
$31.7K - $36.9K
|
314
$39.6K
|