Purchases and Sales Made in Q2 2024 in Ishares Tr (IAK)
This table provides information about the institutional ownership of Ishares Tr (IAK) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.5K+ 2.95% |
$164K - $177K
|
52.3K
$7.02M
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.43K+ 13.25% |
$156K - $168K
|
12.2K
$1.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.32K+ 5.11% |
$144K - $155K
|
27K
$3.63M
|
|
|
Jul 16, 2024
Q2 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
1.26K+ 11.75% |
$138K - $148K
|
12K
$1.61M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
912+ 26.38% |
$99.9K - $107K
|
4.37K
$587K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
905+ 1508.33% |
$99.1K - $107K
|
965
$130K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
898+ 2.58% |
$98.4K - $106K
|
35.8K
$4.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
876+ 2.8% |
$96K - $103K
|
32.2K
$4.32M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
690New |
$75.6K - $81.3K
|
690
$92.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
690New |
$75.6K - $81.3K
|
690
$92.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
687+ 0.56% |
$75.3K - $81K
|
123K
$16.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
562+ 38.87% |
$61.6K - $66.2K
|
2.01K
$270K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
453+ 6.8% |
$49.6K - $53.4K
|
7.12K
$956K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
425New |
$46.6K - $50.1K
|
425
$57.1K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
412+ 9.85% |
$45.1K - $48.6K
|
4.59K
$617K
|
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
406+ 0.73% |
$44.5K - $47.9K
|
55.7K
$7.49M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
387+ 1.9% |
$42.4K - $45.6K
|
20.7K
$2.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
333New |
$36.5K - $39.2K
|
333
$44.7K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
239New |
$26.2K - $28.2K
|
239
$32.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
238+ 2.73% |
$26.1K - $28.1K
|
8.95K
$1.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
207+ 2.54% |
$22.7K - $24.4K
|
8.34K
$1.12M
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
205New |
$22.5K - $24.2K
|
205
$27.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
190+ 3.36% |
$20.8K - $22.4K
|
5.85K
$786K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
175New |
$19.2K - $20.6K
|
175
$23.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
109+ 1.33% |
$11.9K - $12.8K
|
8.29K
$1.11M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
86+ 5.46% |
$9.42K - $10.1K
|
1.66K
$223K
|
|
|
Jul 18, 2024
Q2 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
67+ 0.9% |
$7.34K - $7.9K
|
7.5K
$1.01M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
65+ 3.93% |
$7.12K - $7.66K
|
1.72K
$231K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
40+ 1.21% |
$4.38K - $4.71K
|
3.33K
$448K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
27+ 0.2% |
$2.96K - $3.18K
|
13.5K
$1.82M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
25+ 0.43% |
$2.74K - $2.95K
|
5.89K
$792K
|
|
|
Aug 07, 2024
Q2 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
18+ 0.09% |
$1.97K - $2.12K
|
20K
$2.69M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
5+ 0.13% |
$548 - $589
|
3.74K
$502K
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2+ 0.07% |
$219 - $236
|
3K
$403K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1+ 0.22% |
$110 - $118
|
446
$59.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-2- 0.12% |
$219 - $236
|
1.64K
$221K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-10- 30.3% |
$1.1K - $1.18K
|
23
$3.09K
|
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-12- 0.27% |
$1.31K - $1.41K
|
4.38K
$588K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-50- 19.31% |
$5.48K - $5.89K
|
209
$28.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-110- 0.72% |
$12K - $13K
|
15.2K
$2.04M
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-161- 1.48% |
$17.6K - $19K
|
10.8K
$1.44M
|
|
|
Jul 23, 2024
Q2 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-202- 5.49% |
$22.1K - $23.8K
|
3.48K
$467K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-281- 2.6% |
$30.8K - $33.1K
|
10.5K
$1.42M
|
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-443- 2.84% |
$48.5K - $52.2K
|
15.2K
$2.04M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-532- 13.94% |
$58.3K - $62.7K
|
3.28K
$441K
|
|
|
Jul 11, 2024
Q2 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-574- 1.37% |
$62.9K - $67.7K
|
41.5K
$5.57M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-941- 23.79% |
$103K - $111K
|
3.01K
$405K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-954- 3.63% |
$105K - $112K
|
25.3K
$3.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.28K- 3.77% |
$140K - $151K
|
32.7K
$4.39M
|