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 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.55K- 34.33% |
$170K - $183K
|
2.97K
$374K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.58K- 11.23% |
$173K - $186K
|
12.5K
$1.58M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.84K- 55.3% |
$201K - $216K
|
1.48K
$187K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.85K- 27.79% |
$202K - $217K
|
4.79K
$604K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.05K- 1.24% |
$224K - $241K
|
163K
$20.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-3.05K- 1.68% |
$335K - $360K
|
179K
$22.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-3.09K- 3.21% |
$338K - $364K
|
93.1K
$11.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.36K- 5.18% |
$478K - $514K
|
79.8K
$10.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.81K- 20.49% |
$527K - $567K
|
18.7K
$2.35M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.23K- 25.02% |
$573K - $617K
|
15.7K
$1.98M
|
|
|
Aug 01, 2024
Q2 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-5.5K- 28.55% |
$602K - $648K
|
13.8K
$1.73M
|
|
|
Jul 30, 2024
Q2 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-6.81K- 16.67% |
$746K - $803K
|
34K
$4.29M
|
|
|
Aug 12, 2024
Q2 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-9.47K- 25.0% |
$1.04M - $1.12M
|
28.4K
$3.58M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-10.6K- 24.03% |
$1.16M - $1.24M
|
33.4K
$4.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-20.5K- 11.82% |
$2.24M - $2.41M
|
153K
$19.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-76K- 77.7% |
$8.33M - $8.96M
|
21.8K
$2.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-595K- 96.43% |
$65.2M - $70.1M
|
22.1K
$2.78M
|