Purchases and Sales Made in Q4 2024 in Ishares Tr (IAK)
This table provides information about the institutional ownership of Ishares Tr (IAK) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
62.3KNew |
$7.71M - $8.61M
|
62.3K
$8.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
61KNew |
$7.56M - $8.43M
|
61K
$7.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
19.6K+ 38.75% |
$2.42M - $2.71M
|
70.1K
$9.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
14.7K+ 799.51% |
$1.81M - $2.03M
|
16.5K
$2.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
12.7KNew |
$1.58M - $1.76M
|
12.7K
$1.64M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
8.66K+ 51.88% |
$1.07M - $1.2M
|
25.3K
$3.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
8.49K+ 278.36% |
$1.05M - $1.17M
|
11.5K
$1.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.82K+ 121.63% |
$596K - $666K
|
8.78K
$1.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
4.4K+ 9.03% |
$545K - $608K
|
53.1K
$6.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
3.16K+ 19.03% |
$391K - $436K
|
19.7K
$2.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
2.15K+ 11.47% |
$266K - $297K
|
20.9K
$2.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2.13K+ 36.87% |
$263K - $294K
|
7.9K
$1.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
- |
1.7KNew |
$210K - $235K
|
1.7K
$219K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
685+ 2.88% |
$84.8K - $94.6K
|
24.5K
$3.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
556+ 22.15% |
$68.8K - $76.8K
|
3.07K
$395K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
515+ 11.04% |
$63.7K - $71.2K
|
5.18K
$668K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
493+ 1.27% |
$61K - $68.1K
|
39.4K
$5.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
412+ 6.61% |
$51K - $56.9K
|
6.65K
$857K
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
342+ 3.71% |
$42.3K - $47.3K
|
9.55K
$1.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
250+ 6.67% |
$30.9K - $34.5K
|
4K
$515K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
248+ 16.68% |
$30.7K - $34.3K
|
1.74K
$224K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
186+ 4.12% |
$23K - $25.7K
|
4.7K
$606K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
167+ 21.01% |
$20.7K - $23.1K
|
962
$124K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
52New |
$6.44K - $7.18K
|
52
$6.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
22+ 10.53% |
$2.72K - $3.04K
|
231
$29.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
17+ 0.51% |
$2.1K - $2.35K
|
3.36K
$433K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3+ 0.67% |
$371 - $414
|
451
$58.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
2+ 0.07% |
$248 - $276
|
2.78K
$359K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-8- 47.06% |
$990 - $1.11K
|
9
$1.16K
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-14- 0.41% |
$1.73K - $1.93K
|
3.39K
$437K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-35- 0.59% |
$4.33K - $4.84K
|
5.9K
$760K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-64- 1.12% |
$7.92K - $8.84K
|
5.67K
$731K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-146- 2.18% |
$18.1K - $20.2K
|
6.55K
$844K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-150- 1.41% |
$18.6K - $20.7K
|
10.5K
$1.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-183- 3.38% |
$22.7K - $25.3K
|
5.23K
$674K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-388- 10.35% |
$48K - $53.6K
|
3.36K
$433K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-480- 4.55% |
$59.4K - $66.3K
|
10.1K
$1.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-503- 6.58% |
$62.3K - $69.5K
|
7.14K
$920K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-563- 14.7% |
$69.7K - $77.8K
|
3.27K
$421K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-734- 1.36% |
$90.9K - $101K
|
53.3K
$6.87M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-805- 29.48% |
$99.6K - $111K
|
1.93K
$248K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-989- 1.09% |
$122K - $137K
|
89.6K
$11.5M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.08K- 8.06% |
$133K - $149K
|
12.3K
$1.58M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.1K- 2.58% |
$136K - $151K
|
41.3K
$5.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.35K- 4.76% |
$166K - $186K
|
26.9K
$3.47M
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-2.78K- 13.98% |
$344K - $384K
|
17.1K
$2.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.77K- 43.54% |
$466K - $520K
|
4.88K
$629K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.44K- 21.87% |
$550K - $613K
|
15.9K
$2.04M
|