Purchases and Sales Made in Q1 2024 in Ishares Tr (IAT)
This table provides information about the institutional ownership of Ishares Tr (IAT) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
155K+ 36.91% |
$6.05M - $6.71M
|
573K
$28.9M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
82.3K+ 93.86% |
$3.22M - $3.57M
|
170K
$8.56M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
74.3K+ 144.73% |
$2.91M - $3.22M
|
126K
$6.33M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
54.5K+ 23.53% |
$2.13M - $2.36M
|
286K
$14.4M
|
|
|
May 15, 2024
Q1 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
49.4KNew |
$1.93M - $2.14M
|
49.4K
$2.49M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
44.2K+ 188.39% |
$1.73M - $1.92M
|
67.7K
$3.41M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
29.6KNew |
$1.16M - $1.29M
|
29.6K
$1.49M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
28.1K+ 197.74% |
$1.1M - $1.22M
|
42.3K
$2.13M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
27.3K+ 87.46% |
$1.07M - $1.18M
|
58.4K
$2.94M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
26.5KNew |
$1.04M - $1.15M
|
26.5K
$1.34M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
26.2K+ 216.5% |
$1.02M - $1.14M
|
38.3K
$1.93M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
19.2K+ 4.95% |
$753K - $835K
|
408K
$20.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
18.5KNew |
$723K - $802K
|
18.5K
$931K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.1K+ 51.7% |
$709K - $786K
|
53.2K
$2.68M
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
16.6K+ 33.01% |
$651K - $722K
|
67.1K
$3.38M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15.2K+ 23.38% |
$595K - $660K
|
80.3K
$4.05M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10.8KNew |
$422K - $468K
|
10.8K
$543K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.63K+ 123.4% |
$377K - $418K
|
17.4K
$878K
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
9.22KNew |
$361K - $400K
|
9.22K
$464K
|
|
|
Apr 19, 2024
Q1 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
7.38K+ 8.03% |
$289K - $320K
|
99.3K
$5M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.38K+ 279.04% |
$289K - $320K
|
10K
$505K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.85KNew |
$268K - $297K
|
6.85K
$345K
|
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
5.65K+ 186.85% |
$221K - $245K
|
8.68K
$437K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.9K+ 2.68% |
$192K - $212K
|
188K
$9.46M
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
4.47K+ 14.88% |
$175K - $194K
|
34.5K
$1.74M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.31K+ 25.48% |
$169K - $187K
|
21.2K
$1.07M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
3.5KNew |
$137K - $152K
|
3.5K
$176K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.09K+ 56.62% |
$121K - $134K
|
8.54K
$430K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.92K+ 351.38% |
$114K - $127K
|
3.75K
$189K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
2.64K+ 1332.32% |
$103K - $114K
|
2.84K
$143K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
1.78K+ 29.66% |
$69.8K - $77.3K
|
7.79K
$393K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.5KNew |
$58.5K - $64.9K
|
1.5K
$75.3K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.48K+ 3.11% |
$57.7K - $64K
|
48.9K
$2.46M
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
1.34K+ 27.28% |
$52.6K - $58.3K
|
6.27K
$316K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.33K+ 11.05% |
$52K - $57.7K
|
13.4K
$673K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.18K+ 235.0% |
$46K - $51K
|
1.68K
$84.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
950+ 23.75% |
$37.2K - $41.2K
|
4.95K
$249K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
945+ 5.92% |
$37K - $41K
|
16.9K
$851K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
728+ 5.05% |
$28.5K - $31.6K
|
15.1K
$762K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
580New |
$22.7K - $25.2K
|
580
$29.2K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
405+ 19.73% |
$15.8K - $17.6K
|
2.46K
$124K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
334+ 6.94% |
$13.1K - $14.5K
|
5.15K
$259K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
252+ 2.31% |
$9.86K - $10.9K
|
11.1K
$561K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
200+ 26.67% |
$7.82K - $8.68K
|
950
$47.8K
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
135+ 2.73% |
$5.28K - $5.86K
|
5.08K
$256K
|
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
80+ 0.63% |
$3.13K - $3.47K
|
12.9K
$648K
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
BUY
|
- |
59+ 0.61% |
$2.31K - $2.56K
|
9.7K
$489K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
48+ 3.04% |
$1.88K - $2.08K
|
1.63K
$82K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
36+ 0.72% |
$1.41K - $1.56K
|
5.01K
$252K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
20+ 0.7% |
$782 - $868
|
2.89K
$145K
|