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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
16+ 0.7% |
$626 - $694
|
2.31K
$122K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
12+ 0.75% |
$469 - $521
|
1.61K
$84.9K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
9+ 0.68% |
$352 - $390
|
1.33K
$70.3K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
7+ 0.68% |
$274 - $304
|
1.04K
$55.1K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5+ 10.42% |
$196 - $217
|
53
$2.8K
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
3+ 0.89% |
$117 - $130
|
339
$17.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2+ 0.09% |
$78.2 - $86.8
|
2.28K
$120K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.39% |
$78.2 - $86.8
|
519
$27.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
2+ 1.21% |
$78.2 - $86.8
|
167
$8.82K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1+ 0.5% |
$39.1 - $43.4
|
200
$10.6K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.02% |
$39.1 - $43.4
|
5.24K
$277K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 1.04% |
$39.1 - $43.4
|
97
$5.12K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$39.1 - $43.4
|
14.6K
$771K
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.98% |
$39.1 - $43.4
|
103
$5.44K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-5- 1.96% |
$196 - $217
|
250
$13.2K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6- 0.01% |
$235 - $260
|
40.3K
$2.13M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-8- 0.94% |
$313 - $347
|
840
$44.4K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-10- 0.08% |
$391 - $434
|
12.7K
$669K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-49- 2.73% |
$1.92K - $2.13K
|
1.74K
$92.1K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-57- 5.39% |
$2.23K - $2.47K
|
1K
$52.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-88- 12.38% |
$3.44K - $3.82K
|
623
$32.9K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-139- 2.64% |
$5.44K - $6.03K
|
5.12K
$270K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-211- 40.11% |
$8.25K - $9.15K
|
315
$16.6K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-225- 16.36% |
$8.8K - $9.76K
|
1.15K
$60.7K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-233- 21.03% |
$9.11K - $10.1K
|
875
$46.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-267- 8.76% |
$10.4K - $11.6K
|
2.78K
$147K
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
SELL
|
- |
-283- 0.86% |
$11.1K - $12.3K
|
32.8K
$1.73M
|
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-325- 6.24% |
$12.7K - $14.1K
|
4.89K
$258K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-325- 16.67% |
$12.7K - $14.1K
|
1.63K
$85.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-342- 0.88% |
$13.4K - $14.8K
|
38.5K
$2.04M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-496- 6.12% |
$19.4K - $21.5K
|
7.61K
$402K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-519- 13.44% |
$20.3K - $22.5K
|
3.34K
$177K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-580- 9.63% |
$22.7K - $25.2K
|
5.44K
$287K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-746- 7.4% |
$29.2K - $32.4K
|
9.33K
$493K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-800- 88.89% |
$31.3K - $34.7K
|
100
$5.28K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-800- 46.95% |
$31.3K - $34.7K
|
904
$47.7K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-841- 12.33% |
$32.9K - $36.5K
|
5.98K
$316K
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-879- 15.21% |
$34.4K - $38.1K
|
4.9K
$259K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-891- 14.7% |
$34.9K - $38.7K
|
5.17K
$273K
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
SELL
|
- |
-950- 9.61% |
$37.2K - $41.2K
|
8.94K
$472K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.01K- 74.28% |
$39.6K - $43.9K
|
350
$18.5K
|
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.09K- 17.5% |
$42.5K - $47.2K
|
5.13K
$271K
|
|
|
Apr 03, 2024
Q1 2024
|
Dentgroup LLC
|
SELL
|
- |
-1.26K- 4.43% |
$49.2K - $54.6K
|
27.2K
$1.44M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-1.31K- 20.1% |
$51.1K - $56.7K
|
5.19K
$274K
|
|
|
May 13, 2024
Q1 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.62K- 2.49% |
$63.4K - $70.3K
|
63.4K
$3.35M
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.88K- 4.7% |
$73.5K - $81.6K
|
38.1K
$2.01M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.03K- 20.43% |
$79.5K - $88.1K
|
7.92K
$418K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-3.11K- 30.13% |
$122K - $135K
|
7.21K
$381K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3.36K- 35.78% |
$131K - $146K
|
6.03K
$319K
|