Purchases and Sales Made in Q2 2024 in Ishares Tr (IAT)
This table provides information about the institutional ownership of Ishares Tr (IAT) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2+ 0.11% |
$78.3 - $87.3
|
1.75K
$88.8K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2+ 1.0% |
$78.3 - $87.3
|
202
$10.3K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.04% |
$78.3 - $87.3
|
5.24K
$267K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1+ 0.68% |
$39.2 - $43.7
|
148
$7.53K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.6% |
$39.2 - $43.7
|
168
$8.54K
|
|
|
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
|
- |
-1- 0.12% |
$39.2 - $43.7
|
839
$42.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1- 0.32% |
$39.2 - $43.7
|
314
$16K
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2- 0.02% |
$78.3 - $87.3
|
11.1K
$567K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-17- 32.08% |
$666 - $742
|
36
$1.83K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-20- 0.37% |
$783 - $873
|
5.37K
$273K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-42- 2.58% |
$1.65K - $1.83K
|
1.59K
$80.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-69- 71.13% |
$2.7K - $3.01K
|
28
$1.42K
|
|
|
Jul 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-82- 24.19% |
$3.21K - $3.58K
|
257
$13.1K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-100- 6.15% |
$3.92K - $4.37K
|
1.53K
$77.5K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-100- 1.43% |
$3.92K - $4.37K
|
6.9K
$351K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-105- 0.72% |
$4.11K - $4.58K
|
14.5K
$737K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-140- 1.1% |
$5.48K - $6.11K
|
12.5K
$637K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-200- 3.68% |
$7.83K - $8.73K
|
5.24K
$267K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-205- 8.99% |
$8.03K - $8.95K
|
2.08K
$106K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-206- 5.49% |
$8.07K - $8.99K
|
3.55K
$180K
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-250- 4.67% |
$9.79K - $10.9K
|
5.11K
$260K
|
|
|
Aug 12, 2024
Q2 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-260- 0.41% |
$10.2K - $11.3K
|
63.2K
$3.21M
|
|
|
Jul 18, 2024
Q2 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-280- 1.72% |
$11K - $12.2K
|
16K
$815K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-290- 17.31% |
$11.4K - $12.7K
|
1.39K
$70.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-400- 45.71% |
$15.7K - $17.5K
|
475
$24.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-475- 9.28% |
$18.6K - $20.7K
|
4.65K
$236K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-658- 0.18% |
$25.8K - $28.7K
|
361K
$18.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-700- 12.28% |
$27.4K - $30.6K
|
5K
$254K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
SELL
|
- |
-820- 2.5% |
$32.1K - $35.8K
|
31.9K
$1.62M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.02K- 63.53% |
$40K - $44.6K
|
586
$29.8K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-1.04K- 17.34% |
$40.6K - $45.3K
|
4.94K
$251K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.04K- 2.71% |
$40.9K - $45.6K
|
37.5K
$1.91M
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-1.14K- 1.81% |
$44.5K - $49.6K
|
61.7K
$3.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.19K- 14.99% |
$46.5K - $51.8K
|
6.73K
$342K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-1.3K- 25.03% |
$50.9K - $56.7K
|
3.89K
$198K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-1.52K- 5.67% |
$59.5K - $66.3K
|
25.3K
$1.29M
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.02K- 21.93% |
$79.3K - $88.3K
|
7.21K
$366K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.3K- 5.72% |
$90.2K - $101K
|
38K
$1.93M
|
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-2.36K- 6.18% |
$92.2K - $103K
|
35.7K
$1.82M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.57K- 6.49% |
$100K - $112K
|
37K
$1.88M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.69K- 28.79% |
$105K - $117K
|
6.64K
$338K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.06K- 1.63% |
$120K - $133K
|
185K
$9.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.52K- 10.68% |
$138K - $154K
|
29.4K
$1.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.6K- 52.63% |
$141K - $157K
|
3.24K
$165K
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-4.04K- 6.29% |
$158K - $176K
|
60.2K
$3.06M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.95K- 14.16% |
$233K - $260K
|
36K
$1.83M
|
|
|
Aug 05, 2024
Q2 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-6.92KClosed |
$271K - $302K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-7.16K- 4.21% |
$280K - $312K
|
163K
$8.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-7.5K- 11.17% |
$294K - $327K
|
59.6K
$3.03M
|