Purchases and Sales Made in Q4 2024 in Ishares Tr (IAT)
This table provides information about the institutional ownership of Ishares Tr (IAT) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
221K+ 80.87% |
$10.2M - $12.5M
|
493K
$25.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
214KNew |
$9.84M - $12.1M
|
214K
$10.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
152KNew |
$6.98M - $8.63M
|
152K
$7.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
139KNew |
$6.43M - $7.94M
|
139K
$7.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
139K+ 885.37% |
$6.39M - $7.9M
|
154K
$7.91M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
126KNew |
$5.81M - $7.18M
|
126K
$6.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
104KNew |
$4.77M - $5.89M
|
104K
$5.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
BUY
|
- |
104KNew |
$4.77M - $5.89M
|
104K
$5.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
76.1K+ 495.06% |
$3.51M - $4.33M
|
91.5K
$4.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
67.7K+ 65.66% |
$3.12M - $3.85M
|
171K
$8.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
63.2K+ 42.2% |
$2.91M - $3.59M
|
213K
$10.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
62.9K+ 23.55% |
$2.9M - $3.58M
|
330K
$16.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
61.4KNew |
$2.83M - $3.49M
|
61.4K
$3.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
56.8K+ 11.31% |
$2.62M - $3.23M
|
559K
$28.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
47.9KNew |
$2.2M - $2.72M
|
47.9K
$2.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
43KNew |
$1.98M - $2.45M
|
43K
$2.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
41.9KNew |
$1.93M - $2.38M
|
41.9K
$2.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
40.5K+ 136.54% |
$1.86M - $2.3M
|
70.1K
$3.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
39.7KNew |
$1.83M - $2.26M
|
39.7K
$2.03M
|
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
33.1KNew |
$1.53M - $1.88M
|
33.1K
$1.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
24.5KNew |
$1.13M - $1.39M
|
24.5K
$1.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
23.8K+ 232.16% |
$1.1M - $1.35M
|
34K
$1.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
23.7K+ 27.62% |
$1.09M - $1.35M
|
109K
$5.6M
|
|
|
Jan 07, 2025
Q4 2024
|
Spence Asset Management
|
BUY
|
- |
21.2KNew |
$977K - $1.21M
|
21.2K
$1.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
20KNew |
$922K - $1.14M
|
20K
$1.02M
|
|
|
Jan 27, 2025
Q4 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
20KNew |
$920K - $1.14M
|
20K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
19.3KNew |
$889K - $1.1M
|
19.3K
$988K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
17.6K+ 9.63% |
$810K - $1M
|
200K
$10.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
15.1K+ 1089.47% |
$696K - $859K
|
16.5K
$844K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.9K+ 7.7% |
$688K - $849K
|
209K
$10.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.6K+ 51.35% |
$673K - $831K
|
43K
$2.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
14KNew |
$644K - $795K
|
14K
$715K
|
|
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
12.5KNew |
$577K - $713K
|
12.5K
$641K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
11.9KNew |
$548K - $677K
|
11.9K
$609K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
11.7KNew |
$540K - $667K
|
11.7K
$600K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
10.1KNew |
$463K - $572K
|
10.1K
$515K
|
|
|
Feb 07, 2025
Q4 2024
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
9.59KNew |
$442K - $546K
|
9.59K
$491K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.44K+ 11.75% |
$435K - $537K
|
89.8K
$4.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
9KNew |
$415K - $512K
|
9K
$461K
|
|
|
Feb 10, 2025
Q4 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
8.99KNew |
$414K - $512K
|
8.99K
$460K
|
|
|
Feb 19, 2025
Q4 2024
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
8.68KNew |
$400K - $494K
|
8.68K
$445K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
8.14KNew |
$375K - $463K
|
8.14K
$417K
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
7.26KNew |
$335K - $413K
|
7.26K
$372K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
6.82KNew |
$314K - $388K
|
6.82K
$349K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.77K+ 19.64% |
$312K - $385K
|
41.3K
$2.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
6.59K+ 29.77% |
$303K - $375K
|
28.7K
$1.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.5K+ 322.65% |
$299K - $370K
|
8.51K
$436K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.84K+ 5.22% |
$269K - $332K
|
118K
$6.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5.75KNew |
$265K - $327K
|
5.75K
$294K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.06KNew |
$233K - $288K
|
5.06K
$259K
|