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 13, 2025
Q4 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
4.79KNew |
$221K - $272K
|
4.79K
$245K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.52KNew |
$208K - $257K
|
4.52K
$231K
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
4.09KNew |
$188K - $233K
|
4.09K
$209K
|
|
|
Feb 06, 2025
Q4 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
3.87K+ 32.39% |
$178K - $220K
|
15.8K
$810K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
3KNew |
$138K - $171K
|
3K
$154K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
2.74K+ 4.82% |
$126K - $156K
|
59.5K
$3.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.46K+ 4.76% |
$113K - $140K
|
54.2K
$2.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.3K+ 22.98% |
$106K - $131K
|
12.3K
$631K
|
|
|
Jan 31, 2025
Q4 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
1.36K+ 1.58% |
$62.8K - $77.6K
|
87.8K
$4.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.36K+ 3.76% |
$62.6K - $77.3K
|
37.4K
$1.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.23KNew |
$56.4K - $69.7K
|
1.23K
$62.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1KNew |
$46.1K - $56.9K
|
1K
$51.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
940+ 38.07% |
$43.3K - $53.5K
|
3.41K
$175K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
876+ 12.46% |
$40.4K - $49.8K
|
7.91K
$405K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
800New |
$36.9K - $45.5K
|
800
$41K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
800New |
$36.9K - $45.5K
|
800
$41K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
694+ 1.06% |
$32K - $39.5K
|
66.3K
$3.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
595+ 13.79% |
$27.4K - $33.9K
|
4.91K
$251K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
467New |
$21.5K - $26.6K
|
467
$23.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
400New |
$18.4K - $22.8K
|
400
$20.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
360New |
$16.6K - $20.5K
|
360
$18.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
280New |
$12.9K - $15.9K
|
280
$14.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
260New |
$12K - $14.8K
|
260
$13.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
248New |
$11.4K - $14.1K
|
248
$12.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
220New |
$10.1K - $12.5K
|
220
$11.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
200New |
$9.21K - $11.4K
|
200
$10.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
139+ 514.81% |
$6.4K - $7.91K
|
166
$8.5K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
100+ 1.3% |
$4.61K - $5.69K
|
7.81K
$400K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
100New |
$4.61K - $5.69K
|
100
$5.12K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
91+ 0.89% |
$4.19K - $5.18K
|
10.3K
$525K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
77+ 9.2% |
$3.55K - $4.38K
|
914
$46.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
71New |
$3.27K - $4.04K
|
71
$3.63K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
69+ 0.7% |
$3.18K - $3.93K
|
9.92K
$508K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
66+ 4.72% |
$3.04K - $3.76K
|
1.46K
$74.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
50New |
$2.3K - $2.85K
|
50
$2.56K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
41+ 0.8% |
$1.89K - $2.33K
|
5.15K
$263K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
BUY
|
- |
40+ 0.25% |
$1.84K - $2.28K
|
15.8K
$806K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
39+ 0.63% |
$1.8K - $2.22K
|
6.26K
$321K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
24+ 0.82% |
$1.11K - $1.37K
|
2.97K
$152K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
19+ 0.81% |
$875 - $1.08K
|
2.37K
$121K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
12+ 0.18% |
$553 - $683
|
6.64K
$340K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
9+ 0.85% |
$415 - $512
|
1.07K
$54.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
4+ 0.76% |
$184 - $228
|
530
$27.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1+ 0.68% |
$46.1 - $56.9
|
149
$7.63K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1+ 2.78% |
$46.1 - $56.9
|
37
$1.89K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1- 1.06% |
$46.1 - $56.9
|
93
$4.76K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1- 0.02% |
$46.1 - $56.9
|
5.11K
$261K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-11- 0.12% |
$507 - $626
|
9.19K
$471K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-17- 1.37% |
$783 - $967
|
1.22K
$62.5K
|