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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-30- 0.53% |
$1.38K - $1.71K
|
5.6K
$287K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-31- 0.55% |
$1.43K - $1.76K
|
5.66K
$290K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-35- 0.62% |
$1.61K - $1.99K
|
5.64K
$289K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-50- 4.35% |
$2.3K - $2.85K
|
1.1K
$56.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-50- 0.95% |
$2.3K - $2.85K
|
5.2K
$266K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-92- 6.62% |
$4.24K - $5.23K
|
1.3K
$66.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-105- 0.59% |
$4.84K - $5.97K
|
17.7K
$905K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-163- 1.44% |
$7.51K - $9.27K
|
11.2K
$573K
|
|
|
Feb 07, 2025
Q4 2024
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-174- 1.98% |
$8.02K - $9.9K
|
8.63K
$442K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-233- 0.75% |
$10.7K - $13.3K
|
30.9K
$1.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-236- 7.17% |
$10.9K - $13.4K
|
3.06K
$156K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-239- 16.72% |
$11K - $13.6K
|
1.19K
$60.9K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-500- 12.84% |
$23K - $28.5K
|
3.39K
$174K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-500- 28.14% |
$23K - $28.5K
|
1.28K
$65.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-633- 66.28% |
$29.2K - $36K
|
322
$16.5K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-640- 11.4% |
$29.5K - $36.4K
|
4.98K
$255K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-659- 1.11% |
$30.4K - $37.5K
|
58.8K
$3.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-1.14K- 18.87% |
$52.4K - $64.7K
|
4.89K
$250K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.15K- 22.83% |
$53K - $65.5K
|
3.89K
$199K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.38K- 41.86% |
$63.4K - $78.3K
|
1.91K
$97.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.69K- 8.32% |
$77.8K - $96K
|
18.6K
$952K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
SELL
|
- |
-1.7K- 5.49% |
$78.2K - $96.6K
|
29.2K
$1.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.75K- 99.94% |
$80.4K - $99.3K
|
1
$51.2
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.29K- 8.78% |
$105K - $130K
|
23.7K
$1.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2.38K- 48.35% |
$110K - $136K
|
2.55K
$130K
|
|
|
Jan 31, 2025
Q4 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-2.53K- 4.01% |
$116K - $144K
|
60.5K
$3.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.65K- 40.53% |
$122K - $151K
|
3.89K
$199K
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-4.11K- 14.12% |
$189K - $234K
|
25K
$1.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-5.8K- 2.41% |
$267K - $330K
|
235K
$12M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-5.92K- 9.9% |
$273K - $337K
|
53.9K
$2.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-6.16K- 54.05% |
$284K - $350K
|
5.24K
$268K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.14K- 19.12% |
$329K - $406K
|
30.2K
$1.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-8.99K- 37.56% |
$414K - $511K
|
14.9K
$765K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-9.83K- 37.4% |
$453K - $559K
|
16.5K
$842K
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-10.3K- 50.34% |
$476K - $588K
|
10.2K
$522K
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-11.7K- 62.55% |
$539K - $665K
|
7K
$358K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-20.4K- 19.46% |
$940K - $1.16M
|
84.4K
$4.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-22.2K- 6.07% |
$1.02M - $1.26M
|
343K
$17.5M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-29.3K- 78.45% |
$1.35M - $1.67M
|
8.05K
$412K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-32.2K- 69.24% |
$1.48M - $1.83M
|
14.3K
$733K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-34.8K- 43.52% |
$1.6M - $1.98M
|
45.1K
$2.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-52K- 30.8% |
$2.4M - $2.96M
|
117K
$5.98M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-78.4K- 40.8% |
$3.61M - $4.46M
|
114K
$5.83M
|