Purchases and Sales Made in Q1 2025 in Ishares Tr Genomics Immunology (IDNA)
This table provides information about the institutional ownership of Ishares Tr Genomics Immunology (IDNA) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES TR GENOMICS IMMUNOLOGY.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
97K+ 343.05% |
$1.99M - $2.29M
|
125K
$2.56M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
75.4K+ 17.58% |
$1.54M - $1.78M
|
504K
$10.3M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
64.2K+ 30.46% |
$1.32M - $1.52M
|
275K
$5.62M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.2K+ 5.08% |
$333K - $384K
|
336K
$6.87M
|
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
14.9K+ 5.49% |
$304K - $351K
|
285K
$5.83M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.79K+ 594.4% |
$139K - $161K
|
7.94K
$162K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.05K+ 31.68% |
$124K - $143K
|
25.2K
$514K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
4.2K+ 41.0% |
$86.1K - $99.2K
|
14.4K
$295K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.09K+ 21.42% |
$63.2K - $72.9K
|
17.5K
$357K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.88K+ 7.39% |
$58.9K - $67.9K
|
41.8K
$854K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
2.52K+ 17.23% |
$51.5K - $59.4K
|
17.1K
$350K
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
1.41K+ 1.67% |
$28.9K - $33.3K
|
85.7K
$1.75M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.12K+ 4.19% |
$22.9K - $26.4K
|
27.8K
$567K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.09K+ 8.39% |
$22.3K - $25.7K
|
14K
$287K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.05K+ 3.53% |
$21.5K - $24.8K
|
30.7K
$627K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
756+ 3.97% |
$15.5K - $17.9K
|
19.8K
$404K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
301New |
$6.17K - $7.11K
|
301
$6.15K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
163New |
$3.34K - $3.85K
|
163
$3.33K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
152+ 11.98% |
$3.11K - $3.59K
|
1.42K
$29K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
107New |
$2.19K - $2.53K
|
107
$2.19K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
85New |
$1.74K - $2.01K
|
85
$1.74K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
77+ 100.0% |
$1.58K - $1.82K
|
154
$3.15K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
3New |
$61.5 - $70.9
|
3
$61.3
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-77- 50.0% |
$1.58K - $1.82K
|
77
$1.57K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-100- 9.09% |
$2.05K - $2.36K
|
1K
$20.4K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-100- 6.84% |
$2.05K - $2.36K
|
1.36K
$27.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-123- 0.96% |
$2.52K - $2.91K
|
12.7K
$259K
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-124- 14.47% |
$2.54K - $2.93K
|
733
$15K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-298- 0.59% |
$6.11K - $7.04K
|
49.9K
$1.02M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-500- 4.4% |
$10.2K - $11.8K
|
10.9K
$222K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-542- 0.73% |
$11.1K - $12.8K
|
73.5K
$1.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-1.1K- 2.47% |
$22.5K - $25.9K
|
43.4K
$886K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.9K- 71.69% |
$59.3K - $68.4K
|
1.14K
$23.4K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.15K- 7.18% |
$106K - $122K
|
66.7K
$1.36M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.8K- 52.39% |
$263K - $303K
|
11.7K
$238K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-56.7K- 58.8% |
$1.16M - $1.34M
|
39.7K
$811K
|