Purchases and Sales Made in Q3 2024 in Ishares Tr Genomics Immunology (IDNA)
This table provides information about the institutional ownership of Ishares Tr Genomics Immunology (IDNA) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
95.5K+ 28.31% |
$2.18M - $2.43M
|
433K
$9.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
18K+ 5.79% |
$411K - $458K
|
328K
$7.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12K+ 55.91% |
$275K - $307K
|
33.6K
$735K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
10.3KNew |
$234K - $261K
|
10.3K
$225K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9.5KNew |
$217K - $242K
|
9.5K
$208K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
8.59KNew |
$196K - $219K
|
8.59K
$188K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.06K+ 7.76% |
$24.2K - $27K
|
14.7K
$322K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
612New |
$14K - $15.6K
|
612
$13.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
426+ 28.48% |
$9.74K - $10.9K
|
1.92K
$42.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
370+ 0.68% |
$8.46K - $9.43K
|
55.2K
$1.21M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
206New |
$4.71K - $5.25K
|
206
$4.51K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
166+ 7.65% |
$3.79K - $4.23K
|
2.34K
$51.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
78+ 1.99% |
$1.78K - $1.99K
|
4.01K
$87.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-88- 0.77% |
$2.01K - $2.24K
|
11.3K
$248K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-100- 28.57% |
$2.29K - $2.55K
|
250
$5.48K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-104- 0.36% |
$2.38K - $2.65K
|
28.4K
$623K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-112- 0.77% |
$2.56K - $2.85K
|
14.4K
$315K
|
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-180- 0.38% |
$4.11K - $4.59K
|
47.2K
$1.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-200- 94.34% |
$4.57K - $5.1K
|
12
$263
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-207- 0.89% |
$4.73K - $5.28K
|
23K
$504K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-215- 20.09% |
$4.91K - $5.48K
|
855
$18.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-538- 2.58% |
$12.3K - $13.7K
|
20.3K
$446K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-759- 6.2% |
$17.4K - $19.3K
|
11.5K
$251K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-807- 2.93% |
$18.4K - $20.6K
|
26.7K
$585K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.07K- 6.26% |
$24.5K - $27.3K
|
16K
$351K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.38K- 70.32% |
$31.6K - $35.2K
|
583
$12.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.38K- 70.32% |
$31.6K - $35.2K
|
583
$12.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
SELL
|
- |
-2.86K- 16.4% |
$65.4K - $73K
|
14.6K
$320K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.92K- 4.04% |
$66.7K - $74.4K
|
69.3K
$1.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.32K- 27.23% |
$75.9K - $84.6K
|
8.87K
$194K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.64K- 9.77% |
$106K - $118K
|
42.8K
$937K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-16.1K- 31.58% |
$368K - $411K
|
34.9K
$764K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-18.9K- 24.54% |
$432K - $482K
|
58.1K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-70.8K- 55.01% |
$1.62M - $1.8M
|
57.9K
$1.27M
|