Purchases and Sales Made in Q4 2023 in Ishares Tr Genomics Immunology (IDNA)
This table provides information about the institutional ownership of Ishares Tr Genomics Immunology (IDNA) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
331K+ 212.19% |
$5.74M - $7.7M
|
486K
$12.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
53.6KNew |
$931K - $1.25M
|
53.6K
$1.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.4K+ 88.24% |
$319K - $428K
|
39.2K
$971K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11.7KNew |
$203K - $272K
|
11.7K
$289K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
9KNew |
$156K - $210K
|
9K
$223K
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
8.85KNew |
$154K - $206K
|
8.85K
$219K
|
|
|
Feb 05, 2024
Q4 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
4.73K+ 12.85% |
$82.1K - $110K
|
41.5K
$1.03M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.14K+ 17.63% |
$71.9K - $96.4K
|
27.6K
$685K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.79K+ 5.42% |
$65.8K - $88.3K
|
73.7K
$1.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.79KNew |
$65.8K - $88.3K
|
3.79K
$93.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.63K+ 8.01% |
$63K - $84.6K
|
49K
$1.21M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.59KNew |
$45K - $60.3K
|
2.59K
$64.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.47K+ 22.85% |
$42.8K - $57.4K
|
13.3K
$329K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.93K+ 7.36% |
$33.5K - $44.9K
|
28.1K
$697K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
1.24K+ 1.07% |
$21.6K - $28.9K
|
118K
$2.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.02K+ 1.04% |
$17.8K - $23.8K
|
99.8K
$2.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
656+ 1.23% |
$11.4K - $15.3K
|
54.1K
$1.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
588+ 2.29% |
$10.2K - $13.7K
|
26.3K
$651K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
563+ 5.24% |
$9.78K - $13.1K
|
11.3K
$280K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
502+ 197.64% |
$8.72K - $11.7K
|
756
$18.7K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
225+ 34.56% |
$3.91K - $5.24K
|
876
$21.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
210+ 2.01% |
$3.65K - $4.89K
|
10.6K
$264K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
193+ 64.33% |
$3.35K - $4.5K
|
493
$12.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
181New |
$3.14K - $4.22K
|
181
$4.49K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
110New |
$1.91K - $2.56K
|
110
$2.73K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
82New |
$1.42K - $1.91K
|
82
$2.03K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
82New |
$1.42K - $1.91K
|
82
$2.03K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
25New |
$434 - $583
|
25
$620
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
6+ 0.71% |
$104 - $140
|
849
$21K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.43% |
$17.4 - $23.3
|
234
$5.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-94- 4.82% |
$1.63K - $2.19K
|
1.86K
$46K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-219- 12.07% |
$3.8K - $5.1K
|
1.6K
$39.5K
|
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-233- 1.57% |
$4.05K - $5.43K
|
14.6K
$362K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-525- 64.34% |
$9.12K - $12.2K
|
291
$7.21K
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-719- 7.14% |
$12.5K - $16.8K
|
9.35K
$232K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-774- 6.94% |
$13.4K - $18K
|
10.4K
$257K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.02K- 7.01% |
$17.8K - $23.9K
|
13.6K
$337K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.08K- 21.87% |
$18.8K - $25.2K
|
3.86K
$95.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.61K- 3.08% |
$27.9K - $37.4K
|
50.5K
$1.25M
|
|
|
Feb 05, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-2.13K- 5.18% |
$36.9K - $49.6K
|
38.9K
$965K
|
|
|
Aug 28, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-2.13K- 5.18% |
$36.9K - $49.6K
|
38.9K
$965K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.49K- 11.22% |
$43.3K - $58.1K
|
19.7K
$489K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.58K- 11.07% |
$62.2K - $83.4K
|
28.8K
$713K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-3.94K- 18.38% |
$68.4K - $91.8K
|
17.5K
$434K
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-9.36K- 39.03% |
$163K - $218K
|
14.6K
$363K
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-9.73K- 32.16% |
$169K - $227K
|
20.5K
$509K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-10.6K- 32.02% |
$184K - $247K
|
22.5K
$558K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-10.7K- 8.32% |
$186K - $249K
|
118K
$2.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-28.4K- 19.4% |
$493K - $661K
|
118K
$2.92M
|