Latest Institutional Transactions on Ishares Tr Us Broker Dealers & (IAI)
This table provides information on the latest institutional transactions involving Ishares Tr Us Broker Dealers & (IAI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.45KNew |
$185K - $223K
|
1.45K
$226K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
426+ 1.15% |
$54.4K - $65.4K
|
37.6K
$5.85M
|
|
|
Jan 24, 2025
Q4 2024
|
Q3 Asset Management
|
BUY
|
- |
3.07K+ 43.24% |
$392K - $471K
|
10.2K
$1.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-528- 6.98% |
$67.4K - $81K
|
7.04K
$1.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.81KNew |
$486K - $585K
|
3.81K
$593K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-106- 0.66% |
$13.5K - $16.3K
|
15.9K
$2.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
4+ 0.28% |
$510 - $614
|
1.43K
$223K
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
292+ 3.69% |
$37.3K - $44.8K
|
8.2K
$1.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.91KNew |
$371K - $447K
|
2.91K
$453K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-44- 2.22% |
$5.61K - $6.75K
|
1.94K
$302K
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-74- 0.23% |
$9.44K - $11.4K
|
32.5K
$5.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-772- 3.73% |
$98.5K - $118K
|
19.9K
$3.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-2.12K- 7.27% |
$270K - $325K
|
27K
$4.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
523New |
$66.7K - $80.2K
|
523
$81.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-45- 1.84% |
$5.74K - $6.9K
|
2.4K
$374K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
3.24K+ 136.28% |
$413K - $497K
|
5.61K
$874K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
143+ 7.68% |
$18.2K - $21.9K
|
2.01K
$312K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-1.83K- 2.24% |
$233K - $281K
|
79.8K
$12.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-56.1K- 6.83% |
$7.16M - $8.61M
|
765K
$119M
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
612+ 3.39% |
$78.1K - $93.9K
|
18.7K
$2.91M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-6- 9.38% |
$766 - $920
|
58
$9.03K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.49KNew |
$446K - $536K
|
3.49K
$544K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.29KNew |
$292K - $351K
|
2.29K
$356K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.1K+ 94.89% |
$268K - $322K
|
4.31K
$671K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
50New |
$6.38K - $7.67K
|
50
$7.78K
|
|
|
Jan 14, 2025
Q4 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
1.75KNew |
$223K - $268K
|
1.75K
$272K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-193- 7.16% |
$24.6K - $29.6K
|
2.5K
$390K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
16.8KNew |
$2.14M - $2.57M
|
16.8K
$2.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
85.5KNew |
$10.9M - $13.1M
|
85.5K
$13.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-468- 11.22% |
$59.7K - $71.8K
|
3.7K
$576K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-7- 0.21% |
$893 - $1.07K
|
3.38K
$526K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.61KNew |
$461K - $554K
|
3.61K
$562K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
8+ 36.36% |
$1.02K - $1.23K
|
30
$4.67K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-624- 3.05% |
$72.2K - $80.3K
|
19.8K
$3.08M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
438New |
$50.7K - $56.4K
|
438
$68.2K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
19.9KNew |
$2.31M - $2.57M
|
19.9K
$3.11M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.34% |
$116 - $129
|
293
$45.6K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.32K- 13.3% |
$153K - $170K
|
8.63K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
20+ 2.03% |
$2.31K - $2.57K
|
1.01K
$157K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
86.6K+ 62.77% |
$10M - $11.2M
|
225K
$35M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
45.9K+ 4.07% |
$5.31M - $5.91M
|
1.17M
$183M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
101K+ 182.8% |
$11.7M - $13M
|
157K
$24.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
18.3K+ 244.63% |
$2.12M - $2.36M
|
25.8K
$4.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-120- 85.71% |
$13.9K - $15.4K
|
20
$3.11K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-5.1K- 13.53% |
$590K - $657K
|
32.6K
$5.07M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
487+ 12.74% |
$56.4K - $62.7K
|
4.31K
$671K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.76K- 9.93% |
$203K - $226K
|
15.9K
$2.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.71K+ 21.13% |
$545K - $606K
|
27K
$4.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
21.9K+ 47.48% |
$2.53M - $2.81M
|
67.9K
$10.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-198- 9.33% |
$22.9K - $25.5K
|
1.93K
$300K
|
|