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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
1.15K+ 1.6% |
$133K - $148K
|
72.8K
$10.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
328+ 13.03% |
$38K - $42.2K
|
2.85K
$402K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
19+ 27.54% |
$2.2K - $2.45K
|
88
$12.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-269- 24.77% |
$31.1K - $34.6K
|
817
$115K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
650+ 94.89% |
$75.2K - $83.7K
|
1.34K
$189K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
323+ 6.58% |
$37.4K - $41.6K
|
5.23K
$739K
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.8KNew |
$208K - $232K
|
1.8K
$254K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.75K- 71.05% |
$550K - $611K
|
1.94K
$273K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-70- 3.14% |
$8.1K - $9.01K
|
2.16K
$305K
|
|
|
Nov 12, 2024
Q3 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
6+ 0.24% |
$694 - $772
|
2.51K
$355K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-24.7K- 3.07% |
$2.85M - $3.17M
|
779K
$110M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
519+ 15.13% |
$60.1K - $66.8K
|
3.95K
$558K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.88KNew |
$333K - $370K
|
2.88K
$406K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
77New |
$8.91K - $9.91K
|
77
$10.9K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-158- 4.88% |
$18.3K - $20.3K
|
3.08K
$435K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.33K+ 3.93% |
$617K - $686K
|
141K
$19.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.63K- 5.48% |
$189K - $210K
|
28.1K
$3.98M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
81New |
$9.37K - $10.4K
|
81
$11.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
359+ 2.49% |
$41.5K - $46.2K
|
14.8K
$2.09M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
39New |
$4.51K - $5.02K
|
39
$5.51K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-28- 17.39% |
$3.24K - $3.6K
|
133
$18.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
48.8KNew |
$5.65M - $6.29M
|
48.8K
$6.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-55- 0.36% |
$6.37K - $7.08K
|
15.3K
$2.16M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
4.29KNew |
$496K - $552K
|
4.29K
$606K
|
|
|
Nov 06, 2024
Q3 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
1.69K+ 2.22% |
$195K - $217K
|
77.7K
$11M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.11K+ 0.49% |
$707K - $786K
|
1.26M
$177M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-4.69K- 1.9% |
$542K - $603K
|
242K
$34.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
20.6KNew |
$2.38M - $2.65M
|
20.6K
$2.91M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
496+ 16.44% |
$57.4K - $63.9K
|
3.51K
$496K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.26% |
$116 - $129
|
392
$55.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-3.78K- 15.43% |
$437K - $486K
|
20.7K
$2.93M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.53KNew |
$293K - $326K
|
2.53K
$358K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
12.3KNew |
$1.42M - $1.58M
|
12.3K
$1.73M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
26.2K+ 24.34% |
$3.04M - $3.38M
|
134K
$18.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.51K+ 59.2% |
$985K - $1.1M
|
22.9K
$3.23M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.43% |
$116 - $129
|
232
$32.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-842- 12.55% |
$97.4K - $108K
|
5.87K
$829K
|
|
|
Oct 30, 2024
Q3 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
81.6KNew |
$9.44M - $10.5M
|
81.6K
$11.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
308+ 2.17% |
$35.6K - $39.7K
|
14.5K
$2.05M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
822KNew |
$95.1M - $106M
|
822K
$116M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
306New |
$35.4K - $39.4K
|
306
$43.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
28+ 73.68% |
$3.24K - $3.6K
|
66
$9.33K
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-105- 4.12% |
$12.2K - $13.5K
|
2.45K
$346K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1+ 0.96% |
$116 - $129
|
105
$14.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-1.89K- 28.61% |
$218K - $243K
|
4.71K
$666K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
12+ 6.0% |
$1.39K - $1.54K
|
212
$30K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
82+ 4.63% |
$9.49K - $10.6K
|
1.85K
$262K
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
147+ 0.93% |
$17K - $18.9K
|
16K
$2.26M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
85New |
$9.84K - $10.9K
|
85
$12K
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-53- 1.24% |
$6.13K - $6.82K
|
4.21K
$595K
|