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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.6KNew |
$317K - $440K
|
2.6K
$454K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-48- 0.61% |
$5.86K - $8.12K
|
7.81K
$1.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
483+ 3.31% |
$58.9K - $81.7K
|
15.1K
$2.63M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
456+ 100.66% |
$55.7K - $77.1K
|
909
$159K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
883+ 3.19% |
$108K - $149K
|
28.5K
$4.98M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
263K+ 236.84% |
$32.1M - $44.5M
|
374K
$65.3M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-78- 6.33% |
$9.52K - $13.2K
|
1.15K
$201K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.2KNew |
$146K - $202K
|
1.2K
$209K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.43% |
$122 - $169
|
234
$40.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-409- 17.77% |
$49.9K - $69.2K
|
1.89K
$330K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
1.3K+ 97.68% |
$159K - $221K
|
2.64K
$461K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.93KNew |
$236K - $327K
|
1.93K
$338K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-336- 12.86% |
$41K - $56.8K
|
2.28K
$397K
|
|
|
Aug 11, 2025
Q2 2025
|
Ars Investment Partners, LLC
|
BUY
|
- |
15.9KNew |
$1.94M - $2.69M
|
15.9K
$2.78M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.66K+ 9.47% |
$447K - $619K
|
42.3K
$7.38M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
39+ 26.0% |
$4.76K - $6.6K
|
189
$33K
|
|
|
Aug 11, 2025
Q2 2025
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-2.84K- 6.55% |
$346K - $480K
|
40.5K
$7.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3- 0.46% |
$366 - $507
|
652
$114K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-47- 88.68% |
$5.74K - $7.95K
|
6
$1.05K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.73% |
$122 - $169
|
138
$24.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
36+ 2.33% |
$4.39K - $6.09K
|
1.58K
$275K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.52K- 12.0% |
$551K - $764K
|
33.1K
$5.78M
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
BUY
|
- |
108+ 1.97% |
$13.2K - $18.3K
|
5.58K
$974K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-927- 12.28% |
$113K - $157K
|
6.62K
$1.16M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
112+ 141.77% |
$13.7K - $18.9K
|
191
$33.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-520- 0.84% |
$63.5K - $88K
|
61.3K
$10.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.55K+ 32.76% |
$189K - $261K
|
6.27K
$1.09M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
27.6KNew |
$3.36M - $4.66M
|
27.6K
$4.81M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-8- 0.35% |
$976 - $1.35K
|
2.29K
$400K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
1.01KNew |
$124K - $171K
|
1.01K
$177K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-80- 97.56% |
$9.76K - $13.5K
|
2
$349
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-65- 0.64% |
$7.93K - $11K
|
10.1K
$1.77M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-22- 5.88% |
$2.68K - $3.72K
|
352
$61.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-568K- 98.85% |
$69.3M - $96.1M
|
6.59K
$1.15M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.63K- 25.86% |
$321K - $445K
|
7.55K
$1.32M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
5.62K+ 377.86% |
$685K - $950K
|
7.1K
$1.24M
|
|
|
Aug 04, 2025
Q2 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
101+ 3.55% |
$12.3K - $17.1K
|
2.95K
$514K
|
|
|
Aug 01, 2025
Q2 2025
|
Belvedere Trading LLC
|
BUY
|
PUT |
22.1KNew |
$2.7M - $3.74M
|
22.1K
$3.86M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-25K- 19.47% |
$3.05M - $4.23M
|
104K
$18.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1K+ 45.61% |
$122K - $170K
|
3.2K
$559K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
69+ 4.78% |
$8.42K - $11.7K
|
1.51K
$264K
|
|
|
Jul 30, 2025
Q2 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-230- 0.23% |
$28.1K - $38.9K
|
98.2K
$17.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
380+ 299.21% |
$46.4K - $64.3K
|
507
$88.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-187- 0.95% |
$22.8K - $31.6K
|
19.5K
$3.41M
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.44KNew |
$176K - $244K
|
1.44K
$251K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.34KNew |
$163K - $226K
|
1.34K
$233K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.39K- 60.51% |
$414K - $574K
|
2.21K
$386K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.64K- 30.29% |
$932K - $1.29M
|
17.6K
$3.07M
|
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
3.49K+ 59.16% |
$426K - $590K
|
9.39K
$1.64M
|