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 |
---|---|---|---|---|---|---|---|
Jul 30, 2024
Q2 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
524New |
$57.5K - $62.9K
|
524
$72.6K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-45- 17.93% |
$4.94K - $5.41K
|
206
$28.5K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
110New |
$12.1K - $13.2K
|
110
$15.2K
|
|
Jul 30, 2024
Q2 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
346+ 15.94% |
$38K - $41.6K
|
2.52K
$349K
|
|
Jul 30, 2024
Q2 2024
|
Q3 Asset Management
|
SELL
|
- |
-2.99K- 19.98% |
$328K - $360K
|
12K
$1.66M
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.79KNew |
$196K - $215K
|
1.79K
$248K
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
15.3KNew |
$1.68M - $1.84M
|
15.3K
$2.12M
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-421- 2.59% |
$46.2K - $50.6K
|
15.8K
$2.19M
|
|
Jul 29, 2024
Q2 2024
|
West End Advisors, LLC
|
BUY
|
- |
785KNew |
$86.2M - $94.4M
|
785K
$109M
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-250- 39.0% |
$27.4K - $30K
|
391
$54.1K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.77KNew |
$194K - $213K
|
1.77K
$245K
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
37New |
$4.06K - $4.44K
|
37
$5.12K
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
4.91KNew |
$538K - $589K
|
4.91K
$680K
|
|
Jul 24, 2024
Q2 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
51+ 1.21% |
$5.59K - $6.13K
|
4.27K
$591K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
225New |
$24.7K - $27K
|
225
$31.2K
|
|
Jul 23, 2024
Q2 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
8.98K+ 13.39% |
$985K - $1.08M
|
76.1K
$10.5M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.79K+ 155.72% |
$964K - $1.06M
|
14.4K
$2M
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
161New |
$17.7K - $19.3K
|
161
$22.3K
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
64New |
$7.02K - $7.69K
|
64
$8.86K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-303K- 99.64% |
$33.2M - $36.4M
|
1.09K
$151K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.17KNew |
$128K - $140K
|
1.17K
$161K
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.71KNew |
$736K - $806K
|
6.71K
$929K
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-239- 4.1% |
$26.2K - $28.7K
|
5.59K
$774K
|
|
Jul 16, 2024
Q2 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-872- 3.44% |
$95.7K - $105K
|
24.5K
$3.39M
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
25New |
$2.74K - $3K
|
25
$3.46K
|
|
Q1 2024 | |||||||
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
20.9KNew |
$2.17M - $2.43M
|
20.9K
$2.9M
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
173New |
$17.9K - $20.1K
|
173
$24K
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
19New |
$1.97K - $2.2K
|
19
$2.63K
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
31New |
$3.21K - $3.6K
|
31
$4.29K
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
39New |
$4.04K - $4.52K
|
39
$5.4K
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
880New |
$91.2K - $102K
|
880
$122K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.11KNew |
$218K - $244K
|
2.11K
$292K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.5K- 16.92% |
$155K - $174K
|
7.36K
$1.02M
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-49- 17.5% |
$5.08K - $5.68K
|
231
$32K
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
69New |
$7.15K - $8K
|
69
$9.56K
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
19New |
$1.97K - $2.2K
|
19
$2.63K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.04K- 90.87% |
$107K - $120K
|
104
$14.4K
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-23- 3.25% |
$2.38K - $2.67K
|
685
$94.9K
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11.5K+ 100.99% |
$1.19M - $1.33M
|
22.9K
$3.17M
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
500New |
$51.8K - $58K
|
500
$69.2K
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
76New |
$7.88K - $8.82K
|
76
$10.5K
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
22New |
$2.28K - $2.55K
|
22
$3.05K
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
97+ 5.9% |
$10.1K - $11.3K
|
1.74K
$241K
|
|
Apr 19, 2024
Q1 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
3KNew |
$311K - $348K
|
3K
$416K
|
|
Q4 2023 | |||||||
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
100New |
$8.52K - $10.9K
|
100
$13.8K
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
38New |
$3.24K - $4.15K
|
38
$5.26K
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-4.24K- 26.85% |
$361K - $462K
|
11.5K
$1.6M
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-25- 33.33% |
$2.13K - $2.73K
|
50
$6.92K
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
16.3KNew |
$1.39M - $1.77M
|
16.3K
$2.25M
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
443New |
$37.7K - $48.3K
|
443
$61.3K
|