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 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
47+ 109.3% |
$5.74K - $7.95K
|
90
$15.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-856- 0.5% |
$104K - $145K
|
169K
$29.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-498- 11.01% |
$60.8K - $84.2K
|
4.03K
$703K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
311+ 840.54% |
$38K - $52.6K
|
348
$60.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
74+ 39.15% |
$9.03K - $12.5K
|
263
$45.9K
|
|
|
Jul 23, 2025
Q2 2025
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-197- 1.01% |
$24K - $33.3K
|
19.4K
$3.38M
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-4.68K- 89.88% |
$571K - $792K
|
527
$92K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.29K- 60.82% |
$280K - $387K
|
1.48K
$258K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-4.25K- 47.87% |
$519K - $719K
|
4.63K
$808K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-242- 3.0% |
$29.5K - $40.9K
|
7.83K
$1.37M
|
|
|
Jul 21, 2025
Q2 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
108+ 2.17% |
$13.2K - $18.3K
|
5.09K
$888K
|
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
4+ 0.01% |
$488 - $677
|
31.6K
$5.51M
|
|
|
Jul 18, 2025
Q2 2025
|
Hudson Value Partners, LLC
|
SELL
|
- |
-44- 0.98% |
$5.37K - $7.44K
|
4.45K
$776K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-2.25K- 15.71% |
$274K - $380K
|
12K
$2.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-699- 10.57% |
$85.3K - $118K
|
5.92K
$1.03M
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
141New |
$17.2K - $23.8K
|
141
$24.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-18.7K- 40.14% |
$2.28M - $3.16M
|
27.8K
$4.86M
|
|
|
Jul 17, 2025
Q2 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
10.5KNew |
$1.28M - $1.77M
|
10.5K
$1.82M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
6.93KNew |
$846K - $1.17M
|
6.93K
$1.21M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-1- 0.03% |
$122 - $169
|
3.21K
$560K
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
12.3K+ 80.21% |
$1.5M - $2.08M
|
27.6K
$4.82M
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-127- 3.37% |
$15.5K - $21.5K
|
3.64K
$636K
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
13.1K+ 25.6% |
$1.6M - $2.21M
|
64.2K
$11.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
200+ 20000.0% |
$24.4K - $33.8K
|
201
$35.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-360- 0.96% |
$43.9K - $60.9K
|
37.2K
$6.5M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-97- 5.57% |
$11.8K - $16.4K
|
1.65K
$287K
|
|
|
Jul 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
64+ 0.43% |
$7.81K - $10.8K
|
14.9K
$2.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.3KNew |
$159K - $220K
|
1.3K
$227K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
304+ 8.86% |
$37.1K - $51.4K
|
3.74K
$652K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-132- 5.03% |
$16.1K - $22.3K
|
2.49K
$435K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-344- 24.87% |
$42K - $58.2K
|
1.04K
$181K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.46KNew |
$179K - $248K
|
1.46K
$256K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.12K+ 1700.0% |
$137K - $190K
|
1.19K
$207K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.63KNew |
$199K - $276K
|
1.63K
$285K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.1K+ 30.39% |
$134K - $186K
|
4.73K
$825K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.45KNew |
$177K - $245K
|
1.45K
$253K
|
|
|
Jul 09, 2025
Q2 2025
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
4.68KNew |
$571K - $791K
|
4.68K
$816K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
44New |
$5.37K - $7.44K
|
44
$7.68K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-327- 9.92% |
$39.9K - $55.3K
|
2.97K
$518K
|
|
| Q1 2025 | |||||||
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
739+ 52.41% |
$99.5K - $118K
|
2.15K
$375K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
6.13KNew |
$826K - $977K
|
6.13K
$1.07M
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-9.86K- 81.55% |
$1.33M - $1.57M
|
2.23K
$389K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
15.3K+ 76345.0% |
$2.06M - $2.43M
|
15.3K
$2.67M
|
|
|
May 15, 2025
Q1 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
4.09KNew |
$551K - $652K
|
4.09K
$714K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.54K+ 5.87% |
$611K - $723K
|
81.9K
$14.3M
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
9.77KNew |
$1.32M - $1.56M
|
9.77K
$1.7M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
16.3KNew |
$2.19M - $2.59M
|
16.3K
$2.84M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
16.3K+ 329.33% |
$2.19M - $2.59M
|
21.2K
$3.7M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.86KNew |
$385K - $456K
|
2.86K
$499K
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
1.7K+ 80.95% |
$229K - $271K
|
3.8K
$663K
|
|