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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
SELL
|
- |
-19.7K- 2.51% |
$2.28M - $2.53M
|
766K
$108M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
550New |
$63.7K - $70.8K
|
550
$77.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
4.62K+ 14.23% |
$535K - $595K
|
37.1K
$5.25M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
13.7K+ 12446.36% |
$1.58M - $1.76M
|
13.8K
$1.95M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
880New |
$102K - $113K
|
880
$124K
|
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
7.91KNew |
$916K - $1.02M
|
7.91K
$1.12M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3+ 0.84% |
$347 - $386
|
362
$51.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-31.3K- 3.43% |
$3.62M - $4.03M
|
880K
$124M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-981- 18.34% |
$114K - $126K
|
4.37K
$617K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.53K+ 11.94% |
$177K - $197K
|
14.3K
$2.02M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
36.8KNew |
$4.26M - $4.74M
|
36.8K
$5.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
24New |
$2.78K - $3.09K
|
24
$3.39K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
74+ 22.16% |
$8.56K - $9.53K
|
408
$57.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-712- 27.66% |
$82.4K - $91.7K
|
1.86K
$263K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
128K+ 3014.79% |
$14.8M - $16.4M
|
132K
$18.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
33New |
$3.82K - $4.25K
|
33
$4.66K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-261- 2.14% |
$30.2K - $33.6K
|
11.9K
$1.68M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-2.67K- 57.42% |
$309K - $344K
|
1.98K
$280K
|
|
|
Oct 11, 2024
Q3 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
2.79K+ 10.6% |
$323K - $359K
|
29.1K
$4.11M
|
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
7.57KNew |
$876K - $974K
|
7.57K
$1.07M
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
82New |
$9.49K - $10.6K
|
82
$11.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
14New |
$1.62K - $1.8K
|
14
$1.98K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-10- 0.03% |
$1.16K - $1.29K
|
32.6K
$4.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
141New |
$16.3K - $18.2K
|
141
$19.9K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
84+ 3.33% |
$9.72K - $10.8K
|
2.6K
$368K
|
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-65- 2.35% |
$7.52K - $8.37K
|
2.7K
$381K
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
2.99KNew |
$346K - $385K
|
2.99K
$422K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
144+ 6.97% |
$16.7K - $18.5K
|
2.21K
$312K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
17New |
$1.97K - $2.19K
|
17
$2.4K
|
|
| Q2 2024 | |||||||
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
81New |
$8.89K - $9.73K
|
81
$11.4K
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
36New |
$3.95K - $4.32K
|
36
$5.09K
|
|
|
Aug 15, 2024
Q2 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-19K- 79.17% |
$2.08M - $2.28M
|
5K
$707K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
633+ 33.69% |
$69.4K - $76K
|
2.51K
$355K
|
|
|
Aug 14, 2024
Q2 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
2.18KNew |
$239K - $262K
|
2.18K
$308K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
6New |
$658 - $721
|
6
$848
|
|
|
Aug 14, 2024
Q2 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
13.6K+ 591.3% |
$1.49M - $1.63M
|
15.9K
$2.25M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
3.43KNew |
$376K - $412K
|
3.43K
$484K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-6.35K- 74.91% |
$696K - $762K
|
2.13K
$300K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 3.67% |
$439 - $481
|
113
$16K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14.6K+ 30.12% |
$1.6M - $1.75M
|
62.9K
$8.89M
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
20New |
$2.19K - $2.4K
|
20
$2.83K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-95- 49.74% |
$10.4K - $11.4K
|
96
$13.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
63New |
$6.91K - $7.57K
|
63
$8.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
27New |
$2.96K - $3.24K
|
27
$3.82K
|
|
|
Aug 06, 2024
Q2 2024
|
Corbyn Investment Management Inc
|
SELL
|
- |
-424- 19.77% |
$46.5K - $50.9K
|
1.72K
$243K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
257New |
$28.2K - $30.9K
|
257
$36.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-45- 17.93% |
$4.94K - $5.41K
|
206
$29.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.79KNew |
$196K - $215K
|
1.79K
$253K
|
|