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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
14New |
$1.79K - $2.15K
|
14
$2.44K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
22.4KNew |
$2.86M - $3.44M
|
22.4K
$3.91M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.94KNew |
$248K - $298K
|
1.94K
$339K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
14New |
$1.79K - $2.15K
|
14
$2.44K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
38New |
$4.85K - $5.83K
|
38
$6.63K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
264New |
$33.7K - $40.5K
|
264
$46.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.26% |
$128 - $153
|
393
$68.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
55New |
$7.02K - $8.44K
|
55
$9.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-9.57K- 3.96% |
$1.22M - $1.47M
|
232K
$40.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
74New |
$9.44K - $11.4K
|
74
$12.9K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-10- 7.52% |
$1.28K - $1.53K
|
123
$21.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.17K- 9.78% |
$149K - $179K
|
10.7K
$1.88M
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.41KNew |
$180K - $216K
|
1.41K
$246K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-51- 0.35% |
$6.51K - $7.82K
|
14.5K
$2.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-635- 3.18% |
$81K - $97.4K
|
19.3K
$3.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
266New |
$33.9K - $40.8K
|
266
$46.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-369- 7.83% |
$47.1K - $56.6K
|
4.34K
$758K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-77- 17.58% |
$9.82K - $11.8K
|
361
$63K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-230- 5.46% |
$29.3K - $35.3K
|
3.98K
$695K
|
|
|
Jan 24, 2025
Q4 2024
|
Q3 Asset Management
|
BUY
|
- |
3.07K+ 43.24% |
$392K - $471K
|
10.2K
$1.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-2.12K- 7.27% |
$270K - $325K
|
27K
$4.71M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
143+ 7.68% |
$18.2K - $21.9K
|
2.01K
$350K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-45- 1.84% |
$5.74K - $6.9K
|
2.4K
$419K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-6- 9.38% |
$766 - $920
|
58
$10.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
1.75KNew |
$223K - $268K
|
1.75K
$305K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-193- 7.16% |
$24.6K - $29.6K
|
2.5K
$437K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-7- 0.21% |
$893 - $1.07K
|
3.38K
$590K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
8+ 36.36% |
$1.02K - $1.23K
|
30
$5.24K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
7.93K+ 319.21% |
$917K - $1.02M
|
10.4K
$1.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.92KNew |
$223K - $248K
|
1.92K
$336K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
100New |
$11.6K - $12.9K
|
100
$17.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
569+ 2.53% |
$65.9K - $73.3K
|
23K
$4.02M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-158- 4.88% |
$18.3K - $20.3K
|
3.08K
$537K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
323+ 6.58% |
$37.4K - $41.6K
|
5.23K
$913K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
77New |
$8.91K - $9.91K
|
77
$13.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.88KNew |
$333K - $370K
|
2.88K
$502K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
39New |
$4.51K - $5.02K
|
39
$6.81K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
4.29KNew |
$496K - $552K
|
4.29K
$749K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
496+ 16.44% |
$57.4K - $63.9K
|
3.51K
$613K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
306New |
$35.4K - $39.4K
|
306
$53.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
85New |
$9.84K - $10.9K
|
85
$14.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
550New |
$63.7K - $70.8K
|
550
$96K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
13.7K+ 12446.36% |
$1.58M - $1.76M
|
13.8K
$2.41M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
880New |
$102K - $113K
|
880
$154K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.53K+ 11.94% |
$177K - $197K
|
14.3K
$2.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-31.3K- 3.43% |
$3.62M - $4.03M
|
880K
$154M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
24New |
$2.78K - $3.09K
|
24
$4.19K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
33New |
$3.82K - $4.25K
|
33
$5.76K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
82New |
$9.49K - $10.6K
|
82
$14.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
14New |
$1.62K - $1.8K
|
14
$2.44K
|
|