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 15, 2022
Q2 2022
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-29.4KClosed |
$2.39M - $2.93M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-2.87KClosed |
$233K - $287K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-8.27KClosed |
$673K - $827K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-2.09KClosed |
$170K - $209K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-83- 2.85% |
$6.75K - $8.3K
|
2.83K
$400K
|
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-1.2K- 31.19% |
$97.5K - $120K
|
2.65K
$374K
|
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
4.15KNew |
$338K - $415K
|
4.15K
$587K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
35+ 116.67% |
$2.85K - $3.5K
|
65
$9.19K
|
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-14.1KClosed |
$1.15M - $1.41M
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Jcsd Capital, LLC
|
BUY
|
- |
41KNew |
$3.33M - $4.1M
|
41K
$5.79M
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-89Closed |
$7.24K - $8.9K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
271New |
$22K - $27.1K
|
271
$38.3K
|
|
|
Jul 18, 2022
Q2 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-33.5KClosed |
$2.72M - $3.35M
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.71KClosed |
$139K - $171K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-212KClosed |
$20M - $24.2M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-14- 15.05% |
$1.32K - $1.6K
|
79
$11.2K
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-1.86KClosed |
$176K - $213K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-6.63KClosed |
$626K - $759K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.31KClosed |
$218K - $265K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-34.9KClosed |
$3.3M - $4M
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-146KClosed |
$13.8M - $16.8M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-24.8KClosed |
$2.34M - $2.84M
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-10.3KClosed |
$975K - $1.18M
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-540Closed |
$51K - $61.9K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Empowered Funds, LLC
|
SELL
|
- |
-132KClosed |
$12.5M - $15.2M
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-57.6KClosed |
$5.44M - $6.59M
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-30.6KClosed |
$3.21M - $3.56M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-5.69KClosed |
$596K - $661K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
South Shore Capital Advisors
|
SELL
|
- |
-3KClosed |
$314K - $348K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-5.5KClosed |
$576K - $639K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-3.9KClosed |
$409K - $453K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-25Closed |
$2.62K - $2.9K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-100Closed |
$10.5K - $11.6K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-75Closed |
$7.86K - $8.71K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-135Closed |
$14.1K - $15.7K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-126Closed |
$13.2K - $14.6K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Adviser Investments LLC
|
SELL
|
- |
-58.1KClosed |
$6.09M - $6.75M
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-31.6KClosed |
$3.31M - $3.67M
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
SELL
|
- |
-460- 30.67% |
$44.9K - $50.9K
|
1.04K
$147K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-323Closed |
$31.5K - $35.8K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-313Closed |
$30.6K - $34.7K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-75Closed |
$7.32K - $8.3K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Feb 22, 2022
Q2 2021
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1.54KClosed |
$144K - $159K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-2.18KClosed |
$204K - $225K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.25KClosed |
$211K - $232K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-200Closed |
$18.7K - $20.7K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
4.24KNew |
$397K - $438K
|
4.24K
$599K
|
|
|
Jul 21, 2021
Q2 2021
|
Columbus Macro, LLC
|
SELL
|
- |
-8.41KClosed |
$787K - $869K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 18, 2021
Q1 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-1.5K- 37.5% |
$119K - $145K
|
2.5K
$353K
|
|
|
May 14, 2021
Q1 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-16.3KClosed |
$1.29M - $1.58M
|
0
$0
|
|