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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2021
Q1 2021
|
Pittenger & Anderson Inc
|
SELL
|
- |
-175Closed |
$13.9K - $16.9K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-200Closed |
$15.8K - $19.3K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-100Closed |
$6.13K - $7.95K
|
0
$0
|
|
|
Feb 01, 2021
Q4 2020
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-7.5K- 71.43% |
$460K - $597K
|
3K
$424K
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-116Closed |
$6.87K - $7.57K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-800Closed |
$47.4K - $52.2K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 10, 2020
Q2 2020
|
Valley National Advisers Inc
|
SELL
|
- |
-373Closed |
$18.4K - $24.8K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-6.11KClosed |
$263K - $441K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-90Closed |
$3.87K - $6.5K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Sfmg, LLC
|
SELL
|
- |
-399KClosed |
$17.2M - $28.8M
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 30, 2024
Q4 2019
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.08K+ 3.77% |
$65.2K - $74.6K
|
29.8K
$4.21M
|
|
|
Feb 14, 2020
Q4 2019
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-6.72KClosed |
$405K - $463K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-440Closed |
$26.5K - $30.3K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-311Closed |
$18.7K - $20K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
K2 Principal Fund, L.P.
Toronto, A6 |
SELL
|
PUT |
-20KClosed |
$1.2M - $1.28M
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2New |
$120 - $128
|
2
$283
|
|
|
Jul 19, 2019
Q2 2019
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-16.6KClosed |
$999K - $1.07M
|
0
$0
|
|
| Q1 2019 | |||||||
|
Aug 04, 2020
Q1 2019
|
Milestone Advisory Partners
|
SELL
|
- |
-4.47KClosed |
$247K - $280K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-2.43KClosed |
$134K - $152K
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-11.2KClosed |
$618K - $698K
|
0
$0
|
|
|
Apr 19, 2019
Q1 2019
|
Wespac Advisors, LLC
|
SELL
|
- |
-15.4KClosed |
$852K - $963K
|
0
$0
|
|
|
Apr 11, 2019
Q1 2019
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-6.97KClosed |
$386K - $436K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 15, 2019
Q4 2018
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-238Closed |
$12.5K - $15.1K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-66.5KClosed |
$3.5M - $4.23M
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Crosspoint Capital Strategies, LLC
Orinda, CA |
SELL
|
- |
-242Closed |
$12.7K - $15.4K
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-71Closed |
$3.74K - $4.51K
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Allworth Financial LP
|
SELL
|
- |
-6Closed |
$316 - $381
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-400Closed |
$21.1K - $25.4K
|
0
$0
|
|
|
Jan 22, 2019
Q4 2018
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-22Closed |
$1.16K - $1.4K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.02KNew |
$63.2K - $68.3K
|
1.02K
$144K
|
|
|
Nov 14, 2018
Q3 2018
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-4.9KClosed |
$305K - $329K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
SELL
|
- |
-454K- 96.3% |
$28.2M - $30.5M
|
17.4K
$2.46M
|
|
|
Nov 14, 2018
Q3 2018
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-24KClosed |
$1.49M - $1.61M
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-200Closed |
$12.4K - $13.4K
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-326Closed |
$20.3K - $21.9K
|
0
$0
|
|
|
Oct 29, 2018
Q3 2018
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-47Closed |
$2.92K - $3.16K
|
0
$0
|
|
|
Oct 25, 2018
Q3 2018
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.7KClosed |
$292K - $316K
|
0
$0
|
|
|
Oct 09, 2018
Q3 2018
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-31KClosed |
$1.93M - $2.08M
|
0
$0
|
|
| Q2 2018 | |||||||
|
Mar 24, 2023
Q2 2018
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
123+ 10.0% |
$7.88K - $8.49K
|
1.35K
$191K
|
|
|
Aug 14, 2018
Q2 2018
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-83Closed |
$5.32K - $5.73K
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-42KClosed |
$2.69M - $2.9M
|
0
$0
|
|
|
Jul 30, 2018
Q2 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-3.27KClosed |
$210K - $226K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Sandler Capital Management
New York, NY |
SELL
|
- |
-76.3KClosed |
$4.74M - $5.36M
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-10.3KClosed |
$589K - $655K
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$55.6 - $57.2
|
1
$141
|
|
|
Nov 08, 2017
Q3 2017
|
D.A. Davidson & Co.
|
SELL
|
- |
-160Closed |
$8.9K - $9.15K
|
0
$0
|
|