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 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
CALL |
100New |
$8.59K - $9.37K
|
100
$17.5K
|
|
| Q1 2023 | |||||||
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-494- 12.4% |
$43.2K - $51.8K
|
3.49K
$609K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
22+ 0.31% |
$1.92K - $2.31K
|
7.02K
$1.23M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-82.3K- 96.97% |
$7.2M - $8.63M
|
2.57K
$448K
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
88New |
$7.7K - $9.23K
|
88
$15.4K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.85KNew |
$250K - $299K
|
2.85K
$498K
|
|
|
May 08, 2023
Q1 2023
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
230KNew |
$20.1M - $24.1M
|
230K
$40.1M
|
|
|
May 08, 2023
Q1 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
83.2KNew |
$7.28M - $8.73M
|
83.2K
$14.5M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-259- 8.43% |
$22.7K - $27.2K
|
2.81K
$491K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
750New |
$65.6K - $78.7K
|
750
$131K
|
|
|
May 03, 2023
Q1 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
2.35KNew |
$206K - $247K
|
2.35K
$410K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-456- 11.89% |
$39.9K - $47.8K
|
3.38K
$590K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
4.17KNew |
$364K - $437K
|
4.17K
$727K
|
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-188- 5.55% |
$16.4K - $19.7K
|
3.2K
$558K
|
|
|
Apr 19, 2023
Q1 2023
|
David J Yvars Group
|
SELL
|
- |
-470- 16.48% |
$41.1K - $49.3K
|
2.38K
$416K
|
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1.8K+ 57.08% |
$158K - $189K
|
4.96K
$866K
|
|
|
Apr 17, 2023
Q1 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-12.5K- 93.98% |
$1.09M - $1.31M
|
800
$140K
|
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
12+ 0.48% |
$1.05K - $1.26K
|
2.51K
$438K
|
|
|
Apr 07, 2023
Q1 2023
|
Capital Cs Group, LLC
|
SELL
|
- |
-1.16K- 6.88% |
$101K - $121K
|
15.6K
$2.73M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
14.7KNew |
$1.26M - $1.51M
|
14.7K
$2.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
412New |
$35.4K - $42.5K
|
412
$71.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
92New |
$7.9K - $9.48K
|
92
$16.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
2.2KNew |
$189K - $227K
|
2.2K
$384K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.13KNew |
$96.9K - $116K
|
1.13K
$197K
|
|
|
Feb 07, 2023
Q4 2022
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
2.13KNew |
$183K - $220K
|
2.13K
$372K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
200New |
$17.2K - $20.6K
|
200
$34.9K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.76KNew |
$494K - $593K
|
5.76K
$1M
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
13.7KNew |
$1.18M - $1.41M
|
13.7K
$2.39M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
7.03KNew |
$603K - $724K
|
7.03K
$1.23M
|
|
| Q3 2022 | |||||||
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
347New |
$28.4K - $34.6K
|
347
$60.6K
|
|
|
Oct 31, 2022
Q3 2022
|
Leuthold Group, LLC
|
SELL
|
- |
-4.33K- 31.06% |
$354K - $431K
|
9.61K
$1.68M
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-56- 1.89% |
$4.58K - $5.58K
|
2.91K
$508K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
5+ 0.66% |
$409 - $498
|
766
$134K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-275- 23.32% |
$22.5K - $27.4K
|
904
$158K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.88KClosed |
$153K - $188K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-2.87KClosed |
$233K - $287K
|
0
$0
|
|
|
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
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
443New |
$36K - $44.3K
|
443
$77.3K
|
|
|
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
$494K
|
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-1.2K- 31.19% |
$97.5K - $120K
|
2.65K
$462K
|
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
4.15KNew |
$338K - $415K
|
4.15K
$724K
|
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-14.1KClosed |
$1.15M - $1.41M
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
35+ 116.67% |
$2.85K - $3.5K
|
65
$11.3K
|
|
|
Jul 26, 2022
Q2 2022
|
Jcsd Capital, LLC
|
BUY
|
- |
41KNew |
$3.33M - $4.1M
|
41K
$7.16M
|
|
|
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
$47.3K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.71KClosed |
$139K - $171K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Aug 13, 2025
Q1 2022
|
Stone X Group Inc.
|
BUY
|
- |
2.84KNew |
$269K - $326K
|
2.84K
$496K
|
|