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 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-14- 15.05% |
$1.32K - $1.6K
|
79
$13.8K
|
|
|
May 13, 2022
Q1 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-212KClosed |
$20M - $24.2M
|
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
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-540Closed |
$51K - $61.9K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-10.3KClosed |
$975K - $1.18M
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-57.6KClosed |
$5.44M - $6.59M
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Empowered Funds, LLC
|
SELL
|
- |
-132KClosed |
$12.5M - $15.2M
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-30.6KClosed |
$3.21M - $3.56M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
South Shore Capital Advisors
|
SELL
|
- |
-3KClosed |
$314K - $348K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-3.9KClosed |
$409K - $453K
|
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 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
$182K
|
|
|
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
|
|
| 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
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
4.24KNew |
$397K - $438K
|
4.24K
$740K
|
|
|
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
$436K
|
|
|
May 14, 2021
Q1 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-16.3KClosed |
$1.29M - $1.58M
|
0
$0
|
|
|
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
$524K
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-116Closed |
$6.87K - $7.57K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 11, 2020
Q2 2020
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-44Closed |
$2.17K - $2.92K
|
0
$0
|
|
|
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
$5.2M
|
|
|
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
|
K2 Principal Fund, L.P.
Toronto, A6 |
SELL
|
PUT |
-20KClosed |
$1.2M - $1.28M
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-311Closed |
$18.7K - $20K
|
0
$0
|
|
|
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 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
|
|