Latest Institutional Purchases of Ishares Tr Us Broker Dealers & (IAI)
This list provides information on the latest institutional transactions involving Ishares Tr Us Broker Dealers & (IAI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
872KNew |
$111M - $134M
|
872K
$138M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
85.5KNew |
$10.9M - $13.1M
|
85.5K
$13.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
61.9K+ 43.85% |
$7.89M - $9.49M
|
203K
$32M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
37.7K+ 28.54% |
$4.81M - $5.78M
|
170K
$26.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
24.8K+ 167.41% |
$3.16M - $3.8M
|
39.6K
$6.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
17KNew |
$2.16M - $2.6M
|
17K
$2.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
16.8KNew |
$2.14M - $2.57M
|
16.8K
$2.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
14.7K+ 18.96% |
$1.88M - $2.26M
|
92.5K
$14.6M
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
14.4KNew |
$1.84M - $2.21M
|
14.4K
$2.27M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
10.7KNew |
$1.37M - $1.64M
|
10.7K
$1.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
9.1KNew |
$1.16M - $1.4M
|
9.1K
$1.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
4.95KNew |
$632K - $760K
|
4.95K
$782K
|
|
|
Feb 07, 2025
Q4 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
4.35K+ 5.98% |
$555K - $668K
|
77.2K
$12.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
3.87KNew |
$494K - $594K
|
3.87K
$611K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.81KNew |
$486K - $585K
|
3.81K
$602K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.61KNew |
$461K - $554K
|
3.61K
$570K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.49KNew |
$446K - $536K
|
3.49K
$551K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
3.24K+ 136.28% |
$413K - $497K
|
5.61K
$886K
|
|
|
Jan 24, 2025
Q4 2024
|
Q3 Asset Management
|
BUY
|
- |
3.07K+ 43.24% |
$392K - $471K
|
10.2K
$1.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.91KNew |
$371K - $447K
|
2.91K
$460K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.54KNew |
$325K - $390K
|
2.54K
$402K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.51K+ 2387.62% |
$320K - $385K
|
2.61K
$412K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.29KNew |
$292K - $351K
|
2.29K
$361K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.19K+ 1033.49% |
$280K - $336K
|
2.4K
$379K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.1K+ 94.89% |
$268K - $322K
|
4.31K
$680K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.82KNew |
$232K - $279K
|
1.82K
$287K
|
|
|
Jan 14, 2025
Q4 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
1.75KNew |
$223K - $268K
|
1.75K
$276K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
1.65KNew |
$211K - $253K
|
1.65K
$261K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.48K+ 5.48% |
$189K - $227K
|
28.4K
$4.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.45KNew |
$185K - $223K
|
1.45K
$229K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.41KNew |
$180K - $216K
|
1.41K
$222K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.18K+ 20.12% |
$151K - $181K
|
7.05K
$1.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.11K+ 28.13% |
$142K - $170K
|
5.06K
$799K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
612+ 3.39% |
$78.1K - $93.9K
|
18.7K
$2.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
573+ 13.12% |
$73.1K - $87.9K
|
4.94K
$780K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
523New |
$66.7K - $80.2K
|
523
$82.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
426+ 1.15% |
$54.4K - $65.4K
|
37.6K
$5.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
316New |
$40.3K - $48.5K
|
316
$49.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
292+ 3.69% |
$37.3K - $44.8K
|
8.2K
$1.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
266New |
$33.9K - $40.8K
|
266
$42K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
264New |
$33.7K - $40.5K
|
264
$41.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
213+ 26.07% |
$27.2K - $32.7K
|
1.03K
$163K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
143+ 7.68% |
$18.2K - $21.9K
|
2.01K
$316K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
100New |
$12.8K - $15.3K
|
100
$15.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
74New |
$9.44K - $11.4K
|
74
$11.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
55New |
$7.02K - $8.44K
|
55
$8.68K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
50New |
$6.38K - $7.67K
|
50
$7.89K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
45+ 11.03% |
$5.74K - $6.9K
|
453
$71.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
38New |
$4.85K - $5.83K
|
38
$6K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
31+ 27.43% |
$3.96K - $4.76K
|
144
$22.7K
|