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 |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.68KNew |
$733K - $803K
|
6.68K
$926K
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
6.6KNew |
$724K - $793K
|
6.6K
$914K
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
4.91KNew |
$538K - $589K
|
4.91K
$680K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.46K+ 97.65% |
$379K - $415K
|
7K
$969K
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.43KNew |
$376K - $412K
|
3.43K
$475K
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
3.43KNew |
$376K - $412K
|
3.43K
$474K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.24K+ 552.39% |
$355K - $389K
|
3.82K
$529K
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
3.24KNew |
$355K - $389K
|
3.24K
$448K
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
3.02KNew |
$331K - $362K
|
3.02K
$418K
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
2.48KNew |
$272K - $298K
|
2.48K
$344K
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.44K+ 48.29% |
$268K - $293K
|
7.49K
$1.04M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
2.25K+ 5239.53% |
$247K - $271K
|
2.3K
$318K
|
|
Aug 14, 2024
Q2 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
2.18KNew |
$239K - $262K
|
2.18K
$302K
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
2.12KNew |
$233K - $255K
|
2.12K
$294K
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.79KNew |
$196K - $215K
|
1.79K
$248K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.77KNew |
$194K - $213K
|
1.77K
$245K
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.35K+ 14.41% |
$148K - $163K
|
10.7K
$1.49M
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.17KNew |
$128K - $140K
|
1.17K
$161K
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
987New |
$108K - $119K
|
987
$137K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
713+ 7.71% |
$78.2K - $85.7K
|
9.96K
$1.38M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
709+ 1.56% |
$77.8K - $85.2K
|
46K
$6.37M
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
633+ 33.69% |
$69.4K - $76K
|
2.51K
$348K
|
|
Jul 30, 2024
Q2 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
524New |
$57.5K - $62.9K
|
524
$72.6K
|
|
Jul 30, 2024
Q2 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
346+ 15.94% |
$38K - $41.6K
|
2.52K
$349K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
300New |
$32.9K - $36K
|
300
$41.5K
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
257New |
$28.2K - $30.9K
|
257
$35.6K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
225New |
$24.7K - $27K
|
225
$31.2K
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
161New |
$17.7K - $19.3K
|
161
$22.3K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
110New |
$12.1K - $13.2K
|
110
$15.2K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
105New |
$11.5K - $12.6K
|
105
$14.5K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
82+ 0.37% |
$9K - $9.85K
|
22.3K
$3.08M
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
81New |
$8.89K - $9.73K
|
81
$11.2K
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
75+ 0.98% |
$8.23K - $9.01K
|
7.74K
$1.07M
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
64New |
$7.02K - $7.69K
|
64
$8.86K
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
63New |
$6.91K - $7.57K
|
63
$8.72K
|
|
Jul 24, 2024
Q2 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
51+ 1.21% |
$5.59K - $6.13K
|
4.27K
$591K
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
41+ 16.33% |
$4.5K - $4.93K
|
292
$40.4K
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
37New |
$4.06K - $4.44K
|
37
$5.12K
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
36New |
$3.95K - $4.32K
|
36
$4.99K
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
27New |
$2.96K - $3.24K
|
27
$3.74K
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
25New |
$2.74K - $3K
|
25
$3.46K
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
20New |
$2.19K - $2.4K
|
20
$2.77K
|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
7+ 0.28% |
$768 - $841
|
2.55K
$353K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
6New |
$658 - $721
|
6
$831
|
|
Aug 13, 2024
Q2 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
6+ 0.24% |
$658 - $721
|
2.5K
$347K
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 3.67% |
$439 - $481
|
113
$15.6K
|
|
Q1 2024 | |||||||
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
20.9KNew |
$2.17M - $2.43M
|
20.9K
$2.9M
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11.5K+ 100.99% |
$1.19M - $1.33M
|
22.9K
$3.17M
|
|
Apr 19, 2024
Q1 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
3KNew |
$311K - $348K
|
3K
$416K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.11KNew |
$218K - $244K
|
2.11K
$292K
|