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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.45KNew |
$330K - $390K
|
2.45K
$414K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
2.2KNew |
$296K - $351K
|
2.2K
$372K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.16K+ 59.69% |
$290K - $343K
|
5.77K
$974K
|
|
|
May 14, 2025
Q1 2025
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
1.97K+ 2.55% |
$265K - $313K
|
79.2K
$13.4M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.93KNew |
$260K - $308K
|
1.93K
$327K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.88KNew |
$253K - $300K
|
1.88K
$318K
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
1.7K+ 80.95% |
$229K - $271K
|
3.8K
$642K
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.62KNew |
$219K - $259K
|
1.62K
$274K
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
1.54KNew |
$208K - $246K
|
1.54K
$260K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.44KNew |
$194K - $230K
|
1.44K
$244K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
1.1K+ 137.5% |
$148K - $175K
|
1.9K
$321K
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
530+ 6.21% |
$71.4K - $84.4K
|
9.06K
$1.53M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
435+ 3.07% |
$58.6K - $69.3K
|
14.6K
$2.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
313+ 16.6% |
$42.2K - $49.9K
|
2.2K
$371K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
309+ 33.48% |
$41.6K - $49.2K
|
1.23K
$208K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
275+ 7.88% |
$37K - $43.8K
|
3.77K
$636K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
272New |
$36.6K - $43.3K
|
272
$45.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
244+ 488.0% |
$32.9K - $38.9K
|
294
$49.7K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
235New |
$31.6K - $37.4K
|
235
$39.7K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
200+ 200.0% |
$26.9K - $31.9K
|
300
$50.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
166+ 0.89% |
$22.4K - $26.4K
|
18.9K
$3.18M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
156New |
$21K - $24.9K
|
156
$26.4K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
137New |
$18.5K - $21.8K
|
137
$23.1K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
133+ 1.1% |
$17.9K - $21.2K
|
12.3K
$2.07M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
101+ 841.67% |
$13.6K - $16.1K
|
113
$19.1K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
73+ 17.51% |
$9.83K - $11.6K
|
490
$82.8K
|
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
52+ 2.67% |
$7K - $8.28K
|
2K
$338K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
48New |
$6.46K - $7.65K
|
48
$8.11K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
47+ 783.33% |
$6.33K - $7.49K
|
53
$8.95K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
43+ 1.69% |
$5.79K - $6.85K
|
2.59K
$437K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
40+ 1333.33% |
$5.39K - $6.37K
|
43
$7.26K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
33+ 1.42% |
$4.44K - $5.26K
|
2.36K
$398K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
32New |
$4.31K - $5.1K
|
32
$5.41K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
31+ 0.02% |
$4.18K - $4.94K
|
170K
$28.7M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
28+ 0.36% |
$3.77K - $4.46K
|
7.81K
$1.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
27+ 0.55% |
$3.64K - $4.3K
|
4.98K
$841K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
22New |
$2.96K - $3.5K
|
22
$3.72K
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
12+ 0.73% |
$1.62K - $1.91K
|
1.66K
$281K
|
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
6+ 0.26% |
$808 - $956
|
2.3K
$389K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
22.4KNew |
$2.86M - $3.44M
|
22.4K
$3.78M
|
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
BUY
|
- |
8.19KNew |
$1.05M - $1.26M
|
8.19K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
CALL |
7.3KNew |
$931K - $1.12M
|
7.3K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
6.94KNew |
$885K - $1.06M
|
6.94K
$1.17M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.99K+ 6.49% |
$764K - $919K
|
98.3K
$16.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Q3 Asset Management
|
BUY
|
- |
3.07K+ 43.24% |
$392K - $471K
|
10.2K
$1.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.07KNew |
$391K - $470K
|
3.07K
$518K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.51K+ 2387.62% |
$320K - $385K
|
2.61K
$441K
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
2.05KNew |
$262K - $314K
|
2.05K
$346K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.94KNew |
$248K - $298K
|
1.94K
$328K
|
|