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 10, 2023
Q4 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
40.4KNew |
$3.47M - $4.17M
|
40.4K
$5.6M
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
14.7KNew |
$1.26M - $1.51M
|
14.7K
$2.03M
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
13.9KNew |
$1.2M - $1.44M
|
13.9K
$1.93M
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
13.7KNew |
$1.18M - $1.41M
|
13.7K
$1.9M
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
7.03KNew |
$603K - $724K
|
7.03K
$973K
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.76KNew |
$494K - $593K
|
5.76K
$797K
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
2.2KNew |
$189K - $227K
|
2.2K
$305K
|
|
Feb 07, 2023
Q4 2022
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
2.13KNew |
$183K - $220K
|
2.13K
$295K
|
|
Feb 13, 2023
Q4 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
1.2K+ 18.18% |
$103K - $124K
|
7.8K
$1.08M
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.13KNew |
$96.9K - $116K
|
1.13K
$156K
|
|
Feb 06, 2023
Q4 2022
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
810+ 11.54% |
$69.5K - $83.5K
|
7.83K
$1.08M
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
412New |
$35.4K - $42.5K
|
412
$57.1K
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
200New |
$17.2K - $20.6K
|
200
$27.7K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
92New |
$7.9K - $9.48K
|
92
$12.7K
|
|
Q3 2022 | |||||||
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
347New |
$28.4K - $34.6K
|
347
$48.1K
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
5+ 0.66% |
$409 - $498
|
766
$106K
|
|
Q2 2022 | |||||||
Jul 26, 2022
Q2 2022
|
Jcsd Capital, LLC
|
BUY
|
- |
41KNew |
$3.33M - $4.1M
|
41K
$5.68M
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
4.15KNew |
$338K - $415K
|
4.15K
$575K
|
|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
443New |
$36K - $44.3K
|
443
$61.3K
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
271New |
$22K - $27.1K
|
271
$37.5K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
35+ 116.67% |
$2.85K - $3.5K
|
65
$9K
|
|
Q2 2021 | |||||||
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
4.24KNew |
$397K - $438K
|
4.24K
$587K
|
|
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
$4.12M
|
|
Q2 2019 | |||||||
Jul 23, 2019
Q2 2019
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2New |
$120 - $128
|
2
$277
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.02KNew |
$63.2K - $68.3K
|
1.02K
$141K
|
|
Q2 2018 | |||||||
Mar 24, 2023
Q2 2018
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
123+ 10.0% |
$7.88K - $8.49K
|
1.35K
$187K
|
|
Q4 2017 | |||||||
Feb 14, 2018
Q4 2017
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
7.95KNew |
$455K - $505K
|
7.95K
$1.1M
|
|
Q3 2017 | |||||||
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$55.6 - $57.2
|
1
$138
|
|
Q2 2017 | |||||||
Aug 30, 2024
Q2 2017
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
125New |
N/A
|
125
$17.3K
|