Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 10, 2022
Q4 2021
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-3.9KClosed |
$409K - $453K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
South Shore Capital Advisors
|
SELL
|
- |
-3KClosed |
$314K - $348K
|
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
|
|
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 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-25Closed |
$2.62K - $2.9K
|
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
$158K
|
|
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
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-75Closed |
$7.32K - $8.3K
|
0
$0
|
|
Q2 2021 | |||||||
Jul 21, 2021
Q2 2021
|
Columbus Macro, LLC
|
SELL
|
- |
-8.41KClosed |
$787K - $869K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.25KClosed |
$211K - $232K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-2.18KClosed |
$204K - $225K
|
0
$0
|
|
Feb 22, 2022
Q2 2021
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1.54KClosed |
$144K - $159K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-200Closed |
$18.7K - $20.7K
|
0
$0
|
|
Q1 2021 | |||||||
May 14, 2021
Q1 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-16.3KClosed |
$1.29M - $1.58M
|
0
$0
|
|
May 18, 2021
Q1 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-1.5K- 37.5% |
$119K - $145K
|
2.5K
$380K
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-200Closed |
$15.8K - $19.3K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Pittenger & Anderson Inc
|
SELL
|
- |
-175Closed |
$13.9K - $16.9K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 01, 2021
Q4 2020
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-7.5K- 71.43% |
$460K - $597K
|
3K
$456K
|
|
Feb 12, 2021
Q4 2020
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-100Closed |
$6.13K - $7.95K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-800Closed |
$47.4K - $52.2K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-116Closed |
$6.87K - $7.57K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 10, 2020
Q2 2020
|
Valley National Advisers Inc
|
SELL
|
- |
-373Closed |
$18.4K - $24.8K
|
0
$0
|
|
Q1 2020 | |||||||
May 08, 2020
Q1 2020
|
Sfmg, LLC
|
SELL
|
- |
-399KClosed |
$17.2M - $28.8M
|
0
$0
|
|
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
|
|
Q4 2019 | |||||||
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
|
|
Jul 19, 2019
Q2 2019
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-16.6KClosed |
$999K - $1.07M
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-311Closed |
$18.7K - $20K
|
0
$0
|
|
Q1 2019 | |||||||
Apr 19, 2019
Q1 2019
|
Wespac Advisors, LLC
|
SELL
|
- |
-15.4KClosed |
$852K - $963K
|
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
|
|
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
|
|
Q4 2018 | |||||||
Feb 13, 2019
Q4 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-66.5KClosed |
$3.5M - $4.23M
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-400Closed |
$21.1K - $25.4K
|
0
$0
|
|
Feb 13, 2019
Q4 2018
|
Crosspoint Capital Strategies, LLC
Orinda, CA |
SELL
|
- |
-242Closed |
$12.7K - $15.4K
|
0
$0
|
|
Feb 15, 2019
Q4 2018
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-238Closed |
$12.5K - $15.1K
|
0
$0
|
|
Feb 12, 2019
Q4 2018
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-71Closed |
$3.74K - $4.51K
|
0
$0
|
|
Jan 22, 2019
Q4 2018
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-22Closed |
$1.16K - $1.4K
|
0
$0
|
|
Feb 11, 2019
Q4 2018
|
Allworth Financial LP
|
SELL
|
- |
-6Closed |
$316 - $381
|
0
$0
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
SELL
|
- |
-454K- 96.3% |
$28.2M - $30.5M
|
17.4K
$2.65M
|
|
Oct 09, 2018
Q3 2018
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-31KClosed |
$1.93M - $2.08M
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-24KClosed |
$1.49M - $1.61M
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-4.9KClosed |
$305K - $329K
|
0
$0
|
|
Oct 25, 2018
Q3 2018
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.7KClosed |
$292K - $316K
|
0
$0
|