Purchases and Sales Made in Q1 2023 in Ishares Tr Us Broker Dealers & (IAI)

IAI Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Us Broker Dealers & (IAI) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR US BROKER-DEALERS &.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 01, 2023 Q1 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
827K
+ 16651.53%
$72.3M - $86.7M
832K $142M
May 08, 2023 Q1 2023
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD

BUY
 -
230K
New
$20.1M - $24.1M
230K $39.1M
Apr 19, 2023 Q1 2023
Minich Mac Gregor Wealth Management, LLC

BUY
 -
84.8K
+ 7371.83%
$7.41M - $8.89M
85.9K $14.6M
May 08, 2023 Q1 2023
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD

BUY
 -
83.2K
New
$7.28M - $8.73M
83.2K $14.2M
May 16, 2023 Q1 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
25.6K
+ 126.49%
$2.23M - $2.68M
45.8K $7.79M
May 15, 2023 Q1 2023
Jane Street Group, LLC

New York, NY
BUY
 -
25K
+ 193.11%
$2.18M - $2.62M
37.9K $6.45M
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
18.7K
+ 18.56%
$1.64M - $1.96M
120K $20.4M
May 11, 2023 Q1 2023
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.

Tel Aviv, L3
BUY
 -
16.6K
+ 112.82%
$1.45M - $1.74M
31.2K $5.31M
May 15, 2023 Q1 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
15.9K
New
$1.39M - $1.67M
15.9K $2.71M
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
15.6K
+ 5.61%
$1.37M - $1.64M
294K $50M
May 12, 2023 Q1 2023
Gsa Capital Partners LLP

London, X0
BUY
 -
11K
New
$965K - $1.16M
11K $1.88M
May 01, 2023 Q1 2023
Affinity Wealth Management LLC

Wilmington, DE
BUY
 -
11K
+ 7.77%
$960K - $1.15M
152K $25.9M
May 03, 2023 Q1 2023
Aveo Capital Partners, LLC

BUY
 -
10.8K
+ 38.5%
$946K - $1.13M
38.9K $6.62M
May 15, 2023 Q1 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
10.1K
New
$885K - $1.06M
10.1K $1.72M
May 10, 2023 Q1 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
10K
New
$877K - $1.05M
10K $1.71M
May 15, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
7.02K
New
$614K - $737K
7.02K $1.2M
Aug 26, 2024 Q1 2023
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
6.9K
New
$604K - $724K
6.9K $1.17M
May 09, 2023 Q1 2023
Spc Financial, Inc.

BUY
 -
5.57K
+ 2.69%
$488K - $585K
213K $36.2M
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
4.83K
New
$422K - $506K
4.83K $821K
May 14, 2024 Q1 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
4.78K
+ 22.37%
$418K - $501K
26.1K $4.45M
May 11, 2023 Q1 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
4.78K
+ 22.37%
$418K - $501K
26.1K $4.45M
Apr 24, 2023 Q1 2023
Merit Financial Group, LLC

BUY
 -
4.17K
New
$364K - $437K
4.17K $709K
May 10, 2023 Q1 2023
Cavalier Investments, LLC

BUY
 -
3.26K
+ 6.2%
$285K - $342K
55.9K $9.52M
May 15, 2023 Q1 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
2.85K
New
$250K - $299K
2.85K $486K
May 04, 2023 Q1 2023
Resolute Wealth Strategies, LLC

Jackson, MS
BUY
 -
2.46K
New
$215K - $258K
2.46K $418K
May 03, 2023 Q1 2023
Cookson Peirce & CO Inc

BUY
 -
2.35K
New
$206K - $247K
2.35K $400K
May 04, 2023 Q1 2023
Great Diamond Partners, LLC

BUY
 -
2.03K
+ 18.09%
$177K - $213K
13.2K $2.25M
May 12, 2023 Q1 2023
Mariner, LLC

Overland Park, KS
BUY
 -
1.87K
+ 17.96%
$164K - $197K
12.3K $2.1M
Apr 20, 2023 Q1 2023
Well Done, LLC

BUY
 -
1.82K
+ 4.3%
$160K - $191K
44.3K $7.53M
Apr 17, 2023 Q1 2023
All Season Financial Advisors, Inc.

BUY
 -
1.8K
+ 57.08%
$158K - $189K
4.96K $845K
May 17, 2023 Q1 2023
Centaurus Financial, Inc.

BUY
 -
1.34K
+ 48.35%
$117K - $140K
4.1K $697K
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
1.27K
+ 45.42%
$111K - $134K
4.08K $694K
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
1.07K
+ 75.51%
$93.3K - $112K
2.48K $422K
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
819
+ 134.26%
$71.6K - $85.9K
1.43K $243K
May 03, 2023 Q1 2023
Tci Wealth Advisors, Inc.

BUY
 -
750
New
$65.6K - $78.7K
750 $128K
Apr 13, 2023 Q1 2023
Apeiron Ria LLC

BUY
 -
677
+ 11.53%
$59.2K - $71K
6.55K $1.11M
Apr 17, 2023 Q1 2023
Ignite Planners, LLC

BUY
 -
561
+ 12.72%
$49.1K - $58.8K
4.97K $847K
May 10, 2023 Q1 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
509
+ 3.29%
$44.5K - $53.4K
16K $2.72M
May 15, 2023 Q1 2023
Avitas Wealth Management LLC

BUY
 -
493
+ 22.1%
$43.1K - $51.7K
2.72K $464K
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
481
New
$42.1K - $50.5K
481 $81.9K
May 11, 2023 Q1 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
463
New
$40.5K - $48.6K
463 $78.8K
Apr 18, 2023 Q1 2023
Genesee Capital Advisors, LLC

BUY
 -
461
+ 6.9%
$40.3K - $48.4K
7.14K $1.22M
May 05, 2023 Q1 2023
Cottonwood Capital Advisors, LLC

BUY
 -
423
+ 1.32%
$37K - $44.4K
32.5K $5.52M
May 09, 2023 Q1 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
320
+ 1600.0%
$28K - $33.6K
340 $57.9K
Nov 13, 2023 Q1 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
150
+ 150.0%
$13.1K - $15.7K
250 $42.6K
May 15, 2023 Q1 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
140
New
$12.2K - $14.7K
140 $23.8K
May 15, 2023 Q1 2023
Okabena Investment Services Inc

Minneapolis, MN
BUY
 -
88
New
$7.7K - $9.23K
88 $15K
May 11, 2023 Q1 2023
Synovus Financial Corp

Columbus, GA
BUY
 -
36
+ 0.48%
$3.15K - $3.78K
7.53K $1.28M
Apr 28, 2023 Q1 2023
Cwm, LLC

BUY
 -
31
New
$2.71K - $3.25K
31 $5.28K

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