Purchases and Sales Made in Q1 2024 in Ishares Tr Us Broker Dealers & (IAI)
This table provides information about the institutional ownership of Ishares Tr Us Broker Dealers & (IAI) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
67.1KNew |
$6.95M - $7.78M
|
67.1K
$9.84M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
48.4KNew |
$5.01M - $5.61M
|
48.4K
$7.1M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
20.9KNew |
$2.17M - $2.43M
|
20.9K
$3.07M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.3K+ 11.11% |
$1.59M - $1.78M
|
153K
$22.5M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11.5K+ 100.99% |
$1.19M - $1.33M
|
22.9K
$3.36M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.8K+ 77.18% |
$1.12M - $1.25M
|
24.8K
$3.64M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
10.8KNew |
$1.12M - $1.25M
|
10.8K
$1.59M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.7KNew |
$1.11M - $1.24M
|
10.7K
$1.57M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.39KNew |
$974K - $1.09M
|
9.39K
$1.38M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.02KNew |
$624K - $698K
|
6.02K
$883K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.64KNew |
$585K - $655K
|
5.64K
$828K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.53KNew |
$469K - $525K
|
4.53K
$664K
|
|
|
Apr 19, 2024
Q1 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
3KNew |
$311K - $348K
|
3K
$440K
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.78KNew |
$288K - $322K
|
2.78K
$407K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.6K+ 105.74% |
$269K - $301K
|
5.05K
$742K
|
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
2.54KNew |
$264K - $295K
|
2.54K
$373K
|
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
2.3KNew |
$238K - $267K
|
2.3K
$338K
|
|
|
May 03, 2024
Q1 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
2.17KNew |
$225K - $252K
|
2.17K
$319K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.13KNew |
$220K - $247K
|
2.13K
$312K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.11KNew |
$218K - $244K
|
2.11K
$309K
|
|
|
Apr 25, 2024
Q1 2024
|
Q3 Asset Management
|
BUY
|
- |
980+ 7.0% |
$102K - $114K
|
15K
$2.2M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
880New |
$91.2K - $102K
|
880
$129K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
653+ 5.12% |
$67.7K - $75.8K
|
13.4K
$1.97M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
538+ 522.33% |
$55.8K - $62.4K
|
641
$94.1K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
500New |
$51.8K - $58K
|
500
$73.4K
|
|
|
May 13, 2024
Q1 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
458+ 0.97% |
$47.5K - $53.1K
|
47.7K
$7.01M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
361+ 48.65% |
$37.4K - $41.9K
|
1.1K
$162K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
212New |
$22K - $24.6K
|
212
$31.1K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
173New |
$17.9K - $20.1K
|
173
$25.4K
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
166+ 1.03% |
$17.2K - $19.3K
|
16.3K
$2.39M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
103+ 1.36% |
$10.7K - $11.9K
|
7.67K
$1.13M
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
97+ 5.9% |
$10.1K - $11.3K
|
1.74K
$256K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
76New |
$7.88K - $8.82K
|
76
$11.2K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
69New |
$7.15K - $8K
|
69
$10.1K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
39New |
$4.04K - $4.52K
|
39
$5.72K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
36+ 0.16% |
$3.73K - $4.18K
|
22.2K
$3.26M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
31New |
$3.21K - $3.6K
|
31
$4.55K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
25+ 10.78% |
$2.59K - $2.9K
|
257
$37.7K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
22New |
$2.28K - $2.55K
|
22
$3.23K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
19New |
$1.97K - $2.2K
|
19
$2.79K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
19New |
$1.97K - $2.2K
|
19
$2.79K
|
|
|
May 14, 2024
Q1 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
7+ 0.28% |
$726 - $812
|
2.5K
$367K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-23- 3.25% |
$2.38K - $2.67K
|
685
$101K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-26- 0.57% |
$2.7K - $3.02K
|
4.57K
$671K
|
|
|
May 06, 2024
Q1 2024
|
Corbyn Investment Management Inc
|
SELL
|
- |
-28- 1.29% |
$2.9K - $3.25K
|
2.15K
$315K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-42- 27.81% |
$4.35K - $4.87K
|
109
$16K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-46- 15.49% |
$4.77K - $5.34K
|
251
$36.8K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-49- 17.5% |
$5.08K - $5.68K
|
231
$33.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-63- 1.47% |
$6.53K - $7.31K
|
4.21K
$619K
|