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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-344- 13.18% |
$35.7K - $39.9K
|
2.27K
$327K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-346- 6.86% |
$35.9K - $40.1K
|
4.7K
$678K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-516- 5.29% |
$53.5K - $59.9K
|
9.24K
$1.33M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-538- 4.4% |
$55.8K - $62.4K
|
11.7K
$1.69M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-679- 19.86% |
$70.4K - $78.8K
|
2.74K
$395K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-693- 1.31% |
$71.9K - $80.4K
|
52.4K
$7.55M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-704- 11.86% |
$73K - $81.7K
|
5.23K
$754K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-710- 72.15% |
$73.6K - $82.4K
|
274
$39.5K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-907- 3.19% |
$94K - $105K
|
27.5K
$3.97M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.04K- 90.87% |
$107K - $120K
|
104
$15K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-1.26K- 3.66% |
$131K - $146K
|
33.2K
$4.78M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.5K- 16.92% |
$155K - $174K
|
7.36K
$1.06M
|
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.98K- 7.23% |
$205K - $229K
|
25.4K
$3.66M
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-2.74K- 38.45% |
$284K - $318K
|
4.39K
$633K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.89K- 7.9% |
$403K - $451K
|
45.3K
$6.54M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.21K- 80.2% |
$436K - $488K
|
1.04K
$150K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.08K- 58.92% |
$526K - $589K
|
3.54K
$510K
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-5.56K- 74.74% |
$577K - $645K
|
1.88K
$271K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.48K- 21.72% |
$879K - $983K
|
30.5K
$4.41M
|
|
|
May 14, 2024
Q1 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-10.6K- 30.64% |
$1.1M - $1.23M
|
24K
$3.46M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-15.9K- 4.97% |
$1.65M - $1.84M
|
304K
$43.8M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-20.8K- 11.94% |
$2.16M - $2.41M
|
153K
$22.1M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-20.8K- 11.94% |
$2.16M - $2.41M
|
153K
$22.1M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-26.6K- 3.06% |
$2.76M - $3.08M
|
844K
$122M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-28.5K- 68.91% |
$2.96M - $3.31M
|
12.9K
$1.86M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-31.9K- 59.93% |
$3.31M - $3.7M
|
21.3K
$3.07M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-53.7K- 68.41% |
$5.57M - $6.23M
|
24.8K
$3.58M
|