Purchases and Sales Made in Q2 2024 in Ishares Tr Us Broker Dealers & (IAI)
This table provides information about the institutional ownership of Ishares Tr Us Broker Dealers & (IAI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.23M+ 5759.63% |
$135M - $147M
|
1.25M
$183M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.1M+ 3998.14% |
$121M - $132M
|
1.13M
$166M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
909K+ 33157.96% |
$99.7M - $109M
|
911K
$134M
|
|
|
Jul 29, 2024
Q2 2024
|
West End Advisors, LLC
|
BUY
|
- |
785KNew |
$86.2M - $94.4M
|
785K
$115M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
774K+ 6011.85% |
$84.9M - $93M
|
787K
$116M
|
|
|
Aug 05, 2024
Q2 2024
|
Victory Capital Management Inc
|
BUY
|
- |
247KNew |
$27.1M - $29.6M
|
247K
$36.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
108K+ 449025.0% |
$11.8M - $12.9M
|
108K
$15.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
105K+ 344.41% |
$11.5M - $12.6M
|
136K
$19.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
71.7KNew |
$7.86M - $8.61M
|
71.7K
$10.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
53.7K+ 216.54% |
$5.89M - $6.45M
|
78.5K
$11.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
42K+ 313.11% |
$4.61M - $5.04M
|
55.4K
$8.13M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
32.5KNew |
$3.57M - $3.9M
|
32.5K
$4.77M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
30.8K+ 287.37% |
$3.38M - $3.7M
|
41.5K
$6.09M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
29.8KNew |
$3.27M - $3.58M
|
29.8K
$4.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
26.9K+ 249.07% |
$2.95M - $3.23M
|
37.7K
$5.53M
|
|
|
Jul 18, 2024
Q2 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
26.3KNew |
$2.89M - $3.16M
|
26.3K
$3.86M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
22.4KNew |
$2.46M - $2.7M
|
22.4K
$3.29M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
19.4K+ 1868.69% |
$2.13M - $2.33M
|
20.4K
$3M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17.3KNew |
$1.9M - $2.08M
|
17.3K
$2.54M
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
15.3KNew |
$1.68M - $1.84M
|
15.3K
$2.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14.6K+ 30.12% |
$1.6M - $1.75M
|
62.9K
$9.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
14.4KNew |
$1.58M - $1.73M
|
14.4K
$2.11M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
14.2KNew |
$1.56M - $1.71M
|
14.2K
$2.08M
|
|
|
Aug 14, 2024
Q2 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
13.6K+ 591.3% |
$1.49M - $1.63M
|
15.9K
$2.33M
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
13.6KNew |
$1.49M - $1.63M
|
13.6K
$2M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13.2K+ 290.59% |
$1.44M - $1.58M
|
17.7K
$2.59M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
12.2KNew |
$1.34M - $1.46M
|
12.2K
$1.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.25KNew |
$1.01M - $1.11M
|
9.25K
$1.36M
|
|
|
Jul 23, 2024
Q2 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
8.98K+ 13.39% |
$985K - $1.08M
|
76.1K
$11.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.79K+ 155.72% |
$964K - $1.06M
|
14.4K
$2.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.23K+ 70.38% |
$903K - $989K
|
19.9K
$2.93M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.23K+ 180.0% |
$902K - $988K
|
12.8K
$1.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
7.21KNew |
$791K - $866K
|
7.21K
$1.06M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.71KNew |
$736K - $806K
|
6.71K
$984K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.68KNew |
$733K - $803K
|
6.68K
$981K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
6.6KNew |
$724K - $793K
|
6.6K
$969K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
4.91KNew |
$538K - $589K
|
4.91K
$720K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.46K+ 97.65% |
$379K - $415K
|
7K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.43KNew |
$376K - $412K
|
3.43K
$504K
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
3.43KNew |
$376K - $412K
|
3.43K
$503K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.24K+ 552.39% |
$355K - $389K
|
3.82K
$561K
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
3.24KNew |
$355K - $389K
|
3.24K
$475K
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
3.02KNew |
$331K - $362K
|
3.02K
$443K
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
2.76KNew |
$303K - $332K
|
2.76K
$405K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.52KNew |
$276K - $303K
|
2.52K
$370K
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
2.48KNew |
$272K - $298K
|
2.48K
$364K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.44K+ 48.29% |
$268K - $293K
|
7.49K
$1.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
2.25K+ 5239.53% |
$247K - $271K
|
2.3K
$337K
|
|
|
Aug 14, 2024
Q2 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
2.18KNew |
$239K - $262K
|
2.18K
$320K
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
2.12KNew |
$233K - $255K
|
2.12K
$312K
|