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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.07KNew |
$227K - $248K
|
2.07K
$303K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.79KNew |
$196K - $215K
|
1.79K
$263K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.77KNew |
$194K - $213K
|
1.77K
$260K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.35K+ 14.41% |
$148K - $163K
|
10.7K
$1.58M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.17KNew |
$128K - $140K
|
1.17K
$171K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
987New |
$108K - $119K
|
987
$145K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
713+ 7.71% |
$78.2K - $85.7K
|
9.96K
$1.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
709+ 1.56% |
$77.8K - $85.2K
|
46K
$6.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
633+ 33.69% |
$69.4K - $76K
|
2.51K
$369K
|
|
|
Jul 30, 2024
Q2 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
524New |
$57.5K - $62.9K
|
524
$76.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
346+ 15.94% |
$38K - $41.6K
|
2.52K
$369K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
300New |
$32.9K - $36K
|
300
$44K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
257New |
$28.2K - $30.9K
|
257
$37.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
225New |
$24.7K - $27K
|
225
$33K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
161New |
$17.7K - $19.3K
|
161
$23.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
147+ 69.34% |
$16.1K - $17.7K
|
359
$52.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
118+ 2.26% |
$12.9K - $14.2K
|
5.35K
$785K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
110New |
$12.1K - $13.2K
|
110
$16.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
105New |
$11.5K - $12.6K
|
105
$15.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
82+ 0.37% |
$9K - $9.85K
|
22.3K
$3.27M
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
81New |
$8.89K - $9.73K
|
81
$11.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
75+ 0.98% |
$8.23K - $9.01K
|
7.74K
$1.14M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
64New |
$7.02K - $7.69K
|
64
$9.39K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
63New |
$6.91K - $7.57K
|
63
$9.25K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
60+ 21.9% |
$6.58K - $7.21K
|
334
$49K
|
|
|
Jul 24, 2024
Q2 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
51+ 1.21% |
$5.59K - $6.13K
|
4.27K
$626K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
41+ 16.33% |
$4.5K - $4.93K
|
292
$42.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
37New |
$4.06K - $4.44K
|
37
$5.43K
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
36New |
$3.95K - $4.32K
|
36
$5.28K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
27New |
$2.96K - $3.24K
|
27
$3.96K
|
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
25New |
$2.74K - $3K
|
25
$3.67K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
20New |
$2.19K - $2.4K
|
20
$2.94K
|
|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
7+ 0.28% |
$768 - $841
|
2.55K
$374K
|
|
|
Aug 13, 2024
Q2 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
6+ 0.24% |
$658 - $721
|
2.5K
$368K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
6New |
$658 - $721
|
6
$881
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 3.67% |
$439 - $481
|
113
$16.6K
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-17- 1.54% |
$1.86K - $2.04K
|
1.09K
$159K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-41- 1.81% |
$4.5K - $4.93K
|
2.23K
$327K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-45- 17.93% |
$4.94K - $5.41K
|
206
$30.2K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-46- 0.98% |
$5.05K - $5.53K
|
4.66K
$683K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-57- 22.18% |
$6.25K - $6.85K
|
200
$29.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-95- 49.74% |
$10.4K - $11.4K
|
96
$14.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-106- 0.2% |
$11.6K - $12.7K
|
52.3K
$7.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-123- 2.04% |
$13.5K - $14.8K
|
5.89K
$865K
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-148- 3.37% |
$16.2K - $17.8K
|
4.24K
$622K
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-201- 7.24% |
$22K - $24.1K
|
2.57K
$378K
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-239- 4.1% |
$26.2K - $28.7K
|
5.59K
$821K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-250- 39.0% |
$27.4K - $30K
|
391
$57.4K
|