Purchases and Sales Made in Q3 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 Q3 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
Nov 01, 2023 Q3 2023
Modera Wealth Management, LLC

BUY
 -
137K
New
$12.3M - $13.6M
137K $19.8M
Oct 27, 2023 Q3 2023
Gradient Investments LLC

BUY
 -
109K
+ 49.65%
$9.71M - $10.8M
328K $47.3M
Oct 30, 2023 Q3 2023
Meitav Dash Investments LTD

BUY
 -
33.8K
+ 7.77%
$3.02M - $3.35M
469K $67.6M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
27.9K
+ 334.44%
$2.49M - $2.77M
36.3K $5.24M
Nov 14, 2023 Q3 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
15.1K
+ 299.32%
$1.34M - $1.49M
20.1K $2.9M
Nov 13, 2023 Q3 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
4.79K
+ 0.54%
$428K - $475K
893K $129M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
4.22K
+ 10.7%
$376K - $418K
43.6K $6.29M
Nov 14, 2023 Q3 2023
Menora Mivtachim Holdings Ltd.

BUY
 -
3.5K
New
$312K - $347K
3.5K $505K
Nov 14, 2023 Q3 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
2.81K
+ 21.65%
$251K - $278K
15.8K $2.27M
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
2.68K
+ 6.92%
$239K - $265K
41.4K $5.97M
Nov 13, 2023 Q3 2023
Hrt Financial LP

New York, NY
BUY
 -
2.26K
New
$202K - $224K
2.26K $327K
Nov 02, 2023 Q3 2023
Avitas Wealth Management LLC

BUY
 -
1.44K
+ 52.06%
$129K - $143K
4.21K $607K
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
1.23K
+ 12.44%
$110K - $122K
11.1K $1.6M
Nov 07, 2023 Q3 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
957
+ 17.36%
$85.4K - $94.9K
6.47K $933K
Oct 19, 2023 Q3 2023
Great Diamond Partners, LLC

BUY
 -
421
+ 2.68%
$37.6K - $41.7K
16.1K $2.32M
Oct 18, 2023 Q3 2023
Private Trust CO Na

BUY
 -
311
New
$27.8K - $30.8K
311 $44.9K
Oct 19, 2023 Q3 2023
Ballast Advisors LLC

BUY
 -
241
New
$21.5K - $23.9K
241 $34.8K
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

BUY
 -
228
+ 1.08%
$20.4K - $22.6K
21.4K $3.09M
Nov 07, 2023 Q3 2023
Cutler Group LP

BUY
 -
100
New
$8.93K - $9.92K
100 $14.4K
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
43
New
$3.84K - $4.26K
43 $6.2K
Oct 17, 2023 Q3 2023
Kozak & Associates, Inc.

Highlands Ranch, CO
BUY
 -
40
New
$3.57K - $3.97K
40 $5.77K
Oct 10, 2023 Q3 2023
Founders Capital Management

BUY
 -
37
New
$3.3K - $3.67K
37 $5.34K
Nov 02, 2023 Q3 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
26
New
$2.32K - $2.58K
26 $3.75K
Oct 27, 2023 Q3 2023
Sym Financial Corp

BUY
 -
26
New
$2.32K - $2.58K
26 $3.75K
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

BUY
 -
13
+ 52.0%
$1.16K - $1.29K
38 $5.48K
Oct 30, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Nov 13, 2023 Q3 2023
Synovus Financial Corp

Columbus, GA
SELL
 -
-1
- 0.01%
$89.3 - $99.2
7.56K $1.09M
Oct 10, 2023 Q3 2023
Gunderson Capital Management Inc.

SELL
 -
-44
- 1.87%
$3.93K - $4.36K
2.31K $333K
Nov 07, 2023 Q3 2023
Summit Financial, LLC

Parsippany, NJ
SELL
 -
-60
- 2.46%
$5.36K - $5.95K
2.38K $344K
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
SELL
 -
-85
- 2.83%
$7.59K - $8.43K
2.92K $421K
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

SELL
 -
-105
- 10.54%
$9.37K - $10.4K
891 $129K
Aug 13, 2024 Q3 2023
Glen Eagle Advisors, LLC

Kingston, NJ
SELL
 -
-141
- 6.16%
$12.6K - $14K
2.15K $310K
Nov 13, 2023 Q3 2023
Td Waterhouse Canada Inc.

Toronto, A6
SELL
 -
-150
- 60.0%
$13.4K - $14.9K
100 $14.4K
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

SELL
 -
-157
- 10.93%
$14K - $15.6K
1.28K $185K
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

SELL
 -
-195
- 7.95%
$17.4K - $19.3K
2.26K $326K
Dec 11, 2023 Q3 2023
Sunbelt Securities, Inc.

Houston, TX
SELL
 -
-233
- 48.24%
$20.8K - $23.1K
250 $36.1K
Oct 27, 2023 Q3 2023
Assetmark, Inc

SELL
 -
-315
- 58.33%
$28.1K - $31.2K
225 $32.4K
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-386
- 27.43%
$34.5K - $38.3K
1.02K $147K
Oct 30, 2023 Q3 2023
Sfi Advisors, LLC

Montclair, NJ
SELL
 -
-512
- 1.02%
$45.7K - $50.8K
49.5K $7.14M
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

SELL
 -
-513
- 0.99%
$45.8K - $50.9K
51.3K $7.4M
Oct 12, 2023 Q3 2023
Mc Guire Investment Group, LLC

SELL
 -
-609
- 1.73%
$54.4K - $60.4K
34.5K $4.98M
Nov 14, 2023 Q3 2023
Truist Financial Corp

SELL
 -
-737
- 1.71%
$65.8K - $73.1K
42.5K $6.12M
Nov 15, 2023 Q3 2023
Gsa Capital Partners LLP

London, X0
SELL
 -
-1.23K
- 29.32%
$110K - $122K
2.98K $429K
Nov 13, 2023 Q3 2023
Centaurus Financial, Inc.

SELL
 -
-1.38K
- 33.07%
$123K - $137K
2.79K $402K
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

SELL
 -
-1.97K
- 25.22%
$176K - $196K
5.85K $844K
Nov 03, 2023 Q3 2023
Cottonwood Capital Advisors, LLC

SELL
 -
-2.84K
- 8.75%
$254K - $282K
29.6K $4.28M
Nov 14, 2023 Q3 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-2.95K
- 16.2%
$264K - $293K
15.3K $2.2M
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-4.39K
- 37.19%
$392K - $435K
7.41K $1.07M

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