Purchases and Sales Made in Q3 2023 in Ishares Tr Us Broker Dealers & (IAI)
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
|
- |
137KNew |
$12.3M - $13.6M
|
137K
$21M
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
109K+ 49.65% |
$9.71M - $10.8M
|
328K
$50M
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
33.8K+ 7.77% |
$3.02M - $3.35M
|
469K
$71.6M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
27.9K+ 334.44% |
$2.49M - $2.77M
|
36.3K
$5.54M
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.1K+ 299.32% |
$1.34M - $1.49M
|
20.1K
$3.07M
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.79K+ 0.54% |
$428K - $475K
|
893K
$136M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.22K+ 10.7% |
$376K - $418K
|
43.6K
$6.66M
|
|
Nov 14, 2023
Q3 2023
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
3.5KNew |
$312K - $347K
|
3.5K
$534K
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.81K+ 21.65% |
$251K - $278K
|
15.8K
$2.41M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.68K+ 6.92% |
$239K - $265K
|
41.4K
$6.32M
|
|
Oct 23, 2023
Q3 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
2.27K+ 3.79% |
$202K - $225K
|
62K
$9.46M
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.26KNew |
$202K - $224K
|
2.26K
$346K
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
1.44K+ 52.06% |
$129K - $143K
|
4.21K
$643K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.23K+ 12.44% |
$110K - $122K
|
11.1K
$1.7M
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
957+ 17.36% |
$85.4K - $94.9K
|
6.47K
$988K
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
421+ 2.68% |
$37.6K - $41.7K
|
16.1K
$2.46M
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
311New |
$27.8K - $30.8K
|
311
$47.5K
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
BUY
|
- |
241New |
$21.5K - $23.9K
|
241
$36.8K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
228+ 1.08% |
$20.4K - $22.6K
|
21.4K
$3.27M
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
100New |
$8.93K - $9.92K
|
100
$15.3K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
43New |
$3.84K - $4.26K
|
43
$6.57K
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
40New |
$3.57K - $3.97K
|
40
$6.11K
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
37New |
$3.3K - $3.67K
|
37
$5.65K
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
26New |
$2.32K - $2.58K
|
26
$3.97K
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
26New |
$2.32K - $2.58K
|
26
$3.97K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
13+ 52.0% |
$1.16K - $1.29K
|
38
$5.8K
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1- 0.01% |
$89.3 - $99.2
|
7.56K
$1.15M
|
|
Oct 10, 2023
Q3 2023
|
Gunderson Capital Management Inc.
|
SELL
|
- |
-44- 1.87% |
$3.93K - $4.36K
|
2.31K
$353K
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-60- 2.46% |
$5.36K - $5.95K
|
2.38K
$364K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-85- 2.83% |
$7.59K - $8.43K
|
2.92K
$445K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-105- 10.54% |
$9.37K - $10.4K
|
891
$136K
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-141- 6.16% |
$12.6K - $14K
|
2.15K
$328K
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-150- 60.0% |
$13.4K - $14.9K
|
100
$15.3K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-157- 10.93% |
$14K - $15.6K
|
1.28K
$195K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-195- 7.95% |
$17.4K - $19.3K
|
2.26K
$345K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-233- 48.24% |
$20.8K - $23.1K
|
250
$38.2K
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-315- 58.33% |
$28.1K - $31.2K
|
225
$34.4K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-386- 27.43% |
$34.5K - $38.3K
|
1.02K
$156K
|
|
Oct 30, 2023
Q3 2023
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-512- 1.02% |
$45.7K - $50.8K
|
49.5K
$7.56M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-513- 0.99% |
$45.8K - $50.9K
|
51.3K
$7.84M
|
|
Oct 12, 2023
Q3 2023
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-609- 1.73% |
$54.4K - $60.4K
|
34.5K
$5.27M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-737- 1.71% |
$65.8K - $73.1K
|
42.5K
$6.48M
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-1.23K- 29.32% |
$110K - $122K
|
2.98K
$454K
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.38K- 33.07% |
$123K - $137K
|
2.79K
$426K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.97K- 25.22% |
$176K - $196K
|
5.85K
$893K
|
|
Nov 03, 2023
Q3 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-2.84K- 8.75% |
$254K - $282K
|
29.6K
$4.53M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.95K- 16.2% |
$264K - $293K
|
15.3K
$2.33M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.39K- 37.19% |
$392K - $435K
|
7.41K
$1.13M
|