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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
SELL
|
- |
-4.81K- 37.17% |
$430K - $477K
|
8.14K
$1.24M
|
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-9.03K- 43.57% |
$806K - $895K
|
11.7K
$1.78M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-10.2K- 17.01% |
$911K - $1.01M
|
49.8K
$7.56M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-10.5K- 71.07% |
$941K - $1.05M
|
4.29K
$652K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-48.7K- 46.75% |
$4.35M - $4.83M
|
55.5K
$8.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-68K- 85.27% |
$6.07M - $6.74M
|
11.7K
$1.78M
|
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-177K- 95.55% |
$15.8M - $17.6M
|
8.26K
$1.25M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-513K- 66.72% |
$45.8M - $50.9M
|
256K
$38.8M
|