Purchases and Sales Made in Q3 2024 in Ishares Tr Us Broker Dealers & (IAI)
This table provides information about the institutional ownership of Ishares Tr Us Broker Dealers & (IAI) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
128K+ 3014.79% |
$14.8M - $16.4M
|
132K
$18.3M
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
36.8KNew |
$4.26M - $4.74M
|
36.8K
$5.1M
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
7.91KNew |
$916K - $1.02M
|
7.91K
$1.1M
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
7.57KNew |
$876K - $974K
|
7.57K
$1.05M
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
3.39KNew |
$392K - $436K
|
3.39K
$469K
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
2.99KNew |
$346K - $385K
|
2.99K
$414K
|
|
Oct 11, 2024
Q3 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
2.79K+ 10.6% |
$323K - $359K
|
29.1K
$4.03M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.53K+ 11.94% |
$177K - $197K
|
14.3K
$1.98M
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
880New |
$102K - $113K
|
880
$122K
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
144+ 6.97% |
$16.7K - $18.5K
|
2.21K
$306K
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
141New |
$16.3K - $18.2K
|
141
$19.5K
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
84+ 3.33% |
$9.72K - $10.8K
|
2.6K
$361K
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
82New |
$9.49K - $10.6K
|
82
$11.4K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
74+ 22.16% |
$8.56K - $9.53K
|
408
$56.5K
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
33New |
$3.82K - $4.25K
|
33
$4.57K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
24New |
$2.78K - $3.09K
|
24
$3.32K
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
17New |
$1.97K - $2.19K
|
17
$2.35K
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
14New |
$1.62K - $1.8K
|
14
$1.94K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3+ 0.84% |
$347 - $386
|
362
$50.1K
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 10, 2024
Q3 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-10- 0.03% |
$1.16K - $1.29K
|
32.6K
$4.51M
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-65- 2.35% |
$7.52K - $8.37K
|
2.7K
$373K
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-261- 2.14% |
$30.2K - $33.6K
|
11.9K
$1.65M
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-712- 27.66% |
$82.4K - $91.7K
|
1.86K
$258K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-981- 18.34% |
$114K - $126K
|
4.37K
$605K
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-2.67K- 57.42% |
$309K - $344K
|
1.98K
$274K
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-9.42K- 69.32% |
$1.09M - $1.21M
|
4.17K
$577K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-31.3K- 3.43% |
$3.62M - $4.03M
|
880K
$122M
|