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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-198- 9.33% |
$22.9K - $25.5K
|
1.93K
$292K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-216- 2.34% |
$25K - $27.8K
|
9.03K
$1.37M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-261- 2.14% |
$30.2K - $33.6K
|
11.9K
$1.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-268- 3.72% |
$31K - $34.5K
|
6.94K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-269- 24.77% |
$31.1K - $34.6K
|
817
$124K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-624- 3.05% |
$72.2K - $80.3K
|
19.8K
$3.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-712- 27.66% |
$82.4K - $91.7K
|
1.86K
$283K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-842- 12.55% |
$97.4K - $108K
|
5.87K
$891K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-981- 18.34% |
$114K - $126K
|
4.37K
$663K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.32K- 13.3% |
$153K - $170K
|
8.63K
$1.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-1.39K- 2.96% |
$161K - $179K
|
45.6K
$6.92M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.63K- 5.48% |
$189K - $210K
|
28.1K
$4.27M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.76K- 9.93% |
$203K - $226K
|
15.9K
$2.42M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-1.89K- 28.61% |
$218K - $243K
|
4.71K
$715K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-2.67K- 57.42% |
$309K - $344K
|
1.98K
$301K
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-3.22K- 57.5% |
$372K - $414K
|
2.38K
$361K
|
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-3.78K- 15.43% |
$437K - $486K
|
20.7K
$3.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.9K- 0.49% |
$451K - $501K
|
783K
$119M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-4.69K- 1.9% |
$542K - $603K
|
242K
$36.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.75K- 71.05% |
$550K - $611K
|
1.94K
$294K
|
|
|
Nov 14, 2024
Q3 2024
|
Q3 Asset Management
|
SELL
|
- |
-4.89K- 40.77% |
$566K - $630K
|
7.1K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-5.1K- 13.53% |
$590K - $657K
|
32.6K
$4.95M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-9.42K- 69.32% |
$1.09M - $1.21M
|
4.17K
$633K
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
SELL
|
- |
-19.7K- 2.51% |
$2.28M - $2.53M
|
766K
$116M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-24.7K- 3.07% |
$2.85M - $3.17M
|
779K
$118M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-31.3K- 3.43% |
$3.62M - $4.03M
|
880K
$134M
|