Purchases and Sales Made in Q4 2023 in Ishares Tr Us Broker Dealers & (IAI)
This table provides information about the institutional ownership of Ishares Tr Us Broker Dealers & (IAI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
47.9KNew |
$4.08M - $5.23M
|
47.9K
$6.91M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
36.1K+ 26.19% |
$3.08M - $3.94M
|
174K
$25.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
16.3KNew |
$1.39M - $1.77M
|
16.3K
$2.35M
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
14.6K+ 3.11% |
$1.24M - $1.59M
|
484K
$69.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Q3 Asset Management
|
BUY
|
- |
14KNew |
$1.19M - $1.53M
|
14K
$2.02M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11.4KNew |
$970K - $1.24M
|
11.4K
$1.64M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
7.99KNew |
$681K - $872K
|
7.99K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.44KNew |
$634K - $812K
|
7.44K
$1.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.2K+ 403.17% |
$358K - $458K
|
5.24K
$756K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.46KNew |
$209K - $268K
|
2.46K
$354K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
2.18KNew |
$186K - $238K
|
2.18K
$314K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.87K+ 3.63% |
$159K - $203K
|
53.2K
$7.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
1.55K+ 2.49% |
$132K - $169K
|
63.5K
$9.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.45K+ 19.49% |
$123K - $158K
|
8.86K
$1.28M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.14KNew |
$97K - $124K
|
1.14K
$164K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.01K+ 8.64% |
$86.4K - $111K
|
12.8K
$1.84M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
714+ 3.33% |
$60.8K - $77.9K
|
22.1K
$3.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
678New |
$57.8K - $74K
|
678
$97.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
573+ 25.38% |
$48.8K - $62.5K
|
2.83K
$408K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
503+ 17.25% |
$42.8K - $54.9K
|
3.42K
$493K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
443New |
$37.7K - $48.3K
|
443
$63.9K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
303+ 7.06% |
$25.8K - $33.1K
|
4.6K
$663K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
259+ 681.58% |
$22.1K - $28.3K
|
297
$42.8K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
100New |
$8.52K - $10.9K
|
100
$14.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
89New |
$7.58K - $9.71K
|
89
$12.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
82+ 1.4% |
$6.98K - $8.95K
|
5.93K
$856K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
73+ 243.33% |
$6.22K - $7.96K
|
103
$14.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
72New |
$6.13K - $7.86K
|
72
$10.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
65+ 1.54% |
$5.54K - $7.09K
|
4.28K
$617K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
64New |
$5.45K - $6.98K
|
64
$9.23K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
38New |
$3.24K - $4.15K
|
38
$5.48K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
36New |
$3.07K - $3.93K
|
36
$5.19K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
28New |
$2.39K - $3.05K
|
28
$4.04K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
23+ 3.36% |
$1.96K - $2.51K
|
708
$102K
|
|
|
Feb 06, 2024
Q4 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
21+ 0.85% |
$1.79K - $2.29K
|
2.49K
$359K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.72% |
$170 - $218
|
280
$40.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.4% |
$85.2 - $109
|
251
$36.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-24- 1.12% |
$2.04K - $2.62K
|
2.13K
$306K
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-24- 0.15% |
$2.04K - $2.62K
|
16.1K
$2.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-25- 33.33% |
$2.13K - $2.73K
|
50
$7.21K
|
|
|
Feb 02, 2024
Q4 2023
|
Corbyn Investment Management Inc
|
SELL
|
- |
-41- 1.85% |
$3.49K - $4.47K
|
2.17K
$313K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-90- 32.03% |
$7.67K - $9.82K
|
191
$27.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-105- 0.3% |
$8.94K - $11.5K
|
34.4K
$4.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-149- 16.72% |
$12.7K - $16.3K
|
742
$107K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-178- 6.38% |
$15.2K - $19.4K
|
2.61K
$377K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-201- 89.33% |
$17.1K - $21.9K
|
24
$3.46K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-296- 23.13% |
$25.2K - $32.3K
|
984
$142K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-435- 42.61% |
$37.1K - $47.5K
|
586
$84.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-577- 1.16% |
$49.1K - $63K
|
49.2K
$7.1M
|