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 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-769- 11.65% |
$65.5K - $83.9K
|
5.83K
$885K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.03K- 2.42% |
$87.4K - $112K
|
41.4K
$6.29M
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-1.13K- 13.69% |
$96.3K - $123K
|
7.13K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.35K- 12.13% |
$115K - $147K
|
9.76K
$1.48M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.66K- 0.19% |
$141K - $181K
|
870K
$132M
|
|
|
Jan 30, 2024
Q4 2023
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-2.24K- 4.52% |
$191K - $244K
|
47.3K
$7.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-2.32K- 7.81% |
$197K - $253K
|
27.3K
$4.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.47K- 4.44% |
$210K - $269K
|
53.1K
$8.06M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-3.09K- 37.97% |
$263K - $337K
|
5.05K
$766K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-4.24K- 26.85% |
$361K - $462K
|
11.5K
$1.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.61K- 10.56% |
$392K - $503K
|
39K
$5.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.85K- 39.09% |
$669K - $857K
|
12.2K
$1.86M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-8.08K- 2.47% |
$688K - $882K
|
320K
$48.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-21.6K- 2.42% |
$1.84M - $2.36M
|
872K
$132M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-27.4K- 66.16% |
$2.33M - $2.99M
|
14K
$2.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-27.7K- 76.27% |
$2.36M - $3.02M
|
8.62K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-45.4K- 61.49% |
$3.87M - $4.95M
|
28.4K
$4.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-81.6K- 31.92% |
$6.95M - $8.91M
|
174K
$26.4M
|