Purchases and Sales Made in Q4 2024 in Ishares Tr Us Broker Dealers & (IAI)
This table provides information about the institutional ownership of Ishares Tr Us Broker Dealers & (IAI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
85.5KNew |
$10.9M - $13.1M
|
85.5K
$13.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
16.8KNew |
$2.14M - $2.57M
|
16.8K
$2.58M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.61KNew |
$461K - $554K
|
3.61K
$556K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.49KNew |
$446K - $536K
|
3.49K
$538K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
3.24K+ 136.28% |
$413K - $497K
|
5.61K
$864K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.91KNew |
$371K - $447K
|
2.91K
$448K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.29KNew |
$292K - $351K
|
2.29K
$353K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.1K+ 94.89% |
$268K - $322K
|
4.31K
$663K
|
|
|
Jan 14, 2025
Q4 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
1.75KNew |
$223K - $268K
|
1.75K
$269K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
612+ 3.39% |
$78.1K - $93.9K
|
18.7K
$2.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
523New |
$66.7K - $80.2K
|
523
$80.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
292+ 3.69% |
$37.3K - $44.8K
|
8.2K
$1.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
143+ 7.68% |
$18.2K - $21.9K
|
2.01K
$309K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
50New |
$6.38K - $7.67K
|
50
$7.7K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
8+ 36.36% |
$1.02K - $1.23K
|
30
$4.62K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-6- 9.38% |
$766 - $920
|
58
$8.93K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-7- 0.21% |
$893 - $1.07K
|
3.38K
$520K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-44- 2.22% |
$5.61K - $6.75K
|
1.94K
$298K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-45- 1.84% |
$5.74K - $6.9K
|
2.4K
$370K
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-74- 0.23% |
$9.44K - $11.4K
|
32.5K
$5M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-193- 7.16% |
$24.6K - $29.6K
|
2.5K
$386K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-468- 11.22% |
$59.7K - $71.8K
|
3.7K
$570K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-772- 3.73% |
$98.5K - $118K
|
19.9K
$3.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-1.83K- 2.24% |
$233K - $281K
|
79.8K
$12.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-2.12K- 7.27% |
$270K - $325K
|
27K
$4.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-56.1K- 6.83% |
$7.16M - $8.61M
|
765K
$118M
|