Latest Institutional Transactions on Ishares Tr (IAK)
This table provides information on the latest institutional transactions involving Ishares Tr (IAK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-9.93K- 50.34% |
$1.21M - $1.37M
|
9.8K
$1.3M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
61+ 3.42% |
$7.43K - $8.41K
|
1.85K
$245K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.63KNew |
$198K - $225K
|
1.63K
$216K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
16+ 0.48% |
$1.95K - $2.21K
|
3.38K
$447K
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-180- 5.31% |
$21.9K - $24.8K
|
3.21K
$425K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-52- 0.79% |
$6.34K - $7.17K
|
6.49K
$860K
|
|
|
Apr 30, 2025
Q1 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
4.72K+ 8.23% |
$575K - $651K
|
62.1K
$8.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-3.27K- 25.71% |
$399K - $451K
|
9.46K
$1.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-373- 19.37% |
$45.5K - $51.4K
|
1.55K
$206K
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-750- 2.17% |
$91.4K - $103K
|
33.7K
$4.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
36.4KNew |
$4.44M - $5.02M
|
36.4K
$4.82M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.6K- 84.0% |
$1.41M - $1.6M
|
2.21K
$293K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.18KNew |
$266K - $301K
|
2.18K
$289K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-117- 41.05% |
$14.3K - $16.1K
|
168
$22.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
748New |
$91.1K - $103K
|
748
$99.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1.81K- 30.62% |
$220K - $249K
|
4.09K
$542K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-639- 4.35% |
$77.9K - $88.1K
|
14.1K
$1.86M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
1.6KNew |
$195K - $221K
|
1.6K
$212K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
71New |
$8.65K - $9.79K
|
71
$9.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.74KNew |
$334K - $378K
|
2.74K
$363K
|
|
|
Apr 24, 2025
Q1 2025
|
Tepp Ria, LLC
Westfield, NJ |
BUY
|
- |
22K+ 596.8% |
$2.68M - $3.03M
|
25.7K
$3.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
2.41K+ 11.51% |
$293K - $332K
|
23.3K
$3.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-127- 2.6% |
$15.5K - $17.5K
|
4.76K
$630K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
341+ 19.65% |
$41.6K - $47K
|
2.08K
$275K
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-34.8K- 38.84% |
$4.24M - $4.8M
|
54.8K
$7.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-55.3K- 71.65% |
$6.74M - $7.63M
|
21.9K
$2.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-3.17K- 33.22% |
$387K - $438K
|
6.38K
$845K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
53New |
$6.46K - $7.31K
|
53
$7.02K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.1K- 67.98% |
$499K - $565K
|
1.93K
$255K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
97+ 0.72% |
$11.8K - $13.4K
|
13.6K
$1.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
137+ 2.91% |
$16.7K - $18.9K
|
4.84K
$641K
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-1.07K- 2.71% |
$130K - $147K
|
38.3K
$5.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
1.44K+ 3.96% |
$175K - $198K
|
37.7K
$5M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
86New |
$10.5K - $11.9K
|
86
$11.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
904New |
$110K - $125K
|
904
$120K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.16KNew |
$264K - $298K
|
2.16K
$287K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.09K- 13.15% |
$254K - $288K
|
13.8K
$1.82M
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-39- 0.16% |
$4.75K - $5.38K
|
24.5K
$3.24M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
808+ 3.19% |
$98.5K - $111K
|
26.2K
$3.46M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.92KNew |
$355K - $402K
|
2.92K
$386K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
51.7K+ 84.78% |
$6.31M - $7.14M
|
113K
$14.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
300New |
$36.6K - $41.4K
|
300
$39.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-2.37K- 33.14% |
$288K - $326K
|
4.77K
$632K
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
3.68K+ 6.92% |
$448K - $507K
|
56.8K
$7.52M
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-725- 1.16% |
$88.3K - $100K
|
61.6K
$8.15M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-970- 9.22% |
$118K - $134K
|
9.55K
$1.26M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.49K+ 27.2% |
$547K - $619K
|
21K
$2.78M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
52+ 100.0% |
$6.34K - $7.17K
|
104
$13.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
965New |
$118K - $133K
|
965
$128K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
386+ 12.59% |
$47K - $53.2K
|
3.45K
$457K
|