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 |
---|---|---|---|---|---|---|---|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-989- 1.09% |
$122K - $137K
|
89.6K
$11.5M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.44K- 21.87% |
$550K - $613K
|
15.9K
$2.03M
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-64- 1.12% |
$7.92K - $8.84K
|
5.67K
$727K
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
685+ 2.88% |
$84.8K - $94.6K
|
24.5K
$3.14M
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2.13K+ 36.87% |
$263K - $294K
|
7.9K
$1.01M
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-150- 1.41% |
$18.6K - $20.7K
|
10.5K
$1.35M
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
167+ 21.01% |
$20.7K - $23.1K
|
962
$123K
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
556+ 22.15% |
$68.8K - $76.8K
|
3.07K
$393K
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
493+ 1.27% |
$61K - $68.1K
|
39.4K
$5.05M
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
61KNew |
$7.56M - $8.43M
|
61K
$7.82M
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-734- 1.36% |
$90.9K - $101K
|
53.3K
$6.83M
|
|
Q3 2024 | |||||||
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
5.41KNew |
$606K - $706K
|
5.41K
$693K
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
8.82KNew |
$988K - $1.15M
|
8.82K
$1.13M
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.16K+ 40.66% |
$130K - $152K
|
4.02K
$515K
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.46K+ 36.86% |
$164K - $191K
|
5.43K
$696K
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
27New |
$3.02K - $3.52K
|
27
$3.46K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.49K+ 1.62% |
$391K - $455K
|
219K
$28M
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
692New |
$77.5K - $90.3K
|
692
$88.7K
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-389- 1.44% |
$43.6K - $50.8K
|
26.7K
$3.42M
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
12.3KNew |
$1.38M - $1.6M
|
12.3K
$1.58M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.2K- 73.54% |
$1.03M - $1.2M
|
3.31K
$424K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
351+ 5.96% |
$39.3K - $45.8K
|
6.24K
$800K
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7+ 0.07% |
$784 - $913
|
10.5K
$1.35M
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
31.1K+ 49.2% |
$3.48M - $4.06M
|
94.3K
$12.1M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
58.3K+ 111.45% |
$6.52M - $7.6M
|
111K
$14.2M
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
169+ 2.37% |
$18.9K - $22K
|
7.29K
$934K
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.15K+ 343.84% |
$128K - $149K
|
1.48K
$189K
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-10.2K- 7.35% |
$1.14M - $1.33M
|
129K
$16.5M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-8.1K- 4.98% |
$908K - $1.06M
|
155K
$19.8M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.4K+ 1.04% |
$493K - $574K
|
428K
$54.9M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.2K+ 176.47% |
$1.48M - $1.72M
|
20.7K
$2.65M
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
27New |
$3.02K - $3.52K
|
27
$3.46K
|
|
Nov 14, 2024
Q3 2024
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
62.1KNew |
$6.95M - $8.1M
|
62.1K
$7.95M
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.79KNew |
$312K - $364K
|
2.79K
$357K
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-39.4K- 91.55% |
$4.41M - $5.13M
|
3.63K
$466K
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-20.7K- 92.34% |
$2.32M - $2.71M
|
1.72K
$220K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21K+ 64.44% |
$2.36M - $2.75M
|
53.7K
$6.88M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
29.5K+ 24.0% |
$3.3M - $3.85M
|
152K
$19.5M
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
174New |
$19.5K - $22.7K
|
174
$22.3K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
664+ 33.07% |
$74.4K - $86.6K
|
2.67K
$342K
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
1.93KNew |
$217K - $252K
|
1.93K
$248K
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
45+ 195.65% |
$5.04K - $5.87K
|
68
$8.71K
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
571+ 25.83% |
$64K - $74.5K
|
2.78K
$356K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.25K- 10.19% |
$252K - $293K
|
19.8K
$2.54M
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.48K- 90.27% |
$166K - $194K
|
160
$20.5K
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
209New |
$23.4K - $27.3K
|
209
$26.8K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
24.8K+ 11.06% |
$2.78M - $3.23M
|
249K
$31.9M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-479- 10.79% |
$53.6K - $62.5K
|
3.96K
$508K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-694- 0.45% |
$77.7K - $90.5K
|
152K
$19.5M
|
|
Nov 13, 2024
Q3 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
1.63KNew |
$182K - $212K
|
1.63K
$208K
|