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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
4.59K+ 13.61% |
$562K - $636K
|
38.3K
$4.96M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.29K+ 5.9% |
$158K - $179K
|
23.2K
$3M
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.35K+ 168.41% |
$165K - $187K
|
2.15K
$278K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
126+ 7.74% |
$15.4K - $17.4K
|
1.75K
$227K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.14KNew |
$384K - $435K
|
3.14K
$406K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-492- 15.32% |
$60.2K - $68.1K
|
2.72K
$352K
|
|
|
Jul 30, 2025
Q2 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
23.7K+ 35.94% |
$2.9M - $3.28M
|
89.6K
$11.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-200- 5.0% |
$24.5K - $27.7K
|
3.8K
$492K
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
232+ 1.0% |
$28.4K - $32.1K
|
23.5K
$3.05M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
731New |
$89.5K - $101K
|
731
$94.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
7+ 0.21% |
$857 - $969
|
3.39K
$438K
|
|
|
Jul 29, 2025
Q2 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-4.1K- 7.22% |
$502K - $568K
|
52.7K
$6.82M
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
499+ 55.2% |
$61.1K - $69.1K
|
1.4K
$182K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.37K+ 25.59% |
$658K - $744K
|
26.4K
$3.41M
|
|
|
Jul 25, 2025
Q2 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-395- 8.28% |
$48.4K - $54.7K
|
4.38K
$566K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
151+ 9.72% |
$18.5K - $20.9K
|
1.7K
$220K
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-6.52K- 3.98% |
$798K - $903K
|
157K
$20.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
4.19K+ 65.64% |
$513K - $580K
|
10.6K
$1.37M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-153- 87.43% |
$18.7K - $21.2K
|
22
$2.85K
|
|
|
Jul 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
8.59K+ 77.63% |
$1.05M - $1.19M
|
19.7K
$2.54M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
155+ 704.55% |
$19K - $21.5K
|
177
$22.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
270+ 7.82% |
$33.1K - $37.4K
|
3.72K
$482K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
379+ 2.79% |
$46.4K - $52.5K
|
14K
$1.81M
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
1.66KNew |
$203K - $230K
|
1.66K
$215K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
2.14KNew |
$262K - $296K
|
2.14K
$277K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-150- 3.43% |
$18.4K - $20.8K
|
4.23K
$547K
|
|
|
Jul 22, 2025
Q2 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
50+ 1.56% |
$6.12K - $6.92K
|
3.26K
$422K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
106K+ 94.11% |
$13M - $14.7M
|
219K
$28.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
285New |
$34.9K - $39.5K
|
285
$36.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
367+ 7.85% |
$44.9K - $50.8K
|
5.04K
$652K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
525+ 12.84% |
$64.3K - $72.7K
|
4.62K
$597K
|
|
|
Jul 22, 2025
Q2 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
2.23KNew |
$273K - $309K
|
2.23K
$289K
|
|
|
Jul 21, 2025
Q2 2025
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
5.13KNew |
$628K - $710K
|
5.13K
$663K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
306New |
$37.5K - $42.4K
|
306
$39.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
31.5KNew |
$3.86M - $4.37M
|
31.5K
$4.08M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
1.93KNew |
$237K - $268K
|
1.93K
$250K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-683- 7.16% |
$83.6K - $94.6K
|
8.86K
$1.15M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.27K+ 60.07% |
$1.01M - $1.15M
|
22K
$2.85M
|
|
|
Jul 17, 2025
Q2 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
9.78KNew |
$1.2M - $1.35M
|
9.78K
$1.27M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
63+ 73.26% |
$7.71K - $8.72K
|
149
$19.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
14.4K+ 26.2% |
$1.76M - $1.99M
|
69.1K
$8.95M
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-745- 1.44% |
$91.2K - $103K
|
50.9K
$6.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
241+ 0.63% |
$29.5K - $33.4K
|
38.6K
$4.99M
|
|
|
Jul 15, 2025
Q2 2025
|
Tepp Ria, LLC
Westfield, NJ |
SELL
|
- |
-10.4K- 40.56% |
$1.28M - $1.44M
|
15.3K
$1.98M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
7.67KNew |
$940K - $1.06M
|
7.67K
$993K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
4.26K+ 11.3% |
$522K - $590K
|
42K
$5.43M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.22K+ 88.71% |
$517K - $584K
|
8.98K
$1.16M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-35- 4.18% |
$4.29K - $4.85K
|
802
$104K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-402- 18.58% |
$49.2K - $55.7K
|
1.76K
$228K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
253+ 84.33% |
$31K - $35K
|
553
$71.6K
|