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 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11.4K+ 113.37% |
$1.39M - $1.57M
|
21.5K
$2.78M
|
|
|
May 07, 2025
Q1 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
1.54KNew |
$187K - $212K
|
1.54K
$199K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
12.3K+ 20.78% |
$1.5M - $1.7M
|
71.5K
$9.26M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-930- 81.08% |
$113K - $128K
|
217
$28.1K
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
SELL
|
- |
-21.9K- 83.11% |
$2.66M - $3.02M
|
4.45K
$575K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-388- 3.19% |
$47.3K - $53.5K
|
11.8K
$1.52M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2+ 0.44% |
$244 - $276
|
453
$58.6K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-1.58K- 4.38% |
$192K - $217K
|
34.5K
$4.46M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-52- 0.79% |
$6.34K - $7.17K
|
6.49K
$840K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-117- 41.05% |
$14.3K - $16.1K
|
168
$21.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
36.4KNew |
$4.44M - $5.02M
|
36.4K
$4.71M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
748New |
$91.1K - $103K
|
748
$96.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.74KNew |
$334K - $378K
|
2.74K
$355K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
71New |
$8.65K - $9.79K
|
71
$9.19K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
1.6KNew |
$195K - $221K
|
1.6K
$207K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.1K- 67.98% |
$499K - $565K
|
1.93K
$250K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
53New |
$6.46K - $7.31K
|
53
$6.86K
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-39- 0.16% |
$4.75K - $5.38K
|
24.5K
$3.17M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
965New |
$118K - $133K
|
965
$125K
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
15New |
$1.86K - $2.07K
|
15
$1.94K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-190- 10.51% |
$23.5K - $26.3K
|
1.62K
$209K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.36KNew |
$663K - $740K
|
5.36K
$693K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.15KNew |
$266K - $297K
|
2.15K
$279K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.01KNew |
$372K - $415K
|
3.01K
$389K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.84KNew |
$227K - $254K
|
1.84K
$238K
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
2.37KNew |
$294K - $328K
|
2.37K
$307K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
430New |
$53.2K - $59.4K
|
430
$55.6K
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
200+ 11.63% |
$24.8K - $27.6K
|
1.92K
$248K
|
|
|
Feb 14, 2025
Q4 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-4.1K- 43.33% |
$507K - $566K
|
5.36K
$693K
|
|
|
Feb 14, 2025
Q4 2024
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-8K- 12.89% |
$990K - $1.11M
|
54.1K
$7M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
680+ 325.36% |
$84.2K - $93.9K
|
889
$115K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
CALL |
4KNew |
$495K - $553K
|
4K
$518K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-2.18K- 13.19% |
$270K - $301K
|
14.4K
$1.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
200New |
$24.8K - $27.6K
|
200
$25.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.35KNew |
$291K - $325K
|
2.35K
$304K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
12.7KNew |
$1.57M - $1.75M
|
12.7K
$1.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-183- 3.38% |
$22.7K - $25.3K
|
5.23K
$677K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
2+ 0.07% |
$248 - $276
|
2.78K
$360K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
412+ 6.61% |
$51K - $56.9K
|
6.65K
$860K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-563- 14.7% |
$69.7K - $77.8K
|
3.27K
$423K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
8.49K+ 278.36% |
$1.05M - $1.17M
|
11.5K
$1.49M
|
|
| Q3 2024 | |||||||
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
8.82KNew |
$988K - $1.15M
|
8.82K
$1.14M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
27New |
$3.02K - $3.52K
|
27
$3.49K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
27New |
$3.02K - $3.52K
|
27
$3.49K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
174New |
$19.5K - $22.7K
|
174
$22.5K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
1.93KNew |
$217K - $252K
|
1.93K
$250K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
12.3KNew |
$1.38M - $1.6M
|
12.3K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
169+ 2.37% |
$18.9K - $22K
|
7.29K
$943K
|
|
|
Nov 13, 2024
Q3 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
1.63KNew |
$182K - $212K
|
1.63K
$210K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
357New |
$40K - $46.6K
|
357
$46.2K
|
|