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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
708+ 23.44% |
$61.1K - $67.2K
|
3.73K
$504K
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-144- 3.43% |
$12.4K - $13.7K
|
4.05K
$548K
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
720+ 3.67% |
$62.1K - $68.3K
|
20.3K
$2.75M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
70New |
$6.04K - $6.64K
|
70
$9.47K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$8.63K - $9.49K
|
100
$13.5K
|
|
| Q2 2023 | |||||||
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-5K- 50.0% |
$412K - $443K
|
5K
$676K
|
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-1.71K- 22.54% |
$141K - $152K
|
5.89K
$796K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
235+ 3.28% |
$19.4K - $20.8K
|
7.41K
$1M
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.16KNew |
$260K - $280K
|
3.16K
$427K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
521+ 21.11% |
$43K - $46.2K
|
2.99K
$404K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-3K- 46.15% |
$244K - $285K
|
3.5K
$473K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-110- 4.57% |
$8.95K - $10.5K
|
2.3K
$310K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-951- 56.91% |
$77.4K - $90.4K
|
720
$97.4K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.72K- 18.56% |
$140K - $164K
|
7.55K
$1.02M
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
223New |
$18.1K - $21.2K
|
223
$30.2K
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
630New |
$51.3K - $59.9K
|
630
$85.2K
|
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
341New |
$27.7K - $32.4K
|
341
$46.1K
|
|
|
May 04, 2023
Q1 2023
|
Ttp Investments, Inc.
|
SELL
|
- |
-396- 3.93% |
$32.2K - $37.6K
|
9.68K
$1.31M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
821New |
$66.8K - $78K
|
821
$111K
|
|
|
Apr 27, 2023
Q1 2023
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-989- 12.65% |
$80.5K - $94K
|
6.83K
$924K
|
|
|
Apr 07, 2023
Q1 2023
|
Capital Cs Group, LLC
|
SELL
|
- |
-1.33K- 7.02% |
$108K - $126K
|
17.6K
$2.38M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
100New |
$8.13K - $9.44K
|
100
$13.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Mainstay Capital Management LLC
|
BUY
|
- |
237KNew |
$19.3M - $22.3M
|
237K
$32M
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
55New |
$4.47K - $5.19K
|
55
$7.44K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
20New |
$1.63K - $1.89K
|
20
$2.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Gunderson Capital Management Inc.
|
BUY
|
- |
2.66KNew |
$216K - $251K
|
2.66K
$359K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.1KNew |
$252K - $292K
|
3.1K
$419K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
22New |
$1.79K - $2.08K
|
22
$2.97K
|
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
8.91KNew |
$724K - $841K
|
8.91K
$1.2M
|
|
|
Jan 13, 2023
Q4 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
2.36KNew |
$192K - $223K
|
2.36K
$319K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-145- 1.32% |
$11.3K - $12.9K
|
10.9K
$1.47M
|
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
BUY
|
- |
90+ 0.44% |
$7.04K - $8K
|
20.4K
$2.75M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
16.9KNew |
$1.32M - $1.5M
|
16.9K
$2.28M
|
|
|
Oct 28, 2022
Q3 2022
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
25.9KNew |
$2.03M - $2.31M
|
25.9K
$3.51M
|
|
| Q2 2022 | |||||||
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-12.5KClosed |
$992K - $1.16M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Lfs Asset Management
San Ramon, CA |
BUY
|
- |
54.3KNew |
$4.3M - $5.03M
|
54.3K
$7.35M
|
|
|
Aug 15, 2022
Q2 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-20Closed |
$1.58K - $1.85K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
200+ 3.67% |
$15.8K - $18.5K
|
5.65K
$764K
|
|
|
Aug 08, 2022
Q2 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
2.92KNew |
$231K - $271K
|
2.92K
$395K
|
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
SELL
|
- |
-59Closed |
$4.67K - $5.46K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
600New |
$47.5K - $55.5K
|
600
$81.1K
|
|
|
Aug 04, 2022
Q2 2022
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
1.25K+ 1.18% |
$99K - $116K
|
107K
$14.5M
|
|
|
Aug 01, 2022
Q2 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-2.79KClosed |
$221K - $258K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Empowered Funds, LLC
|
SELL
|
- |
-141KClosed |
$11.1M - $13M
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.08KNew |
$85.7K - $100K
|
1.08K
$146K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-49Closed |
$3.88K - $4.54K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.6KClosed |
$127K - $148K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-75Closed |
$6.15K - $6.94K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-172Closed |
$13.4K - $14.6K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-10Closed |
$778 - $850
|
0
$0
|
|