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 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.72KNew |
$192K - $224K
|
1.72K
$222K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
25New |
$2.8K - $3.26K
|
25
$3.23K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
19New |
$2.13K - $2.48K
|
19
$2.46K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
100New |
$11.2K - $13K
|
100
$12.9K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.4KNew |
$157K - $183K
|
1.4K
$181K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.85KNew |
$207K - $241K
|
1.85K
$239K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
30.7K+ 12831.8% |
$3.43M - $4M
|
30.9K
$4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-196- 0.95% |
$22K - $25.6K
|
20.5K
$2.65M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.02K+ 15.04% |
$562K - $655K
|
38.4K
$4.97M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
9New |
$1.01K - $1.17K
|
9
$1.16K
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-1.21K- 11.36% |
$135K - $158K
|
9.43K
$1.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-867- 16.37% |
$97.1K - $113K
|
4.43K
$573K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
731New |
$81.9K - $95.4K
|
731
$94.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
3KNew |
$336K - $392K
|
3K
$389K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
109+ 1.33% |
$11.9K - $12.8K
|
8.29K
$1.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.85KNew |
$203K - $218K
|
1.85K
$240K
|
|
|
Aug 13, 2024
Q2 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
1.5K+ 55.56% |
$164K - $177K
|
4.2K
$543K
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
205New |
$22.5K - $24.2K
|
205
$26.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.85KNew |
$422K - $454K
|
3.85K
$498K
|
|
|
Aug 01, 2024
Q2 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-5.5K- 28.55% |
$602K - $648K
|
13.8K
$1.78M
|
|
|
Jul 24, 2024
Q2 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
35.1KNew |
$3.85M - $4.14M
|
35.1K
$4.55M
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-6- 8.22% |
$606 - $704
|
67
$8.67K
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
5.52KNew |
$558K - $648K
|
5.52K
$715K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-38- 1.9% |
$3.84K - $4.46K
|
1.96K
$254K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.93KNew |
$195K - $227K
|
1.93K
$250K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
20New |
$2.02K - $2.35K
|
20
$2.59K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
314New |
$31.7K - $36.9K
|
314
$40.6K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
2KNew |
$202K - $235K
|
2K
$259K
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
SELL
|
- |
-40- 0.84% |
$4.04K - $4.7K
|
4.71K
$609K
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.01K+ 45.79% |
$204K - $236K
|
6.41K
$830K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
38New |
$3.84K - $4.46K
|
38
$4.92K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-100- 33.33% |
$10.1K - $11.7K
|
200
$25.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-86- 0.89% |
$8.69K - $10.1K
|
9.56K
$1.24M
|
|
| Q4 2023 | |||||||
|
May 19, 2025
Q4 2023
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-49KClosed |
$4.39M - $4.94M
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
9+ 23.68% |
$807 - $908
|
47
$6.08K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
12New |
$1.08K - $1.21K
|
12
$1.55K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
91New |
$8.16K - $9.18K
|
91
$11.8K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
6.5KNew |
$583K - $656K
|
6.5K
$841K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
648New |
$58.1K - $65.4K
|
648
$83.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
2.3KNew |
$207K - $232K
|
2.3K
$298K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
344New |
$30.9K - $34.7K
|
344
$44.5K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-144- 3.43% |
$12.4K - $13.7K
|
4.05K
$524K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
708+ 23.44% |
$61.1K - $67.2K
|
3.73K
$482K
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
720+ 3.67% |
$62.1K - $68.3K
|
20.3K
$2.63M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
70New |
$6.04K - $6.64K
|
70
$9.06K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$8.63K - $9.49K
|
100
$12.9K
|
|
| Q2 2023 | |||||||
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-5K- 50.0% |
$412K - $443K
|
5K
$647K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
235+ 3.28% |
$19.4K - $20.8K
|
7.41K
$959K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
521+ 21.11% |
$43K - $46.2K
|
2.99K
$387K
|
|