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 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-3K- 46.15% |
$244K - $285K
|
3.5K
$453K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-110- 4.57% |
$8.95K - $10.5K
|
2.3K
$297K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-951- 56.91% |
$77.4K - $90.4K
|
720
$93.2K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.72K- 18.56% |
$140K - $164K
|
7.55K
$977K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
223New |
$18.1K - $21.2K
|
223
$28.9K
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
630New |
$51.3K - $59.9K
|
630
$81.5K
|
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
341New |
$27.7K - $32.4K
|
341
$44.1K
|
|
|
May 04, 2023
Q1 2023
|
Ttp Investments, Inc.
|
SELL
|
- |
-396- 3.93% |
$32.2K - $37.6K
|
9.68K
$1.25M
|
|
|
Apr 27, 2023
Q1 2023
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-989- 12.65% |
$80.5K - $94K
|
6.83K
$884K
|
|
|
Apr 07, 2023
Q1 2023
|
Capital Cs Group, LLC
|
SELL
|
- |
-1.33K- 7.02% |
$108K - $126K
|
17.6K
$2.28M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
100New |
$8.13K - $9.44K
|
100
$12.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
20New |
$1.63K - $1.89K
|
20
$2.59K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
55New |
$4.47K - $5.19K
|
55
$7.12K
|
|
|
Feb 14, 2023
Q4 2022
|
Mainstay Capital Management LLC
|
BUY
|
- |
237KNew |
$19.3M - $22.3M
|
237K
$30.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Gunderson Capital Management Inc.
|
BUY
|
- |
2.66KNew |
$216K - $251K
|
2.66K
$344K
|
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
8.91KNew |
$724K - $841K
|
8.91K
$1.15M
|
|
|
Jan 13, 2023
Q4 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
2.36KNew |
$192K - $223K
|
2.36K
$305K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-145- 1.32% |
$11.3K - $12.9K
|
10.9K
$1.41M
|
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
BUY
|
- |
90+ 0.44% |
$7.04K - $8K
|
20.4K
$2.64M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
16.9KNew |
$1.32M - $1.5M
|
16.9K
$2.18M
|
|
|
Oct 28, 2022
Q3 2022
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
25.9KNew |
$2.03M - $2.31M
|
25.9K
$3.36M
|
|
| 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
$7.03M
|
|
|
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
$731K
|
|
|
Aug 08, 2022
Q2 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
2.92KNew |
$231K - $271K
|
2.92K
$378K
|
|
|
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
$77.6K
|
|
|
Aug 01, 2022
Q2 2022
|
Empowered Funds, LLC
|
SELL
|
- |
-141KClosed |
$11.1M - $13M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-2.79KClosed |
$221K - $258K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-49Closed |
$3.88K - $4.54K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.08KNew |
$85.7K - $100K
|
1.08K
$140K
|
|
|
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 | |||||||
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-10Closed |
$778 - $850
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.89K+ 215.3% |
$141K - $156K
|
2.76K
$357K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-49.8KClosed |
$3.73M - $4.09M
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1+ 10.0% |
$74.8 - $82.2
|
11
$1.42K
|
|
| Q4 2020 | |||||||
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-250Closed |
$13.9K - $16.9K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Principle Wealth Partners LLC
|
SELL
|
- |
-308Closed |
$16.2K - $18.5K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-122Closed |
$6.41K - $7.35K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-829Closed |
$43.5K - $49.9K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-62.7KClosed |
$3.29M - $3.78M
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 12, 2020
Q2 2020
|
Caz Investments LP
Houston, TX |
SELL
|
- |
-3.34KClosed |
$154K - $209K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 13, 2020
Q1 2020
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-17.8KClosed |
$742K - $1.35M
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-5.52KClosed |
$230K - $417K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Canton Hathaway, LLC
|
SELL
|
- |
-458Closed |
$19.1K - $34.6K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-4Closed |
$167 - $303
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-232Closed |
$9.66K - $17.5K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-299Closed |
$20.6K - $21.5K
|
0
$0
|
|