Latest Institutional Purchases of Ishares Tr (IAK)
This list provides information on the latest institutional transactions involving Ishares Tr (IAK) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.85KNew |
$422K - $454K
|
3.85K
$514K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.85KNew |
$203K - $218K
|
1.85K
$248K
|
|
|
Aug 13, 2024
Q2 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
1.5K+ 55.56% |
$164K - $177K
|
4.2K
$561K
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
205New |
$22.5K - $24.2K
|
205
$27.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
109+ 1.33% |
$11.9K - $12.8K
|
8.29K
$1.11M
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
5.52KNew |
$558K - $648K
|
5.52K
$738K
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.01K+ 45.79% |
$204K - $236K
|
6.41K
$857K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
2KNew |
$202K - $235K
|
2K
$267K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.93KNew |
$195K - $227K
|
1.93K
$258K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
314New |
$31.7K - $36.9K
|
314
$42K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
38New |
$3.84K - $4.46K
|
38
$5.08K
|
|
| Q4 2023 | |||||||
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
6.5KNew |
$583K - $656K
|
6.5K
$869K
|
|
|
Jan 24, 2024
Q4 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
2.3KNew |
$207K - $232K
|
2.3K
$308K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
648New |
$58.1K - $65.4K
|
648
$86.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
344New |
$30.9K - $34.7K
|
344
$46K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
91New |
$8.16K - $9.18K
|
91
$12.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
12New |
$1.08K - $1.21K
|
12
$1.6K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
9+ 23.68% |
$807 - $908
|
47
$6.28K
|
|
| Q3 2023 | |||||||
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
720+ 3.67% |
$62.1K - $68.3K
|
20.3K
$2.72M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
708+ 23.44% |
$61.1K - $67.2K
|
3.73K
$498K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$8.63K - $9.49K
|
100
$13.4K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
70New |
$6.04K - $6.64K
|
70
$9.35K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
521+ 21.11% |
$43K - $46.2K
|
2.99K
$399K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
235+ 3.28% |
$19.4K - $20.8K
|
7.41K
$990K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
630New |
$51.3K - $59.9K
|
630
$84.2K
|
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
341New |
$27.7K - $32.4K
|
341
$45.6K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
223New |
$18.1K - $21.2K
|
223
$29.8K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Mainstay Capital Management LLC
|
BUY
|
- |
237KNew |
$19.3M - $22.3M
|
237K
$31.6M
|
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
8.91KNew |
$724K - $841K
|
8.91K
$1.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Gunderson Capital Management Inc.
|
BUY
|
- |
2.66KNew |
$216K - $251K
|
2.66K
$355K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
100New |
$8.13K - $9.44K
|
100
$13.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
55New |
$4.47K - $5.19K
|
55
$7.35K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
20New |
$1.63K - $1.89K
|
20
$2.67K
|
|
| Q3 2022 | |||||||
|
Oct 28, 2022
Q3 2022
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
25.9KNew |
$2.03M - $2.31M
|
25.9K
$3.47M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
16.9KNew |
$1.32M - $1.5M
|
16.9K
$2.26M
|
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
BUY
|
- |
90+ 0.44% |
$7.04K - $8K
|
20.4K
$2.72M
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Lfs Asset Management
San Ramon, CA |
BUY
|
- |
54.3KNew |
$4.3M - $5.03M
|
54.3K
$7.26M
|
|
|
Aug 08, 2022
Q2 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
2.92KNew |
$231K - $271K
|
2.92K
$391K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.08KNew |
$85.7K - $100K
|
1.08K
$145K
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
600New |
$47.5K - $55.5K
|
600
$80.2K
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
200+ 3.67% |
$15.8K - $18.5K
|
5.65K
$755K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.89K+ 215.3% |
$141K - $156K
|
2.76K
$369K
|
|
| Q2 2021 | |||||||
|
Jul 29, 2021
Q2 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1+ 10.0% |
$74.8 - $82.2
|
11
$1.47K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
5.05KNew |
N/A
|
5.05K
$675K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$134
|
|