Purchases and Sales Made in Q1 2024 in Ishares Tr (IAK)
This table provides information about the institutional ownership of Ishares Tr (IAK) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
308+ 11.99% |
$31.1K - $36.2K
|
2.88K
$362K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
306+ 24.11% |
$30.9K - $35.9K
|
1.58K
$198K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
191New |
$19.3K - $22.4K
|
191
$24.1K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
150+ 2.72% |
$15.2K - $17.6K
|
5.66K
$713K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
60New |
$6.06K - $7.04K
|
60
$7.56K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
41+ 18.81% |
$4.14K - $4.81K
|
259
$32.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
40+ 0.96% |
$4.04K - $4.7K
|
4.22K
$532K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
39+ 2.77% |
$3.94K - $4.58K
|
1.45K
$182K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
38New |
$3.84K - $4.46K
|
38
$4.79K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
33New |
$3.33K - $3.87K
|
33
$4.16K
|
|
|
May 07, 2024
Q1 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
28+ 0.14% |
$2.83K - $3.29K
|
20K
$2.52M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
25New |
$2.53K - $2.93K
|
25
$3.15K
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
BUY
|
- |
21+ 0.36% |
$2.12K - $2.47K
|
5.82K
$733K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
20New |
$2.02K - $2.35K
|
20
$2.52K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
16+ 0.36% |
$1.62K - $1.88K
|
4.44K
$560K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
11+ 0.33% |
$1.11K - $1.29K
|
3.32K
$418K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1+ 0.23% |
$101 - $117
|
445
$56.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-1- 0.03% |
$101 - $117
|
3K
$378K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-6- 8.22% |
$606 - $704
|
67
$8.44K
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-21- 0.48% |
$2.12K - $2.47K
|
4.39K
$553K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-38- 1.9% |
$3.84K - $4.46K
|
1.96K
$247K
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
SELL
|
- |
-40- 0.84% |
$4.04K - $4.7K
|
4.71K
$593K
|
|
|
May 15, 2024
Q1 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-79- 0.25% |
$7.98K - $9.27K
|
31.3K
$3.95M
|
|
|
Apr 15, 2024
Q1 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-86- 0.89% |
$8.69K - $10.1K
|
9.56K
$1.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-97- 2.73% |
$9.8K - $11.4K
|
3.46K
$436K
|
|
|
May 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-125- 3.28% |
$12.6K - $14.7K
|
3.68K
$464K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-134- 1.23% |
$13.5K - $15.7K
|
10.8K
$1.36M
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-145- 0.94% |
$14.7K - $17K
|
15.3K
$1.93M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-206- 0.59% |
$20.8K - $24.2K
|
34.9K
$4.39M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-401- 9.7% |
$40.5K - $47.1K
|
3.73K
$471K
|
|
|
Apr 17, 2024
Q1 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-477- 0.85% |
$48.2K - $56K
|
55.3K
$6.97M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-687- 0.56% |
$69.4K - $80.6K
|
122K
$15.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-941- 10.37% |
$95.1K - $110K
|
8.13K
$1.03M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.04K- 38.6% |
$105K - $121K
|
1.65K
$207K
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.08K- 6.49% |
$110K - $127K
|
15.6K
$1.97M
|
|
|
Apr 11, 2024
Q1 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-1.2K- 2.77% |
$121K - $140K
|
42K
$5.3M
|
|
|
May 13, 2024
Q1 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.3K- 3.31% |
$131K - $152K
|
37.9K
$4.78M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.49K- 6.44% |
$151K - $175K
|
21.7K
$2.73M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.53K- 65.74% |
$155K - $180K
|
799
$101K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.92KClosed |
$194K - $226K
|
0
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
SELL
|
- |
-2.09K- 4.97% |
$212K - $246K
|
40K
$5.04M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.7K- 18.34% |
$474K - $551K
|
20.9K
$2.64M
|
|
|
Apr 16, 2024
Q1 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-5.51K- 5.42% |
$557K - $647K
|
96.2K
$12.1M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.56K- 6.19% |
$562K - $652K
|
84.2K
$10.6M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.87K- 64.05% |
$593K - $689K
|
3.29K
$415K
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-5.93K- 3.16% |
$600K - $697K
|
182K
$22.9M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.73K- 10.27% |
$680K - $789K
|
58.8K
$7.41M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-8.31K- 24.02% |
$840K - $976K
|
26.3K
$3.31M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.31K- 6.94% |
$941K - $1.09M
|
125K
$15.7M
|