Purchases and Sales Made in Q3 2024 in Ishares Tr (IAK)
This table provides information about the institutional ownership of Ishares Tr (IAK) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
805+ 3.18% |
$90.2K - $105K
|
26.1K
$3.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
757+ 16.48% |
$84.8K - $98.8K
|
5.35K
$673K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
731New |
$81.9K - $95.4K
|
731
$91.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
692New |
$77.5K - $90.3K
|
692
$87K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
664+ 33.07% |
$74.4K - $86.6K
|
2.67K
$336K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
583+ 18.92% |
$65.3K - $76.1K
|
3.66K
$461K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
571+ 25.83% |
$64K - $74.5K
|
2.78K
$350K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
462+ 3.05% |
$51.7K - $60.3K
|
15.6K
$1.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
402+ 13.53% |
$45K - $52.4K
|
3.37K
$424K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
370+ 87.06% |
$41.4K - $48.3K
|
795
$99.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
357New |
$40K - $46.6K
|
357
$44.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
351+ 5.96% |
$39.3K - $45.8K
|
6.24K
$785K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
348+ 11.61% |
$39K - $45.4K
|
3.35K
$421K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
297+ 3.71% |
$33.3K - $38.7K
|
8.3K
$1.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
209New |
$23.4K - $27.3K
|
209
$26.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
197+ 2.2% |
$22.1K - $25.7K
|
9.15K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
174New |
$19.5K - $22.7K
|
174
$21.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
169+ 2.37% |
$18.9K - $22K
|
7.29K
$916K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
151+ 604.0% |
$16.9K - $19.7K
|
176
$22.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
150+ 4.17% |
$16.8K - $19.6K
|
3.75K
$471K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
146+ 3.34% |
$16.4K - $19K
|
4.52K
$568K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
105+ 6.32% |
$11.8K - $13.7K
|
1.77K
$222K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
100New |
$11.2K - $13K
|
100
$12.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
100+ 4.15% |
$11.2K - $13K
|
2.51K
$316K
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
92+ 0.27% |
$10.3K - $12K
|
34.1K
$4.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
80+ 1.37% |
$8.96K - $10.4K
|
5.93K
$745K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
45+ 195.65% |
$5.04K - $5.87K
|
68
$8.55K
|
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
32+ 0.16% |
$3.58K - $4.18K
|
20.1K
$2.52M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
27New |
$3.02K - $3.52K
|
27
$3.39K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
27New |
$3.02K - $3.52K
|
27
$3.39K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
25New |
$2.8K - $3.26K
|
25
$3.14K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
25+ 0.37% |
$2.8K - $3.26K
|
6.69K
$841K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
19New |
$2.13K - $2.48K
|
19
$2.39K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
17New |
$1.9K - $2.22K
|
17
$2.14K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
11+ 0.29% |
$1.23K - $1.44K
|
3.75K
$471K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
9New |
$1.01K - $1.17K
|
9
$1.13K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7+ 0.07% |
$784 - $913
|
10.5K
$1.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
4+ 0.27% |
$448 - $522
|
1.49K
$187K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2+ 0.45% |
$224 - $261
|
448
$56.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-76- 2.18% |
$8.51K - $9.92K
|
3.4K
$428K
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-83- 1.43% |
$9.3K - $10.8K
|
5.74K
$721K
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-87- 0.81% |
$9.74K - $11.4K
|
10.7K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-90- 2.06% |
$10.1K - $11.7K
|
4.29K
$539K
|
|
|
Nov 05, 2024
Q3 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-136- 0.48% |
$15.2K - $17.7K
|
28.3K
$3.56M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-173- 1.28% |
$19.4K - $22.6K
|
13.4K
$1.68M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-196- 0.95% |
$22K - $25.6K
|
20.5K
$2.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-280- 2.88% |
$31.4K - $36.5K
|
9.46K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-303- 9.23% |
$33.9K - $39.5K
|
2.98K
$375K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-305- 17.73% |
$34.2K - $39.8K
|
1.42K
$178K
|