Purchases and Sales Made in Q4 2023 in Ishares Tr (IAK)
This table provides information about the institutional ownership of Ishares Tr (IAK) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
146+ 13.0% |
$13.1K - $14.7K
|
1.27K
$160K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
123New |
$11K - $12.4K
|
123
$15.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
101+ 1.48% |
$9.06K - $10.2K
|
6.94K
$873K
|
|
|
Jan 17, 2024
Q4 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
101+ 0.23% |
$9.06K - $10.2K
|
43.2K
$5.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
91New |
$8.16K - $9.18K
|
91
$11.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
73New |
$6.55K - $7.37K
|
73
$9.18K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
26+ 0.63% |
$2.33K - $2.62K
|
4.14K
$520K
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
19+ 0.19% |
$1.7K - $1.92K
|
10.1K
$1.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18+ 17.14% |
$1.61K - $1.82K
|
123
$15.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
12New |
$1.08K - $1.21K
|
12
$1.51K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
9+ 23.68% |
$807 - $908
|
47
$5.91K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
4+ 0.07% |
$359 - $404
|
5.44K
$683K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
4+ 0.91% |
$359 - $404
|
444
$55.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-7- 0.32% |
$628 - $706
|
2.21K
$277K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-25Closed |
$2.24K - $2.52K
|
0
$0
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-28- 1.66% |
$2.51K - $2.83K
|
1.66K
$208K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-92- 2.71% |
$8.25K - $9.28K
|
3.31K
$416K
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-139- 0.89% |
$12.5K - $14K
|
15.4K
$1.94M
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-148- 2.49% |
$13.3K - $14.9K
|
5.8K
$729K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-200- 20.62% |
$17.9K - $20.2K
|
770
$96.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-206- 3.39% |
$18.5K - $20.8K
|
5.87K
$738K
|
|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-350- 8.42% |
$31.4K - $35.3K
|
3.81K
$479K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-397- 0.87% |
$35.6K - $40.1K
|
45.4K
$5.71M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-410- 3.63% |
$36.8K - $41.4K
|
10.9K
$1.37M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-430- 6.95% |
$38.6K - $43.4K
|
5.76K
$724K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-574- 72.57% |
$51.5K - $57.9K
|
217
$27.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-853- 13.41% |
$76.5K - $86.1K
|
5.51K
$693K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.24K- 1.37% |
$112K - $126K
|
89.7K
$11.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.6K- 49.88% |
$144K - $161K
|
1.61K
$202K
|
|
|
Feb 13, 2024
Q4 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.61K- 3.93% |
$144K - $162K
|
39.2K
$4.93M
|
|
|
Jan 31, 2024
Q4 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.73K- 3.01% |
$155K - $175K
|
55.8K
$7.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.71K- 9.57% |
$243K - $273K
|
25.6K
$3.22M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.93K- 18.98% |
$263K - $296K
|
12.5K
$1.57M
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
SELL
|
- |
-3.11K- 6.89% |
$279K - $314K
|
42.1K
$5.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.77K- 27.07% |
$338K - $381K
|
10.2K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.15K- 55.85% |
$372K - $419K
|
3.28K
$413K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.05K- 1.28% |
$453K - $509K
|
388K
$48.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-5.82K- 5.41% |
$522K - $587K
|
102K
$12.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-7.11K- 3.65% |
$637K - $717K
|
188K
$23.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.08K- 3.78% |
$725K - $815K
|
206K
$25.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-8.81K- 34.53% |
$790K - $889K
|
16.7K
$2.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.82K- 27.57% |
$791K - $890K
|
23.2K
$2.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.39K- 4.85% |
$842K - $947K
|
184K
$23.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-11.3K- 99.37% |
$1.01M - $1.14M
|
71
$8.93K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-35.4K- 8.35% |
$3.18M - $3.57M
|
388K
$48.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-51.6K- 24.04% |
$4.63M - $5.21M
|
163K
$20.5M
|