Purchases and Sales Made in Q4 2024 in Ishares Tr (IAK)
This table provides information about the institutional ownership of Ishares Tr (IAK) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-35- 0.59% |
$4.33K - $4.84K
|
5.9K
$763K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-64- 1.12% |
$7.92K - $8.84K
|
5.67K
$734K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-130- 0.36% |
$16.1K - $18K
|
36.5K
$4.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-146- 2.18% |
$18.1K - $20.2K
|
6.55K
$847K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-150- 1.41% |
$18.6K - $20.7K
|
10.5K
$1.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-183- 3.38% |
$22.7K - $25.3K
|
5.23K
$677K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-237- 2.86% |
$29.3K - $32.7K
|
8.06K
$1.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-377- 6.04% |
$46.7K - $52.1K
|
5.87K
$759K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-388- 10.35% |
$48K - $53.6K
|
3.36K
$435K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-394- 10.75% |
$48.8K - $54.4K
|
3.27K
$423K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-480- 4.55% |
$59.4K - $66.3K
|
10.1K
$1.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-503- 6.58% |
$62.3K - $69.5K
|
7.14K
$923K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-563- 14.7% |
$69.7K - $77.8K
|
3.27K
$423K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-734- 1.36% |
$90.9K - $101K
|
53.3K
$6.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-805- 29.48% |
$99.6K - $111K
|
1.93K
$249K
|
|
|
Feb 07, 2025
Q4 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-814- 2.58% |
$101K - $112K
|
30.8K
$3.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-989- 1.09% |
$122K - $137K
|
89.6K
$11.6M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-992- 29.97% |
$123K - $137K
|
2.32K
$300K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.08K- 8.06% |
$133K - $149K
|
12.3K
$1.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.1K- 2.58% |
$136K - $151K
|
41.3K
$5.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.35K- 4.76% |
$166K - $186K
|
26.9K
$3.49M
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-2.78K- 13.98% |
$344K - $384K
|
17.1K
$2.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.8K- 31.71% |
$346K - $386K
|
6.02K
$780K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.77K- 43.54% |
$466K - $520K
|
4.88K
$632K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.44K- 21.87% |
$550K - $613K
|
15.9K
$2.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-44K- 28.98% |
$5.45M - $6.08M
|
108K
$14M
|