Latest Institutional Transactions on Ishares Tr (IAT)
This table provides information on the latest institutional transactions involving Ishares Tr (IAT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
47.9KNew |
$2.2M - $2.72M
|
47.9K
$2.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
9KNew |
$415K - $512K
|
9K
$477K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
876+ 12.46% |
$40.4K - $49.8K
|
7.91K
$419K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5.75KNew |
$265K - $327K
|
5.75K
$305K
|
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
33.1KNew |
$1.53M - $1.88M
|
33.1K
$1.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-50- 0.95% |
$2.3K - $2.85K
|
5.2K
$276K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
139+ 514.81% |
$6.4K - $7.91K
|
166
$8.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-17- 1.37% |
$783 - $967
|
1.22K
$64.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
9+ 0.85% |
$415 - $512
|
1.07K
$56.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
280New |
$12.9K - $15.9K
|
280
$14.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1- 0.02% |
$46.1 - $56.9
|
5.11K
$271K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-8.99K- 37.56% |
$414K - $511K
|
14.9K
$792K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
467New |
$21.5K - $26.6K
|
467
$24.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2.38K- 48.35% |
$110K - $136K
|
2.55K
$135K
|
|
|
Jan 27, 2025
Q4 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
20KNew |
$920K - $1.14M
|
20K
$1.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
360New |
$16.6K - $20.5K
|
360
$19.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
7.26KNew |
$335K - $413K
|
7.26K
$385K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
6.82KNew |
$314K - $388K
|
6.82K
$361K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
11.7KNew |
$540K - $667K
|
11.7K
$622K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
69+ 0.7% |
$3.18K - $3.93K
|
9.92K
$526K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
100New |
$4.61K - $5.69K
|
100
$5.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.52KNew |
$208K - $257K
|
4.52K
$240K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
41+ 0.8% |
$1.89K - $2.33K
|
5.15K
$273K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1+ 0.68% |
$46.1 - $56.9
|
149
$7.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.75K- 99.94% |
$80.4K - $99.3K
|
1
$53
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-5.92K- 9.9% |
$273K - $337K
|
53.9K
$2.86M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
800New |
$36.9K - $45.5K
|
800
$42.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
24.5KNew |
$1.13M - $1.39M
|
24.5K
$1.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
139KNew |
$6.43M - $7.94M
|
139K
$7.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
11.9KNew |
$548K - $677K
|
11.9K
$631K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
3KNew |
$138K - $171K
|
3K
$159K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
39.7KNew |
$1.83M - $2.26M
|
39.7K
$2.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
24+ 0.82% |
$1.11K - $1.37K
|
2.97K
$157K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
10.1KNew |
$463K - $572K
|
10.1K
$533K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-50- 4.35% |
$2.3K - $2.85K
|
1.1K
$58.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
40.5K+ 136.54% |
$1.86M - $2.3M
|
70.1K
$3.72M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
66+ 4.72% |
$3.04K - $3.76K
|
1.46K
$77.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-30- 0.53% |
$1.38K - $1.71K
|
5.6K
$297K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.36K+ 3.76% |
$62.6K - $77.3K
|
37.4K
$1.98M
|
|
|
Jan 07, 2025
Q4 2024
|
Spence Asset Management
|
BUY
|
- |
21.2KNew |
$977K - $1.21M
|
21.2K
$1.12M
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
BUY
|
- |
40+ 0.25% |
$1.84K - $2.28K
|
15.8K
$835K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
70.2K+ 23.84% |
$2.86M - $3.44M
|
365K
$19.3M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-619- 1.63% |
$25.3K - $30.3K
|
37.4K
$1.98M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.45KNew |
$182K - $218K
|
4.45K
$236K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
19.7K+ 12.11% |
$805K - $965K
|
183K
$9.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-146K- 34.87% |
$5.96M - $7.14M
|
273K
$14.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.71K+ 12.47% |
$69.6K - $83.4K
|
15.4K
$815K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
18.2K+ 12.05% |
$741K - $889K
|
169K
$8.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
17.6K+ 64.67% |
$716K - $859K
|
44.7K
$2.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.6K+ 81.33% |
$188K - $225K
|
10.3K
$544K
|
|