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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
300+ 103.09% |
$11.9K - $14.9K
|
591
$32K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3+ 0.56% |
$119 - $149
|
535
$28.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
45.6KNew |
$1.81M - $2.26M
|
45.6K
$2.47M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-3.47K- 64.16% |
$138K - $172K
|
1.94K
$105K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
6.01KNew |
$239K - $298K
|
6.01K
$325K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.6K- 18.66% |
$63.5K - $79.2K
|
6.97K
$377K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
74+ 6.07% |
$2.94K - $3.67K
|
1.29K
$70K
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
828+ 16.64% |
$32.9K - $41K
|
5.8K
$314K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
208+ 6.1% |
$8.26K - $10.3K
|
3.62K
$196K
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
5+ 1.07% |
$199 - $248
|
474
$25.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
500+ 8.5% |
$19.9K - $24.8K
|
6.38K
$345K
|
|
|
Aug 08, 2025
Q2 2025
|
Family Firm, Inc.
|
BUY
|
- |
3.38K+ 11.21% |
$134K - $168K
|
33.5K
$1.81M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.93K- 6.61% |
$156K - $195K
|
55.5K
$3M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.77K- 12.44% |
$110K - $137K
|
19.5K
$1.06M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
45+ 0.44% |
$1.79K - $2.23K
|
10.3K
$558K
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
10New |
$397 - $496
|
10
$541
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
929+ 559.64% |
$36.9K - $46K
|
1.1K
$59.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
15New |
$596 - $743
|
15
$812
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.13K- 15.23% |
$45K - $56.1K
|
6.3K
$341K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.18K- 7.94% |
$365K - $455K
|
106K
$5.76M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2+ 0.71% |
$79.4 - $99.1
|
284
$15.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.43K+ 2.64% |
$56.7K - $70.8K
|
55.6K
$3.01M
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.03K- 1.95% |
$40.7K - $50.8K
|
51.5K
$2.79M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.21K- 23.01% |
$47.9K - $59.7K
|
4.03K
$218K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.16K- 23.39% |
$165K - $206K
|
13.6K
$737K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
24+ 0.67% |
$953 - $1.19K
|
3.58K
$194K
|
|
|
Aug 04, 2025
Q2 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-300- 1.19% |
$11.9K - $14.9K
|
24.9K
$1.35M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-384- 34.63% |
$15.2K - $19K
|
725
$39.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.7K+ 23.26% |
$702K - $876K
|
93.7K
$5.07M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
459+ 1.57% |
$18.2K - $22.7K
|
29.7K
$1.61M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-3.09K- 21.81% |
$123K - $153K
|
11.1K
$600K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
42+ 0.81% |
$1.67K - $2.08K
|
5.22K
$282K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-41- 41.0% |
$1.63K - $2.03K
|
59
$3.19K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-73- 9.44% |
$2.9K - $3.62K
|
700
$37.9K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-665- 70.0% |
$26.4K - $33K
|
285
$15.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
BUY
|
- |
35+ 0.39% |
$1.39K - $1.73K
|
8.97K
$485K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-131- 1.57% |
$5.2K - $6.49K
|
8.21K
$444K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
593+ 10.46% |
$23.5K - $29.4K
|
6.26K
$339K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-3.78K- 18.57% |
$150K - $187K
|
16.6K
$897K
|
|
|
Jul 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
293+ 6.14% |
$11.6K - $14.5K
|
5.07K
$274K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
290+ 22.71% |
$11.5K - $14.4K
|
1.57K
$84.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-18K- 7.81% |
$715K - $892K
|
213K
$11.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
BUY
|
- |
71+ 0.71% |
$2.82K - $3.52K
|
10K
$543K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.33KNew |
$52.9K - $66K
|
1.33K
$72.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
9+ 0.84% |
$357 - $446
|
1.09K
$58.8K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-236- 9.27% |
$9.37K - $11.7K
|
2.31K
$125K
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
14+ 0.21% |
$556 - $694
|
6.62K
$358K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-22.1K- 13.46% |
$878K - $1.1M
|
142K
$7.69M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-503- 2.36% |
$20K - $24.9K
|
20.8K
$1.13M
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-8.05K- 17.89% |
$320K - $399K
|
36.9K
$2M
|