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 |
---|---|---|---|---|---|---|---|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
5.65K+ 186.85% |
$221K - $245K
|
8.68K
$354K
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-1.31K- 20.1% |
$51.1K - $56.7K
|
5.19K
$212K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.33K+ 11.05% |
$52K - $57.7K
|
13.4K
$545K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
82.3K+ 93.86% |
$3.22M - $3.57M
|
170K
$6.94M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-71K- 20.66% |
$2.78M - $3.08M
|
272K
$11.1M
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.5KNew |
$58.5K - $64.9K
|
1.5K
$61K
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
2.64K+ 1332.32% |
$103K - $114K
|
2.84K
$116K
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3.36K- 35.78% |
$131K - $146K
|
6.03K
$246K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-11K- 4.31% |
$430K - $477K
|
244K
$9.96M
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
48+ 3.04% |
$1.88K - $2.08K
|
1.63K
$66.5K
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
SELL
|
- |
-950- 9.61% |
$37.2K - $41.2K
|
8.94K
$365K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.3K- 14.35% |
$403K - $447K
|
61.5K
$2.51M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-154K- 51.67% |
$6.04M - $6.7M
|
144K
$5.89M
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-14.6K- 58.88% |
$572K - $635K
|
10.2K
$417K
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
1.78K+ 29.66% |
$69.8K - $77.3K
|
7.79K
$318K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
54.5K+ 23.53% |
$2.13M - $2.36M
|
286K
$11.7M
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-519- 13.44% |
$20.3K - $22.5K
|
3.34K
$136K
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
27.3K+ 87.46% |
$1.07M - $1.18M
|
58.4K
$2.38M
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-800- 46.95% |
$31.3K - $34.7K
|
904
$36.9K
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-18.6K- 22.41% |
$726K - $805K
|
64.3K
$2.62M
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
135+ 2.73% |
$5.28K - $5.86K
|
5.08K
$207K
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-325- 6.24% |
$12.7K - $14.1K
|
4.89K
$199K
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-98.4K- 25.73% |
$3.85M - $4.27M
|
284K
$11.6M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-13.3K- 46.02% |
$520K - $577K
|
15.6K
$636K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.1K+ 51.7% |
$709K - $786K
|
53.2K
$2.17M
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.48K+ 3.11% |
$57.7K - $64K
|
48.9K
$2M
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.1K- 43.77% |
$278K - $308K
|
9.11K
$372K
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-33K- 78.13% |
$1.29M - $1.43M
|
9.23K
$377K
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
9.22KNew |
$361K - $400K
|
9.22K
$376K
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
12+ 0.75% |
$469 - $521
|
1.61K
$65.6K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-211- 40.11% |
$8.25K - $9.15K
|
315
$12.9K
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
334+ 6.94% |
$13.1K - $14.5K
|
5.15K
$210K
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
1.34K+ 27.28% |
$52.6K - $58.3K
|
6.27K
$256K
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-580- 9.63% |
$22.7K - $25.2K
|
5.44K
$222K
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-139- 2.64% |
$5.44K - $6.03K
|
5.12K
$209K
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-44K- 86.28% |
$1.72M - $1.91M
|
7K
$286K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6K- 26.14% |
$235K - $260K
|
16.9K
$691K
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
SELL
|
- |
-283- 0.86% |
$11.1K - $12.3K
|
32.8K
$1.34M
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 1.04% |
$39.1 - $43.4
|
97
$3.96K
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
BUY
|
- |
59+ 0.61% |
$2.31K - $2.56K
|
9.7K
$396K
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-10- 0.08% |
$391 - $434
|
12.7K
$517K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2+ 0.09% |
$78.2 - $86.8
|
2.28K
$93.1K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-18.8K- 13.4% |
$736K - $816K
|
122K
$4.96M
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.98% |
$39.1 - $43.4
|
103
$4.2K
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-267- 8.76% |
$10.4K - $11.6K
|
2.78K
$113K
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
36+ 0.72% |
$1.41K - $1.56K
|
5.01K
$205K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
2+ 1.21% |
$78.2 - $86.8
|
167
$6.81K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-24.4K- 36.75% |
$954K - $1.06M
|
42K
$1.71M
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-8- 0.94% |
$313 - $347
|
840
$34.3K
|