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 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
925+ 3.16% |
$41.5K - $49.5K
|
30.2K
$1.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-2.86K- 5.97% |
$128K - $153K
|
45K
$2.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2K- 82.3% |
$89.7K - $107K
|
430
$22.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
54.8K+ 50.05% |
$2.46M - $2.93M
|
164K
$8.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
116+ 1.7% |
$5.2K - $6.21K
|
6.93K
$358K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
45.8K+ 151.76% |
$2.05M - $2.45M
|
76K
$3.92M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-141- 15.43% |
$6.32K - $7.55K
|
773
$39.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-3.26K- 27.75% |
$146K - $174K
|
8.48K
$437K
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
24.7KNew |
$1.11M - $1.32M
|
24.7K
$1.28M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-282- 50.0% |
$12.6K - $15.1K
|
282
$14.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-5.12K- 62.93% |
$230K - $274K
|
3.02K
$156K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-416- 8.15% |
$18.7K - $22.3K
|
4.69K
$242K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-350- 7.28% |
$15.7K - $18.7K
|
4.46K
$230K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-332- 8.53% |
$14.9K - $17.8K
|
3.56K
$184K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1.03K+ 1236.14% |
$46K - $55K
|
1.11K
$57.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.63K- 5.27% |
$73K - $87.1K
|
29.2K
$1.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
6.84K+ 4.9% |
$307K - $366K
|
146K
$7.55M
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
48+ 0.48% |
$2.15K - $2.57K
|
9.97K
$515K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-79- 1.37% |
$3.54K - $4.23K
|
5.67K
$293K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
215+ 0.86% |
$9.64K - $11.5K
|
25.2K
$1.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.1K- 19.49% |
$49.3K - $58.9K
|
4.54K
$234K
|
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
SELL
|
- |
-267- 2.78% |
$12K - $14.3K
|
9.32K
$481K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.42KNew |
$63.7K - $76.1K
|
1.42K
$73.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
6+ 0.56% |
$269 - $321
|
1.08K
$55.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-1.21K- 1.72% |
$54.1K - $64.6K
|
68.9K
$3.56M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
16+ 0.54% |
$717 - $857
|
2.98K
$154K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-600- 4.89% |
$26.9K - $32.1K
|
11.7K
$603K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.17K- 12.95% |
$142K - $170K
|
21.3K
$1.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
1.11K+ 2.8% |
$50K - $59.7K
|
40.8K
$2.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-22- 0.3% |
$986 - $1.18K
|
7.24K
$374K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16.7K- 7.77% |
$771K - $953K
|
199K
$10.3M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-29.3K- 78.45% |
$1.35M - $1.67M
|
8.05K
$416K
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
5.7KNew |
$263K - $324K
|
5.7K
$294K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
91+ 0.89% |
$4.19K - $5.18K
|
10.3K
$530K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
71New |
$3.27K - $4.04K
|
71
$3.66K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
12+ 0.18% |
$553 - $683
|
6.64K
$343K
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-11.7K- 62.55% |
$539K - $665K
|
7K
$361K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
220New |
$10.1K - $12.5K
|
220
$11.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-10.3K- 50.34% |
$476K - $588K
|
10.2K
$526K
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
4.09KNew |
$188K - $233K
|
4.09K
$211K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
19.3KNew |
$889K - $1.1M
|
19.3K
$996K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-6.16K- 54.05% |
$284K - $350K
|
5.24K
$270K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
800New |
$36.9K - $45.5K
|
800
$41.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
BUY
|
- |
104KNew |
$4.77M - $5.89M
|
104K
$5.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
104KNew |
$4.77M - $5.89M
|
104K
$5.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
200New |
$9.21K - $11.4K
|
200
$10.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
400New |
$18.4K - $22.8K
|
400
$20.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-236- 7.17% |
$10.9K - $13.4K
|
3.06K
$158K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-500- 28.14% |
$23K - $28.5K
|
1.28K
$65.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
PUT |
136KNew |
$6.27M - $7.74M
|
136K
$7.02M
|
|