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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-46.2K- 67.03% |
$1.83M - $2.29M
|
22.7K
$1.23M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-2.54K- 21.7% |
$101K - $126K
|
9.15K
$495K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
10+ 0.68% |
$397 - $496
|
1.48K
$80.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
408+ 3.78% |
$16.2K - $20.2K
|
11.2K
$607K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-30.4K- 83.22% |
$1.21M - $1.51M
|
6.13K
$332K
|
|
|
Jul 11, 2025
Q2 2025
|
Spence Asset Management
|
BUY
|
- |
4.37K+ 12.44% |
$174K - $217K
|
39.5K
$2.14M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
660+ 75.86% |
$26.2K - $32.7K
|
1.53K
$82.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
5.6KNew |
$222K - $277K
|
5.6K
$303K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
24.2M+ 277595.19% |
$963M - $1.2B
|
24.2M
$1.31B
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.28K- 19.67% |
$249K - $311K
|
25.6K
$1.39M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-49- 0.88% |
$1.95K - $2.43K
|
5.55K
$300K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
11.9KNew |
$473K - $590K
|
11.9K
$645K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-262- 14.97% |
$10.4K - $13K
|
1.49K
$80.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
36+ 0.35% |
$1.43K - $1.78K
|
10.3K
$558K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
228+ 215.09% |
$9.05K - $11.3K
|
334
$18.1K
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-2.18K- 13.83% |
$86.6K - $108K
|
13.6K
$736K
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-385- 5.6% |
$15.3K - $19.1K
|
6.49K
$351K
|
|
| Q1 2025 | |||||||
|
Aug 15, 2025
Q1 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-5- 1.31% |
$224 - $268
|
376
$20.3K
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-299- 2.51% |
$13.4K - $16K
|
11.6K
$628K
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-36- 97.3% |
$1.61K - $1.93K
|
1
$54.1
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.86KNew |
$397K - $474K
|
8.86K
$479K
|
|
|
May 15, 2025
Q1 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
9.16KNew |
$411K - $491K
|
9.16K
$496K
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
329+ 2.0% |
$14.8K - $17.6K
|
16.8K
$908K
|
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
645+ 13.47% |
$28.9K - $34.5K
|
5.43K
$294K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
216+ 21.6% |
$9.69K - $11.6K
|
1.22K
$65.8K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
31.1K+ 20.54% |
$1.4M - $1.67M
|
183K
$9.89M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-998- 81.47% |
$44.8K - $53.5K
|
227
$12.3K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
193+ 2.27% |
$8.65K - $10.3K
|
8.7K
$471K
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-527- 10.78% |
$23.6K - $28.2K
|
4.36K
$236K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-15K- 7.03% |
$673K - $804K
|
199K
$10.7M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-16K- 87.98% |
$716K - $855K
|
2.18K
$118K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
195+ 209.68% |
$8.74K - $10.4K
|
288
$15.6K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
70.3KNew |
$3.15M - $3.77M
|
70.3K
$3.8M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
75New |
$3.36K - $4.02K
|
75
$4.06K
|
|
|
May 12, 2025
Q1 2025
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-8.84K- 55.89% |
$396K - $474K
|
6.98K
$378K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.1K+ 4.71% |
$723K - $863K
|
359K
$19.4M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-35.1K- 81.56% |
$1.57M - $1.88M
|
7.93K
$429K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-54.5K- 82.2% |
$2.45M - $2.92M
|
11.8K
$639K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
157New |
$7.04K - $8.41K
|
157
$8.5K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
32New |
$1.43K - $1.71K
|
32
$1.73K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.76K- 8.79% |
$78.9K - $94.2K
|
18.3K
$988K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-153- 61.69% |
$6.86K - $8.19K
|
95
$5.14K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1+ 0.67% |
$44.8 - $53.6
|
150
$8.12K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2K- 82.3% |
$89.7K - $107K
|
430
$23.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-3.26K- 27.75% |
$146K - $174K
|
8.48K
$459K
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
24.7KNew |
$1.11M - $1.32M
|
24.7K
$1.34M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-416- 8.15% |
$18.7K - $22.3K
|
4.69K
$254K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-350- 7.28% |
$15.7K - $18.7K
|
4.46K
$241K
|
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
SELL
|
- |
-267- 2.78% |
$12K - $14.3K
|
9.32K
$504K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.1K- 19.49% |
$49.3K - $58.9K
|
4.54K
$246K
|
|