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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
6.84K+ 4.9% |
$307K - $366K
|
146K
$7.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.42KNew |
$63.7K - $76.1K
|
1.42K
$76.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
1.11K+ 2.8% |
$50K - $59.7K
|
40.8K
$2.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-22- 0.3% |
$986 - $1.18K
|
7.24K
$392K
|
|
| Q4 2024 | |||||||
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-29.3K- 78.45% |
$1.35M - $1.67M
|
8.05K
$436K
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
5.7KNew |
$263K - $324K
|
5.7K
$308K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
71New |
$3.27K - $4.04K
|
71
$3.84K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
12+ 0.18% |
$553 - $683
|
6.64K
$359K
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-11.7K- 62.55% |
$539K - $665K
|
7K
$379K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
220New |
$10.1K - $12.5K
|
220
$11.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-10.3K- 50.34% |
$476K - $588K
|
10.2K
$552K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
19.3KNew |
$889K - $1.1M
|
19.3K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
800New |
$36.9K - $45.5K
|
800
$43.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
BUY
|
- |
104KNew |
$4.77M - $5.89M
|
104K
$5.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
104KNew |
$4.77M - $5.89M
|
104K
$5.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
200New |
$9.21K - $11.4K
|
200
$10.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
400New |
$18.4K - $22.8K
|
400
$21.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-236- 7.17% |
$10.9K - $13.4K
|
3.06K
$165K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-500- 12.84% |
$23K - $28.5K
|
3.39K
$184K
|
|
|
Feb 12, 2025
Q4 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
PUT |
136KNew |
$6.27M - $7.74M
|
136K
$7.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
50New |
$2.3K - $2.85K
|
50
$2.71K
|
|
|
Feb 10, 2025
Q4 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
8.99KNew |
$414K - $512K
|
8.99K
$487K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
61.4KNew |
$2.83M - $3.49M
|
61.4K
$3.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-633- 66.28% |
$29.2K - $36K
|
322
$17.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
2.74K+ 4.82% |
$126K - $156K
|
59.5K
$3.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-92- 6.62% |
$4.24K - $5.23K
|
1.3K
$70.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
14KNew |
$644K - $795K
|
14K
$756K
|
|
|
Jan 31, 2025
Q4 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
1.36K+ 1.58% |
$62.8K - $77.6K
|
87.8K
$4.75M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
260New |
$12K - $14.8K
|
260
$14.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
876+ 12.46% |
$40.4K - $49.8K
|
7.91K
$428K
|
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
33.1KNew |
$1.53M - $1.88M
|
33.1K
$1.79M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
9KNew |
$415K - $512K
|
9K
$487K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
360New |
$16.6K - $20.5K
|
360
$19.5K
|
|
|
Jan 27, 2025
Q4 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
20KNew |
$920K - $1.14M
|
20K
$1.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
100New |
$4.61K - $5.69K
|
100
$5.41K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
800New |
$36.9K - $45.5K
|
800
$43.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
3KNew |
$138K - $171K
|
3K
$162K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-50- 4.35% |
$2.3K - $2.85K
|
1.1K
$59.5K
|
|
| Q3 2024 | |||||||
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
4.25KNew |
$173K - $208K
|
4.25K
$230K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.45KNew |
$182K - $218K
|
4.45K
$241K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
101New |
$4.12K - $4.94K
|
101
$5.47K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.6K+ 81.33% |
$188K - $225K
|
10.3K
$555K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-200- 42.11% |
$8.16K - $9.79K
|
275
$14.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
PUT |
-400- 3.36% |
$16.3K - $19.6K
|
11.5K
$622K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
29.3K+ 598.92% |
$1.2M - $1.44M
|
34.2K
$1.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-13- 13.27% |
$530 - $636
|
85
$4.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-148- 2.36% |
$6.04K - $7.24K
|
6.12K
$331K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
273New |
$11.1K - $13.4K
|
273
$14.8K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
255New |
$10.4K - $12.5K
|
255
$13.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-368- 50.07% |
$15K - $18K
|
367
$19.9K
|
|