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 |
---|---|---|---|---|---|---|---|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
368New |
$11.4K - $15.9K
|
368
$15K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
104New |
$3.22K - $4.49K
|
104
$4.24K
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-180- 12.33% |
$5.58K - $7.78K
|
1.28K
$52.2K
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
5.7KNew |
$177K - $246K
|
5.7K
$233K
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
56.5KNew |
$1.75M - $2.44M
|
56.5K
$2.31M
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
27New |
$836 - $1.17K
|
27
$1.1K
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
5.36KNew |
$166K - $231K
|
5.36K
$219K
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
5.63KNew |
$174K - $243K
|
5.63K
$230K
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
234New |
$7.25K - $10.1K
|
234
$9.55K
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-10.3K- 98.34% |
$320K - $446K
|
174
$7.1K
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
711New |
$22K - $30.7K
|
711
$29K
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
SELL
|
- |
-500- 34.72% |
$15.5K - $21.6K
|
940
$38.4K
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-167- 1.29% |
$5.17K - $7.21K
|
12.8K
$522K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-275- 27.23% |
$8.52K - $11.9K
|
735
$30K
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
140+ 2.0% |
$4.34K - $6.05K
|
7.14K
$291K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
663New |
$20.5K - $28.6K
|
663
$27.1K
|
|
Jan 02, 2024
Q4 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-150- 2.11% |
$4.65K - $6.48K
|
6.98K
$285K
|
|
Q3 2023 | |||||||
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-222- 17.36% |
$7.29K - $8.69K
|
1.06K
$43.1K
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
55KNew |
$1.81M - $2.15M
|
55K
$2.24M
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
117New |
$3.84K - $4.58K
|
117
$4.77K
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-2.32K- 26.84% |
$76.2K - $90.9K
|
6.33K
$258K
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-3.7K- 14.18% |
$121K - $145K
|
22.4K
$914K
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
410+ 3.91% |
$13.5K - $16K
|
10.9K
$444K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-400- 34.78% |
$13.1K - $15.7K
|
750
$30.6K
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
31.9KNew |
$1.05M - $1.25M
|
31.9K
$1.3M
|
|
Nov 13, 2023
Q3 2023
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-1.06K- 0.15% |
$34.9K - $41.6K
|
708K
$28.9M
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
46New |
$1.51K - $1.8K
|
46
$1.88K
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
47New |
$1.54K - $1.84K
|
47
$1.92K
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
14KNew |
$460K - $549K
|
14K
$572K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-4.64K- 19.52% |
$152K - $182K
|
19.1K
$781K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.01K- 9.43% |
$33.1K - $39.5K
|
9.68K
$395K
|
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
18.5KNew |
$606K - $723K
|
18.5K
$754K
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
787New |
$25.8K - $30.8K
|
787
$32.1K
|
|
Nov 01, 2023
Q3 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
6.92KNew |
$227K - $271K
|
6.92K
$282K
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
SELL
|
- |
-404- 3.85% |
$13.3K - $15.8K
|
10.1K
$411K
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-105- 12.92% |
$3.45K - $4.11K
|
708
$28.9K
|
|
Oct 30, 2023
Q3 2023
|
Bell Bank
|
SELL
|
- |
-9.58K- 3.38% |
$315K - $375K
|
274K
$11.2M
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
351New |
$11.5K - $13.7K
|
351
$14.3K
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-208- 3.72% |
$6.83K - $8.14K
|
5.39K
$220K
|
|
Oct 26, 2023
Q3 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
7.99KNew |
$262K - $313K
|
7.99K
$326K
|
|
Oct 23, 2023
Q3 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
255+ 1.59% |
$8.37K - $9.98K
|
16.3K
$666K
|
|
Oct 19, 2023
Q3 2023
|
Coerente Capital Management
|
BUY
|
- |
10.3KNew |
$337K - $401K
|
10.3K
$418K
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-5.7K- 23.57% |
$187K - $223K
|
18.5K
$754K
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
1.51K+ 736.59% |
$49.6K - $59.1K
|
1.72K
$70K
|
|
Q2 2023 | |||||||
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
CALL |
400KNew |
$11.9M - $14.7M
|
400K
$16.3M
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.32KClosed |
$39.2K - $48.3K
|
0
$0
|
|
Aug 14, 2023
Q2 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
29.8KNew |
$887K - $1.09M
|
29.8K
$1.22M
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
15.7KNew |
$467K - $576K
|
15.7K
$641K
|
|
Aug 14, 2023
Q2 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
6.2KNew |
$184K - $227K
|
6.2K
$253K
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3.67KNew |
$109K - $134K
|
3.67K
$150K
|