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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
5.17KNew |
$160K - $223K
|
5.17K
$267K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
10KNew |
$310K - $432K
|
10K
$516K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-7.94K- 58.36% |
$246K - $343K
|
5.66K
$292K
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
553New |
$17.1K - $23.9K
|
553
$28.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-132K- 98.69% |
$4.1M - $5.72M
|
1.75K
$90.3K
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
5.07KNew |
$157K - $219K
|
5.07K
$261K
|
|
|
Jan 30, 2024
Q4 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
13.1KNew |
$405K - $565K
|
13.1K
$675K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
368New |
$11.4K - $15.9K
|
368
$19K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
104New |
$3.22K - $4.49K
|
104
$5.37K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-180- 12.33% |
$5.58K - $7.78K
|
1.28K
$66.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
234New |
$7.25K - $10.1K
|
234
$12.1K
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
SELL
|
- |
-500- 34.72% |
$15.5K - $21.6K
|
940
$48.5K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
663New |
$20.5K - $28.6K
|
663
$34.2K
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
140+ 2.0% |
$4.34K - $6.05K
|
7.14K
$368K
|
|
| Q3 2023 | |||||||
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-222- 17.36% |
$7.29K - $8.69K
|
1.06K
$54.6K
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
55KNew |
$1.81M - $2.15M
|
55K
$2.84M
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
117New |
$3.84K - $4.58K
|
117
$6.04K
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-3.7K- 14.18% |
$121K - $145K
|
22.4K
$1.16M
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-2.32K- 26.84% |
$76.2K - $90.9K
|
6.33K
$327K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
46New |
$1.51K - $1.8K
|
46
$2.37K
|
|
|
Nov 13, 2023
Q3 2023
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-1.06K- 0.15% |
$34.9K - $41.6K
|
708K
$36.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
47New |
$1.54K - $1.84K
|
47
$2.43K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
14KNew |
$460K - $549K
|
14K
$724K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-4.64K- 19.52% |
$152K - $182K
|
19.1K
$987K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.01K- 9.43% |
$33.1K - $39.5K
|
9.68K
$500K
|
|
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
18.5KNew |
$606K - $723K
|
18.5K
$953K
|
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
SELL
|
- |
-404- 3.85% |
$13.3K - $15.8K
|
10.1K
$520K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-105- 12.92% |
$3.45K - $4.11K
|
708
$36.5K
|
|
|
Oct 30, 2023
Q3 2023
|
Bell Bank
|
SELL
|
- |
-9.58K- 3.38% |
$315K - $375K
|
274K
$14.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
351New |
$11.5K - $13.7K
|
351
$18.1K
|
|
|
Oct 26, 2023
Q3 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
7.99KNew |
$262K - $313K
|
7.99K
$412K
|
|
|
Oct 19, 2023
Q3 2023
|
Coerente Capital Management
|
BUY
|
- |
10.3KNew |
$337K - $401K
|
10.3K
$529K
|
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-5.7K- 23.57% |
$187K - $223K
|
18.5K
$954K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
1.51K+ 736.59% |
$49.6K - $59.1K
|
1.72K
$88.5K
|
|
| Q2 2023 | |||||||
|
Apr 10, 2025
Q2 2023
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
7.6KNew |
$226K - $279K
|
7.6K
$392K
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
CALL |
400KNew |
$11.9M - $14.7M
|
400K
$20.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
6.2KNew |
$184K - $227K
|
6.2K
$320K
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3.67KNew |
$109K - $134K
|
3.67K
$189K
|
|
|
Aug 14, 2023
Q2 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
29.8KNew |
$887K - $1.09M
|
29.8K
$1.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
15.7KNew |
$467K - $576K
|
15.7K
$811K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-20- 51.28% |
$595 - $733
|
19
$981
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
106New |
$3.15K - $3.88K
|
106
$5.47K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-1.16K- 1.05% |
$34.6K - $42.6K
|
110K
$5.67M
|
|
|
Aug 09, 2023
Q2 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
3.79KNew |
$113K - $139K
|
3.79K
$196K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
151New |
$4.49K - $5.53K
|
151
$7.79K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-34- 79.07% |
$1.01K - $1.25K
|
9
$464
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.01K+ 43.83% |
$29.9K - $36.9K
|
3.3K
$170K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
16New |
$476 - $586
|
16
$826
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
4New |
$119 - $147
|
4
$206
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-14- 18.67% |
$417 - $513
|
61
$3.15K
|
|