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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.99K- 12.37% |
$94.9K - $113K
|
14.1K
$729K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-70- 0.53% |
$3.33K - $3.97K
|
13.2K
$681K
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
34New |
$1.62K - $1.93K
|
34
$1.75K
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
27New |
$1.29K - $1.53K
|
27
$1.39K
|
|
|
Oct 26, 2022
Q3 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-2.32K- 34.67% |
$110K - $131K
|
4.36K
$225K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
448New |
$21.3K - $25.4K
|
448
$23.1K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
82New |
$3.91K - $4.65K
|
82
$4.23K
|
|
|
Oct 06, 2022
Q3 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-11.7KClosed |
$555K - $660K
|
0
$0
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-3.48KClosed |
$166K - $201K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-77Closed |
$3.69K - $4.46K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-8.41KClosed |
$403K - $488K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.19K- 7.14% |
$201K - $243K
|
54.5K
$2.81M
|
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-4.09KClosed |
$196K - $237K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-4.91KClosed |
$235K - $285K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
759New |
$36.4K - $44K
|
759
$39.2K
|
|
|
Aug 09, 2022
Q2 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-61.7KClosed |
$2.96M - $3.58M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
6.32KNew |
$303K - $366K
|
6.32K
$326K
|
|
|
Aug 05, 2022
Q2 2022
|
Marco Investment Management LLC
|
SELL
|
- |
-3.98KClosed |
$191K - $231K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-3.74KClosed |
$179K - $217K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
10New |
$479 - $580
|
10
$516
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-22.2KClosed |
$1.07M - $1.29M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Empowered Funds, LLC
|
SELL
|
- |
-67.6KClosed |
$3.24M - $3.92M
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-66.1KClosed |
$3.17M - $3.83M
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-10KClosed |
$481K - $582K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-600Closed |
$28.7K - $34.8K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-20Closed |
$958 - $1.16K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-3.79KClosed |
$182K - $220K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
5.18KNew |
$248K - $300K
|
5.18K
$267K
|
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-21.6KClosed |
$1.03M - $1.25M
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1- 0.13% |
$47.9 - $58
|
764
$39.4K
|
|
|
Jul 20, 2022
Q2 2022
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-7.4KClosed |
$354K - $429K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-12.2KClosed |
$585K - $708K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
13New |
$623 - $753
|
13
$671
|
|
|
Jul 18, 2022
Q2 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-19.6KClosed |
$938K - $1.13M
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Well Done, LLC
|
SELL
|
- |
-48.7KClosed |
$2.33M - $2.82M
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-78Closed |
$3.74K - $4.52K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Hfg Advisors, Inc.
|
SELL
|
- |
-4.95KClosed |
$237K - $287K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-4.71KClosed |
$225K - $273K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
9New |
$431 - $522
|
9
$464
|
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-6.1KClosed |
$292K - $354K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-550- 1.48% |
$26.4K - $31.9K
|
36.7K
$1.89M
|
|
|
Jul 11, 2022
Q2 2022
|
Ewg Elevate Inc.
|
SELL
|
- |
-92.9KClosed |
$4.45M - $5.39M
|
0
$0
|
|
| Q1 2022 | |||||||
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-508Closed |
$29.2K - $35.2K
|
0
$0
|
|
|
May 25, 2022
Q1 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-6.3KClosed |
$362K - $436K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-3.82KClosed |
$219K - $264K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-4.4KClosed |
$253K - $305K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-2- 6.06% |
$115 - $139
|
31
$1.6K
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-2.92KClosed |
$167K - $202K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-884Closed |
$50.8K - $61.2K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
5New |
$287 - $346
|
5
$258
|
|