Latest Institutional Purchases of Ishares Tr (IAT)
This list provides information on the latest institutional transactions involving Ishares Tr (IAT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
139KNew |
$6.43M - $7.94M
|
139K
$7.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
126KNew |
$5.81M - $7.18M
|
126K
$6.69M
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
47.9KNew |
$2.2M - $2.72M
|
47.9K
$2.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
40.5K+ 136.54% |
$1.86M - $2.3M
|
70.1K
$3.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
39.7KNew |
$1.83M - $2.26M
|
39.7K
$2.11M
|
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
33.1KNew |
$1.53M - $1.88M
|
33.1K
$1.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
24.5KNew |
$1.13M - $1.39M
|
24.5K
$1.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
23.8K+ 232.16% |
$1.1M - $1.35M
|
34K
$1.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
23.7K+ 27.62% |
$1.09M - $1.35M
|
109K
$5.8M
|
|
|
Jan 07, 2025
Q4 2024
|
Spence Asset Management
|
BUY
|
- |
21.2KNew |
$977K - $1.21M
|
21.2K
$1.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
20KNew |
$922K - $1.14M
|
20K
$1.06M
|
|
|
Jan 27, 2025
Q4 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
20KNew |
$920K - $1.14M
|
20K
$1.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
15.1K+ 1089.47% |
$696K - $859K
|
16.5K
$874K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
14KNew |
$644K - $795K
|
14K
$740K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
11.9KNew |
$548K - $677K
|
11.9K
$631K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
11.7KNew |
$540K - $667K
|
11.7K
$622K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
10.1KNew |
$463K - $572K
|
10.1K
$533K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.44K+ 11.75% |
$435K - $537K
|
89.8K
$4.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
9KNew |
$415K - $512K
|
9K
$477K
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
7.26KNew |
$335K - $413K
|
7.26K
$385K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
6.82KNew |
$314K - $388K
|
6.82K
$361K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.77K+ 19.64% |
$312K - $385K
|
41.3K
$2.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5.75KNew |
$265K - $327K
|
5.75K
$305K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.52KNew |
$208K - $257K
|
4.52K
$240K
|
|
|
Feb 06, 2025
Q4 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
3.87K+ 32.39% |
$178K - $220K
|
15.8K
$838K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
3KNew |
$138K - $171K
|
3K
$159K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
2.74K+ 4.82% |
$126K - $156K
|
59.5K
$3.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
1.36K+ 1.58% |
$62.8K - $77.6K
|
87.8K
$4.65M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.36K+ 3.76% |
$62.6K - $77.3K
|
37.4K
$1.98M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
876+ 12.46% |
$40.4K - $49.8K
|
7.91K
$419K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
800New |
$36.9K - $45.5K
|
800
$42.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
694+ 1.06% |
$32K - $39.5K
|
66.3K
$3.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
467New |
$21.5K - $26.6K
|
467
$24.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
360New |
$16.6K - $20.5K
|
360
$19.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
280New |
$12.9K - $15.9K
|
280
$14.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
260New |
$12K - $14.8K
|
260
$13.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
139+ 514.81% |
$6.4K - $7.91K
|
166
$8.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
100New |
$4.61K - $5.69K
|
100
$5.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
77+ 9.2% |
$3.55K - $4.38K
|
914
$48.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
69+ 0.7% |
$3.18K - $3.93K
|
9.92K
$526K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
66+ 4.72% |
$3.04K - $3.76K
|
1.46K
$77.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
41+ 0.8% |
$1.89K - $2.33K
|
5.15K
$273K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
BUY
|
- |
40+ 0.25% |
$1.84K - $2.28K
|
15.8K
$835K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
24+ 0.82% |
$1.11K - $1.37K
|
2.97K
$157K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
9+ 0.85% |
$415 - $512
|
1.07K
$56.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1+ 0.68% |
$46.1 - $56.9
|
149
$7.9K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
141K+ 39.15% |
$5.76M - $6.91M
|
502K
$26.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
126KNew |
$5.15M - $6.17M
|
126K
$6.69M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
70.2K+ 23.84% |
$2.86M - $3.44M
|
365K
$19.3M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
63.3K+ 4667.35% |
$2.58M - $3.1M
|
64.7K
$3.43M
|
|