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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
41+ 0.38% |
$1.63K - $2.03K
|
10.8K
$583K
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
36+ 0.35% |
$1.43K - $1.78K
|
10.3K
$555K
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
BUY
|
- |
35+ 0.39% |
$1.39K - $1.73K
|
8.97K
$482K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
25+ 0.84% |
$993 - $1.24K
|
3.01K
$162K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
24+ 0.67% |
$953 - $1.19K
|
3.58K
$193K
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
20+ 0.84% |
$794 - $991
|
2.4K
$129K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
15New |
$596 - $743
|
15
$807
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
14+ 0.21% |
$556 - $694
|
6.62K
$356K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
12+ 0.19% |
$477 - $595
|
6.39K
$343K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
11+ 0.58% |
$437 - $545
|
1.92K
$103K
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
10New |
$397 - $496
|
10
$538
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
10+ 0.68% |
$397 - $496
|
1.48K
$79.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
9+ 0.84% |
$357 - $446
|
1.09K
$58.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
5+ 1.07% |
$199 - $248
|
474
$25.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3+ 0.56% |
$119 - $149
|
535
$28.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2+ 0.71% |
$79.4 - $99.1
|
284
$15.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
70.3KNew |
$3.15M - $3.77M
|
70.3K
$3.78M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
31.1K+ 20.54% |
$1.4M - $1.67M
|
183K
$9.83M
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
24.7KNew |
$1.11M - $1.32M
|
24.7K
$1.33M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.1K+ 4.71% |
$723K - $863K
|
359K
$19.3M
|
|
|
May 15, 2025
Q1 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
9.16KNew |
$411K - $491K
|
9.16K
$493K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.86KNew |
$397K - $474K
|
8.86K
$477K
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
6.84K+ 4.9% |
$307K - $366K
|
146K
$7.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.42KNew |
$63.7K - $76.1K
|
1.42K
$76.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
1.11K+ 2.8% |
$50K - $59.7K
|
40.8K
$2.2M
|
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
645+ 13.47% |
$28.9K - $34.5K
|
5.43K
$292K
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
329+ 2.0% |
$14.8K - $17.6K
|
16.8K
$903K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
216+ 21.6% |
$9.69K - $11.6K
|
1.22K
$65.4K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
195+ 209.68% |
$8.74K - $10.4K
|
288
$15.5K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
193+ 2.27% |
$8.65K - $10.3K
|
8.7K
$468K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
157New |
$7.04K - $8.41K
|
157
$8.45K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
75New |
$3.36K - $4.02K
|
75
$4.03K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
32New |
$1.43K - $1.71K
|
32
$1.72K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1+ 0.67% |
$44.8 - $53.6
|
150
$8.07K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
PUT |
136KNew |
$6.27M - $7.74M
|
136K
$7.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
104KNew |
$4.77M - $5.89M
|
104K
$5.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
BUY
|
- |
104KNew |
$4.77M - $5.89M
|
104K
$5.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
61.4KNew |
$2.83M - $3.49M
|
61.4K
$3.3M
|
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
33.1KNew |
$1.53M - $1.88M
|
33.1K
$1.78M
|
|
|
Jan 27, 2025
Q4 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
20KNew |
$920K - $1.14M
|
20K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
19.3KNew |
$889K - $1.1M
|
19.3K
$1.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
14KNew |
$644K - $795K
|
14K
$752K
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
9KNew |
$415K - $512K
|
9K
$484K
|
|
|
Feb 10, 2025
Q4 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
8.99KNew |
$414K - $512K
|
8.99K
$484K
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
5.7KNew |
$263K - $324K
|
5.7K
$307K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
3KNew |
$138K - $171K
|
3K
$161K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
2.74K+ 4.82% |
$126K - $156K
|
59.5K
$3.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
1.36K+ 1.58% |
$62.8K - $77.6K
|
87.8K
$4.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
876+ 12.46% |
$40.4K - $49.8K
|
7.91K
$425K
|
|