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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
4.27KNew |
$132K - $185K
|
4.27K
$215K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
3.28KNew |
$101K - $141K
|
3.28K
$165K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.1KNew |
$96K - $134K
|
3.1K
$156K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.35KNew |
$41.8K - $58.3K
|
1.35K
$68K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.17KNew |
$36.2K - $50.5K
|
1.17K
$58.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
663New |
$20.5K - $28.6K
|
663
$33.4K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
663New |
$20.5K - $28.6K
|
663
$33.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
580New |
$18K - $25.1K
|
580
$29.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
553New |
$17.1K - $23.9K
|
553
$27.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
395New |
$12.2K - $17.1K
|
395
$19.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
368New |
$11.4K - $15.9K
|
368
$18.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
234New |
$7.25K - $10.1K
|
234
$11.8K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
191New |
$5.92K - $8.25K
|
191
$9.62K
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
140+ 2.0% |
$4.34K - $6.05K
|
7.14K
$360K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
104New |
$3.22K - $4.49K
|
104
$5.24K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
95New |
$2.94K - $4.1K
|
95
$4.78K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
27New |
$836 - $1.17K
|
27
$1.36K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
8+ 2.77% |
$248 - $346
|
297
$15K
|
|
| Q3 2023 | |||||||
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
55KNew |
$1.81M - $2.15M
|
55K
$2.77M
|
|
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
18.5KNew |
$606K - $723K
|
18.5K
$930K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
14KNew |
$460K - $549K
|
14K
$706K
|
|
|
Oct 19, 2023
Q3 2023
|
Coerente Capital Management
|
BUY
|
- |
10.3KNew |
$337K - $401K
|
10.3K
$516K
|
|
|
Oct 26, 2023
Q3 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
7.99KNew |
$262K - $313K
|
7.99K
$402K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
1.51K+ 736.59% |
$49.6K - $59.1K
|
1.72K
$86.4K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
351New |
$11.5K - $13.7K
|
351
$17.7K
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
117New |
$3.84K - $4.58K
|
117
$5.89K
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
47New |
$1.54K - $1.84K
|
47
$2.37K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
46New |
$1.51K - $1.8K
|
46
$2.32K
|
|
| Q2 2023 | |||||||
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
CALL |
400KNew |
$11.9M - $14.7M
|
400K
$20.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
29.8KNew |
$887K - $1.09M
|
29.8K
$1.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
15.7KNew |
$467K - $576K
|
15.7K
$791K
|
|
|
Jul 25, 2023
Q2 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
13.4KNew |
$398K - $490K
|
13.4K
$673K
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.7KNew |
$259K - $319K
|
8.7K
$438K
|
|
|
Aug 14, 2023
Q2 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
6.2KNew |
$184K - $227K
|
6.2K
$312K
|
|
|
Aug 09, 2023
Q2 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
3.79KNew |
$113K - $139K
|
3.79K
$191K
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3.67KNew |
$109K - $134K
|
3.67K
$185K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.01K+ 43.83% |
$29.9K - $36.9K
|
3.3K
$166K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
445New |
$13.2K - $16.3K
|
445
$22.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
151New |
$4.49K - $5.53K
|
151
$7.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
106New |
$3.15K - $3.88K
|
106
$5.34K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
16New |
$476 - $586
|
16
$806
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
4New |
$119 - $147
|
4
$201
|
|
| Q1 2023 | |||||||
|
May 03, 2023
Q1 2023
|
Adams Wealth Management
|
BUY
|
- |
96.7KNew |
$3.26M - $5.19M
|
96.7K
$4.87M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
68.9K+ 164.72% |
$2.32M - $3.69M
|
111K
$5.57M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
21.9KNew |
$737K - $1.17M
|
21.9K
$1.1M
|
|
|
May 01, 2023
Q1 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
20KNew |
$673K - $1.07M
|
20K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
- |
11.6KNew |
$389K - $620K
|
11.6K
$582K
|
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
10.5KNew |
$352K - $561K
|
10.5K
$527K
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
8KNew |
$269K - $429K
|
8K
$403K
|
|
|
Apr 26, 2023
Q1 2023
|
Flc Capital Advisors
|
BUY
|
- |
7.2KNew |
$242K - $386K
|
7.2K
$362K
|
|