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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
3.12KNew |
$105K - $167K
|
3.12K
$157K
|
|
|
May 11, 2023
Q1 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
3KNew |
$101K - $161K
|
3K
$151K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2KNew |
$67.4K - $107K
|
2K
$101K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
858New |
$28.9K - $46K
|
858
$43.2K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
600New |
$20.2K - $32.2K
|
600
$30.2K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
460New |
$15.5K - $24.7K
|
460
$23.2K
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
250New |
$8.42K - $13.4K
|
250
$12.6K
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
PUT |
200New |
$6.73K - $10.7K
|
200
$10.1K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
135+ 182.43% |
$4.55K - $7.24K
|
209
$10.5K
|
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
100New |
$3.37K - $5.36K
|
100
$5.04K
|
|
|
Apr 27, 2023
Q1 2023
|
Rice Partnership, LLC
|
BUY
|
- |
100New |
$3.37K - $5.36K
|
100
$5.04K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
30New |
$1.01K - $1.61K
|
30
$1.51K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
22+ 35.48% |
$741 - $1.18K
|
84
$4.23K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
16New |
$539 - $858
|
16
$806
|
|
| Q4 2022 | |||||||
|
Jan 17, 2023
Q4 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
17.6KNew |
$804K - $914K
|
17.6K
$886K
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
7.74KNew |
$354K - $402K
|
7.74K
$390K
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.1K+ 200.0% |
$95.9K - $109K
|
3.15K
$158K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.74KNew |
$79.7K - $90.6K
|
1.74K
$87.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
806New |
$36.9K - $41.9K
|
806
$40.6K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
702+ 16.57% |
$32.1K - $36.5K
|
4.94K
$249K
|
|
|
Jan 13, 2023
Q4 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
215+ 4.56% |
$9.83K - $11.2K
|
4.93K
$248K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
200New |
$9.15K - $10.4K
|
200
$10.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
106New |
$4.85K - $5.51K
|
106
$5.34K
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
84New |
$3.84K - $4.37K
|
84
$4.23K
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
25+ 0.54% |
$1.14K - $1.3K
|
4.63K
$233K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
19New |
$869 - $988
|
19
$957
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
18New |
$823 - $936
|
18
$906
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
13New |
$594 - $676
|
13
$655
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
5New |
$229 - $260
|
5
$252
|
|
|
Feb 02, 2023
Q4 2022
|
Wealth Effects LLC
|
BUY
|
- |
3+ 0.07% |
$137 - $156
|
4.22K
$213K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
1+ 0.05% |
$45.7 - $52
|
2.19K
$110K
|
|
| Q3 2022 | |||||||
|
Oct 18, 2022
Q3 2022
|
Apeiron Ria LLC
|
BUY
|
- |
7.52KNew |
$358K - $426K
|
7.52K
$379K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.44KNew |
$116K - $138K
|
2.44K
$123K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1.1K+ 113.99% |
$52.4K - $62.3K
|
2.07K
$104K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
448New |
$21.3K - $25.4K
|
448
$22.6K
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
280New |
$13.3K - $15.9K
|
280
$14.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
250+ 27.17% |
$11.9K - $14.2K
|
1.17K
$58.9K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
82New |
$3.91K - $4.65K
|
82
$4.13K
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
61New |
$2.91K - $3.46K
|
61
$3.07K
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
34New |
$1.62K - $1.93K
|
34
$1.71K
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
27New |
$1.29K - $1.53K
|
27
$1.36K
|
|
| Q2 2022 | |||||||
|
Aug 05, 2022
Q2 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
6.32KNew |
$303K - $366K
|
6.32K
$318K
|
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
5.18KNew |
$248K - $300K
|
5.18K
$261K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
759New |
$36.4K - $44K
|
759
$38.2K
|
|
|
Aug 11, 2022
Q2 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
36New |
$1.72K - $2.09K
|
36
$1.81K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
13New |
$623 - $753
|
13
$655
|
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
10New |
$479 - $580
|
10
$504
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
9New |
$431 - $522
|
9
$453
|
|
| Q1 2022 | |||||||
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
25New |
$1.44K - $1.73K
|
25
$1.26K
|
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
5New |
$287 - $346
|
5
$252
|
|