Purchases and Sales Made in Q3 2024 in Ishares Tr (IAT)
This table provides information about the institutional ownership of Ishares Tr (IAT) during Q3 2024. The information is specifically focused on institutions that hold shares of ISHARES TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
BUY
|
- |
80+ 0.82% |
$3.26K - $3.91K
|
9.85K
$495K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
58+ 161.11% |
$2.37K - $2.84K
|
94
$4.73K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
48+ 0.95% |
$1.96K - $2.35K
|
5.11K
$257K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
35+ 2.58% |
$1.43K - $1.71K
|
1.39K
$69.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
27+ 0.93% |
$1.1K - $1.32K
|
2.94K
$148K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
22+ 0.95% |
$898 - $1.08K
|
2.35K
$118K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
12+ 0.87% |
$490 - $587
|
1.4K
$70.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11+ 0.01% |
$449 - $538
|
80.3K
$4.04M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
11New |
$449 - $538
|
11
$553
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
10+ 0.95% |
$408 - $489
|
1.06K
$53.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
6+ 1.02% |
$245 - $294
|
592
$29.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3+ 0.57% |
$122 - $147
|
526
$26.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
2+ 0.78% |
$81.6 - $97.9
|
259
$13K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 0.06% |
$40.8 - $48.9
|
1.75K
$87.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-2- 0.24% |
$81.6 - $97.9
|
837
$42.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-13- 13.27% |
$530 - $636
|
85
$4.27K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-23- 0.25% |
$938 - $1.13K
|
9.2K
$463K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-50- 0.49% |
$2.04K - $2.45K
|
10.2K
$511K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-85- 50.6% |
$3.47K - $4.16K
|
83
$4.17K
|
|
|
Nov 13, 2024
Q3 2024
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-110- 1.23% |
$4.49K - $5.38K
|
8.8K
$443K
|
|
|
Nov 05, 2024
Q3 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-144- 0.23% |
$5.88K - $7.05K
|
63K
$3.17M
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-148- 2.36% |
$6.04K - $7.24K
|
6.12K
$308K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-173- 2.4% |
$7.06K - $8.46K
|
7.03K
$354K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-200- 42.11% |
$8.16K - $9.79K
|
275
$13.8K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-250- 2.0% |
$10.2K - $12.2K
|
12.3K
$617K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-258- 7.28% |
$10.5K - $12.6K
|
3.29K
$165K
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
SELL
|
- |
-295- 1.84% |
$12K - $14.4K
|
15.7K
$790K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-313- 5.97% |
$12.8K - $15.3K
|
4.93K
$248K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-350- 22.05% |
$14.3K - $17.1K
|
1.24K
$62.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-350- 12.59% |
$14.3K - $17.1K
|
2.43K
$122K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-368- 50.07% |
$15K - $18K
|
367
$18.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-400- 7.63% |
$16.3K - $19.6K
|
4.84K
$243K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-504- 7.49% |
$20.6K - $24.7K
|
6.23K
$313K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-549- 5.09% |
$22.4K - $26.9K
|
10.2K
$515K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-585- 9.43% |
$23.9K - $28.6K
|
5.62K
$282K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-619- 1.63% |
$25.3K - $30.3K
|
37.4K
$1.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-626- 12.67% |
$25.5K - $30.6K
|
4.32K
$217K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-800- 1.33% |
$32.6K - $39.1K
|
59.4K
$2.99M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-885- 26.39% |
$36.1K - $43.3K
|
2.47K
$124K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-935- 5.83% |
$38.1K - $45.7K
|
15.1K
$759K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
SELL
|
- |
-1.02K- 3.18% |
$41.5K - $49.8K
|
30.9K
$1.56M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-1.17K- 14.99% |
$47.7K - $57.2K
|
6.63K
$333K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1.27K- 47.76% |
$51.7K - $62K
|
1.39K
$69.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-1.35K- 5.36% |
$55.2K - $66.3K
|
23.9K
$1.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.42K- 3.8% |
$58.1K - $69.7K
|
36.1K
$1.81M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.44K- 1.27% |
$58.5K - $70.2K
|
112K
$5.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-1.7K- 54.37% |
$69.5K - $83.3K
|
1.43K
$71.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-1.92K- 3.11% |
$78.4K - $94K
|
59.8K
$3.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.09K- 6.85% |
$85.4K - $102K
|
28.4K
$1.43M
|