Latest Institutional Transactions on Ishares Tr Genomics Immunology (IDNA)
This table provides information on the latest institutional transactions involving Ishares Tr Genomics Immunology (IDNA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.3KNew |
$297K - $336K
|
13.3K
$305K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.97K- 5.06% |
$133K - $150K
|
112K
$2.56M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-19.2K- 19.2% |
$427K - $483K
|
80.7K
$1.84M
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-9.25K- 49.6% |
$206K - $233K
|
9.4K
$215K
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
313+ 1.11% |
$6.97K - $7.89K
|
28.4K
$650K
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
300New |
$6.68K - $7.56K
|
300
$6.86K
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
85.7K+ 47.58% |
$1.91M - $2.16M
|
266K
$6.08M
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
6.32K+ 43.23% |
$141K - $159K
|
20.9K
$479K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-622- 0.84% |
$13.9K - $15.7K
|
73.1K
$1.67M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-17.8K- 45.4% |
$396K - $448K
|
21.4K
$489K
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-387K- 79.59% |
$8.62M - $9.75M
|
99.3K
$2.27M
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
3.5K+ 15.56% |
$78K - $88.2K
|
26K
$594K
|
|
May 14, 2024
Q1 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
20KNew |
$446K - $504K
|
20K
$457K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
125+ 1.18% |
$2.79K - $3.15K
|
10.8K
$246K
|
|
May 13, 2024
Q1 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
68.9K+ 34.33% |
$1.53M - $1.74M
|
270K
$6.16M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
206K+ 175.47% |
$4.6M - $5.2M
|
324K
$7.4M
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-141- 0.81% |
$3.14K - $3.55K
|
17.4K
$397K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.91K- 49.44% |
$42.5K - $48.1K
|
1.95K
$44.6K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.29K- 9.78% |
$118K - $133K
|
48.8K
$1.12M
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-424- 16.38% |
$9.45K - $10.7K
|
2.16K
$49.5K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
340New |
$7.58K - $8.57K
|
340
$7.77K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16.7K+ 34.2% |
$373K - $422K
|
65.7K
$1.5M
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-330- 0.62% |
$7.35K - $8.32K
|
53.3K
$1.22M
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
8.55KNew |
$191K - $216K
|
8.55K
$196K
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
182+ 1.56% |
$4.05K - $4.59K
|
11.8K
$271K
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.4K+ 15.83% |
$31.2K - $35.3K
|
10.2K
$234K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
808+ 6.1% |
$18K - $20.4K
|
14.1K
$321K
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-926- 9.9% |
$20.6K - $23.3K
|
8.43K
$193K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
563+ 1.12% |
$12.5K - $14.2K
|
51.1K
$1.17M
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-122- 7.65% |
$2.72K - $3.07K
|
1.47K
$33.7K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-19.2K- 66.78% |
$428K - $484K
|
9.55K
$218K
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
14.8KNew |
$330K - $374K
|
14.8K
$339K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.46K- 12.51% |
$77K - $87.1K
|
24.2K
$552K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
407New |
$9.07K - $10.3K
|
407
$9.3K
|
|
Apr 18, 2024
Q1 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
2.9K+ 6.98% |
$64.6K - $73.1K
|
44.4K
$1.02M
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-513- 4.94% |
$11.4K - $12.9K
|
9.87K
$226K
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-12.2K- 59.47% |
$272K - $308K
|
8.32K
$190K
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-40- 3.51% |
$891 - $1.01K
|
1.1K
$25.1K
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
346+ 2883.33% |
$7.71K - $8.72K
|
358
$8.18K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1.35KNew |
$30.1K - $34.1K
|
1.35K
$30.9K
|
|
Q4 2023 | |||||||
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
25New |
$434 - $583
|
25
$572
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
225+ 34.56% |
$3.91K - $5.24K
|
876
$20K
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
6+ 0.71% |
$104 - $140
|
849
$19.4K
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
82New |
$1.42K - $1.91K
|
82
$1.87K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-65.5K- 71.77% |
$1.14M - $1.53M
|
25.8K
$589K
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.02K- 7.01% |
$17.8K - $23.9K
|
13.6K
$311K
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
563+ 5.24% |
$9.78K - $13.1K
|
11.3K
$259K
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
588+ 2.29% |
$10.2K - $13.7K
|
26.3K
$601K
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
110New |
$1.91K - $2.56K
|
110
$2.51K
|