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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2New |
$44.8 - $51.1
|
2
$41.3
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-100- 40.0% |
$2.24K - $2.55K
|
150
$3.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
31.9KNew |
$713K - $813K
|
31.9K
$658K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.38K- 70.32% |
$31.6K - $35.2K
|
583
$12K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.32K- 27.23% |
$75.9K - $84.6K
|
8.87K
$183K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-104- 0.36% |
$2.38K - $2.65K
|
28.4K
$587K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
612New |
$14K - $15.6K
|
612
$12.6K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
8.59KNew |
$196K - $219K
|
8.59K
$177K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
206New |
$4.71K - $5.25K
|
206
$4.25K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-207- 0.89% |
$4.73K - $5.28K
|
23K
$475K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-200- 94.34% |
$4.57K - $5.1K
|
12
$248
|
|
| Q2 2024 | |||||||
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
400New |
$8.68K - $9.88K
|
400
$8.26K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-509- 5.42% |
$11.1K - $12.6K
|
8.89K
$183K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10KNew |
$218K - $248K
|
10K
$207K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.05K- 71.08% |
$22.7K - $25.9K
|
426
$8.79K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-386- 3.91% |
$8.38K - $9.53K
|
9.49K
$196K
|
|
|
Aug 06, 2024
Q2 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-16.6K- 63.85% |
$360K - $410K
|
9.4K
$194K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
557New |
$12.1K - $13.8K
|
557
$11.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-123- 1.46% |
$2.67K - $3.04K
|
8.3K
$171K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
300New |
$6.68K - $7.56K
|
300
$6.19K
|
|
|
May 14, 2024
Q1 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
20KNew |
$446K - $504K
|
20K
$413K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
125+ 1.18% |
$2.79K - $3.15K
|
10.8K
$222K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
14.8KNew |
$330K - $374K
|
14.8K
$306K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
407New |
$9.07K - $10.3K
|
407
$8.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-12.2K- 59.47% |
$272K - $308K
|
8.32K
$172K
|
|
| Q4 2023 | |||||||
|
Aug 28, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-2.13K- 5.18% |
$36.9K - $49.6K
|
38.9K
$803K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
25New |
$434 - $583
|
25
$516
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
225+ 34.56% |
$3.91K - $5.24K
|
876
$18.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
563+ 5.24% |
$9.78K - $13.1K
|
11.3K
$233K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
82New |
$1.42K - $1.91K
|
82
$1.69K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
588+ 2.29% |
$10.2K - $13.7K
|
26.3K
$542K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
502+ 197.64% |
$8.72K - $11.7K
|
756
$15.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
110New |
$1.91K - $2.56K
|
110
$2.27K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.79KNew |
$65.8K - $88.3K
|
3.79K
$78.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
9KNew |
$156K - $210K
|
9K
$186K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.49K- 11.22% |
$43.3K - $58.1K
|
19.7K
$407K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
82New |
$1.42K - $1.91K
|
82
$1.69K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-525- 64.34% |
$9.12K - $12.2K
|
291
$6.01K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1New |
$20.4 - $24.4
|
1
$20.6
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
137New |
$2.79K - $3.35K
|
137
$2.83K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-602- 85.75% |
$12.3K - $14.7K
|
100
$2.06K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
SELL
|
- |
-752- 75.2% |
$15.3K - $18.4K
|
248
$5.12K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-743- 71.31% |
$15.1K - $18.2K
|
299
$6.17K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
547New |
$11.1K - $13.4K
|
547
$11.3K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
350New |
$8.07K - $8.79K
|
350
$7.22K
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.57K- 97.39% |
$36.1K - $39.3K
|
42
$867
|
|
|
Aug 09, 2023
Q2 2023
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-5.21K- 21.92% |
$120K - $131K
|
18.6K
$383K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.53% |
$23.1 - $25.1
|
189
$3.9K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
219+ 0.56% |
$5.05K - $5.5K
|
39.6K
$817K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.48K- 12.16% |
$34K - $37.1K
|
10.7K
$220K
|
|