Latest Institutional Purchases of Ishares Tr Genomics Immunology (IDNA)
This list provides information on the latest institutional transactions involving Ishares Tr Genomics Immunology (IDNA) 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 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
206K+ 175.47% |
$4.6M - $5.2M
|
324K
$7.4M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
85.7K+ 47.58% |
$1.91M - $2.16M
|
266K
$6.08M
|
|
|
May 13, 2024
Q1 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
68.9K+ 34.33% |
$1.53M - $1.74M
|
270K
$6.16M
|
|
|
May 14, 2024
Q1 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
20KNew |
$446K - $504K
|
20K
$457K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16.7K+ 34.2% |
$373K - $422K
|
65.7K
$1.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
14.8KNew |
$330K - $374K
|
14.8K
$339K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.3KNew |
$297K - $336K
|
13.3K
$305K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
8.55KNew |
$191K - $216K
|
8.55K
$196K
|
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
6.32K+ 43.23% |
$141K - $159K
|
20.9K
$479K
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
3.5K+ 15.56% |
$78K - $88.2K
|
26K
$594K
|
|
|
Apr 18, 2024
Q1 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
2.9K+ 6.98% |
$64.6K - $73.1K
|
44.4K
$1.02M
|
|
|
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 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1.35KNew |
$30.1K - $34.1K
|
1.35K
$30.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
808+ 6.1% |
$18K - $20.4K
|
14.1K
$321K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
563+ 1.12% |
$12.5K - $14.2K
|
51.1K
$1.17M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
407New |
$9.07K - $10.3K
|
407
$9.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
346+ 2883.33% |
$7.71K - $8.72K
|
358
$8.18K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
340New |
$7.58K - $8.57K
|
340
$7.77K
|
|
|
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 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 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
125+ 1.18% |
$2.79K - $3.15K
|
10.8K
$246K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2023 | |||||||
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
9KNew |
$156K - $210K
|
9K
$206K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.79KNew |
$65.8K - $88.3K
|
3.79K
$86.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
588+ 2.29% |
$10.2K - $13.7K
|
26.3K
$601K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
563+ 5.24% |
$9.78K - $13.1K
|
11.3K
$259K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
502+ 197.64% |
$8.72K - $11.7K
|
756
$17.3K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
225+ 34.56% |
$3.91K - $5.24K
|
876
$20K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
193+ 64.33% |
$3.35K - $4.5K
|
493
$11.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
181New |
$3.14K - $4.22K
|
181
$4.14K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
110New |
$1.91K - $2.56K
|
110
$2.51K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
82New |
$1.42K - $1.91K
|
82
$1.87K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
82New |
$1.42K - $1.91K
|
82
$1.87K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
25New |
$434 - $583
|
25
$572
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
6+ 0.71% |
$104 - $140
|
849
$19.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.43% |
$17.4 - $23.3
|
234
$5.35K
|
|
| Q3 2023 | |||||||
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
736New |
$15K - $18K
|
736
$16.8K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
547New |
$11.1K - $13.4K
|
547
$12.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
137New |
$2.79K - $3.35K
|
137
$3.13K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1New |
$20.4 - $24.4
|
1
$22.9
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
350New |
$8.07K - $8.79K
|
350
$8K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
219+ 0.56% |
$5.05K - $5.5K
|
39.6K
$905K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.53% |
$23.1 - $25.1
|
189
$4.32K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
12.5KNew |
$282K - $350K
|
12.5K
$287K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.24K+ 209.25% |
$50.3K - $62.5K
|
3.31K
$75.6K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
750New |
$16.9K - $20.9K
|
750
$17.1K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
120+ 8.11% |
$2.7K - $3.35K
|
1.6K
$36.6K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
110New |
$2.47K - $3.07K
|
110
$2.51K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
91New |
$2.05K - $2.54K
|
91
$2.08K
|
|