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 15, 2023
Q1 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
12.5KNew |
$282K - $350K
|
12.5K
$284K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
750New |
$16.9K - $20.9K
|
750
$17K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
120+ 8.11% |
$2.7K - $3.35K
|
1.6K
$36.3K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
110New |
$2.47K - $3.07K
|
110
$2.49K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
32New |
$719 - $893
|
32
$726
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
5.3KNew |
$128K - $154K
|
5.3K
$120K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
4.51KNew |
$109K - $131K
|
4.51K
$102K
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1KNew |
$24.2K - $29K
|
1K
$22.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
824New |
$20K - $23.9K
|
824
$18.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
700New |
$17K - $20.3K
|
700
$15.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
691New |
$16.7K - $20K
|
691
$15.7K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
279New |
$6.76K - $8.09K
|
279
$6.33K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.5KNew |
$296K - $397K
|
11.5K
$260K
|
|
|
Nov 08, 2022
Q3 2022
|
North Star Asset Management Inc
|
BUY
|
- |
11.1KNew |
$286K - $384K
|
11.1K
$252K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.88KNew |
$74.2K - $99.6K
|
2.88K
$65.3K
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.33KNew |
$34.4K - $46.1K
|
1.33K
$30.2K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
82New |
$2.11K - $2.83K
|
82
$1.86K
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
46.6KNew |
$1.17M - $1.67M
|
46.6K
$1.06M
|
|
|
Aug 12, 2022
Q2 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
19.2KNew |
$483K - $691K
|
19.2K
$436K
|
|
|
Aug 02, 2022
Q2 2022
|
Triumph Capital Management
|
BUY
|
- |
11.3K+ 159.05% |
$283K - $405K
|
18.4K
$417K
|
|
|
Aug 15, 2022
Q2 2022
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
7.09KNew |
$178K - $255K
|
7.09K
$161K
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.39KNew |
$34.9K - $50K
|
1.39K
$31.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
56New |
$1.41K - $2.01K
|
56
$1.27K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
10New |
$251 - $359
|
10
$227
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
33.8KNew |
$1.06M - $1.48M
|
33.8K
$765K
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
845New |
$26.5K - $37.1K
|
845
$19.2K
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
205New |
$6.43K - $9K
|
205
$4.65K
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
100New |
$3.14K - $4.39K
|
100
$2.27K
|
|
| Q4 2021 | |||||||
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
900+ 150.0% |
$38.9K - $46.2K
|
1.5K
$34K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
651New |
$31.3K - $36.1K
|
651
$14.8K
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
400New |
$19.3K - $22.2K
|
400
$9.07K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
234New |
$11.3K - $13K
|
234
$5.31K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
30New |
$1.44K - $1.66K
|
30
$680
|
|
| Q4 2020 | |||||||
|
Feb 03, 2021
Q4 2020
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
350New |
$13.3K - $17.5K
|
350
$7.94K
|
|
|
Feb 16, 2021
Q4 2020
|
Covington Capital Management
|
BUY
|
- |
100New |
$3.79K - $5.01K
|
100
$2.27K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.54K+ 532.98% |
$90.3K - $138K
|
4.2K
$95.3K
|
|