Purchases and Sales Made in Q4 2024 in Ishares Tr (IAK)
This table provides information about the institutional ownership of Ishares Tr (IAK) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
604+ 1.03% |
$74.8K - $83.4K
|
59.2K
$7.93M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
556+ 22.15% |
$68.8K - $76.8K
|
3.07K
$411K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
515+ 11.04% |
$63.7K - $71.2K
|
5.18K
$694K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
493+ 1.27% |
$61K - $68.1K
|
39.4K
$5.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
459+ 8.58% |
$56.8K - $63.4K
|
5.81K
$778K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
439+ 645.59% |
$54.3K - $60.7K
|
507
$67.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
434+ 0.26% |
$53.7K - $60K
|
168K
$22.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
430New |
$53.2K - $59.4K
|
430
$57.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
412+ 6.61% |
$51K - $56.9K
|
6.65K
$890K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
375+ 13.45% |
$46.4K - $51.8K
|
3.16K
$424K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
355+ 1.04% |
$43.9K - $49K
|
34.5K
$4.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
348New |
$43.1K - $48.1K
|
348
$46.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
342+ 3.71% |
$42.3K - $47.3K
|
9.55K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
328+ 2.49% |
$40.6K - $45.3K
|
13.5K
$1.81M
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
BUY
|
- |
309+ 1.19% |
$38.2K - $42.7K
|
26.3K
$3.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
285New |
$35.3K - $39.4K
|
285
$38.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
250+ 6.67% |
$30.9K - $34.5K
|
4K
$536K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
248+ 16.68% |
$30.7K - $34.3K
|
1.74K
$232K
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
200+ 11.63% |
$24.8K - $27.6K
|
1.92K
$257K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
200New |
$24.8K - $27.6K
|
200
$26.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
186+ 4.12% |
$23K - $25.7K
|
4.7K
$630K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
167+ 21.01% |
$20.7K - $23.1K
|
962
$129K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
104+ 2.1% |
$12.9K - $14.4K
|
5.05K
$676K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
90New |
$11.1K - $12.4K
|
90
$12.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
52New |
$6.44K - $7.18K
|
52
$6.96K
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
48+ 0.24% |
$5.94K - $6.63K
|
20.1K
$2.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
28+ 0.65% |
$3.47K - $3.87K
|
4.31K
$578K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
22+ 10.53% |
$2.72K - $3.04K
|
231
$30.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
20+ 1.13% |
$2.48K - $2.76K
|
1.79K
$239K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
17+ 0.51% |
$2.1K - $2.35K
|
3.36K
$450K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3+ 0.67% |
$371 - $414
|
451
$60.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
2+ 0.07% |
$248 - $276
|
2.78K
$373K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-2- 0.01% |
$248 - $276
|
14.7K
$1.97M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-8- 47.06% |
$990 - $1.11K
|
9
$1.21K
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-14- 0.41% |
$1.73K - $1.93K
|
3.39K
$454K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-35- 0.59% |
$4.33K - $4.84K
|
5.9K
$789K
|
|
|
Feb 13, 2025
Q4 2024
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-49- 0.54% |
$6.07K - $6.77K
|
9.1K
$1.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-64- 1.12% |
$7.92K - $8.84K
|
5.67K
$760K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-76- 0.55% |
$9.41K - $10.5K
|
13.8K
$1.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-126- 8.53% |
$15.6K - $17.4K
|
1.35K
$181K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-130- 0.36% |
$16.1K - $18K
|
36.5K
$4.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-140- 98.59% |
$17.3K - $19.3K
|
2
$268
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-146- 2.18% |
$18.1K - $20.2K
|
6.55K
$877K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-150- 1.41% |
$18.6K - $20.7K
|
10.5K
$1.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-183- 3.38% |
$22.7K - $25.3K
|
5.23K
$700K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-190- 10.51% |
$23.5K - $26.3K
|
1.62K
$217K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-213- 6.31% |
$26.4K - $29.4K
|
3.16K
$423K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-237- 2.86% |
$29.3K - $32.7K
|
8.06K
$1.08M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-306- 21.63% |
$37.9K - $42.3K
|
1.11K
$149K
|