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 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-377- 6.04% |
$46.7K - $52.1K
|
5.87K
$786K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-388- 10.35% |
$48K - $53.6K
|
3.36K
$450K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-394- 10.75% |
$48.8K - $54.4K
|
3.27K
$438K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-459- 12.63% |
$56.8K - $63.4K
|
3.18K
$425K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-480- 4.55% |
$59.4K - $66.3K
|
10.1K
$1.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-503- 6.58% |
$62.3K - $69.5K
|
7.14K
$956K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-563- 14.7% |
$69.7K - $77.8K
|
3.27K
$438K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-734- 1.36% |
$90.9K - $101K
|
53.3K
$7.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-805- 29.48% |
$99.6K - $111K
|
1.93K
$258K
|
|
|
Feb 07, 2025
Q4 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-814- 2.58% |
$101K - $112K
|
30.8K
$4.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-989- 1.09% |
$122K - $137K
|
89.6K
$12M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-992- 29.97% |
$123K - $137K
|
2.32K
$310K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.04K- 3.97% |
$129K - $144K
|
25.1K
$3.36M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.08K- 8.06% |
$133K - $149K
|
12.3K
$1.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.1K- 2.58% |
$136K - $151K
|
41.3K
$5.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-1.23K- 45.88% |
$152K - $169K
|
1.45K
$194K
|
|
|
Jan 31, 2025
Q4 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.35K- 4.76% |
$166K - $186K
|
26.9K
$3.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-2.18K- 13.19% |
$270K - $301K
|
14.4K
$1.92M
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-2.78K- 13.98% |
$344K - $384K
|
17.1K
$2.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.8K- 31.71% |
$346K - $386K
|
6.02K
$807K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.5K- 13.11% |
$433K - $483K
|
23.2K
$3.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.77K- 43.54% |
$466K - $520K
|
4.88K
$654K
|
|
|
Feb 14, 2025
Q4 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-4.1K- 43.33% |
$507K - $566K
|
5.36K
$717K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.44K- 21.87% |
$550K - $613K
|
15.9K
$2.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.98K- 1.86% |
$987K - $1.1M
|
420K
$56.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-8K- 12.89% |
$990K - $1.11M
|
54.1K
$7.24M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-10.7K- 47.08% |
$1.33M - $1.48M
|
12.1K
$1.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-19.2K- 96.71% |
$2.37M - $2.65M
|
652
$87.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-20.5K- 91.73% |
$2.53M - $2.83M
|
1.85K
$247K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-27.1K- 10.89% |
$3.36M - $3.75M
|
222K
$29.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-28.8K- 26.07% |
$3.57M - $3.98M
|
81.7K
$10.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-29.8K- 19.29% |
$3.69M - $4.12M
|
125K
$16.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-44K- 28.98% |
$5.45M - $6.08M
|
108K
$14.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-51.6K- 96.02% |
$6.38M - $7.13M
|
2.14K
$286K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-55.3K- 33.02% |
$6.84M - $7.63M
|
112K
$15M
|