Purchases and Sales Made in Q1 2024 in Ishares Tr (IAT)
This table provides information about the institutional ownership of Ishares Tr (IAT) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-4K- 97.92% |
$156K - $174K
|
85
$4.52K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-4.83K- 42.99% |
$189K - $209K
|
6.4K
$340K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6K- 26.14% |
$235K - $260K
|
16.9K
$900K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-6.2K- 19.89% |
$243K - $269K
|
25K
$1.33M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.1K- 43.77% |
$278K - $308K
|
9.11K
$484K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-8.17K- 61.55% |
$320K - $354K
|
5.1K
$271K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8.7K- 20.88% |
$340K - $377K
|
33K
$1.75M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-10.1K- 13.82% |
$394K - $437K
|
62.9K
$3.34M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.3K- 14.35% |
$403K - $447K
|
61.5K
$3.27M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-11K- 4.31% |
$430K - $477K
|
244K
$13M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-14.6K- 58.88% |
$572K - $635K
|
10.2K
$543K
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-18.6K- 22.41% |
$726K - $805K
|
64.3K
$3.41M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-18.8K- 13.4% |
$736K - $816K
|
122K
$6.46M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-19.2K- 10.49% |
$750K - $832K
|
164K
$8.7M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-19.6K- 42.24% |
$767K - $850K
|
26.8K
$1.42M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-24.4K- 36.75% |
$954K - $1.06M
|
42K
$2.23M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-28.9K- 10.56% |
$1.13M - $1.25M
|
245K
$13M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-33K- 78.13% |
$1.29M - $1.43M
|
9.23K
$490K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-44K- 86.28% |
$1.72M - $1.91M
|
7K
$372K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-55.2K- 49.43% |
$2.16M - $2.4M
|
56.5K
$3M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-71K- 20.66% |
$2.78M - $3.08M
|
272K
$14.5M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-76.6K- 11.79% |
$3M - $3.32M
|
573K
$30.5M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-76.6K- 11.79% |
$3M - $3.32M
|
573K
$30.5M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-78.6K- 21.56% |
$3.08M - $3.41M
|
286K
$15.2M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-98.4K- 25.73% |
$3.85M - $4.27M
|
284K
$15.1M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-151K- 38.22% |
$5.92M - $6.56M
|
245K
$13M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-154K- 51.67% |
$6.04M - $6.7M
|
144K
$7.68M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-159K- 80.11% |
$6.23M - $6.91M
|
39.5K
$2.1M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-243K- 40.25% |
$9.52M - $10.6M
|
361K
$19.2M
|