Latest Institutional Transactions on Ishares Tr Us Broker Dealers & (IAI)
This table provides information on the latest institutional transactions involving Ishares Tr Us Broker Dealers & (IAI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
13.7KNew |
$2.31M - $2.44M
|
13.7K
$2.37M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
25New |
$4.22K - $4.47K
|
25
$4.33K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-87.3K- 84.33% |
$14.7M - $15.6M
|
16.2K
$2.81M
|
|
|
Nov 03, 2025
Q3 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-158- 1.68% |
$26.7K - $28.2K
|
9.23K
$1.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-36- 18.85% |
$6.08K - $6.43K
|
155
$26.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
28.9KNew |
$4.88M - $5.16M
|
28.9K
$5M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-208- 1.73% |
$35.1K - $37.2K
|
11.8K
$2.05M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-526- 6.72% |
$88.9K - $94K
|
7.31K
$1.27M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
37+ 0.25% |
$6.25K - $6.61K
|
15.1K
$2.62M
|
|
|
Oct 30, 2025
Q3 2025
|
Hudson Value Partners, LLC
|
BUY
|
- |
903+ 20.31% |
$153K - $161K
|
5.35K
$927K
|
|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
6.19KNew |
$1.05M - $1.11M
|
6.19K
$1.07M
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
1.75KNew |
$296K - $313K
|
1.75K
$303K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-298- 18.27% |
$50.3K - $53.3K
|
1.33K
$231K
|
|
|
Oct 29, 2025
Q3 2025
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-665- 1.64% |
$112K - $119K
|
39.8K
$6.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
45New |
$7.6K - $8.04K
|
45
$7.8K
|
|
|
Oct 28, 2025
Q3 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
953+ 1.48% |
$161K - $170K
|
65.1K
$11.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
25.3KNew |
$4.28M - $4.52M
|
25.3K
$4.39M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.99K- 17.93% |
$843K - $892K
|
22.9K
$3.96M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-59- 1.84% |
$9.97K - $10.5K
|
3.15K
$546K
|
|
|
Oct 27, 2025
Q3 2025
|
Belvedere Trading LLC
|
BUY
|
- |
1.05KNew |
$178K - $188K
|
1.05K
$183K
|
|
|
Oct 27, 2025
Q3 2025
|
Belvedere Trading LLC
|
SELL
|
PUT |
-2.6K- 11.76% |
$439K - $465K
|
19.5K
$3.38M
|
|
|
Oct 27, 2025
Q3 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-33- 1.98% |
$5.57K - $5.9K
|
1.63K
$282K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1.17KNew |
$197K - $208K
|
1.17K
$202K
|
|
|
Oct 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
4+ 0.28% |
$676 - $715
|
1.44K
$250K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
171+ 16.46% |
$28.9K - $30.6K
|
1.21K
$210K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
144+ 10.21% |
$24.3K - $25.7K
|
1.55K
$269K
|
|
|
Oct 23, 2025
Q3 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
50+ 1.7% |
$8.45K - $8.94K
|
3K
$519K
|
|
|
Oct 22, 2025
Q3 2025
|
West End Advisors, LLC
|
SELL
|
- |
-22- 4.17% |
$3.72K - $3.93K
|
505
$87.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.4K+ 262.11% |
$2.77M - $2.93M
|
22.7K
$3.93M
|
|
|
Oct 21, 2025
Q3 2025
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-155- 0.49% |
$26.2K - $27.7K
|
31.4K
$5.44M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-7- 0.77% |
$1.18K - $1.25K
|
902
$156K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
324+ 6.85% |
$54.7K - $57.9K
|
5.05K
$875K
|
|
|
Oct 20, 2025
Q3 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
5.31KNew |
$897K - $949K
|
5.31K
$920K
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-56- 0.37% |
$9.46K - $10K
|
15.1K
$2.61M
|
|
|
Oct 20, 2025
Q3 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-310- 2.08% |
$52.4K - $55.4K
|
14.6K
$2.53M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
14New |
$2.37K - $2.5K
|
14
$2.43K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.56K- 52.66% |
$264K - $279K
|
1.41K
$243K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
28New |
$4.73K - $5K
|
28
$4.85K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-1- 1.11% |
$169 - $179
|
89
$15.4K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-613- 2.22% |
$104K - $110K
|
26.9K
$4.67M
|
|
|
Oct 15, 2025
Q3 2025
|
Ars Investment Partners, LLC
|
SELL
|
- |
-93- 0.58% |
$15.7K - $16.6K
|
15.8K
$2.74M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-138- 27.22% |
$23.3K - $24.7K
|
369
$63.9K
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
60+ 1.08% |
$10.1K - $10.7K
|
5.64K
$977K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
200New |
$33.8K - $35.7K
|
200
$34.6K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
832+ 70.03% |
$141K - $149K
|
2.02K
$350K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
242+ 4.09% |
$40.9K - $43.2K
|
6.16K
$1.07M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.37K+ 232.85% |
$570K - $603K
|
4.82K
$835K
|
|
|
Oct 03, 2025
Q3 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
140+ 2.75% |
$23.7K - $25K
|
5.23K
$906K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-181- 0.2% |
$22.1K - $30.6K
|
90.1K
$15.6M
|
|
|
Oct 02, 2025
Q2 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
SELL
|
- |
-916- 1.5% |
$112K - $155K
|
60.1K
$10.4M
|
|