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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
530+ 6.21% |
$71.4K - $84.4K
|
9.06K
$1.57M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
22New |
$2.96K - $3.5K
|
22
$3.81K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
11KNew |
$1.48M - $1.75M
|
11K
$1.91M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
200+ 200.0% |
$26.9K - $31.9K
|
300
$52K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.3KNew |
$1.52M - $1.79M
|
11.3K
$1.95M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-9.42K- 55.57% |
$1.27M - $1.5M
|
7.53K
$1.3M
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
235New |
$31.6K - $37.4K
|
235
$40.7K
|
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-6.63K- 46.11% |
$893K - $1.06M
|
7.75K
$1.34M
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
7.7KNew |
$1.04M - $1.23M
|
7.7K
$1.33M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
2.2KNew |
$296K - $351K
|
2.2K
$381K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-10- 7.35% |
$1.35K - $1.59K
|
126
$21.8K
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.62KNew |
$219K - $259K
|
1.62K
$281K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-68- 47.22% |
$9.16K - $10.8K
|
76
$13.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-111- 35.13% |
$14.9K - $17.7K
|
205
$35.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
640KNew |
$86.2M - $102M
|
640K
$111M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
272New |
$36.6K - $43.3K
|
272
$47.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
48New |
$6.46K - $7.65K
|
48
$8.32K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
32New |
$4.31K - $5.1K
|
32
$5.54K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-235- 44.93% |
$31.6K - $37.4K
|
288
$49.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
206KNew |
$27.8M - $32.9M
|
206K
$35.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
244+ 488.0% |
$32.9K - $38.9K
|
294
$50.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-26.1K- 30.56% |
$3.52M - $4.16M
|
59.4K
$10.3M
|
|
| Q4 2024 | |||||||
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
BUY
|
- |
8.19KNew |
$1.05M - $1.26M
|
8.19K
$1.42M
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
2.05KNew |
$262K - $314K
|
2.05K
$355K
|
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-392- 13.78% |
$50K - $60.1K
|
2.45K
$425K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.07KNew |
$391K - $470K
|
3.07K
$531K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-604- 3.96% |
$77.1K - $92.7K
|
14.7K
$2.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
233+ 287.65% |
$29.7K - $35.7K
|
314
$54.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
10New |
$1.28K - $1.53K
|
10
$1.73K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-152- 4.91% |
$19.4K - $23.3K
|
2.94K
$510K
|
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
6.94KNew |
$885K - $1.06M
|
6.94K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
CALL |
7.3KNew |
$931K - $1.12M
|
7.3K
$1.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.25K- 17.95% |
$159K - $191K
|
5.7K
$987K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-375- 19.38% |
$47.8K - $57.5K
|
1.56K
$270K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
14New |
$1.79K - $2.15K
|
14
$2.43K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
22.4KNew |
$2.86M - $3.44M
|
22.4K
$3.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.94KNew |
$248K - $298K
|
1.94K
$336K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
14New |
$1.79K - $2.15K
|
14
$2.43K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
38New |
$4.85K - $5.83K
|
38
$6.58K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
264New |
$33.7K - $40.5K
|
264
$45.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
55New |
$7.02K - $8.44K
|
55
$9.53K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-9.57K- 3.96% |
$1.22M - $1.47M
|
232K
$40.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
74New |
$9.44K - $11.4K
|
74
$12.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-51- 0.35% |
$6.51K - $7.82K
|
14.5K
$2.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.41KNew |
$180K - $216K
|
1.41K
$244K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.17K- 9.78% |
$149K - $179K
|
10.7K
$1.86M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-10- 7.52% |
$1.28K - $1.53K
|
123
$21.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
266New |
$33.9K - $40.8K
|
266
$46.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-369- 7.83% |
$47.1K - $56.6K
|
4.34K
$752K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-77- 17.58% |
$9.82K - $11.8K
|
361
$62.5K
|
|