Latest Institutional Purchases of Ishares Tr Us Broker Dealers & (IAI)
This list provides information on the latest institutional transactions involving Ishares Tr Us Broker Dealers & (IAI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.19K+ 1033.49% |
$280K - $336K
|
2.4K
$317K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
2.1KNew |
$268K - $322K
|
2.1K
$277K
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
2.05KNew |
$262K - $314K
|
2.05K
$271K
|
|
|
Feb 13, 2025
Q4 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
1.95KNew |
$249K - $299K
|
1.95K
$258K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.94KNew |
$248K - $298K
|
1.94K
$256K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.92K+ 31.92% |
$245K - $295K
|
7.94K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.92K+ 15.66% |
$245K - $294K
|
14.2K
$1.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.89KNew |
$241K - $290K
|
1.89K
$250K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.82KNew |
$232K - $279K
|
1.82K
$240K
|
|
|
Jan 14, 2025
Q4 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
1.75KNew |
$223K - $268K
|
1.75K
$231K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
1.65KNew |
$211K - $253K
|
1.65K
$218K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.48K+ 5.48% |
$189K - $227K
|
28.4K
$3.76M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.47KNew |
$187K - $225K
|
1.47K
$194K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.45KNew |
$185K - $223K
|
1.45K
$192K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.41KNew |
$180K - $216K
|
1.41K
$186K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.11K+ 28.13% |
$142K - $170K
|
5.06K
$669K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
835+ 948.86% |
$107K - $128K
|
923
$122K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
781+ 18.12% |
$99.6K - $120K
|
5.09K
$673K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
573+ 13.12% |
$73.1K - $87.9K
|
4.94K
$653K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
500+ 166.67% |
$63.8K - $76.7K
|
800
$106K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
426+ 1.15% |
$54.4K - $65.4K
|
37.6K
$4.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
316New |
$40.3K - $48.5K
|
316
$41.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
312+ 297.14% |
$39.8K - $47.9K
|
417
$55.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
292+ 3.69% |
$37.3K - $44.8K
|
8.2K
$1.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
266New |
$33.9K - $40.8K
|
266
$35.1K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
264New |
$33.7K - $40.5K
|
264
$34.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
233+ 287.65% |
$29.7K - $35.7K
|
314
$41.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
213+ 26.07% |
$27.2K - $32.7K
|
1.03K
$136K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
200+ 14.98% |
$25.5K - $30.7K
|
1.54K
$203K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
158New |
$20.2K - $24.2K
|
158
$20.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
143+ 7.68% |
$18.2K - $21.9K
|
2.01K
$265K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
136New |
$17.4K - $20.9K
|
136
$18K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
100New |
$12.8K - $15.3K
|
100
$13.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
82+ 4100.0% |
$10.5K - $12.6K
|
84
$11.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
80+ 0.4% |
$10.2K - $12.3K
|
19.9K
$2.63M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
74New |
$9.44K - $11.4K
|
74
$9.78K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
55New |
$7.02K - $8.44K
|
55
$7.27K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
50+ 50.0% |
$6.38K - $7.67K
|
150
$19.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
48+ 4.77% |
$6.12K - $7.36K
|
1.06K
$139K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
45+ 11.03% |
$5.74K - $6.9K
|
453
$59.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
43+ 8.6% |
$5.49K - $6.6K
|
543
$71.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
38New |
$4.85K - $5.83K
|
38
$5.02K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
33+ 1.78% |
$4.21K - $5.06K
|
1.89K
$249K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
31+ 27.43% |
$3.96K - $4.76K
|
144
$19K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
23+ 0.3% |
$2.93K - $3.53K
|
7.78K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
17New |
$2.17K - $2.61K
|
17
$2.25K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
14New |
$1.79K - $2.15K
|
14
$1.85K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
14New |
$1.79K - $2.15K
|
14
$1.85K
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
10New |
$1.28K - $1.53K
|
10
$1.32K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
8+ 36.36% |
$1.02K - $1.23K
|
30
$3.96K
|