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 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
7+ 0.23% |
$893 - $1.07K
|
3K
$396K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
4+ 0.28% |
$510 - $614
|
1.43K
$189K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
3New |
$383 - $460
|
3
$396
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3+ 0.12% |
$383 - $460
|
2.54K
$335K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.26% |
$128 - $153
|
393
$51.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.43% |
$128 - $153
|
233
$30.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 05, 2024
Q3 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
20.6KNew |
$2.38M - $2.65M
|
20.6K
$2.72M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
13.7K+ 12446.36% |
$1.58M - $1.76M
|
13.8K
$1.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
7.93K+ 319.21% |
$917K - $1.02M
|
10.4K
$1.38M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
4.29KNew |
$496K - $552K
|
4.29K
$567K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.88KNew |
$333K - $370K
|
2.88K
$380K
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.92KNew |
$223K - $248K
|
1.92K
$254K
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.8KNew |
$208K - $232K
|
1.8K
$238K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.53K+ 11.94% |
$177K - $197K
|
14.3K
$1.89M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
880New |
$102K - $113K
|
880
$116K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
569+ 2.53% |
$65.9K - $73.3K
|
23K
$3.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
550New |
$63.7K - $70.8K
|
550
$72.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
496+ 16.44% |
$57.4K - $63.9K
|
3.51K
$464K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
323+ 6.58% |
$37.4K - $41.6K
|
5.23K
$691K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
306New |
$35.4K - $39.4K
|
306
$40.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
141New |
$16.3K - $18.2K
|
141
$18.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
100New |
$11.6K - $12.9K
|
100
$13.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
85New |
$9.84K - $10.9K
|
85
$11.2K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
84+ 3.33% |
$9.72K - $10.8K
|
2.6K
$344K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
82New |
$9.49K - $10.6K
|
82
$10.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
77New |
$8.91K - $9.91K
|
77
$10.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
39New |
$4.51K - $5.02K
|
39
$5.15K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
33New |
$3.82K - $4.25K
|
33
$4.36K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
28+ 73.68% |
$3.24K - $3.6K
|
66
$8.72K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
24New |
$2.78K - $3.09K
|
24
$3.17K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
17New |
$1.97K - $2.19K
|
17
$2.25K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
14New |
$1.62K - $1.8K
|
14
$1.85K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.34% |
$116 - $129
|
293
$38.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14.6K+ 30.12% |
$1.6M - $1.75M
|
62.9K
$8.31M
|
|
|
Aug 14, 2024
Q2 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
13.6K+ 591.3% |
$1.49M - $1.63M
|
15.9K
$2.1M
|
|
|
Aug 14, 2024
Q2 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
2.18KNew |
$239K - $262K
|
2.18K
$288K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.17KNew |
$128K - $140K
|
1.17K
$154K
|
|
|
Jul 30, 2024
Q2 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
524New |
$57.5K - $62.9K
|
524
$69.2K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
81New |
$8.89K - $9.73K
|
81
$10.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
63New |
$6.91K - $7.57K
|
63
$8.32K
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
37New |
$4.06K - $4.44K
|
37
$4.89K
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
36New |
$3.95K - $4.32K
|
36
$4.76K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
27New |
$2.96K - $3.24K
|
27
$3.57K
|
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
25New |
$2.74K - $3K
|
25
$3.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
20New |
$2.19K - $2.4K
|
20
$2.64K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
6New |
$658 - $721
|
6
$793
|
|
| Q1 2024 | |||||||
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11.5K+ 100.99% |
$1.19M - $1.33M
|
22.9K
$3.02M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.11KNew |
$218K - $244K
|
2.11K
$278K
|
|