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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
304+ 8.86% |
$37.1K - $51.4K
|
3.74K
$647K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
200+ 20000.0% |
$24.4K - $33.8K
|
201
$34.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
141New |
$17.2K - $23.8K
|
141
$24.4K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
100New |
$12.2K - $16.9K
|
100
$17.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
69+ 4.78% |
$8.42K - $11.7K
|
1.51K
$262K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
44New |
$5.37K - $7.44K
|
44
$7.62K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
39+ 26.0% |
$4.76K - $6.6K
|
189
$32.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
9New |
$1.1K - $1.52K
|
9
$1.56K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.43% |
$122 - $169
|
234
$40.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.73% |
$122 - $169
|
138
$23.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
640KNew |
$86.2M - $102M
|
640K
$111M
|
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
206KNew |
$27.8M - $32.9M
|
206K
$35.7M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
16.3KNew |
$2.19M - $2.59M
|
16.3K
$2.82M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
15.3K+ 76345.0% |
$2.06M - $2.43M
|
15.3K
$2.65M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.3KNew |
$1.52M - $1.79M
|
11.3K
$1.95M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
11KNew |
$1.48M - $1.75M
|
11K
$1.91M
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
9.77KNew |
$1.32M - $1.56M
|
9.77K
$1.69M
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
7.7KNew |
$1.04M - $1.23M
|
7.7K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
4.09KNew |
$551K - $652K
|
4.09K
$709K
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
3.49KNew |
$470K - $556K
|
3.49K
$604K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.86KNew |
$385K - $456K
|
2.86K
$496K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
2.64K+ 171.56% |
$356K - $421K
|
4.18K
$724K
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.45KNew |
$330K - $390K
|
2.45K
$424K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
2.2KNew |
$296K - $351K
|
2.2K
$381K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.93KNew |
$260K - $308K
|
1.93K
$335K
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.62KNew |
$219K - $259K
|
1.62K
$281K
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
530+ 6.21% |
$71.4K - $84.4K
|
9.06K
$1.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
272New |
$36.6K - $43.3K
|
272
$47.1K
|
|
|
Aug 25, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
265+ 22.29% |
$35.7K - $42.2K
|
1.45K
$252K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
244+ 488.0% |
$32.9K - $38.9K
|
294
$50.9K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
235New |
$31.6K - $37.4K
|
235
$40.7K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
200+ 200.0% |
$26.9K - $31.9K
|
300
$52K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
156New |
$21K - $24.9K
|
156
$27K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
101+ 841.67% |
$13.6K - $16.1K
|
113
$19.6K
|
|
|
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
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
22New |
$2.96K - $3.5K
|
22
$3.81K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
22.4KNew |
$2.86M - $3.44M
|
22.4K
$3.88M
|
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
BUY
|
- |
8.19KNew |
$1.05M - $1.26M
|
8.19K
$1.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
CALL |
7.3KNew |
$931K - $1.12M
|
7.3K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
6.94KNew |
$885K - $1.06M
|
6.94K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.07KNew |
$391K - $470K
|
3.07K
$531K
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
2.05KNew |
$262K - $314K
|
2.05K
$355K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.94KNew |
$248K - $298K
|
1.94K
$336K
|
|
|
Jan 14, 2025
Q4 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
1.75KNew |
$223K - $268K
|
1.75K
$303K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.41KNew |
$180K - $216K
|
1.41K
$244K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
266New |
$33.9K - $40.8K
|
266
$46.1K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
264New |
$33.7K - $40.5K
|
264
$45.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
233+ 287.65% |
$29.7K - $35.7K
|
314
$54.4K
|
|