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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
100New |
$8.93K - $9.92K
|
100
$17.3K
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
40New |
$3.57K - $3.97K
|
40
$6.93K
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
37New |
$3.3K - $3.67K
|
37
$6.41K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
26New |
$2.32K - $2.58K
|
26
$4.5K
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
26New |
$2.32K - $2.58K
|
26
$4.5K
|
|
| Q2 2023 | |||||||
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
190New |
$16.3K - $17.8K
|
190
$32.9K
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
127+ 2.77% |
$10.9K - $11.9K
|
4.7K
$815K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
CALL |
100New |
$8.59K - $9.37K
|
100
$17.3K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 2.56% |
$85.9 - $93.7
|
40
$6.93K
|
|
| Q1 2023 | |||||||
|
May 08, 2023
Q1 2023
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
230KNew |
$20.1M - $24.1M
|
230K
$39.8M
|
|
|
May 08, 2023
Q1 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
83.2KNew |
$7.28M - $8.73M
|
83.2K
$14.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
4.17KNew |
$364K - $437K
|
4.17K
$722K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.85KNew |
$250K - $299K
|
2.85K
$494K
|
|
|
May 03, 2023
Q1 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
2.35KNew |
$206K - $247K
|
2.35K
$407K
|
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1.8K+ 57.08% |
$158K - $189K
|
4.96K
$860K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
750New |
$65.6K - $78.7K
|
750
$130K
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
88New |
$7.7K - $9.23K
|
88
$15.2K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
22+ 0.31% |
$1.92K - $2.31K
|
7.02K
$1.22M
|
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
12+ 0.48% |
$1.05K - $1.26K
|
2.51K
$434K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
14.7KNew |
$1.26M - $1.51M
|
14.7K
$2.54M
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
13.7KNew |
$1.18M - $1.41M
|
13.7K
$2.37M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
7.03KNew |
$603K - $724K
|
7.03K
$1.22M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.76KNew |
$494K - $593K
|
5.76K
$997K
|
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
2.2KNew |
$189K - $227K
|
2.2K
$382K
|
|
|
Feb 07, 2023
Q4 2022
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
2.13KNew |
$183K - $220K
|
2.13K
$369K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.13KNew |
$96.9K - $116K
|
1.13K
$196K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
412New |
$35.4K - $42.5K
|
412
$71.4K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
200New |
$17.2K - $20.6K
|
200
$34.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
92New |
$7.9K - $9.48K
|
92
$15.9K
|
|
| Q3 2022 | |||||||
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
347New |
$28.4K - $34.6K
|
347
$60.1K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
5+ 0.66% |
$409 - $498
|
766
$133K
|
|
| Q2 2022 | |||||||
|
Jul 26, 2022
Q2 2022
|
Jcsd Capital, LLC
|
BUY
|
- |
41KNew |
$3.33M - $4.1M
|
41K
$7.1M
|
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
4.15KNew |
$338K - $415K
|
4.15K
$719K
|
|
|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
443New |
$36K - $44.3K
|
443
$76.7K
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
271New |
$22K - $27.1K
|
271
$46.9K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
35+ 116.67% |
$2.85K - $3.5K
|
65
$11.3K
|
|
| Q1 2022 | |||||||
|
Aug 13, 2025
Q1 2022
|
Stone X Group Inc.
|
BUY
|
- |
2.84KNew |
$269K - $326K
|
2.84K
$493K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
4.24KNew |
$397K - $438K
|
4.24K
$734K
|
|
| Q4 2019 | |||||||
|
Jan 30, 2024
Q4 2019
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.08K+ 3.77% |
$65.2K - $74.6K
|
29.8K
$5.16M
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.02KNew |
$63.2K - $68.3K
|
1.02K
$176K
|
|
| Q2 2018 | |||||||
|
Mar 24, 2023
Q2 2018
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
123+ 10.0% |
$7.88K - $8.49K
|
1.35K
$234K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$55.6 - $57.2
|
1
$173
|
|