Latest Institutional Transactions on Ishares Tr (IAK)
This table provides information on the latest institutional transactions involving Ishares Tr (IAK) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.3K+ 46.94% |
$1.31M - $1.39M
|
32.4K
$4.33M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
2.04KNew |
$258K - $274K
|
2.04K
$272K
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.26K- 33.93% |
$160K - $170K
|
2.46K
$329K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-104- 69.8% |
$13.1K - $14K
|
45
$6.01K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
530+ 185.96% |
$67K - $71.3K
|
815
$109K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-351- 11.19% |
$44.4K - $47.2K
|
2.79K
$372K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
387+ 16.61% |
$48.9K - $52K
|
2.72K
$363K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-118- 2.37% |
$14.9K - $15.9K
|
4.87K
$651K
|
|
|
Oct 23, 2025
Q3 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-455- 19.28% |
$57.5K - $61.2K
|
1.91K
$255K
|
|
|
Oct 22, 2025
Q3 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
2.2K+ 9.36% |
$278K - $296K
|
25.7K
$3.44M
|
|
|
Oct 22, 2025
Q3 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-45- 0.05% |
$5.69K - $6.05K
|
89.5K
$12M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
84.1K+ 909.95% |
$10.6M - $11.3M
|
93.4K
$12.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-8- 3.77% |
$1.01K - $1.08K
|
204
$27.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Wt Wealth Management
|
SELL
|
- |
-180- 4.33% |
$22.7K - $24.2K
|
3.98K
$532K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
259New |
$32.7K - $34.8K
|
259
$34.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
25.2K+ 11.53% |
$3.19M - $3.39M
|
244K
$32.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
6.08KNew |
$768K - $817K
|
6.08K
$812K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.04K- 67.26% |
$763K - $812K
|
2.94K
$393K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
29New |
$3.66K - $3.9K
|
29
$3.88K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
3+ 0.41% |
$379 - $403
|
734
$98.1K
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
50New |
$6.32K - $6.72K
|
50
$6.68K
|
|
|
Oct 15, 2025
Q3 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
522+ 1.35% |
$66K - $70.2K
|
39.1K
$5.23M
|
|
|
Oct 15, 2025
Q3 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
1.8K+ 3.4% |
$227K - $241K
|
54.5K
$7.28M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
285+ 6.18% |
$36K - $38.3K
|
4.9K
$655K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-350- 92.35% |
$44.2K - $47.1K
|
29
$3.88K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.65% |
$126 - $134
|
155
$20.7K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-72- 13.02% |
$9.1K - $9.68K
|
481
$64.3K
|
|
|
Oct 14, 2025
Q3 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
912+ 76.96% |
$115K - $123K
|
2.1K
$280K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
250New |
$31.6K - $33.6K
|
250
$33.4K
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
356+ 6.54% |
$45K - $47.9K
|
5.8K
$775K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-200- 24.94% |
$25.3K - $26.9K
|
602
$80.4K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-42- 2.04% |
$5.31K - $5.65K
|
2.02K
$270K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.8K+ 11.62% |
$1.68M - $1.91M
|
132K
$17.7M
|
|
|
Oct 15, 2025
Q2 2025
|
Peterson Wealth Management
|
BUY
|
- |
25.5KNew |
$3.12M - $3.53M
|
25.5K
$3.4M
|
|
|
Aug 25, 2025
Q2 2025
|
Fulcrum Equity Management
|
BUY
|
- |
6.35KNew |
$778K - $879K
|
6.35K
$849K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.65KNew |
$202K - $229K
|
1.65K
$221K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
149New |
$18.2K - $20.6K
|
149
$19.9K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-11.7K- 54.25% |
$1.43M - $1.61M
|
9.83K
$1.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
7.5KNew |
$918K - $1.04M
|
7.5K
$1M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.25K- 90.74% |
$154K - $174K
|
128
$17.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
85.6KNew |
$10.5M - $11.9M
|
85.6K
$11.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.19KNew |
$512K - $579K
|
4.19K
$559K
|
|
|
Aug 14, 2025
Q2 2025
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-16.1K- 52.83% |
$1.97M - $2.22M
|
14.3K
$1.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-46- 2.82% |
$5.63K - $6.37K
|
1.58K
$212K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.68K- 36.32% |
$1.06M - $1.2M
|
15.2K
$2.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
1.87K+ 13.59% |
$229K - $259K
|
15.6K
$2.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.75K- 69.12% |
$1.07M - $1.21M
|
3.91K
$522K
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.63KNew |
$200K - $226K
|
1.63K
$218K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.99KNew |
$611K - $691K
|
4.99K
$667K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-2.24K- 89.69% |
$274K - $309K
|
257
$34.3K
|
|