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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1- 11.11% |
$122 - $138
|
8
$1.07K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
80New |
$9.8K - $11.1K
|
80
$10.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-3.84K- 39.14% |
$470K - $531K
|
5.96K
$797K
|
|
|
Aug 08, 2025
Q2 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-13- 0.63% |
$1.59K - $1.8K
|
2.05K
$273K
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.88KNew |
$230K - $260K
|
1.88K
$251K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.1K+ 6.45% |
$134K - $152K
|
18.1K
$2.41M
|
|
|
Aug 08, 2025
Q2 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.06K+ 3.32% |
$252K - $285K
|
64.2K
$8.57M
|
|
|
Aug 07, 2025
Q2 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
4.5KNew |
$551K - $624K
|
4.5K
$602K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
116+ 0.32% |
$14.2K - $16.1K
|
36.4K
$4.87M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-970- 32.18% |
$119K - $134K
|
2.04K
$273K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-211- 3.63% |
$25.8K - $29.2K
|
5.6K
$748K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
18+ 1.22% |
$2.2K - $2.49K
|
1.49K
$199K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
155+ 704.55% |
$19K - $21.5K
|
177
$23.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
8.59K+ 77.63% |
$1.05M - $1.19M
|
19.7K
$2.63M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-150- 3.43% |
$18.4K - $20.8K
|
4.23K
$565K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
2.14KNew |
$262K - $296K
|
2.14K
$286K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
379+ 2.79% |
$46.4K - $52.5K
|
14K
$1.87M
|
|
|
Jul 22, 2025
Q2 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
2.23KNew |
$273K - $309K
|
2.23K
$298K
|
|
|
Jul 21, 2025
Q2 2025
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
5.13KNew |
$628K - $710K
|
5.13K
$685K
|
|
|
Jul 17, 2025
Q2 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
9.78KNew |
$1.2M - $1.35M
|
9.78K
$1.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-683- 7.16% |
$83.6K - $94.6K
|
8.86K
$1.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
7.67KNew |
$940K - $1.06M
|
7.67K
$1.03M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-402- 18.58% |
$49.2K - $55.7K
|
1.76K
$235K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
20New |
$2.45K - $2.77K
|
20
$2.67K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.06K- 36.44% |
$130K - $147K
|
1.85K
$248K
|
|
| Q1 2025 | |||||||
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-976- 31.99% |
$119K - $135K
|
2.08K
$277K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
486+ 14.52% |
$59.2K - $67K
|
3.83K
$512K
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
2.76KNew |
$336K - $380K
|
2.76K
$368K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-507Closed |
$61.8K - $69.9K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-82- 7.39% |
$9.99K - $11.3K
|
1.03K
$137K
|
|
|
May 12, 2025
Q1 2025
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
4.36KNew |
$532K - $602K
|
4.36K
$583K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.16KNew |
$385K - $435K
|
3.16K
$422K
|
|
|
May 09, 2025
Q1 2025
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
86.8KNew |
$10.6M - $12M
|
86.8K
$11.6M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.49K- 67.44% |
$426K - $482K
|
1.69K
$225K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-181- 5.54% |
$22.1K - $25K
|
3.09K
$413K
|
|
|
May 07, 2025
Q1 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
1.54KNew |
$187K - $212K
|
1.54K
$205K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
12.3K+ 20.78% |
$1.5M - $1.7M
|
71.5K
$9.56M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2+ 0.44% |
$244 - $276
|
453
$60.5K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-1.58K- 4.38% |
$192K - $217K
|
34.5K
$4.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-52- 0.79% |
$6.34K - $7.17K
|
6.49K
$868K
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
36.4KNew |
$4.44M - $5.02M
|
36.4K
$4.87M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
748New |
$91.1K - $103K
|
748
$100K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
1.6KNew |
$195K - $221K
|
1.6K
$214K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
71New |
$8.65K - $9.79K
|
71
$9.49K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.1K- 67.98% |
$499K - $565K
|
1.93K
$258K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
53New |
$6.46K - $7.31K
|
53
$7.08K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
965New |
$118K - $133K
|
965
$129K
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
15New |
$1.86K - $2.07K
|
15
$2K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-190- 10.51% |
$23.5K - $26.3K
|
1.62K
$216K
|
|