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 01, 2024
Q2 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-5.5K- 28.55% |
$602K - $648K
|
13.8K
$1.77M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
5.81KNew |
$636K - $684K
|
5.81K
$748K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
175New |
$19.2K - $20.6K
|
175
$22.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
35.1KNew |
$3.85M - $4.14M
|
35.1K
$4.53M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-941- 23.79% |
$103K - $111K
|
3.01K
$388K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
905+ 1508.33% |
$99.1K - $107K
|
965
$124K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-6- 8.22% |
$606 - $704
|
67
$8.63K
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.1KNew |
$212K - $246K
|
2.1K
$270K
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
5.52KNew |
$558K - $648K
|
5.52K
$712K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.93KNew |
$195K - $227K
|
1.93K
$249K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-38- 1.9% |
$3.84K - $4.46K
|
1.96K
$253K
|
|
|
May 10, 2024
Q1 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
2.34KNew |
$236K - $274K
|
2.34K
$301K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
20New |
$2.02K - $2.35K
|
20
$2.58K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
314New |
$31.7K - $36.9K
|
314
$40.5K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
2KNew |
$202K - $235K
|
2K
$258K
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
SELL
|
- |
-40- 0.84% |
$4.04K - $4.7K
|
4.71K
$606K
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.01K+ 45.79% |
$204K - $236K
|
6.41K
$826K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
38New |
$3.84K - $4.46K
|
38
$4.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-100- 33.33% |
$10.1K - $11.7K
|
200
$25.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
191New |
$19.3K - $22.4K
|
191
$24.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-86- 0.89% |
$8.69K - $10.1K
|
9.56K
$1.23M
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
9+ 23.68% |
$807 - $908
|
47
$6.06K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-11.3K- 99.37% |
$1.01M - $1.14M
|
71
$9.15K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
12New |
$1.08K - $1.21K
|
12
$1.55K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
91New |
$8.16K - $9.18K
|
91
$11.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
6.5KNew |
$583K - $656K
|
6.5K
$838K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
648New |
$58.1K - $65.4K
|
648
$83.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
2.3KNew |
$207K - $232K
|
2.3K
$297K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
344New |
$30.9K - $34.7K
|
344
$44.3K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-144- 3.43% |
$12.4K - $13.7K
|
4.05K
$522K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
708+ 23.44% |
$61.1K - $67.2K
|
3.73K
$481K
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
720+ 3.67% |
$62.1K - $68.3K
|
20.3K
$2.62M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
70New |
$6.04K - $6.64K
|
70
$9.02K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$8.63K - $9.49K
|
100
$12.9K
|
|
| Q2 2023 | |||||||
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-5K- 50.0% |
$412K - $443K
|
5K
$644K
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
33.9KNew |
$2.8M - $3.01M
|
33.9K
$4.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-1.71K- 22.54% |
$141K - $152K
|
5.89K
$759K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
235+ 3.28% |
$19.4K - $20.8K
|
7.41K
$955K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.16KNew |
$260K - $280K
|
3.16K
$407K
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-7.82K- 39.72% |
$645K - $693K
|
11.9K
$1.53M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
521+ 21.11% |
$43K - $46.2K
|
2.99K
$385K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-3K- 46.15% |
$244K - $285K
|
3.5K
$451K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-110- 4.57% |
$8.95K - $10.5K
|
2.3K
$296K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-951- 56.91% |
$77.4K - $90.4K
|
720
$92.8K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.72K- 18.56% |
$140K - $164K
|
7.55K
$973K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
223New |
$18.1K - $21.2K
|
223
$28.7K
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
630New |
$51.3K - $59.9K
|
630
$81.2K
|
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
341New |
$27.7K - $32.4K
|
341
$43.9K
|
|
|
May 04, 2023
Q1 2023
|
Ttp Investments, Inc.
|
SELL
|
- |
-396- 3.93% |
$32.2K - $37.6K
|
9.68K
$1.25M
|
|