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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.01K+ 45.79% |
$204K - $236K
|
6.41K
$857K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
38New |
$3.84K - $4.46K
|
38
$5.08K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-100- 33.33% |
$10.1K - $11.7K
|
200
$26.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-86- 0.89% |
$8.69K - $10.1K
|
9.56K
$1.28M
|
|
| Q4 2023 | |||||||
|
May 19, 2025
Q4 2023
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-49KClosed |
$4.39M - $4.94M
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
9+ 23.68% |
$807 - $908
|
47
$6.28K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
12New |
$1.08K - $1.21K
|
12
$1.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
91New |
$8.16K - $9.18K
|
91
$12.2K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
6.5KNew |
$583K - $656K
|
6.5K
$869K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
648New |
$58.1K - $65.4K
|
648
$86.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
2.3KNew |
$207K - $232K
|
2.3K
$308K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
344New |
$30.9K - $34.7K
|
344
$46K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
708+ 23.44% |
$61.1K - $67.2K
|
3.73K
$498K
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-144- 3.43% |
$12.4K - $13.7K
|
4.05K
$541K
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
720+ 3.67% |
$62.1K - $68.3K
|
20.3K
$2.72M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
70New |
$6.04K - $6.64K
|
70
$9.35K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$8.63K - $9.49K
|
100
$13.4K
|
|
| Q2 2023 | |||||||
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-5K- 50.0% |
$412K - $443K
|
5K
$668K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
235+ 3.28% |
$19.4K - $20.8K
|
7.41K
$990K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
521+ 21.11% |
$43K - $46.2K
|
2.99K
$399K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-110- 4.57% |
$8.95K - $10.5K
|
2.3K
$307K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-951- 56.91% |
$77.4K - $90.4K
|
720
$96.2K
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-3K- 46.15% |
$244K - $285K
|
3.5K
$468K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.72K- 18.56% |
$140K - $164K
|
7.55K
$1.01M
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
223New |
$18.1K - $21.2K
|
223
$29.8K
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
630New |
$51.3K - $59.9K
|
630
$84.2K
|
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
341New |
$27.7K - $32.4K
|
341
$45.6K
|
|
|
May 04, 2023
Q1 2023
|
Ttp Investments, Inc.
|
SELL
|
- |
-396- 3.93% |
$32.2K - $37.6K
|
9.68K
$1.29M
|
|
|
Apr 27, 2023
Q1 2023
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-989- 12.65% |
$80.5K - $94K
|
6.83K
$913K
|
|
|
Apr 07, 2023
Q1 2023
|
Capital Cs Group, LLC
|
SELL
|
- |
-1.33K- 7.02% |
$108K - $126K
|
17.6K
$2.35M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
100New |
$8.13K - $9.44K
|
100
$13.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Mainstay Capital Management LLC
|
BUY
|
- |
237KNew |
$19.3M - $22.3M
|
237K
$31.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
55New |
$4.47K - $5.19K
|
55
$7.35K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
20New |
$1.63K - $1.89K
|
20
$2.67K
|
|
|
Feb 13, 2023
Q4 2022
|
Gunderson Capital Management Inc.
|
BUY
|
- |
2.66KNew |
$216K - $251K
|
2.66K
$355K
|
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
8.91KNew |
$724K - $841K
|
8.91K
$1.19M
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-145- 1.32% |
$11.3K - $12.9K
|
10.9K
$1.45M
|
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
BUY
|
- |
90+ 0.44% |
$7.04K - $8K
|
20.4K
$2.72M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
16.9KNew |
$1.32M - $1.5M
|
16.9K
$2.26M
|
|
|
Oct 28, 2022
Q3 2022
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
25.9KNew |
$2.03M - $2.31M
|
25.9K
$3.47M
|
|
| Q2 2022 | |||||||
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-12.5KClosed |
$992K - $1.16M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Lfs Asset Management
San Ramon, CA |
BUY
|
- |
54.3KNew |
$4.3M - $5.03M
|
54.3K
$7.26M
|
|
|
Aug 15, 2022
Q2 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-20Closed |
$1.58K - $1.85K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
200+ 3.67% |
$15.8K - $18.5K
|
5.65K
$755K
|
|
|
Aug 08, 2022
Q2 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
2.92KNew |
$231K - $271K
|
2.92K
$391K
|
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
SELL
|
- |
-59Closed |
$4.67K - $5.46K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
600New |
$47.5K - $55.5K
|
600
$80.2K
|
|
|
Aug 01, 2022
Q2 2022
|
Empowered Funds, LLC
|
SELL
|
- |
-141KClosed |
$11.1M - $13M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-2.79KClosed |
$221K - $258K
|
0
$0
|
|