Purchases and Sales Made in Q4 2024 in Ishares Tr (IAK)
This table provides information about the institutional ownership of Ishares Tr (IAK) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
64.2KNew |
$7.95M - $8.87M
|
64.2K
$8.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
62.3KNew |
$7.71M - $8.61M
|
62.3K
$8.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
61KNew |
$7.56M - $8.43M
|
61K
$7.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
33.9KNew |
$4.2M - $4.69M
|
33.9K
$4.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
19.6K+ 38.75% |
$2.42M - $2.71M
|
70.1K
$9.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
14.7K+ 799.51% |
$1.81M - $2.03M
|
16.5K
$2.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
12.7KNew |
$1.58M - $1.76M
|
12.7K
$1.65M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
8.66K+ 51.88% |
$1.07M - $1.2M
|
25.3K
$3.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
8.49K+ 278.36% |
$1.05M - $1.17M
|
11.5K
$1.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.82K+ 121.63% |
$596K - $666K
|
8.78K
$1.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
4.4K+ 9.03% |
$545K - $608K
|
53.1K
$6.88M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.35KNew |
$414K - $462K
|
3.35K
$433K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
3.16K+ 19.03% |
$391K - $436K
|
19.7K
$2.55M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.88K+ 108.61% |
$356K - $397K
|
5.52K
$715K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.59K+ 144.0% |
$321K - $358K
|
4.39K
$568K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
2.15K+ 11.47% |
$266K - $297K
|
20.9K
$2.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2.13K+ 36.87% |
$263K - $294K
|
7.9K
$1.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
1.74K+ 16.67% |
$215K - $240K
|
12.2K
$1.58M
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
- |
1.7KNew |
$210K - $235K
|
1.7K
$220K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
685+ 2.88% |
$84.8K - $94.6K
|
24.5K
$3.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
604+ 1.03% |
$74.8K - $83.4K
|
59.2K
$7.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
556+ 22.15% |
$68.8K - $76.8K
|
3.07K
$397K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
515+ 11.04% |
$63.7K - $71.2K
|
5.18K
$670K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
493+ 1.27% |
$61K - $68.1K
|
39.4K
$5.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
434+ 0.26% |
$53.7K - $60K
|
168K
$21.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
412+ 6.61% |
$51K - $56.9K
|
6.65K
$860K
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
342+ 3.71% |
$42.3K - $47.3K
|
9.55K
$1.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
BUY
|
- |
309+ 1.19% |
$38.2K - $42.7K
|
26.3K
$3.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
285New |
$35.3K - $39.4K
|
285
$36.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
250+ 6.67% |
$30.9K - $34.5K
|
4K
$518K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
248+ 16.68% |
$30.7K - $34.3K
|
1.74K
$225K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
186+ 4.12% |
$23K - $25.7K
|
4.7K
$608K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
167+ 21.01% |
$20.7K - $23.1K
|
962
$124K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
52New |
$6.44K - $7.18K
|
52
$6.73K
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
48+ 0.24% |
$5.94K - $6.63K
|
20.1K
$2.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
22+ 10.53% |
$2.72K - $3.04K
|
231
$29.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
20+ 1.13% |
$2.48K - $2.76K
|
1.79K
$231K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
17+ 0.51% |
$2.1K - $2.35K
|
3.36K
$435K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3+ 0.67% |
$371 - $414
|
451
$58.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
2+ 0.07% |
$248 - $276
|
2.78K
$360K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-8- 47.06% |
$990 - $1.11K
|
9
$1.16K
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-14- 0.41% |
$1.73K - $1.93K
|
3.39K
$439K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-35- 0.59% |
$4.33K - $4.84K
|
5.9K
$763K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-64- 1.12% |
$7.92K - $8.84K
|
5.67K
$734K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-146- 2.18% |
$18.1K - $20.2K
|
6.55K
$847K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-150- 1.41% |
$18.6K - $20.7K
|
10.5K
$1.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-183- 3.38% |
$22.7K - $25.3K
|
5.23K
$677K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-237- 2.86% |
$29.3K - $32.7K
|
8.06K
$1.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-377- 6.04% |
$46.7K - $52.1K
|
5.87K
$759K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-388- 10.35% |
$48K - $53.6K
|
3.36K
$435K
|