Latest Institutional Transactions on Ishares Tr (IAT)
This table provides information on the latest institutional transactions involving Ishares Tr (IAT) 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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2021
Q1 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-104Closed |
$4.69K - $6.17K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Chiron Capital Management, LLC
|
SELL
|
- |
-200Closed |
$6.58K - $9.07K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-150Closed |
$4.94K - $6.8K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
F3 Logic, LLC
|
SELL
|
- |
-100Closed |
$3.29K - $4.53K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
800New |
$26.3K - $36.3K
|
800
$40.2K
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-230Closed |
$7.57K - $10.4K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Oct 30, 2020
Q3 2020
|
Whittier Trust CO
|
SELL
|
- |
-265Closed |
$8.15K - $9.6K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Xr Securities LLC
|
SELL
|
- |
-17.4KClosed |
$535K - $630K
|
0
$0
|
|
|
Oct 09, 2020
Q3 2020
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.23KClosed |
$192K - $226K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 10, 2020
Q2 2020
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-9.6KClosed |
$251K - $394K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-1.94KClosed |
$50.8K - $79.6K
|
0
$0
|
|
|
Jul 30, 2020
Q2 2020
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-307Closed |
$8.04K - $12.6K
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-67Closed |
$1.75K - $2.75K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 19, 2020
Q1 2020
|
Tru Independence LLC
|
SELL
|
- |
-200Closed |
$4.99K - $10.2K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-280Closed |
$6.98K - $14.3K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-1.5KClosed |
$37.3K - $76.4K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-8.2KClosed |
$204K - $419K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.65KClosed |
$41.1K - $84.2K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-300Closed |
$7.48K - $15.3K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-7.7KClosed |
$192K - $394K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Salzhauer Michael
|
SELL
|
- |
-4.02KClosed |
$100K - $205K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-250Closed |
$6.23K - $12.8K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.07KClosed |
$226K - $464K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
First Citizens Financial Corp
|
SELL
|
- |
-4.5KClosed |
$112K - $230K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Westside Investment Management, Inc.
|
SELL
|
- |
-340Closed |
$8.48K - $17.4K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Oct 06, 2025
Q4 2019
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
1.2K+ 394.1% |
$53.2K - $62K
|
1.51K
$75.7K
|
|
|
Feb 13, 2020
Q4 2019
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-68Closed |
$3.01K - $3.51K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-200Closed |
$8.85K - $10.3K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
First National Bank Of South Miami
|
SELL
|
- |
-600Closed |
$26.6K - $30.9K
|
0
$0
|
|
|
Feb 05, 2020
Q4 2019
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-203Closed |
$8.98K - $10.5K
|
0
$0
|
|
|
Jan 14, 2020
Q4 2019
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-5.77KClosed |
$255K - $297K
|
0
$0
|
|
|
Jan 14, 2020
Q4 2019
|
55 I, LLC
Boston, MA |
SELL
|
- |
-6.52KClosed |
$289K - $336K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 20, 2019
Q3 2019
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-20.9KClosed |
$958K - $996K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
V Wealth Advisors LLC
|
SELL
|
- |
-4.61KClosed |
$211K - $219K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-2.36KClosed |
$108K - $112K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-5.17KClosed |
$237K - $246K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.88KClosed |
$85.9K - $89.3K
|
0
$0
|
|
|
Nov 06, 2019
Q3 2019
|
Lincoln National Corp
|
SELL
|
- |
-5.41KClosed |
$248K - $258K
|
0
$0
|
|
|
Nov 06, 2019
Q3 2019
|
Arjuna Capital
|
SELL
|
- |
-1KClosed |
$45.8K - $47.6K
|
0
$0
|
|
|
Oct 21, 2019
Q3 2019
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-550Closed |
$25.2K - $26.2K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 05, 2019
Q2 2019
|
Requisite Capital Management, LLC
|
SELL
|
- |
-300Closed |
N/A
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-2.53KClosed |
N/A
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-775Closed |
N/A
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-26Closed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-175Closed |
N/A
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-103Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 16, 2019
Q1 2019
|
Merit Financial Group, LLC
|
SELL
|
- |
-16.8KClosed |
N/A
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Barclays PLC
London, X0 |
SELL
|
PUT |
-100- 9.09% |
N/A
|
1K
$50.2K
|
|
|
May 15, 2019
Q1 2019
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.84KClosed |
N/A
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-50Closed |
N/A
|
0
$0
|
|