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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
200New |
$9.21K - $11.4K
|
200
$8.97K
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
104KNew |
$4.77M - $5.89M
|
104K
$4.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
248New |
$11.4K - $14.1K
|
248
$11.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
6.59K+ 29.77% |
$303K - $375K
|
28.7K
$1.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
76.1K+ 495.06% |
$3.51M - $4.33M
|
91.5K
$4.1M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1- 1.06% |
$46.1 - $56.9
|
93
$4.17K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.5K+ 322.65% |
$299K - $370K
|
8.51K
$381K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-239- 16.72% |
$11K - $13.6K
|
1.19K
$53.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-500- 28.14% |
$23K - $28.5K
|
1.28K
$57.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-22.2K- 6.07% |
$1.02M - $1.26M
|
343K
$15.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-1.14K- 18.87% |
$52.4K - $64.7K
|
4.89K
$219K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
63.2K+ 42.2% |
$2.91M - $3.59M
|
213K
$9.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.14K- 19.12% |
$329K - $406K
|
30.2K
$1.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.46K+ 4.76% |
$113K - $140K
|
54.2K
$2.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
PUT |
136KNew |
$6.27M - $7.74M
|
136K
$6.1M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-500- 12.84% |
$23K - $28.5K
|
3.39K
$152K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
67.7K+ 65.66% |
$3.12M - $3.85M
|
171K
$7.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-163- 1.44% |
$7.51K - $9.27K
|
11.2K
$501K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-78.4K- 40.8% |
$3.61M - $4.46M
|
114K
$5.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.9K+ 7.7% |
$688K - $849K
|
209K
$9.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
8.99KNew |
$414K - $512K
|
8.99K
$403K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.84K+ 5.22% |
$269K - $332K
|
118K
$5.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-4.11K- 14.12% |
$189K - $234K
|
25K
$1.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
50New |
$2.3K - $2.85K
|
50
$2.24K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
SELL
|
- |
-1.7K- 5.49% |
$78.2K - $96.6K
|
29.2K
$1.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.15K- 22.83% |
$53K - $65.5K
|
3.89K
$174K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
139K+ 885.37% |
$6.39M - $7.9M
|
154K
$6.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-31- 0.55% |
$1.43K - $1.76K
|
5.66K
$254K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
940+ 38.07% |
$43.3K - $53.5K
|
3.41K
$153K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-34.8K- 43.52% |
$1.6M - $1.98M
|
45.1K
$2.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
4+ 0.76% |
$184 - $228
|
530
$23.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
9.59KNew |
$442K - $546K
|
9.59K
$430K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
61.4KNew |
$2.83M - $3.49M
|
61.4K
$2.75M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-11- 0.12% |
$507 - $626
|
9.19K
$412K
|
|
|
Feb 07, 2025
Q4 2024
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-174- 1.98% |
$8.02K - $9.9K
|
8.63K
$387K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.44K+ 11.75% |
$435K - $537K
|
89.8K
$4.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
3.87K+ 32.39% |
$178K - $220K
|
15.8K
$709K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
20KNew |
$922K - $1.14M
|
20K
$898K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-640- 11.4% |
$29.5K - $36.4K
|
4.98K
$223K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
126KNew |
$5.81M - $7.18M
|
126K
$5.66M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-5.8K- 2.41% |
$267K - $330K
|
235K
$10.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
77+ 9.2% |
$3.55K - $4.38K
|
914
$41K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
694+ 1.06% |
$32K - $39.5K
|
66.3K
$2.98M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.77K+ 19.64% |
$312K - $385K
|
41.3K
$1.85M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-633- 66.28% |
$29.2K - $36K
|
322
$14.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-659- 1.11% |
$30.4K - $37.5K
|
58.8K
$2.63M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
15.1K+ 1089.47% |
$696K - $859K
|
16.5K
$739K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
2.74K+ 4.82% |
$126K - $156K
|
59.5K
$2.67M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-92- 6.62% |
$4.24K - $5.23K
|
1.3K
$58.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-35- 0.62% |
$1.61K - $1.99K
|
5.64K
$253K
|