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 |
|---|---|---|---|---|---|---|---|
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-300- 60.0% |
$11.7K - $13K
|
200
$8.97K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
200+ 26.67% |
$7.82K - $8.68K
|
950
$42.6K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-4.83K- 42.99% |
$189K - $209K
|
6.4K
$287K
|
|
|
May 15, 2024
Q1 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
49.4KNew |
$1.93M - $2.14M
|
49.4K
$2.21M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-5- 1.96% |
$196 - $217
|
250
$11.2K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-6.2K- 19.89% |
$243K - $269K
|
25K
$1.12M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.31K+ 25.48% |
$169K - $187K
|
21.2K
$952K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-496- 6.12% |
$19.4K - $21.5K
|
7.61K
$341K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-3.11K- 30.13% |
$122K - $135K
|
7.21K
$323K
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
SELL
|
- |
-950- 9.61% |
$37.2K - $41.2K
|
8.94K
$401K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
27.3K+ 87.46% |
$1.07M - $1.18M
|
58.4K
$2.62M
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.98% |
$39.1 - $43.4
|
103
$4.62K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
18.5KNew |
$723K - $802K
|
18.5K
$829K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-88- 12.38% |
$3.44K - $3.82K
|
623
$27.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-3.7K- 86.05% |
$145K - $161K
|
600
$26.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
7.38K+ 8.03% |
$289K - $320K
|
99.3K
$4.45M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-800- 88.89% |
$31.3K - $34.7K
|
100
$4.48K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
3.5KNew |
$137K - $152K
|
3.5K
$157K
|
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
80+ 0.63% |
$3.13K - $3.47K
|
12.9K
$577K
|
|
| Q4 2023 | |||||||
|
Jan 15, 2025
Q4 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-6.79KClosed |
$210K - $293K
|
0
$0
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
8+ 2.77% |
$248 - $346
|
297
$13.3K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.35KNew |
$41.8K - $58.3K
|
1.35K
$60.5K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
191New |
$5.92K - $8.25K
|
191
$8.56K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.1KNew |
$96K - $134K
|
3.1K
$139K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.02KNew |
$186K - $260K
|
6.02K
$270K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
663New |
$20.5K - $28.6K
|
663
$29.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
7.59KNew |
$235K - $328K
|
7.59K
$340K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
395New |
$12.2K - $17.1K
|
395
$17.7K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
3.28KNew |
$101K - $141K
|
3.28K
$147K
|
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-1.28K- 0.44% |
$39.7K - $55.4K
|
290K
$13M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
580New |
$18K - $25.1K
|
580
$26K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
95New |
$2.94K - $4.1K
|
95
$4.26K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-749- 12.31% |
$23.2K - $32.4K
|
5.34K
$239K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
5.17KNew |
$160K - $223K
|
5.17K
$232K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
10KNew |
$310K - $432K
|
10K
$448K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-7.94K- 58.36% |
$246K - $343K
|
5.66K
$254K
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
553New |
$17.1K - $23.9K
|
553
$24.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-132K- 98.69% |
$4.1M - $5.72M
|
1.75K
$78.5K
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
5.07KNew |
$157K - $219K
|
5.07K
$227K
|
|
|
Jan 30, 2024
Q4 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
13.1KNew |
$405K - $565K
|
13.1K
$587K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
368New |
$11.4K - $15.9K
|
368
$16.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
104New |
$3.22K - $4.49K
|
104
$4.66K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-180- 12.33% |
$5.58K - $7.78K
|
1.28K
$57.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
234New |
$7.25K - $10.1K
|
234
$10.5K
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
SELL
|
- |
-500- 34.72% |
$15.5K - $21.6K
|
940
$42.1K
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
140+ 2.0% |
$4.34K - $6.05K
|
7.14K
$320K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
663New |
$20.5K - $28.6K
|
663
$29.7K
|
|
|
Jan 02, 2024
Q4 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-150- 2.11% |
$4.65K - $6.48K
|
6.98K
$313K
|
|
| Q3 2023 | |||||||
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-222- 17.36% |
$7.29K - $8.69K
|
1.06K
$47.4K
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
55KNew |
$1.81M - $2.15M
|
55K
$2.47M
|
|