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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
8KNew |
$269K - $429K
|
8K
$359K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
30New |
$1.01K - $1.61K
|
30
$1.35K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
21.9KNew |
$737K - $1.17M
|
21.9K
$982K
|
|
|
May 01, 2023
Q1 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
20KNew |
$673K - $1.07M
|
20K
$897K
|
|
|
May 01, 2023
Q1 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-9.25K- 50.0% |
$311K - $496K
|
9.25K
$415K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2KNew |
$67.4K - $107K
|
2K
$89.7K
|
|
|
Apr 27, 2023
Q1 2023
|
Rice Partnership, LLC
|
BUY
|
- |
100New |
$3.37K - $5.36K
|
100
$4.48K
|
|
|
Apr 26, 2023
Q1 2023
|
Flc Capital Advisors
|
BUY
|
- |
7.2KNew |
$242K - $386K
|
7.2K
$323K
|
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
10.5KNew |
$352K - $561K
|
10.5K
$469K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
22+ 35.48% |
$741 - $1.18K
|
84
$3.77K
|
|
| Q4 2022 | |||||||
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-7.17KClosed |
$328K - $372K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
84New |
$3.84K - $4.37K
|
84
$3.77K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
106New |
$4.85K - $5.51K
|
106
$4.75K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
806New |
$36.9K - $41.9K
|
806
$36.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-5.44K- 26.69% |
$249K - $283K
|
14.9K
$670K
|
|
|
Feb 13, 2023
Q4 2022
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-18K- 71.43% |
$823K - $936K
|
7.2K
$323K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
19New |
$869 - $988
|
19
$852
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.74KNew |
$79.7K - $90.6K
|
1.74K
$78.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Arcadia Investment Management Corp
|
SELL
|
- |
-240- 10.0% |
$11K - $12.5K
|
2.16K
$96.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
25+ 0.54% |
$1.14K - $1.3K
|
4.63K
$208K
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.1K+ 200.0% |
$95.9K - $109K
|
3.15K
$141K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
200New |
$9.15K - $10.4K
|
200
$8.97K
|
|
|
Feb 02, 2023
Q4 2022
|
Wealth Effects LLC
|
BUY
|
- |
3+ 0.07% |
$137 - $156
|
4.22K
$189K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
13New |
$594 - $676
|
13
$583
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
18New |
$823 - $936
|
18
$807
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
7.74KNew |
$354K - $402K
|
7.74K
$347K
|
|
|
Jan 17, 2023
Q4 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
17.6KNew |
$804K - $914K
|
17.6K
$789K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
702+ 16.57% |
$32.1K - $36.5K
|
4.94K
$221K
|
|
|
Jan 13, 2023
Q4 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
215+ 4.56% |
$9.83K - $11.2K
|
4.93K
$221K
|
|
| Q3 2022 | |||||||
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
280New |
$13.3K - $15.9K
|
280
$12.6K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1.1K+ 113.99% |
$52.4K - $62.3K
|
2.07K
$92.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.99K- 12.37% |
$94.9K - $113K
|
14.1K
$633K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
250+ 27.17% |
$11.9K - $14.2K
|
1.17K
$52.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.44KNew |
$116K - $138K
|
2.44K
$109K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-70- 0.53% |
$3.33K - $3.97K
|
13.2K
$591K
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
34New |
$1.62K - $1.93K
|
34
$1.52K
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
61New |
$2.91K - $3.46K
|
61
$2.74K
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
27New |
$1.29K - $1.53K
|
27
$1.21K
|
|
|
Oct 26, 2022
Q3 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-2.32K- 34.67% |
$110K - $131K
|
4.36K
$196K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
448New |
$21.3K - $25.4K
|
448
$20.1K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
82New |
$3.91K - $4.65K
|
82
$3.68K
|
|
|
Oct 11, 2022
Q3 2022
|
Ballew Advisors, Inc
|
SELL
|
- |
-753- 12.04% |
$35.9K - $42.7K
|
5.5K
$247K
|
|
|
Oct 06, 2022
Q3 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-11.7KClosed |
$555K - $660K
|
0
$0
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-3.48KClosed |
$166K - $201K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-77Closed |
$3.69K - $4.46K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.19K- 7.14% |
$201K - $243K
|
54.5K
$2.44M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.26KClosed |
$252K - $305K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-8.41KClosed |
$403K - $488K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-4.09KClosed |
$196K - $237K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-4.91KClosed |
$235K - $285K
|
0
$0
|
|