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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-3.05KClosed |
$164K - $188K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-6.35KClosed |
$341K - $392K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-6.61KClosed |
$355K - $408K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-50Closed |
$2.69K - $3.09K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
40KNew |
$2.15M - $2.47M
|
40K
$1.79M
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.2KClosed |
$64.5K - $74.1K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Independence Bank Of Kentucky
|
SELL
|
- |
-400Closed |
$21.5K - $24.7K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1KNew |
$53.7K - $61.8K
|
1K
$44.8K
|
|
|
Oct 21, 2021
Q3 2021
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-150Closed |
$8.06K - $9.26K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-800Closed |
$43K - $49.4K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 12, 2021
Q2 2021
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-52.2KClosed |
$2.87M - $3.27M
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-34.8KClosed |
$1.91M - $2.18M
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
7.11KNew |
$391K - $445K
|
7.11K
$319K
|
|
|
Jul 21, 2021
Q2 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-37.4KClosed |
$2.06M - $2.34M
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-39Closed |
$1.76K - $2.31K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.23K- 94.62% |
$55.4K - $72.9K
|
70
$3.14K
|
|
|
Apr 30, 2021
Q1 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-33Closed |
$1.49K - $1.96K
|
0
$0
|
|
|
Apr 22, 2021
Q1 2021
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
40KNew |
$1.8M - $2.37M
|
40K
$1.79M
|
|
|
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
$35.9K
|
|
|
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
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-1.5KClosed |
$37.3K - $76.4K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-280Closed |
$6.98K - $14.3K
|
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
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.07KClosed |
$226K - $464K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-250Closed |
$6.23K - $12.8K
|
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 | |||||||
|
Feb 13, 2020
Q4 2019
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-68Closed |
$3.01K - $3.51K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
First National Bank Of South Miami
|
SELL
|
- |
-600Closed |
$26.6K - $30.9K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-200Closed |
$8.85K - $10.3K
|
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
|
|