Latest Institutional Purchases of Ishares Tr (IAT)
This list provides information on the latest institutional transactions involving Ishares Tr (IAT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
4.58KNew |
$187K - $224K
|
4.58K
$243K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.45KNew |
$182K - $218K
|
4.45K
$236K
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
3.29KNew |
$134K - $161K
|
3.29K
$175K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.11K+ 4.26% |
$86.2K - $103K
|
51.8K
$2.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.71K+ 12.47% |
$69.6K - $83.4K
|
15.4K
$815K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.06K+ 16.0% |
$43.4K - $52K
|
7.71K
$409K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
820New |
$33.5K - $40.1K
|
820
$43.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
711New |
$29K - $34.8K
|
711
$37.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
496+ 38.72% |
$20.2K - $24.3K
|
1.78K
$94.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
396+ 8.52% |
$16.2K - $19.4K
|
5.04K
$267K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
394+ 6.55% |
$16.1K - $19.3K
|
6.41K
$340K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
370New |
$15.1K - $18.1K
|
370
$19.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
363+ 0.98% |
$14.8K - $17.8K
|
37.3K
$1.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
339+ 3.5% |
$13.8K - $16.6K
|
10K
$532K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
273New |
$11.1K - $13.4K
|
273
$14.5K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
255New |
$10.4K - $12.5K
|
255
$13.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
251+ 4.62% |
$10.2K - $12.3K
|
5.69K
$302K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
204+ 1.83% |
$8.32K - $9.98K
|
11.3K
$602K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
148New |
$6.04K - $7.24K
|
148
$7.85K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
106+ 5.56% |
$4.32K - $5.19K
|
2.01K
$107K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
101New |
$4.12K - $4.94K
|
101
$5.36K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
93+ 0.6% |
$3.79K - $4.55K
|
15.7K
$831K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
58+ 161.11% |
$2.37K - $2.84K
|
94
$4.98K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
35+ 2.58% |
$1.43K - $1.71K
|
1.39K
$73.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
22+ 0.95% |
$898 - $1.08K
|
2.35K
$125K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11+ 0.01% |
$449 - $538
|
80.3K
$4.26M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
11New |
$449 - $538
|
11
$583
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
10+ 0.95% |
$408 - $489
|
1.06K
$56.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
6+ 1.02% |
$245 - $294
|
592
$31.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3+ 0.57% |
$122 - $147
|
526
$27.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
2+ 0.78% |
$81.6 - $97.9
|
259
$13.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
135KNew |
$5.28M - $5.88M
|
135K
$7.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
29.3KNew |
$1.15M - $1.28M
|
29.3K
$1.55M
|
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
17.9KNew |
$699K - $779K
|
17.9K
$946K
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
14.2K+ 153.69% |
$555K - $619K
|
23.4K
$1.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.3K+ 26.78% |
$444K - $495K
|
53.6K
$2.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.99K+ 11.25% |
$117K - $130K
|
29.5K
$1.57M
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
723New |
$28.3K - $31.6K
|
723
$38.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
557New |
$21.8K - $24.3K
|
557
$29.5K
|
|
|
Aug 01, 2024
Q2 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
300+ 6.06% |
$11.8K - $13.1K
|
5.25K
$278K
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
200New |
$7.83K - $8.73K
|
200
$10.6K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
106New |
$4.15K - $4.63K
|
106
$5.62K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
87New |
$3.41K - $3.8K
|
87
$4.61K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
53+ 0.88% |
$2.08K - $2.31K
|
6.08K
$323K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
20+ 2.72% |
$783 - $873
|
755
$40K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2+ 1.0% |
$78.3 - $87.3
|
202
$10.7K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
49.4KNew |
$1.93M - $2.14M
|
49.4K
$2.62M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
27.3K+ 87.46% |
$1.07M - $1.18M
|
58.4K
$3.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
18.5KNew |
$723K - $802K
|
18.5K
$980K
|
|