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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
151New |
$4.49K - $5.53K
|
151
$8.01K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
106New |
$3.15K - $3.88K
|
106
$5.62K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
16New |
$476 - $586
|
16
$848
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
4New |
$119 - $147
|
4
$212
|
|
| Q1 2023 | |||||||
|
May 03, 2023
Q1 2023
|
Adams Wealth Management
|
BUY
|
- |
96.7KNew |
$3.26M - $5.19M
|
96.7K
$5.13M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
68.9K+ 164.72% |
$2.32M - $3.69M
|
111K
$5.87M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
21.9KNew |
$737K - $1.17M
|
21.9K
$1.16M
|
|
|
May 01, 2023
Q1 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
20KNew |
$673K - $1.07M
|
20K
$1.06M
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
- |
11.6KNew |
$389K - $620K
|
11.6K
$613K
|
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
10.5KNew |
$352K - $561K
|
10.5K
$555K
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
8KNew |
$269K - $429K
|
8K
$424K
|
|
|
Apr 26, 2023
Q1 2023
|
Flc Capital Advisors
|
BUY
|
- |
7.2KNew |
$242K - $386K
|
7.2K
$382K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
3.12KNew |
$105K - $167K
|
3.12K
$166K
|
|
|
May 11, 2023
Q1 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
3KNew |
$101K - $161K
|
3K
$159K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2KNew |
$67.4K - $107K
|
2K
$106K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
858New |
$28.9K - $46K
|
858
$45.5K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
600New |
$20.2K - $32.2K
|
600
$31.8K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
460New |
$15.5K - $24.7K
|
460
$24.4K
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
250New |
$8.42K - $13.4K
|
250
$13.3K
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
PUT |
200New |
$6.73K - $10.7K
|
200
$10.6K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
135+ 182.43% |
$4.55K - $7.24K
|
209
$11.1K
|
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
100New |
$3.37K - $5.36K
|
100
$5.3K
|
|
|
Apr 27, 2023
Q1 2023
|
Rice Partnership, LLC
|
BUY
|
- |
100New |
$3.37K - $5.36K
|
100
$5.3K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
30New |
$1.01K - $1.61K
|
30
$1.59K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
22+ 35.48% |
$741 - $1.18K
|
84
$4.45K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
16New |
$539 - $858
|
16
$848
|
|
| Q4 2022 | |||||||
|
Jan 17, 2023
Q4 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
17.6KNew |
$804K - $914K
|
17.6K
$933K
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
7.74KNew |
$354K - $402K
|
7.74K
$410K
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.1K+ 200.0% |
$95.9K - $109K
|
3.15K
$167K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.74KNew |
$79.7K - $90.6K
|
1.74K
$92.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
806New |
$36.9K - $41.9K
|
806
$42.7K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
702+ 16.57% |
$32.1K - $36.5K
|
4.94K
$262K
|
|
|
Jan 13, 2023
Q4 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
215+ 4.56% |
$9.83K - $11.2K
|
4.93K
$261K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
200New |
$9.15K - $10.4K
|
200
$10.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
106New |
$4.85K - $5.51K
|
106
$5.62K
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
84New |
$3.84K - $4.37K
|
84
$4.45K
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
25+ 0.54% |
$1.14K - $1.3K
|
4.63K
$245K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
19New |
$869 - $988
|
19
$1.01K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
18New |
$823 - $936
|
18
$954
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
13New |
$594 - $676
|
13
$689
|
|
|
Feb 02, 2023
Q4 2022
|
Wealth Effects LLC
|
BUY
|
- |
3+ 0.07% |
$137 - $156
|
4.22K
$224K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
1+ 0.05% |
$45.7 - $52
|
2.19K
$116K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.44KNew |
$116K - $138K
|
2.44K
$129K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1.1K+ 113.99% |
$52.4K - $62.3K
|
2.07K
$109K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
448New |
$21.3K - $25.4K
|
448
$23.8K
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
280New |
$13.3K - $15.9K
|
280
$14.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
250+ 27.17% |
$11.9K - $14.2K
|
1.17K
$62K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
82New |
$3.91K - $4.65K
|
82
$4.35K
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
61New |
$2.91K - $3.46K
|
61
$3.23K
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
34New |
$1.62K - $1.93K
|
34
$1.8K
|
|