Latest Institutional Transactions on Ishares Tr Genomics Immunology (IDNA)
This table provides information on the latest institutional transactions involving Ishares Tr Genomics Immunology (IDNA) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
4+ 0.47% |
$86.8 - $98.8
|
853
$18.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
83.9K+ 84.51% |
$1.82M - $2.07M
|
183K
$4.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.7K+ 82.56% |
$383K - $436K
|
39K
$865K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.05K- 71.08% |
$22.7K - $25.9K
|
426
$9.44K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-386- 3.91% |
$8.38K - $9.53K
|
9.49K
$210K
|
|
|
Aug 06, 2024
Q2 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-16.6K- 63.85% |
$360K - $410K
|
9.4K
$208K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
557New |
$12.1K - $13.8K
|
557
$12.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-123- 1.46% |
$2.67K - $3.04K
|
8.3K
$184K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
300New |
$6.68K - $7.56K
|
300
$6.65K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
125+ 1.18% |
$2.79K - $3.15K
|
10.8K
$238K
|
|
|
May 14, 2024
Q1 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
20KNew |
$446K - $504K
|
20K
$443K
|
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.4K+ 15.83% |
$31.2K - $35.3K
|
10.2K
$227K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
14.8KNew |
$330K - $374K
|
14.8K
$329K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
407New |
$9.07K - $10.3K
|
407
$9.02K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-12.2K- 59.47% |
$272K - $308K
|
8.32K
$184K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-40- 3.51% |
$891 - $1.01K
|
1.1K
$24.4K
|
|
| Q4 2023 | |||||||
|
Aug 28, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-2.13K- 5.18% |
$36.9K - $49.6K
|
38.9K
$862K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
25New |
$434 - $583
|
25
$554
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
225+ 34.56% |
$3.91K - $5.24K
|
876
$19.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
563+ 5.24% |
$9.78K - $13.1K
|
11.3K
$251K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
82New |
$1.42K - $1.91K
|
82
$1.82K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
588+ 2.29% |
$10.2K - $13.7K
|
26.3K
$582K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
502+ 197.64% |
$8.72K - $11.7K
|
756
$16.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
110New |
$1.91K - $2.56K
|
110
$2.44K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.79KNew |
$65.8K - $88.3K
|
3.79K
$83.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
9KNew |
$156K - $210K
|
9K
$199K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.49K- 11.22% |
$43.3K - $58.1K
|
19.7K
$437K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
82New |
$1.42K - $1.91K
|
82
$1.82K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-525- 64.34% |
$9.12K - $12.2K
|
291
$6.45K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
137New |
$2.79K - $3.35K
|
137
$3.03K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1New |
$20.4 - $24.4
|
1
$22.2
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-602- 85.75% |
$12.3K - $14.7K
|
100
$2.22K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
SELL
|
- |
-752- 75.2% |
$15.3K - $18.4K
|
248
$5.49K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-743- 71.31% |
$15.1K - $18.2K
|
299
$6.62K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
547New |
$11.1K - $13.4K
|
547
$12.1K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
350New |
$8.07K - $8.79K
|
350
$7.75K
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.57K- 97.39% |
$36.1K - $39.3K
|
42
$930
|
|
|
Aug 09, 2023
Q2 2023
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-5.21K- 21.92% |
$120K - $131K
|
18.6K
$411K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.53% |
$23.1 - $25.1
|
189
$4.19K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
219+ 0.56% |
$5.05K - $5.5K
|
39.6K
$877K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.48K- 12.16% |
$34K - $37.1K
|
10.7K
$236K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-196- 2.14% |
$4.52K - $4.92K
|
8.98K
$199K
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-6.59K- 19.2% |
$152K - $166K
|
27.7K
$614K
|
|
| Q1 2023 | |||||||
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-22.7K- 99.56% |
$510K - $633K
|
100
$2.22K
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-9.72K- 45.31% |
$218K - $271K
|
11.7K
$260K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-9.39K- 37.08% |
$211K - $262K
|
15.9K
$353K
|
|
|
May 15, 2023
Q1 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
12.5KNew |
$282K - $350K
|
12.5K
$278K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
120+ 8.11% |
$2.7K - $3.35K
|
1.6K
$35.4K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
750New |
$16.9K - $20.9K
|
750
$16.6K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
110New |
$2.47K - $3.07K
|
110
$2.44K
|
|