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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2023
Q1 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-6.49K- 29.44% |
$146K - $181K
|
15.6K
$345K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-870- 86.57% |
$19.6K - $24.3K
|
135
$2.99K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
32New |
$719 - $893
|
32
$709
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-80- 3.1% |
$1.94K - $2.32K
|
2.5K
$55.5K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-258- 83.77% |
$6.25K - $7.48K
|
50
$1.11K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
4.51KNew |
$109K - $131K
|
4.51K
$99.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
700New |
$17K - $20.3K
|
700
$15.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
5.3KNew |
$128K - $154K
|
5.3K
$117K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-4.5K- 95.02% |
$109K - $131K
|
236
$5.23K
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
824New |
$20K - $23.9K
|
824
$18.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
691New |
$16.7K - $20K
|
691
$15.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-98- 31.51% |
$2.37K - $2.84K
|
213
$4.72K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
279New |
$6.76K - $8.09K
|
279
$6.18K
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1KNew |
$24.2K - $29K
|
1K
$22.2K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-100- 33.33% |
$2.42K - $2.9K
|
200
$4.43K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-131Closed |
$3.38K - $4.53K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.5KNew |
$296K - $397K
|
11.5K
$254K
|
|
|
Nov 08, 2022
Q3 2022
|
North Star Asset Management Inc
|
BUY
|
- |
11.1KNew |
$286K - $384K
|
11.1K
$246K
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.33KNew |
$34.4K - $46.1K
|
1.33K
$29.5K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
82New |
$2.11K - $2.83K
|
82
$1.82K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-486- 5.27% |
$12.5K - $16.8K
|
8.73K
$193K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.88KNew |
$74.2K - $99.6K
|
2.88K
$63.8K
|
|
| Q2 2022 | |||||||
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-300Closed |
$7.53K - $10.8K
|
0
$0
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-695- 33.14% |
$17.4K - $25K
|
1.4K
$31.1K
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.89KClosed |
$148K - $212K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-38.3K- 79.05% |
$961K - $1.38M
|
10.2K
$225K
|
|
|
Aug 15, 2022
Q2 2022
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
7.09KNew |
$178K - $255K
|
7.09K
$157K
|
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
56New |
$1.41K - $2.01K
|
56
$1.24K
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-44.3KClosed |
$1.11M - $1.59M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.39KNew |
$34.9K - $50K
|
1.39K
$30.8K
|
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-6.32KClosed |
$159K - $227K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
19.2KNew |
$483K - $691K
|
19.2K
$426K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7.11KClosed |
$178K - $255K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
46.6KNew |
$1.17M - $1.67M
|
46.6K
$1.03M
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-8.04K- 19.43% |
$202K - $289K
|
33.3K
$738K
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-5Closed |
$125 - $180
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Triumph Capital Management
|
BUY
|
- |
11.3K+ 159.05% |
$283K - $405K
|
18.4K
$407K
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-5.92KClosed |
$149K - $213K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
10New |
$251 - $359
|
10
$222
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.36KClosed |
$160K - $228K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-332Closed |
$8.33K - $11.9K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-6.52KClosed |
$164K - $234K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
SELL
|
- |
-825- 57.89% |
$20.7K - $29.6K
|
600
$13.3K
|
|
|
Jul 22, 2022
Q2 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-9Closed |
$226 - $323
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-15.8KClosed |
$397K - $568K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-533Closed |
$13.4K - $19.1K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Purus Wealth Management, LLC
|
SELL
|
- |
-6.91KClosed |
$173K - $248K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-6.4KClosed |
$161K - $230K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-5.65KClosed |
$177K - $248K
|
0
$0
|
|
|
Jul 05, 2022
Q1 2022
|
Willner & Heller, LLC
|
SELL
|
- |
-4.13KClosed |
$130K - $181K
|
0
$0
|
|