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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
33.8KNew |
$1.06M - $1.48M
|
33.8K
$768K
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-475Closed |
$14.9K - $20.8K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.96KClosed |
$218K - $306K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
100New |
$3.14K - $4.39K
|
100
$2.27K
|
|
|
May 13, 2022
Q1 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-34.5KClosed |
$1.08M - $1.51M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.83KClosed |
$308K - $431K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.6KClosed |
$144K - $202K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.22KClosed |
$69.5K - $97.3K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-24.8KClosed |
$777K - $1.09M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.06KClosed |
$159K - $222K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-166Closed |
$5.21K - $7.28K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-36- 0.67% |
$1.13K - $1.58K
|
5.3K
$121K
|
|
|
May 10, 2022
Q1 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-5.78KClosed |
$181K - $254K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-14.9KClosed |
$469K - $656K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
205New |
$6.43K - $9K
|
205
$4.66K
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
845New |
$26.5K - $37.1K
|
845
$19.2K
|
|
|
May 04, 2022
Q1 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-5.95KClosed |
$186K - $261K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1KClosed |
$31.4K - $43.9K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Congress Park Capital LLC
|
SELL
|
- |
-17.4KClosed |
$547K - $765K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-6.77KClosed |
$212K - $297K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-12.5KClosed |
$392K - $549K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-101Closed |
$3.17K - $4.43K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-62.1KClosed |
$1.95M - $2.73M
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-4.26KClosed |
$134K - $187K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Retirement Capital Strategies
|
SELL
|
- |
-79.8KClosed |
$2.5M - $3.5M
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.6KClosed |
$176K - $246K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-453Closed |
$14.2K - $19.9K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-309Closed |
$13.4K - $15.9K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-798Closed |
$34.5K - $41K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-840Closed |
$36.3K - $43.1K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-25Closed |
$1.08K - $1.28K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-75Closed |
$3.24K - $3.85K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-143Closed |
$6.18K - $7.34K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-10.8KClosed |
$465K - $552K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
900+ 150.0% |
$38.9K - $46.2K
|
1.5K
$34.1K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
30New |
$1.44K - $1.66K
|
30
$682
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
400New |
$19.3K - $22.2K
|
400
$9.1K
|
|
|
Oct 28, 2021
Q3 2021
|
Community Bank, N.A.
|
SELL
|
- |
-350Closed |
$16.9K - $19.4K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
234New |
$11.3K - $13K
|
234
$5.32K
|
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-21Closed |
$1.01K - $1.16K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
James Investment Research Inc
|
SELL
|
- |
-5.25KClosed |
$253K - $291K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-969Closed |
$46.7K - $53.8K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 11, 2021
Q2 2021
|
Moseley Investment Management Inc
|
SELL
|
- |
-5KClosed |
$218K - $260K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-647Closed |
$28.2K - $33.7K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
SELL
|
- |
-1.01KClosed |
$44.1K - $52.6K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-110Closed |
$4.8K - $5.72K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-16.4KClosed |
$713K - $851K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1.2KClosed |
$51.2K - $65.8K
|
0
$0
|
|