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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
30New |
$1.44K - $1.66K
|
30
$783
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
400New |
$19.3K - $22.2K
|
400
$10.4K
|
|
|
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
$6.11K
|
|
|
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
|
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-37Closed |
$1.58K - $2.03K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-50Closed |
$2.13K - $2.74K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Covington Capital Management
|
BUY
|
- |
100New |
$3.79K - $5.01K
|
100
$2.61K
|
|
|
Feb 03, 2021
Q4 2020
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
350New |
$13.3K - $17.5K
|
350
$9.14K
|
|
|
Jan 26, 2021
Q4 2020
|
Clean Yield Group
|
SELL
|
- |
-34Closed |
$1.29K - $1.7K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-30Closed |
$1.06K - $1.23K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Lindbrook Capital, LLC
|
SELL
|
- |
-400Closed |
$14.1K - $16.4K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.28KClosed |
$293K - $339K
|
0
$0
|
|
|
Oct 14, 2020
Q3 2020
|
Baystate Wealth Management LLC
|
SELL
|
- |
-238Closed |
$8.42K - $9.74K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.54K+ 532.98% |
$90.3K - $138K
|
4.2K
$110K
|
|