Purchases and Sales Made in Q4 2024 in Ishares Tr (GBF)
This table provides information about the institutional ownership of Ishares Tr (GBF) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
27.8KNew |
$2.83M - $2.97M
|
27.8K
$2.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
23.7KNew |
$2.41M - $2.53M
|
23.7K
$2.43M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
9.82KNew |
$1M - $1.05M
|
9.82K
$1.01M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
5.87KNew |
$598K - $627K
|
5.87K
$603K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
4.29K+ 2.49% |
$437K - $458K
|
177K
$18.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.01K+ 8.48% |
$409K - $429K
|
51.3K
$5.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.92KNew |
$298K - $312K
|
2.92K
$300K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
2.59K+ 7.77% |
$264K - $277K
|
35.9K
$3.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
2.34KNew |
$239K - $250K
|
2.34K
$241K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.15KNew |
$219K - $230K
|
2.15K
$221K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
660+ 4.91% |
$67.3K - $70.5K
|
14.1K
$1.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
261+ 0.72% |
$26.6K - $27.9K
|
36.6K
$3.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
220+ 1.96% |
$22.4K - $23.5K
|
11.4K
$1.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
212+ 8.86% |
$21.6K - $22.7K
|
2.61K
$268K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
161+ 4.82% |
$16.4K - $17.2K
|
3.5K
$360K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
129+ 6.81% |
$13.1K - $13.8K
|
2.02K
$208K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
82+ 14.46% |
$8.36K - $8.76K
|
649
$66.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
38+ 16.24% |
$3.87K - $4.06K
|
272
$27.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 2.0% |
$102 - $107
|
51
$5.24K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-25- 0.55% |
$2.55K - $2.67K
|
4.56K
$468K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-40- 15.27% |
$4.08K - $4.27K
|
222
$22.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-55- 2.59% |
$5.61K - $5.88K
|
2.07K
$213K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-68- 1.34% |
$6.93K - $7.27K
|
5.01K
$515K
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-83- 0.58% |
$8.46K - $8.87K
|
14.3K
$1.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-89- 0.75% |
$9.07K - $9.51K
|
11.8K
$1.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-100- 3.92% |
$10.2K - $10.7K
|
2.45K
$252K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-125- 2.29% |
$12.7K - $13.4K
|
5.35K
$549K
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-178- 4.47% |
$18.1K - $19K
|
3.8K
$391K
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-195- 2.74% |
$19.9K - $20.8K
|
6.92K
$711K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-222- 0.76% |
$22.6K - $23.7K
|
28.9K
$2.97M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-245- 6.12% |
$25K - $26.2K
|
3.76K
$386K
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-408- 10.88% |
$41.6K - $43.6K
|
3.34K
$343K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-462- 1.44% |
$47.1K - $49.4K
|
31.5K
$3.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-488- 8.17% |
$49.7K - $52.1K
|
5.48K
$563K
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-565- 4.95% |
$57.6K - $60.4K
|
10.9K
$1.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.73K- 1.84% |
$176K - $184K
|
92K
$9.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-20.9K- 5.62% |
$2.13M - $2.24M
|
351K
$36.1M
|