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
$2.87M
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
23.7KNew |
$2.41M - $2.53M
|
23.7K
$2.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
20.3K+ 21.78% |
$2.07M - $2.17M
|
114K
$11.7M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
9.82KNew |
$1M - $1.05M
|
9.82K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.07K+ 71.09% |
$619K - $649K
|
14.6K
$1.51M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
5.87KNew |
$598K - $627K
|
5.87K
$607K
|
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
5.29KNew |
$539K - $565K
|
5.29K
$547K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
4.29K+ 2.49% |
$437K - $458K
|
177K
$18.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.01K+ 8.48% |
$409K - $429K
|
51.3K
$5.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
3.93KNew |
$400K - $419K
|
3.93K
$406K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.92KNew |
$298K - $312K
|
2.92K
$302K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
2.59K+ 7.77% |
$264K - $277K
|
35.9K
$3.71M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
2.34KNew |
$239K - $250K
|
2.34K
$242K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.15KNew |
$219K - $230K
|
2.15K
$222K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.14K+ 18.43% |
$218K - $228K
|
13.7K
$1.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
790+ 3.89% |
$80.5K - $84.4K
|
21.1K
$2.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
660+ 4.91% |
$67.3K - $70.5K
|
14.1K
$1.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
503+ 12.55% |
$51.3K - $53.7K
|
4.51K
$467K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
494+ 13.88% |
$50.4K - $52.8K
|
4.05K
$419K
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
335+ 12.36% |
$34.1K - $35.8K
|
3.05K
$315K
|
|
|
Feb 12, 2025
Q4 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
282+ 2.53% |
$28.7K - $30.1K
|
11.4K
$1.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
261+ 0.72% |
$26.6K - $27.9K
|
36.6K
$3.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
250+ 2.34% |
$25.5K - $26.7K
|
11K
$1.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
220+ 1.96% |
$22.4K - $23.5K
|
11.4K
$1.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
212+ 8.86% |
$21.6K - $22.7K
|
2.61K
$269K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
210+ 5.2% |
$21.4K - $22.4K
|
4.25K
$440K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
169New |
$17.2K - $18.1K
|
169
$17.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
161+ 4.82% |
$16.4K - $17.2K
|
3.5K
$362K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
129+ 6.81% |
$13.1K - $13.8K
|
2.02K
$209K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
124New |
$12.6K - $13.2K
|
124
$12.8K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
82+ 14.46% |
$8.36K - $8.76K
|
649
$67.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
54+ 1.87% |
$5.5K - $5.77K
|
2.95K
$305K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
38+ 16.24% |
$3.87K - $4.06K
|
272
$28.1K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
38New |
$3.87K - $4.06K
|
38
$3.93K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23+ 0.52% |
$2.34K - $2.46K
|
4.44K
$459K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
15New |
$1.53K - $1.6K
|
15
$1.55K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 2.0% |
$102 - $107
|
51
$5.27K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-7- 5.88% |
$714 - $748
|
112
$11.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-16- 0.5% |
$1.63K - $1.71K
|
3.19K
$330K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-17- 0.42% |
$1.73K - $1.82K
|
3.99K
$413K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-25- 0.55% |
$2.55K - $2.67K
|
4.56K
$471K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-33- 30.0% |
$3.36K - $3.53K
|
77
$7.96K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-37- 1.06% |
$3.77K - $3.95K
|
3.45K
$357K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-40- 15.27% |
$4.08K - $4.27K
|
222
$23K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-55- 2.59% |
$5.61K - $5.88K
|
2.07K
$214K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-68- 1.34% |
$6.93K - $7.27K
|
5.01K
$518K
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-83- 0.58% |
$8.46K - $8.87K
|
14.3K
$1.48M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-89- 0.75% |
$9.07K - $9.51K
|
11.8K
$1.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-100- 3.92% |
$10.2K - $10.7K
|
2.45K
$253K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-125- 2.29% |
$12.7K - $13.4K
|
5.35K
$553K
|