Purchases and Sales Made in Q1 2024 in Ishares U S ETF Tr (IETC)
This table provides information about the institutional ownership of Ishares U S ETF Tr (IETC) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES U S ETF TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
135KNew |
$8.1M - $9.64M
|
135K
$10.6M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
71.4KNew |
$4.29M - $5.11M
|
71.4K
$5.63M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
37.3KNew |
$2.24M - $2.67M
|
37.3K
$2.94M
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
27.5K+ 4.44% |
$1.65M - $1.97M
|
647K
$51M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
18.3K+ 47.57% |
$1.1M - $1.31M
|
56.6K
$4.47M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
9.57KNew |
$575K - $685K
|
9.57K
$755K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.25KNew |
$256K - $305K
|
4.25K
$336K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4.09KNew |
$246K - $293K
|
4.09K
$323K
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3.83KNew |
$230K - $274K
|
3.83K
$302K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.44KNew |
$207K - $246K
|
3.44K
$272K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.34K+ 26.59% |
$201K - $239K
|
15.9K
$1.25M
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
3.12KNew |
$187K - $223K
|
3.12K
$246K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.88KNew |
$173K - $206K
|
2.88K
$227K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.81K+ 24.06% |
$109K - $130K
|
9.36K
$738K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
1.6KNew |
$96.1K - $115K
|
1.6K
$126K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
975New |
$58.6K - $69.8K
|
975
$76.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
922+ 10.02% |
$55.4K - $66K
|
10.1K
$799K
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
768New |
$46.1K - $55K
|
768
$60.6K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
758New |
$45.5K - $54.3K
|
758
$59.8K
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
746+ 5.52% |
$44.8K - $53.4K
|
14.3K
$1.13M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
708New |
$42.5K - $50.7K
|
708
$55.9K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
433+ 3.75% |
$26K - $31K
|
12K
$944K
|
|
|
Apr 18, 2024
Q1 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
338+ 1.92% |
$20.3K - $24.2K
|
17.9K
$1.41M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
302+ 255.93% |
$18.1K - $21.6K
|
420
$33.1K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
100+ 20.0% |
$6.01K - $7.16K
|
600
$47.3K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
71New |
$4.27K - $5.08K
|
71
$5.6K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
62New |
$3.73K - $4.44K
|
62
$4.89K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3+ 0.07% |
$180 - $215
|
4.41K
$348K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 0.03% |
$60.1 - $71.6
|
2.89K
$228K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-1- 0.01% |
$60.1 - $71.6
|
11.2K
$883K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-29- 0.59% |
$1.74K - $2.08K
|
4.9K
$386K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-112- 3.73% |
$6.73K - $8.02K
|
2.89K
$228K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-112- 3.73% |
$6.73K - $8.02K
|
2.89K
$228K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-325- 5.02% |
$19.5K - $23.3K
|
6.16K
$486K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-765- 79.52% |
$46K - $54.8K
|
197
$15.5K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.17K- 6.6% |
$70.4K - $83.8K
|
16.6K
$1.31M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.47K- 16.99% |
$88.1K - $105K
|
7.16K
$565K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.79K- 40.65% |
$107K - $128K
|
2.61K
$206K
|
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-3.55K- 69.2% |
$213K - $254K
|
1.58K
$125K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11.1K- 16.5% |
$665K - $792K
|
56K
$4.42M
|
|
|
May 14, 2024
Q1 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-18.5K- 67.38% |
$1.11M - $1.33M
|
8.96K
$707K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-19K- 49.9% |
$1.14M - $1.36M
|
19.1K
$1.51M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-20.1K- 21.68% |
$1.21M - $1.44M
|
72.5K
$5.72M
|