Purchases and Sales Made in Q1 2024 in Ishares Tr (IMTB)
This table provides information about the institutional ownership of Ishares Tr (IMTB) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
BUY
|
- |
102KNew |
$4.31M - $4.43M
|
102K
$4.32M
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
BUY
|
- |
58.2K+ 16.53% |
$2.46M - $2.53M
|
410K
$17.4M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
47.2KNew |
$2M - $2.05M
|
47.2K
$2M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
30.2K+ 67.73% |
$1.28M - $1.31M
|
74.8K
$3.17M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
14.7K+ 42.12% |
$624K - $641K
|
49.7K
$2.11M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.3K+ 1.52% |
$522K - $536K
|
822K
$34.9M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
9.53K+ 25.85% |
$403K - $414K
|
46.4K
$1.97M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.23K+ 108.69% |
$264K - $271K
|
12K
$507K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.98K+ 71.08% |
$253K - $260K
|
14.4K
$611K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.25K+ 47.6% |
$180K - $185K
|
13.2K
$560K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.89K+ 5.88% |
$122K - $126K
|
52K
$2.21M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.14K+ 4.17% |
$90.4K - $92.9K
|
53.4K
$2.26M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.91K+ 15.7% |
$80.7K - $83K
|
14.1K
$597K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.89K+ 4.8% |
$80.1K - $82.3K
|
41.3K
$1.75M
|
|
|
Jun 03, 2024
Q1 2024
|
Kopp Le Roy C
Bloomington, MN |
BUY
|
- |
834New |
$35.3K - $36.3K
|
834
$35.4K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
750+ 7.23% |
$31.7K - $32.6K
|
11.1K
$472K
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
391+ 5.11% |
$16.5K - $17K
|
8.05K
$342K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
196+ 0.24% |
$8.29K - $8.53K
|
82.2K
$3.49M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
13+ 0.2% |
$550 - $566
|
6.56K
$278K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2+ 0.63% |
$84.6 - $87
|
321
$13.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-19- 14.96% |
$804 - $827
|
108
$4.58K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-388- 3.14% |
$16.4K - $16.9K
|
12K
$508K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-636- 62.23% |
$26.9K - $27.7K
|
386
$16.4K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-16.7K- 11.28% |
$707K - $727K
|
131K
$5.58M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-21.3K- 98.22% |
$903K - $928K
|
386
$16.4K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-21.7K- 4.01% |
$917K - $942K
|
519K
$22M
|
|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-233K- 88.86% |
$9.87M - $10.1M
|
29.2K
$1.24M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-325K- 95.86% |
$13.8M - $14.2M
|
14.1K
$597K
|