Purchases and Sales Made in Q2 2024 in Ishares Tr (IMTB)
This table provides information about the institutional ownership of Ishares Tr (IMTB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
325K+ 2314.36% |
$13.5M - $14M
|
339K
$14.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
310K+ 37.7% |
$12.8M - $13.3M
|
1.13M
$48M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
50.4KNew |
$2.09M - $2.16M
|
50.4K
$2.14M
|
|
|
Sep 10, 2024
Q2 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
27.7KNew |
$1.15M - $1.19M
|
27.7K
$1.18M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26.9K+ 65.0% |
$1.11M - $1.15M
|
68.2K
$2.89M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
20.8K+ 5391.19% |
$863K - $893K
|
21.2K
$900K
|
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
BUY
|
- |
12.3K+ 12.12% |
$512K - $529K
|
114K
$4.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.9K+ 14.54% |
$451K - $467K
|
85.6K
$3.63M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
4.14K+ 3.14% |
$171K - $177K
|
136K
$5.76M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.9KNew |
$162K - $167K
|
3.9K
$165K
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
BUY
|
- |
3.67K+ 0.89% |
$152K - $157K
|
414K
$17.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.49KNew |
$103K - $107K
|
2.49K
$106K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
2.18K+ 4.39% |
$90.4K - $93.6K
|
51.9K
$2.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.08K+ 7.5% |
$44.8K - $46.4K
|
15.5K
$657K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
882+ 7.38% |
$36.6K - $37.9K
|
12.8K
$545K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
475+ 4.27% |
$19.7K - $20.4K
|
11.6K
$492K
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
142+ 1.69% |
$5.89K - $6.09K
|
8.52K
$362K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
125+ 38.94% |
$5.18K - $5.37K
|
446
$18.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
78+ 15.15% |
$3.23K - $3.35K
|
593
$25.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
53New |
$2.2K - $2.27K
|
53
$2.25K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22+ 0.17% |
$912 - $944
|
13.2K
$561K
|
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
BUY
|
- |
1+ 0.01% |
$41.5 - $42.9
|
8.05K
$342K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 2.22% |
$41.5 - $42.9
|
46
$1.95K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$41.5 - $42.9
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-196- 0.24% |
$8.13K - $8.41K
|
82K
$3.48M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-196- 0.24% |
$8.13K - $8.41K
|
82K
$3.48M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-518- 2.39% |
$21.5K - $22.2K
|
21.2K
$900K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.08K- 55.67% |
$44.8K - $46.4K
|
860
$36.5K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.24K- 18.9% |
$51.4K - $53.2K
|
5.32K
$226K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-4.77K- 8.93% |
$198K - $205K
|
48.6K
$2.06M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-16.1K- 3.1% |
$666K - $689K
|
503K
$21.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-40.5K- 85.65% |
$1.68M - $1.74M
|
6.78K
$288K
|