Purchases and Sales Made in Q3 2024 in Ishares Tr (IMTB)
This table provides information about the institutional ownership of Ishares Tr (IMTB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
262K+ 77.19% |
$11.1M - $11.7M
|
601K
$25.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
82.1K+ 95.91% |
$3.47M - $3.68M
|
168K
$7.12M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
40.2K+ 58.91% |
$1.7M - $1.8M
|
108K
$4.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.1K+ 19.68% |
$682K - $723K
|
98.1K
$4.16M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
14.8K+ 3.57% |
$624K - $662K
|
429K
$18.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.8KNew |
$500K - $530K
|
11.8K
$503K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
9.33K+ 6.88% |
$394K - $418K
|
145K
$6.15M
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
7.48K+ 6.56% |
$316K - $335K
|
122K
$5.16M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.11KNew |
$216K - $229K
|
5.11K
$217K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.83KNew |
$204K - $216K
|
4.83K
$205K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.67KNew |
$197K - $209K
|
4.67K
$198K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.53K+ 4773.58% |
$107K - $113K
|
2.58K
$110K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.4K+ 0.48% |
$101K - $107K
|
505K
$21.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.33K+ 64.74% |
$98.5K - $104K
|
5.93K
$252K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.09K+ 18.05% |
$88.4K - $93.8K
|
13.7K
$581K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
518+ 2.44% |
$21.9K - $23.2K
|
21.7K
$922K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
518+ 2.44% |
$21.9K - $23.2K
|
21.7K
$922K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
95+ 46.34% |
$4.01K - $4.26K
|
300
$12.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
70+ 0.45% |
$2.96K - $3.14K
|
15.5K
$660K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
55New |
$2.32K - $2.46K
|
55
$2.33K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
22+ 0.41% |
$929 - $986
|
5.34K
$227K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
19+ 4.26% |
$802 - $851
|
465
$19.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8+ 0.06% |
$338 - $358
|
12.8K
$545K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$42.2 - $44.8
|
1
$42.4
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-267- 3.32% |
$11.3K - $12K
|
7.78K
$330K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-635- 4.81% |
$26.8K - $28.4K
|
12.6K
$534K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.37K- 35.16% |
$57.9K - $61.4K
|
2.53K
$107K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.74K- 5.63% |
$115K - $123K
|
45.9K
$1.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-4.4K- 8.49% |
$186K - $197K
|
47.5K
$2.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-5.9K- 11.69% |
$249K - $264K
|
44.5K
$1.89M
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-13K- 31.73% |
$548K - $581K
|
27.9K
$1.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-18.1K- 1.6% |
$766K - $812K
|
1.11M
$47.3M
|