Purchases and Sales Made in Q4 2024 in Ishares Tr (INTF)
This table provides information about the institutional ownership of Ishares Tr (INTF) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.9K- 7.18% |
$54.2K - $59.3K
|
24.5K
$763K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.93K- 14.84% |
$55.2K - $60.4K
|
11.1K
$345K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2K- 16.68% |
$57.1K - $62.5K
|
9.98K
$310K
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-2.14K- 17.83% |
$61.1K - $67K
|
9.87K
$307K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.34K- 24.02% |
$66.8K - $73.1K
|
7.4K
$230K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-3.1K- 9.35% |
$88.5K - $96.9K
|
30K
$934K
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-3.41K- 32.1% |
$97.3K - $107K
|
7.21K
$224K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-3.44K- 96.36% |
$98.3K - $108K
|
130
$4.04K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.57K- 4.68% |
$102K - $112K
|
72.7K
$2.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.73K- 2.83% |
$106K - $117K
|
128K
$3.98M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.87K- 5.56% |
$167K - $183K
|
99.7K
$3.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-6.91K- 4.73% |
$197K - $216K
|
139K
$4.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.36K- 4.3% |
$210K - $230K
|
164K
$5.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-9.71K- 1.03% |
$277K - $304K
|
935K
$29.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-9.89K- 15.93% |
$282K - $309K
|
52.2K
$1.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-11.4K- 32.0% |
$325K - $356K
|
24.2K
$754K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-12.6K- 2.58% |
$360K - $394K
|
476K
$14.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-19.9K- 2.52% |
$567K - $622K
|
770K
$23.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-20.4K- 66.13% |
$583K - $639K
|
10.5K
$325K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-27.3K- 5.08% |
$779K - $853K
|
510K
$15.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-30.3K- 6.69% |
$866K - $948K
|
423K
$13.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-80.6K- 57.93% |
$2.3M - $2.52M
|
58.5K
$1.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Management CO
|
SELL
|
- |
-101K- 25.41% |
$2.87M - $3.15M
|
295K
$9.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-166K- 10.94% |
$4.74M - $5.19M
|
1.35M
$42.1M
|