Purchases and Sales Made in Q1 2024 in Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA) 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-29.5K- 22.05% |
$3.52M - $3.89M
|
104K
$16.2M
|
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-37.8K- 64.7% |
$4.5M - $4.98M
|
20.6K
$3.2M
|
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-44.1K- 78.43% |
$5.26M - $5.82M
|
12.1K
$1.89M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-44.4K- 11.74% |
$5.29M - $5.85M
|
334K
$51.9M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-44.7K- 4.86% |
$5.33M - $5.89M
|
874K
$136M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-46.5K- 16.2% |
$5.55M - $6.14M
|
241K
$37.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-47.2K- 74.32% |
$5.63M - $6.23M
|
16.3K
$2.54M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-48.3K- 18.34% |
$5.76M - $6.37M
|
215K
$33.5M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-51.1K- 6.44% |
$6.09M - $6.74M
|
742K
$115M
|
|
|
Apr 19, 2024
Q1 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-59.5K- 75.72% |
$7.1M - $7.85M
|
19.1K
$2.97M
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-68.5K- 40.73% |
$8.18M - $9.04M
|
99.7K
$15.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-72.7K- 92.65% |
$8.68M - $9.6M
|
5.77K
$897K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-79.2K- 53.31% |
$9.45M - $10.5M
|
69.4K
$10.8M
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-80K- 13.08% |
$9.54M - $10.6M
|
531K
$82.7M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-203K- 42.47% |
$24.2M - $26.8M
|
275K
$42.8M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-762K- 76.01% |
$91M - $101M
|
241K
$37.4M
|