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 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.24K+ 42.35% |
$625K - $692K
|
17.6K
$2.74M
|
|
|
Apr 18, 2024
Q1 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
4.87K+ 3837.01% |
$581K - $643K
|
5K
$778K
|
|
|
May 03, 2024
Q1 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
4.61K+ 51.19% |
$550K - $608K
|
13.6K
$2.12M
|
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
4.38K+ 222.99% |
$522K - $577K
|
6.34K
$986K
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
4.29K+ 129.78% |
$512K - $566K
|
7.59K
$1.18M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.21K+ 3.18% |
$502K - $555K
|
136K
$21.2M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.2K+ 22.68% |
$501K - $555K
|
22.7K
$3.54M
|
|
|
May 09, 2024
Q1 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
4KNew |
$477K - $528K
|
4K
$622K
|
|
|
Apr 23, 2024
Q1 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
3.95KNew |
$471K - $520K
|
3.95K
$614K
|
|
|
May 15, 2024
Q1 2024
|
Fusion Capital, LLC
|
BUY
|
- |
3.77KNew |
$450K - $497K
|
3.77K
$586K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
3.54K+ 55.4% |
$422K - $467K
|
9.92K
$1.54M
|
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
3.4KNew |
$405K - $448K
|
3.4K
$528K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.32KNew |
$397K - $439K
|
3.32K
$517K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.26K+ 158.43% |
$389K - $430K
|
5.32K
$827K
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.23KNew |
$385K - $425K
|
3.23K
$502K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.15K+ 55.9% |
$375K - $415K
|
8.78K
$1.37M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
3.02K+ 59.58% |
$361K - $399K
|
8.09K
$1.26M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
2.93KNew |
$350K - $387K
|
2.93K
$456K
|
|
|
Apr 03, 2024
Q1 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.77KNew |
$331K - $366K
|
2.77K
$432K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.64K+ 6.95% |
$315K - $349K
|
40.6K
$6.32M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.55K+ 401.1% |
$304K - $337K
|
3.19K
$496K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.49KNew |
$297K - $328K
|
2.49K
$387K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.44K+ 11.77% |
$292K - $322K
|
23.2K
$3.61M
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
2.43KNew |
$290K - $320K
|
2.43K
$378K
|
|
|
May 09, 2024
Q1 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
2.41KNew |
$288K - $318K
|
2.41K
$375K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.37K+ 12.17% |
$283K - $313K
|
21.9K
$3.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.33KNew |
$278K - $308K
|
2.33K
$363K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.25K+ 10.6% |
$268K - $297K
|
23.5K
$3.65M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.23K+ 3.86% |
$266K - $294K
|
59.9K
$9.33M
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
2.19K+ 9.63% |
$262K - $289K
|
25K
$3.89M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.19KNew |
$261K - $289K
|
2.19K
$340K
|
|
|
May 09, 2024
Q1 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
2.1KNew |
$251K - $277K
|
2.1K
$327K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.06K+ 18.73% |
$246K - $272K
|
13.1K
$2.03M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
2.06K+ 30.1% |
$246K - $272K
|
8.92K
$1.39M
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
2.04K+ 16.05% |
$243K - $269K
|
14.7K
$2.29M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.02K+ 9.17% |
$241K - $266K
|
24K
$3.74M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.93KNew |
$231K - $255K
|
1.93K
$301K
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
1.88KNew |
$224K - $248K
|
1.88K
$293K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.86KNew |
$222K - $245K
|
1.86K
$289K
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
BUY
|
- |
1.85KNew |
$221K - $244K
|
1.85K
$288K
|
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
1.85K+ 30.82% |
$220K - $244K
|
7.85K
$1.22M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.81KNew |
$216K - $239K
|
1.81K
$282K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.81K+ 3.82% |
$215K - $238K
|
49.1K
$7.63M
|
|
|
May 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
1.8KNew |
$215K - $237K
|
1.8K
$280K
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1.78KNew |
$213K - $235K
|
1.78K
$278K
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
1.76K+ 28.85% |
$210K - $232K
|
7.86K
$1.22M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.73K+ 229.69% |
$206K - $228K
|
2.48K
$385K
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.7KNew |
$202K - $224K
|
1.7K
$264K
|
|
|
Jan 10, 2025
Q1 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.69KNew |
$201K - $222K
|
1.69K
$262K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.64KNew |
$195K - $216K
|
1.64K
$255K
|