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 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.62KNew |
$193K - $213K
|
1.62K
$251K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.56KNew |
$186K - $205K
|
1.56K
$242K
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
BUY
|
- |
1.54KNew |
$184K - $204K
|
1.54K
$240K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.47K+ 18.79% |
$175K - $193K
|
9.27K
$1.44M
|
|
|
Apr 11, 2024
Q1 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
1.43K+ 4.13% |
$171K - $189K
|
36.1K
$5.61M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.4K+ 6.57% |
$167K - $185K
|
22.7K
$3.53M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.38K+ 67.72% |
$164K - $182K
|
3.41K
$530K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.3K+ 6.22% |
$155K - $172K
|
22.2K
$3.45M
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.28KNew |
$152K - $168K
|
1.28K
$199K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.28K+ 3.54% |
$152K - $168K
|
37.3K
$5.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
1.27K+ 13.17% |
$151K - $167K
|
10.9K
$1.69M
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
BUY
|
- |
1.26K+ 0.93% |
$151K - $166K
|
137K
$21.3M
|
|
|
May 13, 2024
Q1 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
1.25K+ 15.6% |
$149K - $165K
|
9.28K
$1.44M
|
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.22KNew |
$146K - $161K
|
1.22K
$190K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
1.19K+ 5.34% |
$142K - $157K
|
23.6K
$3.66M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.16K+ 1.36% |
$138K - $153K
|
86.4K
$13.4M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.16K+ 46.86% |
$138K - $153K
|
3.62K
$564K
|
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.13K+ 26.63% |
$135K - $149K
|
5.37K
$836K
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
1.12K+ 8.34% |
$133K - $147K
|
14.5K
$2.25M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.1K+ 22.7% |
$132K - $146K
|
5.97K
$928K
|
|
|
May 02, 2024
Q1 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
1.07K+ 6.43% |
$128K - $141K
|
17.7K
$2.76M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.01K+ 4.49% |
$121K - $134K
|
23.5K
$3.66M
|
|
|
Apr 15, 2024
Q1 2024
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
1K+ 7.17% |
$120K - $132K
|
15K
$2.33M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
979+ 15.14% |
$117K - $129K
|
7.45K
$1.16M
|
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
969+ 2.83% |
$116K - $128K
|
35.3K
$5.49M
|
|
|
Apr 23, 2024
Q1 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
967+ 2.75% |
$115K - $128K
|
36.1K
$5.61M
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
953+ 17.32% |
$114K - $126K
|
6.46K
$1M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
911+ 32.26% |
$109K - $120K
|
3.74K
$581K
|
|
|
Apr 19, 2024
Q1 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
892+ 23.5% |
$106K - $118K
|
4.69K
$729K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
871+ 18.0% |
$104K - $115K
|
5.71K
$888K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
868+ 50.35% |
$104K - $115K
|
2.59K
$403K
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
823New |
$98.2K - $109K
|
823
$128K
|
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
801New |
$95.6K - $106K
|
801
$125K
|
|
|
May 09, 2024
Q1 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
800+ 7.48% |
$95.4K - $106K
|
11.5K
$1.79M
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
800+ 24.35% |
$95.4K - $106K
|
4.09K
$636K
|
|
|
May 10, 2024
Q1 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
775+ 13.08% |
$92.5K - $102K
|
6.7K
$1.04M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
765+ 788.66% |
$91.3K - $101K
|
862
$134K
|
|
|
Apr 23, 2024
Q1 2024
|
Mason & Associates Inc
|
BUY
|
- |
738+ 12.08% |
$88K - $97.4K
|
6.85K
$1.07M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
734+ 38.53% |
$87.6K - $96.8K
|
2.64K
$411K
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
684+ 22.19% |
$81.6K - $90.2K
|
3.77K
$586K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
625+ 2.68% |
$74.6K - $82.5K
|
24K
$3.73M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
609+ 38.4% |
$72.7K - $80.3K
|
2.2K
$341K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
594+ 11.08% |
$70.9K - $78.4K
|
5.96K
$927K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
592+ 5.17% |
$70.6K - $78.1K
|
12K
$1.87M
|
|
|
May 15, 2024
Q1 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
568+ 0.81% |
$67.8K - $74.9K
|
71K
$11M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
558+ 3.18% |
$66.6K - $73.6K
|
18.1K
$2.82M
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
554New |
$66.1K - $73.1K
|
554
$86.2K
|
|
|
Apr 22, 2024
Q1 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
502+ 7.69% |
$59.9K - $66.2K
|
7.03K
$1.09M
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
496New |
$59.2K - $65.4K
|
496
$77.2K
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
487+ 11.05% |
$58.1K - $64.2K
|
4.89K
$761K
|