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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.12% |
$119 - $132
|
804
$125K
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1+ 0.06% |
$119 - $132
|
1.68K
$262K
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-3- 0.03% |
$358 - $396
|
11K
$1.72M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-4- 5.56% |
$477 - $528
|
68
$10.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-5- 0.06% |
$597 - $660
|
8.73K
$1.36M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-7- 0.09% |
$835 - $924
|
8.05K
$1.25M
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-8- 7.08% |
$954 - $1.06K
|
105
$16.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-10- 0.62% |
$1.19K - $1.32K
|
1.59K
$248K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-11- 0.07% |
$1.31K - $1.45K
|
15.6K
$2.43M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12- 0.43% |
$1.43K - $1.58K
|
2.78K
$432K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-13- 0.1% |
$1.55K - $1.72K
|
12.9K
$2.01M
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-13- 0.64% |
$1.55K - $1.72K
|
2.02K
$314K
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-14- 0.48% |
$1.67K - $1.85K
|
2.92K
$454K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-16- 2.17% |
$1.91K - $2.11K
|
721
$112K
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-20- 0.42% |
$2.39K - $2.64K
|
4.72K
$735K
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-21- 10.94% |
$2.51K - $2.77K
|
171
$26.6K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-26- 0.77% |
$3.1K - $3.43K
|
3.36K
$522K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-29- 1.22% |
$3.46K - $3.83K
|
2.34K
$364K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-31- 1.07% |
$3.7K - $4.09K
|
2.86K
$446K
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
SELL
|
- |
-31- 1.43% |
$3.7K - $4.09K
|
2.14K
$333K
|
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-36- 1.37% |
$4.29K - $4.75K
|
2.59K
$402K
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-37- 2.0% |
$4.41K - $4.88K
|
1.81K
$281K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-38- 2.18% |
$4.53K - $5.01K
|
1.71K
$266K
|
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-39- 1.97% |
$4.65K - $5.15K
|
1.94K
$302K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-40- 39.22% |
$4.77K - $5.28K
|
62
$9.65K
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-40- 39.22% |
$4.77K - $5.28K
|
62
$9.65K
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-43- 1.35% |
$5.13K - $5.67K
|
3.14K
$489K
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-43- 2.51% |
$5.13K - $5.67K
|
1.67K
$260K
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-47- 1.83% |
$5.61K - $6.2K
|
2.53K
$393K
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-48- 0.57% |
$5.73K - $6.33K
|
8.36K
$1.3M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-49- 4.63% |
$5.85K - $6.46K
|
1.01K
$157K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-49- 1.7% |
$5.85K - $6.46K
|
2.84K
$442K
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-50- 0.45% |
$5.97K - $6.6K
|
11K
$1.71M
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-50- 2.73% |
$5.97K - $6.6K
|
1.78K
$277K
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-50- 0.61% |
$5.97K - $6.6K
|
8.19K
$1.27M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-56- 0.39% |
$6.68K - $7.39K
|
14.4K
$2.25M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-59- 0.81% |
$7.04K - $7.78K
|
7.19K
$1.12M
|
|
|
May 15, 2024
Q1 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-59- 1.82% |
$7.04K - $7.78K
|
3.18K
$495K
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-65- 1.07% |
$7.75K - $8.58K
|
6.02K
$937K
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
SELL
|
- |
-67- 1.89% |
$7.99K - $8.84K
|
3.49K
$543K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-68- 1.47% |
$8.11K - $8.97K
|
4.57K
$711K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-72- 2.64% |
$8.59K - $9.5K
|
2.66K
$413K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-74- 0.63% |
$8.83K - $9.76K
|
11.7K
$1.83M
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-75- 3.07% |
$8.95K - $9.89K
|
2.37K
$368K
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-78- 2.09% |
$9.31K - $10.3K
|
3.65K
$568K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-78- 2.01% |
$9.31K - $10.3K
|
3.8K
$591K
|
|
|
May 07, 2024
Q1 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-79- 4.33% |
$9.42K - $10.4K
|
1.75K
$271K
|
|
|
May 13, 2024
Q1 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-82- 3.48% |
$9.78K - $10.8K
|
2.27K
$354K
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-88- 3.88% |
$10.5K - $11.6K
|
2.18K
$339K
|
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-90- 1.03% |
$10.7K - $11.9K
|
8.62K
$1.34M
|