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 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-90- 39.13% |
$10.7K - $11.9K
|
140
$21.8K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-92- 1.46% |
$11K - $12.1K
|
6.22K
$968K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-93- 2.4% |
$11.1K - $12.3K
|
3.77K
$587K
|
|
|
Apr 24, 2024
Q1 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-97- 0.81% |
$11.6K - $12.8K
|
12K
$1.86M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-98- 4.5% |
$11.7K - $12.9K
|
2.08K
$323K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-100- 2.52% |
$11.9K - $13.2K
|
3.88K
$603K
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-100- 5.56% |
$11.9K - $13.2K
|
1.7K
$264K
|
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-100- 4.39% |
$11.9K - $13.2K
|
2.18K
$339K
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-100- 6.01% |
$11.9K - $13.2K
|
1.56K
$243K
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
SELL
|
- |
-101- 0.32% |
$12K - $13.3K
|
31.8K
$4.95M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-106- 22.27% |
$12.6K - $14K
|
370
$57.6K
|
|
|
May 08, 2024
Q1 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-110- 25.0% |
$13.1K - $14.5K
|
330
$51.3K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-111- 6.26% |
$13.2K - $14.6K
|
1.66K
$258K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-112- 0.55% |
$13.4K - $14.8K
|
20.4K
$3.17M
|
|
|
Apr 11, 2024
Q1 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-124- 2.42% |
$14.8K - $16.4K
|
4.99K
$777K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-129- 2.41% |
$15.4K - $17K
|
5.22K
$812K
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-134- 4.73% |
$16K - $17.7K
|
2.7K
$420K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-143- 5.3% |
$17.1K - $18.9K
|
2.55K
$397K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-149- 4.73% |
$17.8K - $19.7K
|
3K
$467K
|
|
|
May 02, 2024
Q1 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-150- 1.83% |
$17.9K - $19.8K
|
8.03K
$1.25M
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-153- 1.99% |
$18.3K - $20.2K
|
7.55K
$1.17M
|
|
|
May 08, 2024
Q1 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-164- 8.11% |
$19.6K - $21.6K
|
1.86K
$289K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-166- 2.99% |
$19.8K - $21.9K
|
5.39K
$838K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-166- 7.71% |
$19.8K - $21.9K
|
1.99K
$309K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-168- 0.2% |
$20K - $22.2K
|
85.8K
$13.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-170- 5.49% |
$20.3K - $22.4K
|
2.93K
$455K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-170- 9.63% |
$20.3K - $22.4K
|
1.6K
$248K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-178- 0.83% |
$21.2K - $23.5K
|
21.4K
$3.33M
|
|
|
May 10, 2024
Q1 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-180- 2.18% |
$21.5K - $23.7K
|
8.06K
$1.25M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-184- 1.03% |
$22K - $24.3K
|
17.7K
$2.76M
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-185- 90.69% |
$22.1K - $24.4K
|
19
$2.96K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-188- 2.8% |
$22.4K - $24.8K
|
6.52K
$1.01M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-191- 4.62% |
$22.8K - $25.2K
|
3.94K
$614K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-208- 6.04% |
$24.8K - $27.4K
|
3.23K
$503K
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-210- 2.47% |
$25.1K - $27.7K
|
8.29K
$1.29M
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-219- 1.85% |
$26.1K - $28.9K
|
11.6K
$1.81M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-222- 3.63% |
$26.5K - $29.3K
|
5.89K
$916K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-225- 0.24% |
$26.8K - $29.7K
|
92.8K
$14.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-226- 9.58% |
$27K - $29.8K
|
2.13K
$332K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-241- 1.3% |
$28.8K - $31.8K
|
18.2K
$2.84M
|
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
SELL
|
- |
-247- 7.18% |
$29.5K - $32.6K
|
3.19K
$496K
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-247- 4.41% |
$29.5K - $32.6K
|
5.36K
$833K
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-250- 8.28% |
$29.8K - $33K
|
2.77K
$431K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-262- 3.07% |
$31.3K - $34.6K
|
8.27K
$1.29M
|
|
|
Apr 12, 2024
Q1 2024
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-300- 3.64% |
$35.8K - $39.6K
|
7.94K
$1.23M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-301- 7.87% |
$35.9K - $39.7K
|
3.52K
$548K
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-320- 2.02% |
$38.2K - $42.2K
|
15.5K
$2.41M
|
|
|
May 14, 2024
Q1 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-320- 32.0% |
$38.2K - $42.2K
|
680
$106K
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-323- 2.21% |
$38.5K - $42.6K
|
14.3K
$2.22M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-328- 2.91% |
$39.1K - $43.3K
|
10.9K
$1.7M
|