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 16, 2024
Q1 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-1.57K- 1.93% |
$188K - $207K
|
80.1K
$12.5M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.76K- 29.81% |
$209K - $232K
|
4.13K
$643K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.86K- 15.72% |
$221K - $245K
|
9.95K
$1.55M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.9K- 6.17% |
$227K - $251K
|
28.9K
$4.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.9K- 37.67% |
$227K - $251K
|
3.15K
$490K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.32K- 23.1% |
$277K - $306K
|
7.73K
$1.2M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-2.37K- 32.77% |
$283K - $313K
|
4.87K
$758K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-2.38K- 23.9% |
$283K - $313K
|
7.56K
$1.18M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-2.39K- 13.86% |
$285K - $315K
|
14.8K
$2.31M
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-2.4K- 52.76% |
$286K - $317K
|
2.15K
$334K
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-2.7K- 60.07% |
$322K - $356K
|
1.79K
$279K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.73K- 23.43% |
$325K - $360K
|
8.91K
$1.39M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.81K- 28.78% |
$335K - $370K
|
6.94K
$1.08M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-2.85K- 54.23% |
$340K - $376K
|
2.41K
$375K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.96K- 42.12% |
$353K - $390K
|
4.06K
$632K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-3.38K- 24.74% |
$403K - $446K
|
10.3K
$1.6M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.5K- 40.76% |
$418K - $462K
|
5.09K
$792K
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-3.68K- 47.08% |
$439K - $485K
|
4.14K
$643K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.72K- 0.73% |
$444K - $491K
|
507K
$78.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.78K- 35.04% |
$451K - $498K
|
7K
$1.09M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.85K- 44.04% |
$460K - $508K
|
4.89K
$761K
|
|
|
Apr 22, 2024
Q1 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-3.9K- 9.18% |
$466K - $515K
|
38.6K
$6.01M
|
|
|
May 01, 2024
Q1 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-4.13K- 3.17% |
$493K - $545K
|
126K
$19.6M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-4.35K- 41.0% |
$519K - $573K
|
6.26K
$973K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.58K- 20.17% |
$546K - $604K
|
18.1K
$2.82M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-5.34K- 32.2% |
$638K - $705K
|
11.3K
$1.75M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.74K- 47.56% |
$685K - $757K
|
6.33K
$984K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.77K- 49.14% |
$688K - $761K
|
5.97K
$928K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.85K- 18.11% |
$697K - $771K
|
26.4K
$4.11M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-6.65K- 16.17% |
$794K - $878K
|
34.5K
$5.37M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-7.05K- 29.91% |
$841K - $930K
|
16.5K
$2.57M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.58K- 1.06% |
$904K - $1M
|
710K
$110M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.6K- 5.22% |
$906K - $1M
|
138K
$21.4M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-8.81K- 16.57% |
$1.05M - $1.16M
|
44.4K
$6.91M
|
|
|
May 06, 2024
Q1 2024
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-8.84K- 54.7% |
$1.05M - $1.17M
|
7.32K
$1.14M
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-8.93K- 60.66% |
$1.06M - $1.18M
|
5.79K
$900K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-10.2K- 23.48% |
$1.22M - $1.35M
|
33.3K
$5.18M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.4K- 6.41% |
$1.36M - $1.5M
|
166K
$25.8M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-12.8K- 54.7% |
$1.53M - $1.69M
|
10.6K
$1.65M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-13K- 13.27% |
$1.55M - $1.72M
|
85.1K
$13.2M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-14.1K- 72.55% |
$1.68M - $1.86M
|
5.34K
$830K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-14.8K- 8.4% |
$1.77M - $1.96M
|
162K
$25.2M
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-15.3K- 38.0% |
$1.83M - $2.02M
|
25K
$3.89M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-16.5K- 33.96% |
$1.97M - $2.18M
|
32.2K
$5.01M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-17.3K- 49.2% |
$2.06M - $2.28M
|
17.8K
$2.77M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-20.2K- 3.37% |
$2.41M - $2.66M
|
578K
$89.9M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-24.8K- 87.98% |
$2.95M - $3.27M
|
3.38K
$526K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-26.2K- 59.26% |
$3.12M - $3.46M
|
18K
$2.8M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-28.5K- 1.43% |
$3.4M - $3.76M
|
1.97M
$307M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-28.5K- 1.43% |
$3.4M - $3.76M
|
1.97M
$307M
|