Purchases and Sales Made in Q2 2024 in Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
140+ 24.56% |
$17.8K - $19.2K
|
710
$111K
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
127+ 3.65% |
$16.1K - $17.4K
|
3.61K
$565K
|
|
|
Aug 06, 2024
Q2 2024
|
Fusion Capital, LLC
|
BUY
|
- |
124+ 3.29% |
$15.8K - $17K
|
3.89K
$610K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
114+ 0.71% |
$14.5K - $15.7K
|
16.1K
$2.53M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
114+ 0.41% |
$14.5K - $15.7K
|
27.9K
$4.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
107+ 2.1% |
$13.6K - $14.7K
|
5.2K
$814K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
102+ 1.27% |
$13K - $14K
|
8.15K
$1.28M
|
|
|
Aug 12, 2024
Q2 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
99+ 0.18% |
$12.6K - $13.6K
|
55.8K
$8.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
93+ 0.88% |
$11.8K - $12.8K
|
10.7K
$1.67M
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
92New |
$11.7K - $12.6K
|
92
$14.4K
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
92+ 5.52% |
$11.7K - $12.6K
|
1.76K
$276K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
92+ 2.46% |
$11.7K - $12.6K
|
3.83K
$600K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
82+ 3.84% |
$10.4K - $11.3K
|
2.22K
$347K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
80New |
$10.2K - $11K
|
80
$12.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
78+ 4.57% |
$9.91K - $10.7K
|
1.79K
$279K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
77+ 1.13% |
$9.78K - $10.6K
|
6.88K
$1.08M
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
76+ 133.33% |
$9.66K - $10.4K
|
133
$20.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
76+ 2.02% |
$9.66K - $10.4K
|
3.84K
$602K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
75+ 0.53% |
$9.53K - $10.3K
|
14.2K
$2.22M
|
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
75+ 2.7% |
$9.53K - $10.3K
|
2.85K
$447K
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
73+ 2.71% |
$9.27K - $10K
|
2.77K
$434K
|
|
|
Jul 18, 2024
Q2 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
71+ 0.37% |
$9.02K - $9.75K
|
19.2K
$3M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
71+ 0.86% |
$9.02K - $9.75K
|
8.34K
$1.31M
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
69+ 0.34% |
$8.77K - $9.48K
|
20.5K
$3.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
60+ 1.02% |
$7.62K - $8.24K
|
5.94K
$930K
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
56+ 0.68% |
$7.11K - $7.69K
|
8.34K
$1.31M
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
55New |
$6.99K - $7.56K
|
55
$8.61K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
50+ 10.08% |
$6.35K - $6.87K
|
546
$85.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
50New |
$6.35K - $6.87K
|
50
$7.83K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
50New |
$6.35K - $6.87K
|
50
$7.83K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
46+ 0.1% |
$5.84K - $6.32K
|
44.4K
$6.96M
|
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
45+ 1.06% |
$5.72K - $6.18K
|
4.31K
$674K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
41+ 0.66% |
$5.21K - $5.63K
|
6.26K
$981K
|
|
|
Jul 08, 2024
Q2 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
37+ 1.41% |
$4.7K - $5.08K
|
2.66K
$417K
|
|
|
Jul 11, 2024
Q2 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
36+ 1.3% |
$4.57K - $4.95K
|
2.81K
$440K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
30+ 3.71% |
$3.81K - $4.12K
|
838
$131K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
20+ 0.99% |
$2.54K - $2.75K
|
2.05K
$321K
|
|
|
Aug 05, 2024
Q2 2024
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
19+ 0.23% |
$2.41K - $2.61K
|
8.32K
$1.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
16+ 0.58% |
$2.03K - $2.2K
|
2.79K
$437K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
15New |
$1.91K - $2.06K
|
15
$2.35K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
13+ 1.72% |
$1.65K - $1.79K
|
767
$120K
|
|
|
Aug 13, 2024
Q2 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
11+ 0.22% |
$1.4K - $1.51K
|
4.94K
$773K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
11+ 0.41% |
$1.4K - $1.51K
|
2.67K
$418K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
10+ 0.43% |
$1.27K - $1.37K
|
2.32K
$364K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
8+ 0.21% |
$1.02K - $1.1K
|
3.78K
$592K
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
7+ 0.06% |
$889 - $962
|
12K
$1.89M
|
|
|
Jul 23, 2024
Q2 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
6+ 0.11% |
$762 - $824
|
5.38K
$842K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
6+ 10.0% |
$762 - $824
|
66
$10.3K
|
|
|
Jul 15, 2024
Q2 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
5+ 0.26% |
$635 - $687
|
1.96K
$307K
|
|
|
Jul 24, 2024
Q2 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
5+ 0.26% |
$635 - $687
|
1.94K
$304K
|