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 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-70- 7.07% |
$8.89K - $9.62K
|
920
$143K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-75- 22.52% |
$9.53K - $10.3K
|
258
$40.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-81- 0.74% |
$10.3K - $11.1K
|
10.9K
$1.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-87- 4.28% |
$11.1K - $12K
|
1.95K
$303K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-87- 5.38% |
$11.1K - $12K
|
1.53K
$238K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-89- 0.47% |
$11.3K - $12.2K
|
18.9K
$2.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-89- 41.98% |
$11.3K - $12.2K
|
123
$19.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-100- 5.53% |
$12.7K - $13.7K
|
1.71K
$266K
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-100- 11.6% |
$12.7K - $13.7K
|
762
$119K
|
|
|
Jul 26, 2024
Q2 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-100- 5.38% |
$12.7K - $13.7K
|
1.76K
$274K
|
|
|
Aug 01, 2024
Q2 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-100- 0.61% |
$12.7K - $13.7K
|
16.3K
$2.54M
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-100- 5.88% |
$12.7K - $13.7K
|
1.6K
$249K
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-117- 1.06% |
$14.9K - $16.1K
|
10.9K
$1.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-122- 21.48% |
$15.5K - $16.8K
|
446
$69.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-123- 2.04% |
$15.6K - $16.9K
|
5.92K
$921K
|
|
|
Aug 01, 2024
Q2 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-124- 0.41% |
$15.8K - $17K
|
30.1K
$4.69M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-125- 1.4% |
$15.9K - $17.2K
|
8.79K
$1.37M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-138- 2.04% |
$17.5K - $19K
|
6.62K
$1.03M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-145- 4.55% |
$18.4K - $19.9K
|
3.04K
$473K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-146- 2.45% |
$18.5K - $20.1K
|
5.82K
$906K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-147- 2.14% |
$18.7K - $20.2K
|
6.73K
$1.05M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-154- 99.35% |
$19.6K - $21.2K
|
1
$156
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-154- 0.92% |
$19.6K - $21.2K
|
16.6K
$2.58M
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-160- 14.51% |
$20.3K - $22K
|
943
$147K
|
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-162- 4.44% |
$20.6K - $22.3K
|
3.49K
$543K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-175- 6.48% |
$22.2K - $24K
|
2.52K
$393K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-178- 78.07% |
$22.6K - $24.5K
|
50
$7.78K
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-181- 2.88% |
$23K - $24.9K
|
6.1K
$949K
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-198- 7.75% |
$25.2K - $27.2K
|
2.36K
$367K
|
|
|
Jul 12, 2024
Q2 2024
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-200- 2.52% |
$25.4K - $27.5K
|
7.74K
$1.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-200- 2.83% |
$25.4K - $27.5K
|
6.87K
$1.07M
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-202- 1.63% |
$25.7K - $27.8K
|
12.2K
$1.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-212- 2.54% |
$26.9K - $29.1K
|
8.15K
$1.27M
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-221- 7.71% |
$28.1K - $30.4K
|
2.65K
$412K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-222- 6.97% |
$28.2K - $30.5K
|
2.97K
$461K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-222- 7.75% |
$28.2K - $30.5K
|
2.64K
$411K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-237- 2.9% |
$30.1K - $32.6K
|
7.93K
$1.23M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-240- 24.1% |
$30.5K - $33K
|
756
$118K
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-243- 4.66% |
$30.9K - $33.4K
|
4.98K
$774K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-247- 1.39% |
$31.4K - $33.9K
|
17.5K
$2.72M
|
|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-260- 5.89% |
$33K - $35.7K
|
4.15K
$646K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-265- 2.86% |
$33.7K - $36.4K
|
9K
$1.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-275- 2.14% |
$34.9K - $37.8K
|
12.6K
$1.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
SELL
|
- |
-279- 13.02% |
$35.4K - $38.3K
|
1.86K
$290K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-281- 2.98% |
$35.7K - $38.6K
|
9.15K
$1.42M
|
|
|
Aug 02, 2024
Q2 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-284- 1.38% |
$36.1K - $39K
|
20.3K
$3.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-292- 7.72% |
$37.1K - $40.1K
|
3.49K
$543K
|
|
|
Jul 18, 2024
Q2 2024
|
Mason & Associates Inc
|
SELL
|
- |
-304- 4.44% |
$38.6K - $41.8K
|
6.54K
$1.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-317- 38.52% |
$40.3K - $43.6K
|
506
$78.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-320- 3.71% |
$40.7K - $44K
|
8.3K
$1.29M
|