Purchases and Sales Made in Q3 2024 in Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Fusion Capital, LLC
|
BUY
|
- |
922+ 23.68% |
$121K - $138K
|
4.82K
$749K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
915+ 13.42% |
$120K - $137K
|
7.73K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
833+ 33.7% |
$110K - $125K
|
3.31K
$514K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
828+ 15.7% |
$109K - $124K
|
6.1K
$949K
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
824+ 161.89% |
$108K - $123K
|
1.33K
$207K
|
|
|
Oct 23, 2024
Q3 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
815+ 13.89% |
$107K - $122K
|
6.68K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
813+ 25.26% |
$107K - $122K
|
4.03K
$627K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
802+ 3.49% |
$106K - $120K
|
23.8K
$3.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
740New |
$97.4K - $111K
|
740
$115K
|
|
|
Nov 12, 2024
Q3 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
696+ 0.95% |
$91.6K - $104K
|
73.9K
$11.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
694+ 7.24% |
$91.3K - $104K
|
10.3K
$1.6M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
685+ 6.57% |
$90.1K - $103K
|
11.1K
$1.73M
|
|
|
Oct 10, 2024
Q3 2024
|
Avondale Wealth Management
|
BUY
|
- |
675+ 21.09% |
$88.8K - $101K
|
3.88K
$603K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
666+ 1.03% |
$87.6K - $99.7K
|
65.1K
$10.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
656+ 8.27% |
$86.3K - $98.2K
|
8.59K
$1.34M
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
652New |
$85.8K - $97.6K
|
652
$101K
|
|
|
Nov 14, 2024
Q3 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
650+ 37.14% |
$85.5K - $97.3K
|
2.4K
$373K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
634+ 13.89% |
$83.4K - $94.9K
|
5.2K
$809K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
628+ 22.49% |
$82.6K - $94K
|
3.42K
$532K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
616+ 14.77% |
$81.1K - $92.2K
|
4.79K
$745K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
600+ 300.0% |
$78.9K - $89.8K
|
800
$124K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
554New |
$72.9K - $82.9K
|
554
$86.2K
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
543+ 5.86% |
$71.4K - $81.3K
|
9.81K
$1.53M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
541+ 3.18% |
$71.2K - $81K
|
17.6K
$2.73M
|
|
|
Oct 22, 2024
Q3 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
481+ 9.38% |
$63.3K - $72K
|
5.61K
$872K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
476+ 6.06% |
$62.6K - $71.2K
|
8.33K
$1.3M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
409+ 5.02% |
$53.8K - $61.2K
|
8.56K
$1.33M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
390+ 13.15% |
$51.3K - $58.4K
|
3.36K
$522K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
386+ 140.88% |
$50.8K - $57.8K
|
660
$103K
|
|
|
Nov 04, 2024
Q3 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
368+ 30.41% |
$48.4K - $55.1K
|
1.58K
$246K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
364+ 3.78% |
$47.9K - $54.5K
|
9.99K
$1.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
348+ 6.5% |
$45.8K - $52.1K
|
5.7K
$887K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
335+ 10.27% |
$44.1K - $50.1K
|
3.6K
$560K
|
|
|
Nov 07, 2024
Q3 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
334+ 3.12% |
$43.9K - $50K
|
11K
$1.72M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
330+ 46.48% |
$43.4K - $49.4K
|
1.04K
$162K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
326+ 1.56% |
$42.9K - $48.8K
|
21.3K
$3.31M
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
317+ 24.86% |
$41.7K - $47.4K
|
1.59K
$248K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
302+ 11.42% |
$39.7K - $45.2K
|
2.95K
$458K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
300+ 2000.0% |
$39.5K - $44.9K
|
315
$49K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
300+ 7.88% |
$39.5K - $44.9K
|
4.11K
$639K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
298+ 5.12% |
$39.2K - $44.6K
|
6.12K
$952K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
291New |
$38.3K - $43.5K
|
291
$45.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
290New |
$38.2K - $43.4K
|
290
$45.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
279+ 5.07% |
$36.7K - $41.7K
|
5.78K
$900K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
276+ 114.52% |
$36.3K - $41.3K
|
517
$80.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
274+ 3.24% |
$36.1K - $41K
|
8.73K
$1.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
254+ 317.5% |
$33.4K - $38K
|
334
$52K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
251+ 5.07% |
$33K - $37.6K
|
5.2K
$809K
|
|
|
Nov 12, 2024
Q3 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
250+ 10.54% |
$32.9K - $37.4K
|
2.62K
$408K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
243+ 5.57% |
$32K - $36.4K
|
4.6K
$716K
|