Purchases and Sales Made in Q4 2024 in Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-423- 56.55% |
$61K - $66.5K
|
325
$57.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-432- 3.03% |
$62.3K - $68K
|
13.8K
$2.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-457- 9.49% |
$65.9K - $71.9K
|
4.36K
$772K
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-458- 6.96% |
$66.1K - $72K
|
6.12K
$1.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-465- 2.05% |
$67.1K - $73.1K
|
22.2K
$3.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-470- 0.48% |
$67.8K - $73.9K
|
98.3K
$17.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-496- 2.7% |
$71.6K - $78K
|
17.9K
$3.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-549- 9.4% |
$79.2K - $86.4K
|
5.29K
$938K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-551- 83.48% |
$79.5K - $86.7K
|
109
$19.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-581- 16.88% |
$83.8K - $91.4K
|
2.86K
$507K
|
|
|
Feb 13, 2025
Q4 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-581- 1.5% |
$83.8K - $91.4K
|
38.1K
$6.75M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-615- 7.04% |
$88.8K - $96.7K
|
8.12K
$1.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-620- 1.87% |
$89.5K - $97.5K
|
32.6K
$5.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-627- 8.83% |
$90.5K - $98.6K
|
6.47K
$1.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-648- 0.86% |
$93.5K - $102K
|
74.8K
$13.3M
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-713- 13.98% |
$103K - $112K
|
4.39K
$778K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-718- 13.65% |
$104K - $113K
|
4.54K
$805K
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-726- 7.62% |
$105K - $114K
|
8.8K
$1.56M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-728- 5.64% |
$105K - $115K
|
12.2K
$2.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-743- 8.9% |
$107K - $117K
|
7.61K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-757- 11.89% |
$109K - $119K
|
5.61K
$995K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-782- 31.85% |
$113K - $123K
|
1.67K
$297K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-782- 29.06% |
$113K - $123K
|
1.91K
$338K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-793- 3.87% |
$114K - $125K
|
19.7K
$3.49M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-835- 15.95% |
$120K - $131K
|
4.4K
$780K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-854- 3.1% |
$123K - $134K
|
26.7K
$4.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-865- 33.22% |
$125K - $136K
|
1.74K
$308K
|
|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-950- 4.67% |
$137K - $149K
|
19.4K
$3.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-1K- 11.3% |
$145K - $158K
|
7.86K
$1.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.1K- 10.19% |
$159K - $173K
|
9.69K
$1.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.12K- 22.41% |
$161K - $176K
|
3.87K
$686K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.22K- 26.87% |
$176K - $192K
|
3.33K
$590K
|
|
|
Feb 13, 2025
Q4 2024
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-1.29K- 30.66% |
$186K - $202K
|
2.91K
$516K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.3K- 15.15% |
$187K - $204K
|
7.27K
$1.29M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.37K- 13.97% |
$198K - $216K
|
8.44K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.58K- 21.74% |
$228K - $249K
|
5.7K
$1.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.63K- 3.53% |
$236K - $257K
|
44.6K
$7.91M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.63K- 11.28% |
$236K - $257K
|
12.8K
$2.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.66K- 4.9% |
$240K - $262K
|
32.3K
$5.72M
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-1.67K- 18.19% |
$241K - $262K
|
7.5K
$1.33M
|
|
|
Jan 28, 2025
Q4 2024
|
5th Street Advisors, LLC
|
SELL
|
- |
-1.71K- 4.54% |
$246K - $269K
|
35.9K
$6.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.71K- 43.77% |
$247K - $269K
|
2.2K
$390K
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-1.78K- 31.13% |
$256K - $280K
|
3.93K
$697K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.85K- 23.98% |
$268K - $292K
|
5.88K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
SELL
|
- |
-1.9K- 22.89% |
$274K - $299K
|
6.4K
$1.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.97K- 10.29% |
$284K - $310K
|
17.2K
$3.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-1.97K- 53.46% |
$285K - $310K
|
1.72K
$304K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.15K- 5.12% |
$310K - $338K
|
39.8K
$7.06M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.25K- 11.2% |
$325K - $354K
|
17.9K
$3.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-2.41K- 52.08% |
$347K - $378K
|
2.21K
$392K
|