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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-128- 7.54% |
$18.5K - $20.1K
|
1.57K
$244K
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-223- 8.09% |
$32.2K - $35.1K
|
2.53K
$394K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-247- 0.25% |
$35.6K - $38.9K
|
98.4K
$15.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-254- 45.85% |
$36.7K - $40K
|
300
$46.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-268- 0.91% |
$38.7K - $42.2K
|
29.2K
$4.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-272- 6.32% |
$39.3K - $42.8K
|
4.03K
$627K
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-281- 0.75% |
$40.6K - $44.2K
|
37.2K
$5.79M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-308- 14.23% |
$44.4K - $48.5K
|
1.86K
$289K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-339- 5.94% |
$48.9K - $53.3K
|
5.36K
$835K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-551- 83.48% |
$79.5K - $86.7K
|
109
$17K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-648- 0.86% |
$93.5K - $102K
|
74.8K
$11.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-718- 13.65% |
$104K - $113K
|
4.54K
$707K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-1K- 11.3% |
$145K - $158K
|
7.86K
$1.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.1K- 10.19% |
$159K - $173K
|
9.69K
$1.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.12K- 22.41% |
$161K - $176K
|
3.87K
$602K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.37K- 13.97% |
$198K - $216K
|
8.44K
$1.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.66K- 4.9% |
$240K - $262K
|
32.3K
$5.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-1.67K- 18.19% |
$241K - $262K
|
7.5K
$1.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.71K- 43.77% |
$247K - $269K
|
2.2K
$342K
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-1.78K- 31.13% |
$256K - $280K
|
3.93K
$612K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.18K- 12.49% |
$459K - $500K
|
22.3K
$3.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-3.44K- 2.94% |
$497K - $541K
|
114K
$17.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-5.67K- 15.41% |
$818K - $892K
|
31.1K
$4.84M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-7.08K- 32.17% |
$1.02M - $1.11M
|
14.9K
$2.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-8.42K- 97.15% |
$1.21M - $1.32M
|
247
$38.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-18.8K- 77.16% |
$2.71M - $2.96M
|
5.57K
$866K
|