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 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
410New |
$59.2K - $64.5K
|
410
$72.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
403+ 4.69% |
$58.2K - $63.4K
|
8.99K
$1.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
400+ 15.43% |
$57.7K - $62.9K
|
2.99K
$530K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
400New |
$57.7K - $62.9K
|
400
$70.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
400+ 7.84% |
$57.7K - $62.9K
|
5.5K
$975K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
398+ 6.37% |
$57.4K - $62.6K
|
6.65K
$1.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
383New |
$55.3K - $60.2K
|
383
$67.9K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
381+ 22.91% |
$55K - $59.9K
|
2.04K
$362K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
380+ 7.94% |
$54.8K - $59.8K
|
5.17K
$916K
|
|
|
May 14, 2025
Q4 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
375New |
$54.1K - $59K
|
375
$66.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
370+ 13.9% |
$53.4K - $58.2K
|
3.03K
$537K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
336+ 18.45% |
$48.5K - $52.9K
|
2.16K
$382K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
333New |
$48.1K - $52.4K
|
333
$59K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
329+ 39.26% |
$47.5K - $51.8K
|
1.17K
$207K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
328New |
$47.3K - $51.6K
|
328
$58.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
322+ 13.45% |
$46.5K - $50.7K
|
2.72K
$481K
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
318+ 17.05% |
$45.9K - $50K
|
2.18K
$387K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
309+ 835.14% |
$44.6K - $48.6K
|
346
$61.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
308+ 4.11% |
$44.4K - $48.5K
|
7.8K
$1.38M
|
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
300New |
$43.3K - $47.2K
|
300
$53.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
295New |
$42.6K - $46.4K
|
295
$52.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
290New |
$41.8K - $45.6K
|
290
$51.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
290+ 18.25% |
$41.8K - $45.6K
|
1.88K
$333K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
284+ 0.96% |
$41K - $44.7K
|
29.9K
$5.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
281+ 1.64% |
$40.6K - $44.2K
|
17.4K
$3.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
279+ 13.41% |
$40.3K - $43.9K
|
2.36K
$418K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
277New |
$40K - $43.6K
|
277
$49.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
276+ 1.88% |
$39.8K - $43.4K
|
15K
$2.65M
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
270New |
$39K - $42.5K
|
270
$47.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
268+ 7.99% |
$38.7K - $42.2K
|
3.62K
$642K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
266+ 12.01% |
$38.4K - $41.8K
|
2.48K
$440K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
265+ 5.51% |
$38.2K - $41.7K
|
5.07K
$899K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
262+ 8.62% |
$37.8K - $41.2K
|
3.3K
$585K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
261+ 6.06% |
$37.7K - $41.1K
|
4.57K
$810K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
257+ 2.34% |
$37.1K - $40.4K
|
11.2K
$1.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
240+ 300.0% |
$34.6K - $37.8K
|
320
$56.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
235New |
$33.9K - $37K
|
235
$41.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
234+ 3.12% |
$33.8K - $36.8K
|
7.73K
$1.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
228+ 95.8% |
$32.9K - $35.9K
|
466
$82.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
215New |
$31K - $33.8K
|
215
$38.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
209+ 0.75% |
$30.2K - $32.9K
|
28.2K
$4.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
205+ 14.54% |
$29.6K - $32.2K
|
1.62K
$286K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
200+ 3.85% |
$28.9K - $31.5K
|
5.4K
$957K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
200+ 4.73% |
$28.9K - $31.5K
|
4.43K
$785K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
199New |
$28.7K - $31.3K
|
199
$35.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
193+ 2.39% |
$27.9K - $30.4K
|
8.28K
$1.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
191+ 11.3% |
$27.6K - $30K
|
1.88K
$333K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
187New |
$27K - $29.4K
|
187
$33.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
185+ 1.16% |
$26.7K - $29.1K
|
16.1K
$2.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
175+ 8.77% |
$25.3K - $27.5K
|
2.17K
$385K
|