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 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.12% |
$144 - $157
|
805
$143K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2- 0.08% |
$289 - $315
|
2.37K
$421K
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
SELL
|
- |
-4- 0.07% |
$577 - $629
|
5.75K
$1.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-4- 0.11% |
$577 - $629
|
3.63K
$643K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-6- 0.38% |
$866 - $944
|
1.59K
$281K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-6- 0.56% |
$866 - $944
|
1.06K
$188K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-9- 1.05% |
$1.3K - $1.42K
|
851
$151K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-10- 0.08% |
$1.44K - $1.57K
|
12.7K
$2.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-10- 0.06% |
$1.44K - $1.57K
|
16.1K
$2.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-11- 3.97% |
$1.59K - $1.73K
|
266
$47.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-13- 0.98% |
$1.88K - $2.05K
|
1.32K
$234K
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.08% |
$2.16K - $2.36K
|
18.3K
$3.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-19- 0.29% |
$2.74K - $2.99K
|
6.49K
$1.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-20- 0.1% |
$2.89K - $3.15K
|
19.5K
$3.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-20- 0.11% |
$2.89K - $3.15K
|
18.6K
$3.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-24- 1.47% |
$3.46K - $3.78K
|
1.61K
$286K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-24- 0.39% |
$3.46K - $3.78K
|
6.08K
$1.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-25- 1.15% |
$3.61K - $3.93K
|
2.16K
$382K
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-25- 1.08% |
$3.61K - $3.93K
|
2.29K
$406K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-28- 0.61% |
$4.04K - $4.4K
|
4.58K
$811K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-29- 0.57% |
$4.18K - $4.56K
|
5.02K
$890K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-30- 0.37% |
$4.33K - $4.72K
|
8.17K
$1.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-30- 0.76% |
$4.33K - $4.72K
|
3.94K
$698K
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-31- 1.92% |
$4.47K - $4.88K
|
1.59K
$281K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-33- 1.19% |
$4.76K - $5.19K
|
2.74K
$485K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-36- 1.62% |
$5.2K - $5.66K
|
2.18K
$386K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-38- 31.15% |
$5.48K - $5.98K
|
84
$14.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-40- 1.39% |
$5.77K - $6.29K
|
2.83K
$502K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-40- 5.1% |
$5.77K - $6.29K
|
745
$132K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-44- 2.99% |
$6.35K - $6.92K
|
1.43K
$253K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-44- 34.11% |
$6.35K - $6.92K
|
85
$15.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-46- 0.9% |
$6.64K - $7.24K
|
5.06K
$897K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-47- 3.3% |
$6.78K - $7.39K
|
1.38K
$244K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-50Closed |
$7.22K - $7.87K
|
0
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-53- 3.07% |
$7.65K - $8.34K
|
1.67K
$296K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-53- 3.54% |
$7.65K - $8.34K
|
1.44K
$256K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-56- 0.99% |
$8.08K - $8.81K
|
5.62K
$997K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-57- 3.03% |
$8.23K - $8.97K
|
1.83K
$324K
|
|
|
Feb 11, 2025
Q4 2024
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-57- 0.75% |
$8.23K - $8.97K
|
7.51K
$1.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-57- 0.81% |
$8.23K - $8.97K
|
6.96K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-60- 1.46% |
$8.66K - $9.44K
|
4.04K
$717K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-64- 6.7% |
$9.24K - $10.1K
|
891
$158K
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-65- 0.51% |
$9.38K - $10.2K
|
12.6K
$2.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-70- 2.64% |
$10.1K - $11K
|
2.58K
$457K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-72- 66.06% |
$10.4K - $11.3K
|
37
$6.56K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-82- 2.04% |
$11.8K - $12.9K
|
3.93K
$696K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-94- 0.85% |
$13.6K - $14.8K
|
10.9K
$1.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-95- 9.13% |
$13.7K - $14.9K
|
945
$167K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-100- 12.5% |
$14.4K - $15.7K
|
700
$124K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-101- 1.24% |
$14.6K - $15.9K
|
8.07K
$1.43M
|