Purchases and Sales Made in Q2 2024 in Ishares Tr (ITB)
This table provides information about the institutional ownership of Ishares Tr (ITB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.59K+ 25.13% |
$260K - $295K
|
12.9K
$1.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
2.47K+ 25.07% |
$249K - $282K
|
12.3K
$1.44M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
2.44KNew |
$246K - $279K
|
2.44K
$284K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.37K+ 5.38% |
$238K - $270K
|
46.4K
$5.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.35KNew |
$236K - $268K
|
2.35K
$273K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
2.2KNew |
$221K - $251K
|
2.2K
$256K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.87K+ 12.63% |
$188K - $213K
|
16.7K
$1.94M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.58K+ 74.17% |
$159K - $180K
|
3.72K
$432K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
1.58K+ 3.12% |
$159K - $180K
|
52.3K
$6.08M
|
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
1.49K+ 15.26% |
$150K - $170K
|
11.3K
$1.31M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.42K+ 6.03% |
$142K - $161K
|
24.9K
$2.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
1.38K+ 8.9% |
$139K - $158K
|
16.9K
$1.97M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.37KNew |
$137K - $156K
|
1.37K
$159K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.37KNew |
$137K - $156K
|
1.37K
$159K
|
|
|
Aug 14, 2024
Q2 2024
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
1.3KNew |
$130K - $148K
|
1.3K
$151K
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.28K+ 33.98% |
$129K - $146K
|
5.06K
$589K
|
|
|
Jul 15, 2024
Q2 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
1.23K+ 7.97% |
$123K - $140K
|
16.6K
$1.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
1.21K+ 10.68% |
$122K - $138K
|
12.6K
$1.46M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.2K+ 24.69% |
$121K - $137K
|
6.06K
$705K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.14K+ 12.64% |
$114K - $129K
|
10.1K
$1.18M
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
1K+ 8.7% |
$101K - $114K
|
12.5K
$1.46M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
996+ 30.72% |
$100K - $114K
|
4.24K
$493K
|
|
|
Aug 13, 2024
Q2 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
946+ 1.87% |
$95.1K - $108K
|
51.5K
$6M
|
|
|
Aug 08, 2024
Q2 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
935+ 11.5% |
$94K - $107K
|
9.06K
$1.05M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
926+ 41.49% |
$93.1K - $106K
|
3.16K
$367K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
804+ 4.02% |
$80.8K - $91.6K
|
20.8K
$2.42M
|
|
|
Jul 30, 2024
Q2 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
703+ 1.64% |
$70.7K - $80.1K
|
43.6K
$5.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
689+ 1.53% |
$69.3K - $78.5K
|
45.6K
$5.31M
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
555+ 14.6% |
$55.8K - $63.2K
|
4.36K
$507K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
551+ 3.83% |
$55.4K - $62.8K
|
14.9K
$1.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
548+ 9.5% |
$55.1K - $62.5K
|
6.32K
$735K
|
|
|
Aug 14, 2024
Q2 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
495+ 8.04% |
$49.8K - $56.4K
|
6.65K
$774K
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
485New |
$48.8K - $55.3K
|
485
$56.4K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
478+ 256.99% |
$48K - $54.5K
|
664
$77.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
451+ 1.72% |
$45.3K - $51.4K
|
26.7K
$3.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
422+ 0.7% |
$42.4K - $48.1K
|
61.1K
$7.11M
|
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
412+ 1.79% |
$41.4K - $47K
|
23.4K
$2.73M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
394+ 11.51% |
$39.6K - $44.9K
|
3.82K
$444K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
390+ 5.91% |
$39.2K - $44.4K
|
6.99K
$813K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
387New |
$38.9K - $44.1K
|
387
$45K
|
|
|
Aug 12, 2024
Q2 2024
|
Leuthold Group, LLC
|
BUY
|
- |
384+ 0.88% |
$38.6K - $43.8K
|
44K
$5.12M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
370+ 33.73% |
$37.2K - $42.2K
|
1.47K
$171K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
370+ 3.65% |
$37.2K - $42.2K
|
10.5K
$1.22M
|
|
|
Jul 23, 2024
Q2 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
355+ 4.0% |
$35.7K - $40.5K
|
9.24K
$1.08M
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
345+ 10.3% |
$34.7K - $39.3K
|
3.7K
$430K
|
|
|
Jul 16, 2024
Q2 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
324+ 0.72% |
$32.6K - $36.9K
|
45.3K
$5.27M
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
294+ 12.16% |
$29.6K - $33.5K
|
2.71K
$316K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
275+ 2.95% |
$27.6K - $31.3K
|
9.59K
$1.12M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
273+ 4.19% |
$27.4K - $31.1K
|
6.78K
$789K
|
|
|
Jul 12, 2024
Q2 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
221+ 2.55% |
$22.2K - $25.2K
|
8.9K
$1.04M
|