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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
214+ 8.87% |
$21.5K - $24.4K
|
2.63K
$306K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
100New |
$10.1K - $11.4K
|
100
$11.6K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
90New |
$9.05K - $10.3K
|
90
$10.5K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
62+ 0.16% |
$6.23K - $7.07K
|
38.9K
$4.53M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
60+ 0.8% |
$6.03K - $6.84K
|
7.56K
$879K
|
|
|
Aug 13, 2024
Q2 2024
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
55+ 3.25% |
$5.53K - $6.27K
|
1.75K
$203K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
42+ 2.1% |
$4.22K - $4.79K
|
2.04K
$238K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
40New |
$4.02K - $4.56K
|
40
$4.65K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
33New |
$3.32K - $3.76K
|
33
$3.84K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
32New |
$3.22K - $3.65K
|
32
$3.72K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
15+ 0.1% |
$1.51K - $1.71K
|
15.6K
$1.82M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
11+ 0.42% |
$1.11K - $1.25K
|
2.64K
$307K
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
10+ 0.32% |
$1.01K - $1.14K
|
3.09K
$359K
|
|
|
Aug 14, 2024
Q2 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
8New |
$804 - $912
|
8
$931
|
|
|
Jul 31, 2024
Q2 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
8+ 0.1% |
$804 - $912
|
8.42K
$979K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
8New |
$804 - $912
|
8
$931
|
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
8+ 0.08% |
$804 - $912
|
10.3K
$1.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
4New |
$402 - $456
|
4
$465
|
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
3+ 0.04% |
$302 - $342
|
8.23K
$957K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2+ 0.09% |
$201 - $228
|
2.25K
$261K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 0.09% |
$201 - $228
|
2.35K
$273K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2+ 0.1% |
$201 - $228
|
2.03K
$236K
|
|
|
Aug 02, 2024
Q2 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
2+ 0.06% |
$201 - $228
|
3.11K
$361K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.08% |
$101 - $114
|
1.23K
$143K
|
|
|
Aug 05, 2024
Q2 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1+ 0.02% |
$101 - $114
|
5.92K
$689K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1+ 2.33% |
$101 - $114
|
44
$5.12K
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
1+ 0.88% |
$101 - $114
|
114
$13.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 1.16% |
$101 - $114
|
87
$10.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1+ 0.2% |
$101 - $114
|
509
$59.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-4- 15.38% |
$402 - $456
|
22
$2.56K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-5- 0.05% |
$503 - $570
|
10.4K
$1.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6- 0.05% |
$603 - $684
|
12.6K
$1.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-20- 0.7% |
$2.01K - $2.28K
|
2.86K
$332K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-21- 0.24% |
$2.11K - $2.39K
|
8.89K
$1.03M
|
|
|
Jul 17, 2024
Q2 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-25- 0.97% |
$2.51K - $2.85K
|
2.54K
$296K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-32- 0.77% |
$3.22K - $3.65K
|
4.12K
$480K
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
SELL
|
- |
-38- 6.86% |
$3.82K - $4.33K
|
516
$60K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-48- 1.12% |
$4.82K - $5.47K
|
4.25K
$494K
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-50- 2.27% |
$5.03K - $5.7K
|
2.16K
$251K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-50- 0.42% |
$5.03K - $5.7K
|
11.8K
$1.37M
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-75- 1.72% |
$7.54K - $8.55K
|
4.28K
$498K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-90- 2.94% |
$9.05K - $10.3K
|
2.98K
$346K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-92- 5.06% |
$9.25K - $10.5K
|
1.73K
$201K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-93- 26.65% |
$9.35K - $10.6K
|
256
$29.8K
|
|
|
Jul 22, 2024
Q2 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-99- 1.96% |
$9.95K - $11.3K
|
4.94K
$575K
|
|
|
Aug 13, 2024
Q2 2024
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-104- 1.07% |
$10.5K - $11.9K
|
9.6K
$1.12M
|
|
|
Aug 02, 2024
Q2 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-113- 0.52% |
$11.4K - $12.9K
|
21.8K
$2.54M
|
|
|
Jul 18, 2024
Q2 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-129- 0.72% |
$13K - $14.7K
|
17.7K
$2.06M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-129Closed |
$13K - $14.7K
|
0
$0
|