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 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-137- 5.33% |
$13.8K - $15.6K
|
2.43K
$283K
|
|
|
Jul 23, 2024
Q2 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-141- 2.9% |
$14.2K - $16.1K
|
4.72K
$549K
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
SELL
|
- |
-208- 0.45% |
$20.9K - $23.7K
|
45.5K
$5.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-241- 6.48% |
$24.2K - $27.5K
|
3.48K
$405K
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-250- 0.8% |
$25.1K - $28.5K
|
31K
$3.61M
|
|
|
Aug 06, 2024
Q2 2024
|
X Square Capital, LLC
|
SELL
|
- |
-253- 10.54% |
$25.4K - $28.8K
|
2.15K
$250K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-258- 4.57% |
$25.9K - $29.4K
|
5.38K
$626K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-280- 2.11% |
$28.1K - $31.9K
|
13K
$1.51M
|
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-296- 4.59% |
$29.8K - $33.7K
|
6.15K
$715K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-359- 55.83% |
$36.1K - $40.9K
|
284
$33K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-366- 9.23% |
$36.8K - $41.7K
|
3.6K
$419K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-373- 5.9% |
$37.5K - $42.5K
|
5.95K
$693K
|
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-381- 4.02% |
$38.3K - $43.4K
|
9.11K
$1.06M
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-385- 4.49% |
$38.7K - $43.9K
|
8.18K
$952K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-417- 5.65% |
$41.9K - $47.5K
|
6.97K
$810K
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-438- 17.06% |
$44K - $49.9K
|
2.13K
$248K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-450- 12.28% |
$45.2K - $51.3K
|
3.22K
$374K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-489- 2.8% |
$49.2K - $55.7K
|
17K
$1.98M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-492- 4.74% |
$49.5K - $56.1K
|
9.88K
$1.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-493- 21.71% |
$49.6K - $56.2K
|
1.78K
$207K
|
|
|
Aug 14, 2024
Q2 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-550- 17.83% |
$55.3K - $62.7K
|
2.54K
$295K
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-565- 5.01% |
$56.8K - $64.4K
|
10.7K
$1.25M
|
|
|
Jul 11, 2024
Q2 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-581- 1.31% |
$58.4K - $66.2K
|
43.9K
$5.11M
|
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-582- 3.34% |
$58.5K - $66.3K
|
16.8K
$1.96M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-589- 3.84% |
$59.2K - $67.1K
|
14.7K
$1.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-594- 1.44% |
$59.7K - $67.7K
|
40.6K
$4.72M
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-598- 3.93% |
$60.1K - $68.1K
|
14.6K
$1.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-636- 66.6% |
$63.9K - $72.5K
|
319
$37.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-707- 18.17% |
$71.1K - $80.6K
|
3.18K
$370K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-722- 24.54% |
$72.6K - $82.3K
|
2.22K
$258K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-746- 10.5% |
$75K - $85K
|
6.36K
$740K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-840- 25.5% |
$84.4K - $95.7K
|
2.45K
$286K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
SELL
|
- |
-854- 10.34% |
$85.8K - $97.3K
|
7.41K
$862K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-867- 6.44% |
$87.2K - $98.8K
|
12.6K
$1.46M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-920- 23.29% |
$92.5K - $105K
|
3.03K
$353K
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-951- 1.71% |
$95.6K - $108K
|
54.5K
$6.34M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-999- 27.9% |
$100K - $114K
|
2.58K
$300K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.11K- 11.0% |
$111K - $126K
|
8.94K
$1.04M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.33K- 38.62% |
$134K - $152K
|
2.12K
$247K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.51K- 27.88% |
$152K - $172K
|
3.9K
$454K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.56K- 36.09% |
$157K - $178K
|
2.76K
$321K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.68K- 6.5% |
$169K - $191K
|
24.2K
$2.81M
|
|
|
Jul 25, 2024
Q2 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-1.9K- 1.06% |
$190K - $216K
|
177K
$20.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2K- 30.67% |
$201K - $228K
|
4.52K
$526K
|
|
|
Jul 18, 2024
Q2 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-2.01K- 6.71% |
$202K - $229K
|
28K
$3.25M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.23K- 11.08% |
$224K - $254K
|
17.9K
$2.08M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.32K- 48.17% |
$233K - $264K
|
2.49K
$290K
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
SELL
|
- |
-2.56K- 20.0% |
$257K - $292K
|
10.2K
$1.19M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.66K- 44.4% |
$267K - $303K
|
3.33K
$388K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.73K- 47.57% |
$274K - $311K
|
3.01K
$350K
|