Purchases and Sales Made in Q3 2024 in Ishares Tr (ITB)
This table provides information about the institutional ownership of Ishares Tr (ITB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
1.3K+ 5.98% |
$127K - $168K
|
23.1K
$2.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.24K+ 3.16% |
$121K - $159K
|
40.4K
$4.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
1K+ 27.09% |
$97.6K - $129K
|
4.7K
$546K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
931New |
$90.8K - $120K
|
931
$108K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
775+ 40.79% |
$75.6K - $99.7K
|
2.68K
$311K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
745+ 70.62% |
$72.7K - $95.8K
|
1.8K
$209K
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
710+ 6.63% |
$69.2K - $91.3K
|
11.4K
$1.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
622+ 3.67% |
$60.7K - $80K
|
17.5K
$2.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
584+ 1.62% |
$57K - $75.1K
|
36.6K
$4.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
355+ 8.29% |
$34.6K - $45.7K
|
4.64K
$540K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
344+ 1075.0% |
$33.5K - $44.3K
|
376
$43.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
343+ 7.87% |
$33.4K - $44.1K
|
4.7K
$547K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
314New |
$30.6K - $40.4K
|
314
$36.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
308+ 8.55% |
$30K - $39.6K
|
3.91K
$455K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
306+ 252.89% |
$29.8K - $39.4K
|
427
$49.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
300+ 13.62% |
$29.3K - $38.6K
|
2.5K
$291K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
291New |
$28.4K - $37.4K
|
291
$33.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
289+ 1.16% |
$28.2K - $37.2K
|
25.2K
$2.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
274+ 3425.0% |
$26.7K - $35.2K
|
282
$32.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
267+ 8.39% |
$26K - $34.3K
|
3.45K
$402K
|
|
|
Nov 12, 2024
Q3 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
211+ 2.2% |
$20.6K - $27.1K
|
9.81K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
205New |
$20K - $26.4K
|
205
$23.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
200New |
$19.5K - $25.7K
|
200
$23.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
200+ 2.65% |
$19.5K - $25.7K
|
7.76K
$903K
|
|
|
Nov 14, 2024
Q3 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
200+ 2.43% |
$19.5K - $25.7K
|
8.43K
$981K
|
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
193+ 2.09% |
$18.8K - $24.8K
|
9.43K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
192+ 7.89% |
$18.7K - $24.7K
|
2.62K
$305K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
191New |
$18.6K - $24.6K
|
191
$22.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
183New |
$17.8K - $23.5K
|
183
$21.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
183New |
$17.8K - $23.5K
|
183
$21.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
183+ 2.9% |
$17.8K - $23.5K
|
6.5K
$757K
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
177+ 8.31% |
$17.3K - $22.8K
|
2.31K
$268K
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
169+ 1.0% |
$16.5K - $21.7K
|
17K
$1.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
165New |
$16.1K - $21.2K
|
165
$19.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
153+ 1.59% |
$14.9K - $19.7K
|
9.75K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
145New |
$14.1K - $18.7K
|
145
$16.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
136New |
$13.3K - $17.5K
|
136
$15.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
115+ 5.26% |
$11.2K - $14.8K
|
2.3K
$268K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
107+ 3.6% |
$10.4K - $13.8K
|
3.08K
$359K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
96+ 0.67% |
$9.36K - $12.3K
|
14.4K
$1.67M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
89+ 2.67% |
$8.68K - $11.4K
|
3.42K
$398K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
76+ 4.39% |
$7.41K - $9.78K
|
1.81K
$210K
|
|
|
Oct 15, 2024
Q3 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
70+ 0.42% |
$6.83K - $9K
|
16.7K
$1.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
68+ 3.89% |
$6.63K - $8.75K
|
1.81K
$211K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
67+ 2.12% |
$6.53K - $8.62K
|
3.23K
$375K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
67+ 3.35% |
$6.53K - $8.62K
|
2.07K
$241K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
65+ 2.77% |
$6.34K - $8.36K
|
2.41K
$281K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
59New |
$5.75K - $7.59K
|
59
$6.87K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
56+ 2.38% |
$5.46K - $7.2K
|
2.41K
$280K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
43New |
$4.19K - $5.53K
|
43
$5K
|