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 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
42+ 1.52% |
$4.1K - $5.4K
|
2.8K
$326K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
41+ 0.5% |
$4K - $5.27K
|
8.22K
$957K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
32+ 41.56% |
$3.12K - $4.12K
|
109
$12.7K
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
21New |
$2.05K - $2.7K
|
21
$2.44K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
16+ 0.64% |
$1.56K - $2.06K
|
2.51K
$292K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
15+ 0.67% |
$1.46K - $1.93K
|
2.26K
$263K
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
15New |
$1.46K - $1.93K
|
15
$1.75K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
14New |
$1.37K - $1.8K
|
14
$1.63K
|
|
|
Nov 12, 2024
Q3 2024
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
13+ 1.0% |
$1.27K - $1.67K
|
1.31K
$152K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
12New |
$1.17K - $1.54K
|
12
$1.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
11New |
$1.07K - $1.42K
|
11
$1.28K
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
10+ 0.32% |
$975 - $1.29K
|
3.1K
$360K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
9+ 0.2% |
$878 - $1.16K
|
4.49K
$523K
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
9+ 0.09% |
$878 - $1.16K
|
10.3K
$1.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
8+ 0.08% |
$780 - $1.03K
|
10.5K
$1.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
8+ 0.1% |
$780 - $1.03K
|
8.42K
$980K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7New |
$683 - $900
|
7
$815
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
4New |
$390 - $515
|
4
$465
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
3+ 0.04% |
$293 - $386
|
6.97K
$811K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
3New |
$293 - $386
|
3
$349
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
2+ 0.04% |
$195 - $257
|
5.06K
$589K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2+ 0.1% |
$195 - $257
|
2.03K
$236K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.08% |
$97.5 - $129
|
1.23K
$143K
|
|
|
Oct 22, 2024
Q3 2024
|
X Square Capital, LLC
|
BUY
|
- |
1+ 0.05% |
$97.5 - $129
|
2.15K
$250K
|
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1New |
$97.5 - $129
|
1
$116
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 1.15% |
$97.5 - $129
|
88
$10.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1+ 0.03% |
$97.5 - $129
|
3.03K
$353K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1+ 0.03% |
$97.5 - $129
|
3.8K
$442K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1New |
$97.5 - $129
|
1
$116
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-8- 0.03% |
$780 - $1.03K
|
24.1K
$2.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-10- 33.33% |
$975 - $1.29K
|
20
$2.33K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-18- 12.5% |
$1.76K - $2.32K
|
126
$14.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-27- 0.87% |
$2.63K - $3.47K
|
3.08K
$358K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-32- 1.57% |
$3.12K - $4.12K
|
2.01K
$234K
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-39- 0.79% |
$3.8K - $5.02K
|
4.9K
$570K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-42- 16.41% |
$4.1K - $5.4K
|
214
$24.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-50- 0.42% |
$4.88K - $6.43K
|
11.7K
$1.36M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-50- 12.82% |
$4.88K - $6.43K
|
340
$39.6K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-65- 0.44% |
$6.34K - $8.36K
|
14.7K
$1.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-70- 2.45% |
$6.83K - $9K
|
2.79K
$324K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-71- 0.18% |
$6.92K - $9.13K
|
40.5K
$4.71M
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-96- 0.22% |
$9.36K - $12.3K
|
43.5K
$5.06M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-126- 0.24% |
$12.3K - $16.2K
|
52.2K
$6.07M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-128- 5.22% |
$12.5K - $16.5K
|
2.33K
$271K
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-150- 5.92% |
$14.6K - $19.3K
|
2.39K
$278K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-150- 6.96% |
$14.6K - $19.3K
|
2.01K
$233K
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-162- 1.71% |
$15.8K - $20.8K
|
9.34K
$1.09M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-169- 5.94% |
$16.5K - $21.7K
|
2.68K
$311K
|
|
|
Nov 06, 2024
Q3 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-173- 8.79% |
$16.9K - $22.3K
|
1.8K
$209K
|