Purchases and Sales Made in Q4 2024 in Ishares Tr (ITB)
This table provides information about the institutional ownership of Ishares Tr (ITB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
237KNew |
$24.5M - $30.7M
|
237K
$25.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
29.9KNew |
$3.09M - $3.87M
|
29.9K
$3.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
29KNew |
$3M - $3.76M
|
29K
$3.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.83K+ 67.7% |
$292K - $366K
|
7.01K
$766K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.49KNew |
$257K - $322K
|
2.49K
$272K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
1.52K+ 9.82% |
$157K - $196K
|
17K
$1.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.07K+ 38.84% |
$111K - $139K
|
3.84K
$419K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
980+ 27.79% |
$101K - $127K
|
4.51K
$492K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
616+ 20.32% |
$63.6K - $79.7K
|
3.65K
$399K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
334+ 8.54% |
$34.5K - $43.2K
|
4.24K
$464K
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
289+ 1.68% |
$29.9K - $37.4K
|
17.5K
$1.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
203+ 5.34% |
$21K - $26.3K
|
4K
$437K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
132+ 0.08% |
$13.6K - $17.1K
|
174K
$19M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
73+ 3.03% |
$7.54K - $9.44K
|
2.49K
$272K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
38New |
$3.93K - $4.91K
|
38
$4.15K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
26New |
$2.69K - $3.36K
|
26
$2.84K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
4+ 0.12% |
$413 - $517
|
3.23K
$353K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.16% |
$207 - $259
|
1.23K
$135K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-30- 0.31% |
$3.1K - $3.88K
|
9.72K
$1.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-40- 0.82% |
$4.13K - $5.17K
|
4.86K
$531K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-50- 47.17% |
$5.17K - $6.47K
|
56
$6.12K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-108- 7.2% |
$11.2K - $14K
|
1.39K
$152K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-223- 2.52% |
$23K - $28.8K
|
8.62K
$942K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-363- 3.89% |
$37.5K - $47K
|
8.98K
$981K
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-924- 1.79% |
$95.5K - $120K
|
50.8K
$5.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.71K- 36.89% |
$177K - $221K
|
2.93K
$320K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.89K- 25.1% |
$195K - $244K
|
5.64K
$616K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.38K- 13.16% |
$453K - $567K
|
28.9K
$3.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-10.6K- 63.34% |
$1.09M - $1.37M
|
6.12K
$669K
|