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 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.15KNew |
$222K - $278K
|
2.15K
$221K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.11K+ 48.97% |
$218K - $273K
|
6.43K
$662K
|
|
|
Feb 11, 2025
Q4 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
2.02K+ 4.23% |
$209K - $262K
|
49.8K
$5.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.96KNew |
$202K - $253K
|
1.96K
$201K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
1.76K+ 3.54% |
$181K - $227K
|
51.3K
$5.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
1.72K+ 11.95% |
$178K - $222K
|
16.1K
$1.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
1.52K+ 9.82% |
$157K - $196K
|
17K
$1.75M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.32K+ 34.81% |
$136K - $171K
|
5.12K
$527K
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
1.3KNew |
$134K - $168K
|
1.3K
$134K
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.28K+ 41.38% |
$132K - $166K
|
4.38K
$451K
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
1.28K+ 9.21% |
$132K - $165K
|
15.2K
$1.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1.18K+ 802.72% |
$122K - $153K
|
1.33K
$137K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.09KNew |
$112K - $140K
|
1.09K
$112K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.07K+ 38.84% |
$111K - $139K
|
3.84K
$395K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.03K+ 15.28% |
$106K - $133K
|
7.77K
$800K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1K+ 100.0% |
$103K - $129K
|
2K
$206K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
980+ 27.79% |
$101K - $127K
|
4.51K
$464K
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
966+ 18.56% |
$99.8K - $125K
|
6.17K
$635K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
938+ 141.27% |
$96.9K - $121K
|
1.6K
$165K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
936New |
$96.7K - $121K
|
936
$96.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
932+ 17.52% |
$96.3K - $121K
|
6.25K
$644K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
880+ 10.7% |
$90.9K - $114K
|
9.11K
$937K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
818+ 28.84% |
$84.5K - $106K
|
3.65K
$376K
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
754+ 8.2% |
$77.9K - $97.5K
|
9.95K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
630+ 11.16% |
$65.1K - $81.5K
|
6.28K
$646K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
616+ 20.32% |
$63.6K - $79.7K
|
3.65K
$375K
|
|
|
Jan 24, 2025
Q4 2024
|
Q3 Asset Management
|
BUY
|
- |
534+ 17.43% |
$55.2K - $69.1K
|
3.6K
$370K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
500New |
$51.7K - $64.7K
|
500
$51.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
463New |
$47.8K - $59.9K
|
463
$47.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
431+ 26.22% |
$44.5K - $55.7K
|
2.08K
$214K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
402+ 934.88% |
$41.5K - $52K
|
445
$45.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
401+ 8.53% |
$41.4K - $51.9K
|
5.1K
$525K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
397+ 2.26% |
$41K - $51.3K
|
17.9K
$1.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
379New |
$39.2K - $49K
|
379
$39K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
356New |
$36.8K - $46K
|
356
$36.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
334+ 8.54% |
$34.5K - $43.2K
|
4.24K
$437K
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
289+ 1.68% |
$29.9K - $37.4K
|
17.5K
$1.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
286+ 0.09% |
$29.5K - $37K
|
315K
$32.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
282+ 0.62% |
$29.1K - $36.5K
|
46.1K
$4.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
254+ 7.88% |
$26.2K - $32.9K
|
3.48K
$358K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
241+ 42.06% |
$24.9K - $31.2K
|
814
$83.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
237+ 10.48% |
$24.5K - $30.7K
|
2.5K
$257K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
222+ 7.2% |
$22.9K - $28.7K
|
3.3K
$340K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
220+ 7.85% |
$22.7K - $28.5K
|
3.02K
$311K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
209+ 5.53% |
$21.6K - $27K
|
3.99K
$410K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
207+ 8.18% |
$21.4K - $26.8K
|
2.74K
$282K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
203+ 5.34% |
$21K - $26.3K
|
4K
$412K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
200+ 97.56% |
$20.7K - $25.9K
|
405
$41.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
196+ 4.17% |
$20.2K - $25.4K
|
4.89K
$504K
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
151+ 2.55% |
$15.6K - $19.5K
|
6.07K
$625K
|