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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
150New |
$15.5K - $19.4K
|
150
$15.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
150New |
$15.5K - $19.4K
|
150
$15.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
145New |
$15K - $18.8K
|
145
$14.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
133+ 1.29% |
$13.7K - $17.2K
|
10.4K
$1.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
132+ 0.08% |
$13.6K - $17.1K
|
174K
$17.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
110+ 1.42% |
$11.4K - $14.2K
|
7.87K
$810K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
99+ 2.29% |
$10.2K - $12.8K
|
4.42K
$455K
|
|
|
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
$256K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
66+ 2.14% |
$6.82K - $8.54K
|
3.14K
$324K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
52+ 2.56% |
$5.37K - $6.73K
|
2.08K
$214K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
48New |
$4.96K - $6.21K
|
48
$4.94K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
38+ 0.46% |
$3.93K - $4.91K
|
8.38K
$863K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
38New |
$3.93K - $4.91K
|
38
$3.91K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
30+ 27.27% |
$3.1K - $3.88K
|
140
$14.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
26New |
$2.69K - $3.36K
|
26
$2.68K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
23New |
$2.38K - $2.97K
|
23
$2.37K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
22New |
$2.27K - $2.85K
|
22
$2.26K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
21+ 0.91% |
$2.17K - $2.72K
|
2.32K
$239K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
20New |
$2.07K - $2.59K
|
20
$2.06K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
19+ 0.11% |
$1.96K - $2.46K
|
17K
$1.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
16New |
$1.65K - $2.07K
|
16
$1.65K
|
|
|
Jan 30, 2025
Q4 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
15+ 0.19% |
$1.55K - $1.94K
|
7.8K
$802K
|
|
|
Feb 04, 2025
Q4 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
9+ 0.11% |
$930 - $1.16K
|
8.43K
$868K
|
|
|
Feb 12, 2025
Q4 2024
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
7+ 0.39% |
$723 - $905
|
1.82K
$187K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
7New |
$723 - $905
|
7
$721
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
4+ 0.12% |
$413 - $517
|
3.23K
$332K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.16% |
$207 - $259
|
1.23K
$127K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1+ 0.2% |
$103 - $129
|
510
$52.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1+ 0.04% |
$103 - $129
|
2.41K
$248K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1- 1.14% |
$103 - $129
|
87
$8.95K
|
|
|
Feb 11, 2025
Q4 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-8- 0.03% |
$826 - $1.03K
|
23.1K
$2.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-18- 0.24% |
$1.86K - $2.33K
|
7.55K
$778K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-25- 0.07% |
$2.58K - $3.23K
|
34.5K
$3.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-25- 11.68% |
$2.58K - $3.23K
|
189
$19.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-30- 0.31% |
$3.1K - $3.88K
|
9.72K
$1M
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-40- 0.82% |
$4.13K - $5.17K
|
4.86K
$500K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-40- 0.7% |
$4.13K - $5.17K
|
5.64K
$580K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-45- 0.33% |
$4.65K - $5.82K
|
13.5K
$1.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-48- 2.32% |
$4.96K - $6.21K
|
2.02K
$208K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-50- 47.17% |
$5.17K - $6.47K
|
56
$5.76K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-60- 1.43% |
$6.2K - $7.76K
|
4.12K
$424K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-75- 40.98% |
$7.75K - $9.7K
|
108
$11.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-75- 33.33% |
$7.75K - $9.7K
|
150
$15.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-77- 26.46% |
$7.95K - $9.96K
|
214
$22K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-92- 0.63% |
$9.5K - $11.9K
|
14.6K
$1.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-98- 2.11% |
$10.1K - $12.7K
|
4.56K
$469K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-108- 7.2% |
$11.2K - $14K
|
1.39K
$143K
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-127- 1.64% |
$13.1K - $16.4K
|
7.61K
$783K
|