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 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-130- 5.94% |
$13.4K - $16.8K
|
2.06K
$212K
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-134- 4.81% |
$13.8K - $17.3K
|
2.65K
$273K
|
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-141- 2.87% |
$14.6K - $18.2K
|
4.78K
$492K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-155- 5.47% |
$16K - $20K
|
2.68K
$276K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-155- 3.06% |
$16K - $20K
|
4.91K
$505K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-159- 74.3% |
$16.4K - $20.6K
|
55
$5.66K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-177- 2.54% |
$18.3K - $22.9K
|
6.79K
$699K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-223- 2.52% |
$23K - $28.8K
|
8.62K
$887K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-280- 10.46% |
$28.9K - $36.2K
|
2.4K
$247K
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-282- 6.82% |
$29.1K - $36.5K
|
3.85K
$396K
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-300- 4.61% |
$31K - $38.8K
|
6.2K
$638K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-300- 88.24% |
$31K - $38.8K
|
40
$4.12K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-305- 12.16% |
$31.5K - $39.4K
|
2.2K
$227K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-312- 6.94% |
$32.2K - $40.4K
|
4.18K
$430K
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-338- 5.93% |
$34.9K - $43.7K
|
5.37K
$552K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-352- 16.23% |
$36.4K - $45.5K
|
1.82K
$187K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-363- 3.89% |
$37.5K - $47K
|
8.98K
$924K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-500- 3.84% |
$51.7K - $64.7K
|
12.5K
$1.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-500- 99.8% |
$51.7K - $64.7K
|
1
$103
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-500- 6.93% |
$51.7K - $64.7K
|
6.72K
$691K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-525- 14.05% |
$54.2K - $67.9K
|
3.21K
$331K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-535- 2.92% |
$55.3K - $69.2K
|
17.8K
$1.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-570- 7.09% |
$58.9K - $73.7K
|
7.47K
$769K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-572- 1.56% |
$59.1K - $74K
|
36K
$3.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-738- 13.79% |
$76.2K - $95.5K
|
4.61K
$475K
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-924- 1.79% |
$95.5K - $120K
|
50.8K
$5.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.39K- 2.46% |
$144K - $180K
|
55.3K
$5.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
SELL
|
- |
-1.5K- 1.27% |
$155K - $194K
|
116K
$12M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.59K- 90.68% |
$164K - $205K
|
163
$16.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-1.66K- 1.94% |
$171K - $214K
|
83.9K
$8.64M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.71K- 36.89% |
$177K - $221K
|
2.93K
$301K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.8K- 11.23% |
$186K - $233K
|
14.2K
$1.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.81K- 99.94% |
$187K - $234K
|
1
$103
|
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-1.89K- 11.74% |
$195K - $244K
|
14.2K
$1.46M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.89K- 25.1% |
$195K - $244K
|
5.64K
$580K
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-2.29K- 45.24% |
$237K - $296K
|
2.77K
$286K
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-2.39K- 22.13% |
$246K - $308K
|
8.39K
$864K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.75K- 29.75% |
$284K - $356K
|
6.49K
$668K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-3.24K- 21.76% |
$334K - $418K
|
11.6K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-3.24K- 39.41% |
$335K - $419K
|
4.98K
$513K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-3.55K- 33.75% |
$367K - $459K
|
6.97K
$717K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.96K- 2.94% |
$410K - $513K
|
131K
$13.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.23K- 10.45% |
$437K - $547K
|
36.3K
$3.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.24K- 43.5% |
$438K - $548K
|
5.51K
$567K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.38K- 13.16% |
$453K - $567K
|
28.9K
$2.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-4.49K- 39.34% |
$464K - $581K
|
6.92K
$713K
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-6K- 13.98% |
$619K - $776K
|
36.9K
$3.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.64K- 70.09% |
$686K - $859K
|
2.83K
$292K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.63K- 31.19% |
$788K - $987K
|
16.8K
$1.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-7.99K- 45.3% |
$825K - $1.03M
|
9.64K
$992K
|