Purchases and Sales Made in Q1 2024 in Ishares Tr (GBF)
This table provides information about the institutional ownership of Ishares Tr (GBF) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Retirement Capital Strategies
|
BUY
|
- |
90.4KNew |
$9.27M - $9.51M
|
90.4K
$9.23M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
80.4K+ 1739.77% |
$8.24M - $8.45M
|
85K
$8.68M
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
BUY
|
- |
20K+ 13.81% |
$2.05M - $2.1M
|
165K
$16.8M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19.4KNew |
$1.99M - $2.04M
|
19.4K
$1.98M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
7.76KNew |
$796K - $817K
|
7.76K
$792K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.17KNew |
$325K - $334K
|
3.17K
$324K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.9KNew |
$298K - $305K
|
2.9K
$296K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.61KNew |
$268K - $275K
|
2.61K
$267K
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.44K+ 30.01% |
$251K - $257K
|
10.6K
$1.08M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
2.32KNew |
$238K - $244K
|
2.32K
$237K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.09K+ 11.03% |
$214K - $220K
|
21K
$2.15M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
889+ 9.72% |
$91.2K - $93.5K
|
10K
$1.02M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
767+ 6.16% |
$78.7K - $80.7K
|
13.2K
$1.35M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
659+ 1.93% |
$67.6K - $69.3K
|
34.8K
$3.55M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
454New |
$46.6K - $47.8K
|
454
$46.4K
|
|
|
May 13, 2024
Q1 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
395+ 3.87% |
$40.5K - $41.6K
|
10.6K
$1.08M
|
|
|
Apr 18, 2024
Q1 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
162+ 4.37% |
$16.6K - $17K
|
3.87K
$395K
|
|
|
May 13, 2024
Q1 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
135+ 1.03% |
$13.9K - $14.2K
|
13.3K
$1.35M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
119New |
$12.2K - $12.5K
|
119
$12.1K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
116+ 2.78% |
$11.9K - $12.2K
|
4.29K
$438K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
103+ 5.38% |
$10.6K - $10.8K
|
2.02K
$206K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
92+ 115.0% |
$9.44K - $9.68K
|
172
$17.6K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
45+ 1.35% |
$4.62K - $4.73K
|
3.38K
$345K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
40+ 6.76% |
$4.1K - $4.21K
|
632
$64.5K
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
40New |
$4.1K - $4.21K
|
40
$4.08K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
36+ 48.65% |
$3.69K - $3.79K
|
110
$11.2K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
25New |
$2.57K - $2.63K
|
25
$2.55K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
8New |
$821 - $842
|
8
$817
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6+ 0.17% |
$616 - $631
|
3.47K
$354K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2- 0.85% |
$205 - $210
|
233
$23.8K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-6- 0.61% |
$616 - $631
|
981
$100K
|
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-14- 0.34% |
$1.44K - $1.47K
|
4.11K
$419K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-85- 13.64% |
$8.72K - $8.94K
|
538
$54.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-136- 3.28% |
$14K - $14.3K
|
4.02K
$410K
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
SELL
|
- |
-150- 5.08% |
$15.4K - $15.8K
|
2.8K
$286K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-154- 0.15% |
$15.8K - $16.2K
|
101K
$10.3M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-159- 3.63% |
$16.3K - $16.7K
|
4.22K
$430K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-164- 3.43% |
$16.8K - $17.3K
|
4.61K
$471K
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-285- 0.88% |
$29.2K - $30K
|
32.1K
$3.28M
|
|
|
May 08, 2024
Q1 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-392- 3.28% |
$40.2K - $41.2K
|
11.6K
$1.18M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-572- 1.66% |
$58.7K - $60.2K
|
33.9K
$3.46M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-590- 10.57% |
$60.5K - $62.1K
|
4.99K
$509K
|
|
|
Apr 29, 2024
Q1 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-610- 7.12% |
$62.6K - $64.2K
|
7.95K
$812K
|
|
|
May 01, 2024
Q1 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-644- 20.39% |
$66.1K - $67.8K
|
2.52K
$257K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-652- 12.79% |
$66.9K - $68.6K
|
4.45K
$454K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-908- 95.28% |
$93.2K - $95.5K
|
45
$4.59K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-918- 17.88% |
$94.2K - $96.6K
|
4.22K
$430K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-959- 0.62% |
$98.4K - $101K
|
153K
$15.6M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-983- 29.06% |
$101K - $103K
|
2.4K
$245K
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.06K- 23.83% |
$109K - $112K
|
3.4K
$347K
|