Purchases and Sales Made in Q2 2024 in Ishares Tr (GBF)
This table provides information about the institutional ownership of Ishares Tr (GBF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.6K+ 23.84% |
$2.68M - $2.75M
|
138K
$14.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.6K+ 23.84% |
$2.68M - $2.75M
|
138K
$14.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19.8K+ 68.24% |
$1.99M - $2.04M
|
48.7K
$5.04M
|
|
|
Jul 30, 2024
Q2 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
6.59KNew |
$664K - $682K
|
6.59K
$682K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.51K+ 28.43% |
$555K - $570K
|
24.9K
$2.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.78K+ 4.47% |
$381K - $392K
|
88.5K
$9.16M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
3.34KNew |
$336K - $345K
|
3.34K
$345K
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
BUY
|
- |
3.06K+ 1.85% |
$308K - $316K
|
168K
$17.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.36K+ 23.81% |
$238K - $244K
|
12.3K
$1.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.21KNew |
$222K - $229K
|
2.21K
$228K
|
|
|
Aug 12, 2024
Q2 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
1.3K+ 9.79% |
$131K - $134K
|
14.6K
$1.51M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.23K+ 6.67% |
$123K - $127K
|
19.6K
$2.03M
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
1.19K+ 42.32% |
$119K - $123K
|
3.99K
$412K
|
|
|
Aug 13, 2024
Q2 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
730+ 33.08% |
$73.5K - $75.6K
|
2.94K
$304K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
617+ 19.46% |
$62.1K - $63.9K
|
3.79K
$392K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
556+ 16.03% |
$56K - $57.5K
|
4.03K
$416K
|
|
|
Aug 13, 2024
Q2 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
505+ 4.77% |
$50.9K - $52.3K
|
11.1K
$1.15M
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
480+ 9.62% |
$48.3K - $49.7K
|
5.47K
$566K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
455+ 1.31% |
$45.8K - $47.1K
|
35.2K
$3.64M
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
420+ 3.18% |
$42.3K - $43.5K
|
13.6K
$1.41M
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
380+ 3.59% |
$38.3K - $39.3K
|
11K
$1.13M
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
200+ 7.95% |
$20.1K - $20.7K
|
2.72K
$281K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
166+ 368.89% |
$16.7K - $17.2K
|
211
$21.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
159+ 3.77% |
$16K - $16.5K
|
4.38K
$452K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
123+ 2.87% |
$12.4K - $12.7K
|
4.41K
$456K
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
78+ 0.78% |
$7.85K - $8.07K
|
10.1K
$1.05M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
66New |
$6.65K - $6.83K
|
66
$6.83K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
62+ 2.68% |
$6.24K - $6.42K
|
2.38K
$246K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
51+ 1.51% |
$5.14K - $5.28K
|
3.43K
$355K
|
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
BUY
|
- |
41+ 7.62% |
$4.13K - $4.24K
|
579
$59.9K
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
28New |
$2.82K - $2.9K
|
28
$2.9K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
26+ 0.71% |
$2.62K - $2.69K
|
3.67K
$380K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
22New |
$2.22K - $2.28K
|
22
$2.28K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10+ 0.38% |
$1.01K - $1.04K
|
2.62K
$271K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-1- 0.58% |
$101 - $104
|
171
$17.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-15- 0.37% |
$1.51K - $1.55K
|
4K
$414K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-39- 3.98% |
$3.93K - $4.04K
|
942
$97.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-60- 1.46% |
$6.04K - $6.21K
|
4.05K
$418K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-252- 7.0% |
$25.4K - $26.1K
|
3.35K
$346K
|
|
|
Jul 25, 2024
Q2 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-351- 4.41% |
$35.3K - $36.3K
|
7.6K
$786K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-352- 4.95% |
$35.4K - $36.4K
|
6.76K
$699K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-405- 13.96% |
$40.8K - $41.9K
|
2.5K
$258K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-481- 23.84% |
$48.4K - $49.8K
|
1.54K
$159K
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
SELL
|
- |
-592- 13.81% |
$59.6K - $61.3K
|
3.7K
$382K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-629- 99.53% |
$63.3K - $65.1K
|
3
$310
|
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-815- 2.54% |
$82.1K - $84.4K
|
31.3K
$3.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.01K- 22.78% |
$102K - $105K
|
3.43K
$355K
|
|
|
Jul 23, 2024
Q2 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-1.17K- 23.83% |
$118K - $121K
|
3.75K
$388K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-1.28K- 3.76% |
$128K - $132K
|
32.6K
$3.37M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.37K- 10.4% |
$138K - $142K
|
11.8K
$1.22M
|