Purchases and Sales Made in Q4 2024 in Ishares Tr (IMTB)
This table provides information about the institutional ownership of Ishares Tr (IMTB) 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 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
216KNew |
$9.15M - $9.61M
|
216K
$9.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
163KNew |
$6.88M - $7.23M
|
163K
$6.94M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
8.4KNew |
$355K - $373K
|
8.4K
$358K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.33K+ 167.67% |
$183K - $193K
|
6.91K
$295K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
862+ 16.86% |
$36.5K - $38.3K
|
5.98K
$255K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
615+ 7.9% |
$26K - $27.3K
|
8.4K
$358K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
603+ 12.91% |
$25.5K - $26.8K
|
5.28K
$225K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
160New |
$6.77K - $7.11K
|
160
$6.83K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
80+ 13.49% |
$3.38K - $3.56K
|
673
$28.7K
|