Purchases and Sales Made in Q1 2024 in Ishares Tr (INTF)
This table provides information about the institutional ownership of Ishares Tr (INTF) 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 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.13K+ 2.05% |
$30.9K - $33.7K
|
56.3K
$1.65M
|
|
|
May 13, 2024
Q1 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
1.07K+ 1.08% |
$29.3K - $31.9K
|
99.8K
$2.92M
|
|
|
May 02, 2024
Q1 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1K+ 4.42% |
$27.4K - $29.9K
|
23.7K
$694K
|
|
|
Apr 10, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
990+ 6.73% |
$27.1K - $29.6K
|
15.7K
$460K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
775New |
$21.2K - $23.2K
|
775
$22.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
682New |
$18.7K - $20.4K
|
682
$20K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
554+ 1.9% |
$15.2K - $16.6K
|
29.7K
$872K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
386+ 1.18% |
$10.6K - $11.5K
|
33K
$968K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
360+ 0.86% |
$9.85K - $10.8K
|
42.4K
$1.24M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
302+ 2.42% |
$8.27K - $9.02K
|
12.8K
$375K
|
|
|
Apr 29, 2024
Q1 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
294+ 2.25% |
$8.05K - $8.78K
|
13.4K
$391K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
143New |
$3.91K - $4.27K
|
143
$4.19K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
133+ 2.5% |
$3.64K - $3.97K
|
5.46K
$160K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
90+ 1.34% |
$2.46K - $2.69K
|
6.83K
$200K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
67+ 0.68% |
$1.83K - $2K
|
9.91K
$290K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
13+ 2.94% |
$356 - $388
|
455
$13.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-3- 1.15% |
$82.1 - $89.6
|
259
$7.59K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-11- 0.39% |
$301 - $329
|
2.78K
$81.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-14- 0.9% |
$383 - $418
|
1.55K
$45.4K
|
|
|
May 09, 2024
Q1 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-179- 0.15% |
$4.9K - $5.35K
|
122K
$3.58M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-222- 0.75% |
$6.08K - $6.63K
|
29.4K
$861K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-386- 3.87% |
$10.6K - $11.5K
|
9.59K
$281K
|
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-674- 0.49% |
$18.4K - $20.1K
|
138K
$4.04M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-726- 15.57% |
$19.9K - $21.7K
|
3.94K
$115K
|
|
|
May 03, 2024
Q1 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-923- 1.24% |
$25.3K - $27.6K
|
73.5K
$2.16M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-925- 9.51% |
$25.3K - $27.6K
|
8.8K
$258K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.2K- 10.38% |
$32.8K - $35.9K
|
10.4K
$304K
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-1.21K- 5.53% |
$33.2K - $36.3K
|
20.7K
$607K
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-1.5K- 0.15% |
$40.9K - $44.7K
|
980K
$28.7M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.56K- 7.75% |
$42.7K - $46.6K
|
18.6K
$544K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.9K- 1.79% |
$52.1K - $56.8K
|
104K
$3.05M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.45K- 2.96% |
$67.1K - $73.2K
|
80.4K
$2.36M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.68K- 11.76% |
$73.4K - $80.1K
|
20.1K
$589K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.74K- 3.51% |
$74.9K - $81.8K
|
75.2K
$2.21M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.54K- 17.96% |
$96.8K - $106K
|
16.2K
$474K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.63K- 15.64% |
$99.4K - $109K
|
19.6K
$574K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4.45K- 22.03% |
$122K - $133K
|
15.8K
$462K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-4.56K- 57.05% |
$125K - $136K
|
3.43K
$101K
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.66K- 3.76% |
$128K - $139K
|
119K
$3.49M
|
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-5.37K- 38.17% |
$147K - $160K
|
8.69K
$255K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-5.39K- 49.91% |
$148K - $161K
|
5.41K
$159K
|
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-5.87K- 3.07% |
$161K - $175K
|
186K
$5.44M
|
|
|
May 02, 2024
Q1 2024
|
Meridian Management CO
|
SELL
|
- |
-8.09K- 1.74% |
$221K - $242K
|
456K
$13.4M
|
|
|
May 13, 2024
Q1 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-8.49K- 3.23% |
$232K - $254K
|
255K
$7.46M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.48K- 14.95% |
$260K - $283K
|
53.9K
$1.58M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11.5K- 2.2% |
$316K - $345K
|
514K
$15.1M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11.5K- 2.2% |
$316K - $345K
|
514K
$15.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-12.4K- 2.09% |
$338K - $369K
|
579K
$17M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-14.6K- 3.59% |
$401K - $437K
|
393K
$11.5M
|