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 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-18.8K- 88.97% |
$515K - $562K
|
2.33K
$68.4K
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-23.3K- 2.7% |
$637K - $695K
|
839K
$24.6M
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-31.8K- 68.39% |
$869K - $949K
|
14.7K
$430K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-45.4K- 11.76% |
$1.24M - $1.36M
|
341K
$9.99M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-53.9KClosed |
$1.48M - $1.61M
|
0
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-57.7K- 9.76% |
$1.58M - $1.72M
|
533K
$15.6M
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-244K- 38.72% |
$6.69M - $7.3M
|
387K
$11.3M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-321K- 20.51% |
$8.8M - $9.6M
|
1.25M
$36.5M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.53M- 60.69% |
$42M - $45.8M
|
994K
$29.1M
|