Purchases and Sales Made in Q2 2024 in Ishares Tr (INTF)
This table provides information about the institutional ownership of Ishares Tr (INTF) 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 |
---|---|---|---|---|---|---|---|
Jul 26, 2024
Q2 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
2M+ 276.41% |
$57.2M - $61.6M
|
2.73M
$80M
|
|
Aug 28, 2024
Q2 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.07MNew |
$30.7M - $33.1M
|
1.07M
$31.5M
|
|
Aug 12, 2024
Q2 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
782K+ 11.18% |
$22.3M - $24M
|
7.77M
$228M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
497K+ 380.2% |
$14.2M - $15.3M
|
627K
$18.4M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
336K+ 26.94% |
$9.59M - $10.3M
|
1.58M
$46.4M
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
291K+ 65.4% |
$8.3M - $8.94M
|
735K
$21.5M
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
171K+ 44.2% |
$4.88M - $5.26M
|
557K
$16.3M
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
119KNew |
$3.39M - $3.65M
|
119K
$3.48M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
94.4K+ 1416.42% |
$2.7M - $2.91M
|
101K
$2.96M
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
88.3KNew |
$2.52M - $2.72M
|
88.3K
$2.59M
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
77.1K+ 17.69% |
$2.2M - $2.37M
|
513K
$15M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
73.6K+ 838.12% |
$2.1M - $2.27M
|
82.4K
$2.41M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
69.8K+ 9.23% |
$1.99M - $2.15M
|
826K
$24.2M
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
53.2KNew |
$1.52M - $1.64M
|
53.2K
$1.56M
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
43.5KNew |
$1.24M - $1.34M
|
43.5K
$1.28M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
41.5K+ 381.5% |
$1.18M - $1.28M
|
52.3K
$1.53M
|
|
Aug 13, 2024
Q2 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
32.1KNew |
$916K - $986K
|
32.1K
$940K
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
27.1KNew |
$776K - $835K
|
27.1K
$796K
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
20.1K+ 10.3% |
$575K - $619K
|
216K
$6.32M
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
19.9K+ 84.28% |
$570K - $614K
|
43.6K
$1.28M
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.8K+ 12.81% |
$422K - $454K
|
130K
$3.81M
|
|
Jul 12, 2024
Q2 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
13.8K+ 38.95% |
$394K - $424K
|
49.2K
$1.44M
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
13.4KNew |
$383K - $413K
|
13.4K
$393K
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
11.6K+ 498.28% |
$332K - $358K
|
14K
$409K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10K+ 31.03% |
$286K - $308K
|
42.3K
$1.24M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.8K+ 17.65% |
$252K - $271K
|
58.7K
$1.72M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.68K+ 2.56% |
$191K - $206K
|
268K
$7.84M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.62K+ 10.23% |
$161K - $173K
|
60.6K
$1.78M
|
|
Oct 22, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
5.16K+ 0.64% |
$147K - $159K
|
816K
$23.9M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.02K+ 4.83% |
$144K - $155K
|
109K
$3.2M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.93K+ 1.0% |
$112K - $121K
|
397K
$11.6M
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.85K+ 24.47% |
$110K - $119K
|
19.6K
$574K
|
|
Aug 06, 2024
Q2 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
3.67K+ 1.95% |
$105K - $113K
|
192K
$5.63M
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
3.54KNew |
$101K - $109K
|
3.54K
$104K
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.69K+ 4.24% |
$76.9K - $82.8K
|
66.1K
$1.94M
|
|
Aug 07, 2024
Q2 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
2.67K+ 2.19% |
$76.4K - $82.2K
|
125K
$3.66M
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
2.49K+ 3.43% |
$71.2K - $76.7K
|
75.1K
$2.2M
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
2.05K+ 6.19% |
$58.4K - $62.9K
|
35.1K
$1.03M
|
|
Jul 23, 2024
Q2 2024
|
Lincoln Capital Corp
|
BUY
|
- |
1.3K+ 0.94% |
$37K - $39.8K
|
139K
$4.07M
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
822+ 1.46% |
$23.5K - $25.3K
|
57.1K
$1.67M
|
|
Jul 30, 2024
Q2 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
785+ 5.88% |
$22.4K - $24.2K
|
14.1K
$414K
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
745New |
$21.3K - $22.9K
|
745
$21.8K
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
726+ 18.44% |
$20.7K - $22.3K
|
4.66K
$137K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
575+ 1.96% |
$16.4K - $17.7K
|
29.9K
$877K
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
433+ 3.74% |
$12.4K - $13.3K
|
12K
$352K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
405+ 1.36% |
$11.6K - $12.5K
|
30.1K
$884K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
400+ 0.09% |
$11.4K - $12.3K
|
455K
$13.3M
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
193+ 2.06% |
$5.51K - $5.94K
|
9.56K
$280K
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
145+ 1.1% |
$4.14K - $4.46K
|
13.3K
$390K
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
110+ 0.3% |
$3.14K - $3.38K
|
36.8K
$1.08M
|