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 19, 2024
Q2 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
103+ 0.14% |
$2.94K - $3.17K
|
73.7K
$2.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
100+ 0.36% |
$2.86K - $3.08K
|
28.1K
$823K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
35+ 0.22% |
$1K - $1.08K
|
15.7K
$461K
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
32+ 2.06% |
$914 - $985
|
1.58K
$46.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
26+ 0.76% |
$743 - $800
|
3.46K
$101K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
21+ 0.11% |
$600 - $646
|
19.8K
$579K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6+ 0.05% |
$171 - $185
|
12.8K
$375K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-53- 0.01% |
$1.51K - $1.63K
|
400K
$11.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-148- 57.14% |
$4.23K - $4.55K
|
111
$3.25K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-235- 51.65% |
$6.71K - $7.23K
|
220
$6.45K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-422- 27.24% |
$12.1K - $13K
|
1.13K
$33K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-506- 0.63% |
$14.5K - $15.6K
|
79.9K
$2.34M
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-598- 1.41% |
$17.1K - $18.4K
|
41.8K
$1.23M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-604- 4.19% |
$17.3K - $18.6K
|
13.8K
$405K
|
|
|
Aug 12, 2024
Q2 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-811- 0.81% |
$23.2K - $25K
|
98.9K
$2.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-900- 0.75% |
$25.7K - $27.7K
|
118K
$3.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-956- 1.22% |
$27.3K - $29.4K
|
77.2K
$2.26M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-999- 1.33% |
$28.5K - $30.7K
|
74.2K
$2.18M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.03K- 37.12% |
$29.5K - $31.8K
|
1.75K
$51.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.08K- 42.49% |
$30.9K - $33.3K
|
1.47K
$43K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.64K- 0.97% |
$46.8K - $50.4K
|
166K
$4.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-1.79K- 93.82% |
$51.2K - $55.1K
|
118
$3.46K
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.83K- 12.45% |
$52.2K - $56.2K
|
12.8K
$377K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.92K- 17.14% |
$54.7K - $58.9K
|
9.26K
$271K
|
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-2.03K- 1.34% |
$58K - $62.5K
|
149K
$4.38M
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-2.03K- 9.81% |
$58.1K - $62.6K
|
18.7K
$548K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.22K- 3.76% |
$63.5K - $68.4K
|
56.9K
$1.67M
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-2.28K- 8.02% |
$65.1K - $70.2K
|
26.1K
$766K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.4K- 23.16% |
$68.6K - $73.8K
|
7.96K
$233K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.53K- 0.74% |
$72.3K - $77.9K
|
338K
$9.92M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.01K- 31.41% |
$86K - $92.6K
|
6.57K
$193K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.39K- 25.14% |
$97K - $104K
|
10.1K
$296K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.78K- 24.0% |
$108K - $116K
|
12K
$351K
|
|
|
Jul 25, 2024
Q2 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-5.27K- 2.07% |
$150K - $162K
|
249K
$7.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.38K- 27.44% |
$154K - $165K
|
14.2K
$417K
|
|
|
Aug 05, 2024
Q2 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-7.07K- 3.81% |
$202K - $218K
|
178K
$5.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-7.45K- 46.09% |
$213K - $229K
|
8.71K
$255K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.61K- 37.84% |
$217K - $234K
|
12.5K
$366K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-7.98K- 0.81% |
$228K - $246K
|
972K
$28.5M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11.9K- 2.32% |
$341K - $367K
|
502K
$14.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11.9K- 2.32% |
$341K - $367K
|
502K
$14.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-14.7K- 1.62% |
$419K - $451K
|
888K
$26M
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-17.3K- 0.98% |
$496K - $534K
|
1.76M
$51.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-20.2K- 3.49% |
$578K - $622K
|
559K
$16.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-21.3K- 2.14% |
$608K - $655K
|
973K
$28.5M
|
|
|
Oct 30, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-22.5K- 51.53% |
$642K - $691K
|
21.1K
$620K
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-28.7K- 3.42% |
$821K - $884K
|
811K
$23.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Management CO
|
SELL
|
- |
-33.9K- 7.44% |
$969K - $1.04M
|
422K
$12.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-38.1K- 70.63% |
$1.09M - $1.17M
|
15.8K
$464K
|