Purchases and Sales Made in Q3 2024 in Ishares Tr (INTF)
This table provides information about the institutional ownership of Ishares Tr (INTF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
489KNew |
$13.7M - $15.5M
|
489K
$14.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
450K+ 80.8% |
$12.6M - $14.3M
|
1.01M
$29.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
413K+ 56.22% |
$11.6M - $13.1M
|
1.15M
$33.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
206K+ 41.01% |
$5.78M - $6.54M
|
707K
$20.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
177K+ 16.88% |
$4.97M - $5.62M
|
1.22M
$35.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
132K+ 21.08% |
$3.71M - $4.21M
|
760K
$22.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
132K+ 4.85% |
$3.71M - $4.2M
|
2.86M
$83.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
129K+ 11.98% |
$3.61M - $4.09M
|
1.2M
$35.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
103K+ 1.33% |
$2.9M - $3.29M
|
7.88M
$231M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
80.7K+ 9.09% |
$2.27M - $2.57M
|
968K
$28.4M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
77.8K+ 15.16% |
$2.18M - $2.47M
|
590K
$17.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
60.3K+ 7.3% |
$1.69M - $1.92M
|
886K
$26M
|
|
|
Nov 14, 2024
Q3 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
53.9K+ 2.21% |
$1.51M - $1.71M
|
2.5M
$73.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
35.6KNew |
$1M - $1.13M
|
35.6K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
32.4K+ 1.84% |
$910K - $1.03M
|
1.79M
$52.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
31.2K+ 197.3% |
$877K - $993K
|
47.1K
$1.38M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
30.6K+ 50.57% |
$860K - $974K
|
91.2K
$2.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
24.6K+ 56.52% |
$691K - $782K
|
68.1K
$2M
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
17.6KNew |
$494K - $559K
|
17.6K
$515K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14.7KNew |
$413K - $468K
|
14.7K
$432K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.9K+ 3.26% |
$363K - $411K
|
410K
$12M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
12.6K+ 93.99% |
$354K - $401K
|
26K
$763K
|
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
12.6K+ 6.57% |
$354K - $401K
|
205K
$6M
|
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
12.5K+ 5.02% |
$352K - $398K
|
262K
$7.68M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.2K+ 20.82% |
$343K - $388K
|
70.9K
$2.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
BUY
|
- |
12.2KNew |
$343K - $388K
|
12.2K
$358K
|
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
10.6KNew |
$298K - $338K
|
10.6K
$311K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.1K+ 7.75% |
$283K - $320K
|
140K
$4.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
10KNew |
$281K - $318K
|
10K
$293K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
8.35KNew |
$234K - $265K
|
8.35K
$245K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
7.58KNew |
$213K - $241K
|
7.58K
$222K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.83KNew |
$192K - $217K
|
6.83K
$200K
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
6.66K+ 5.61% |
$187K - $212K
|
125K
$3.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
BUY
|
- |
6.64KNew |
$187K - $211K
|
6.64K
$195K
|
|
|
Nov 08, 2024
Q3 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
6.64KNew |
$187K - $211K
|
6.64K
$195K
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
5.22K+ 1.3% |
$146K - $166K
|
405K
$11.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
5.18K+ 9.1% |
$145K - $165K
|
62.1K
$1.82M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.63K+ 2.78% |
$130K - $147K
|
171K
$5.02M
|
|
|
Nov 07, 2024
Q3 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
4.5K+ 4.54% |
$126K - $143K
|
103K
$3.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4.32K+ 92.62% |
$121K - $137K
|
8.98K
$263K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.12K+ 1.54% |
$116K - $131K
|
272K
$7.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.75K+ 13.83% |
$105K - $119K
|
30.9K
$906K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.47K+ 36.26% |
$97.3K - $110K
|
13K
$382K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.39K+ 33.58% |
$95.3K - $108K
|
13.5K
$396K
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
3.33K+ 6.76% |
$93.5K - $106K
|
52.5K
$1.54M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.28K+ 3.71% |
$92.1K - $104K
|
91.6K
$2.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.27K+ 6.16% |
$91.9K - $104K
|
56.4K
$1.65M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.91K+ 33.4% |
$81.7K - $92.5K
|
11.6K
$341K
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2.32K+ 1.08% |
$65.1K - $73.8K
|
218K
$6.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.02K+ 1.7% |
$56.6K - $64.1K
|
120K
$3.53M
|