Purchases and Sales Made in Q4 2024 in Ishares Tr (INTF)
This table provides information about the institutional ownership of Ishares Tr (INTF) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
747KNew |
$21.3M - $23.3M
|
747K
$22.2M
|
|
Jan 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
435KNew |
$12.4M - $13.6M
|
435K
$13M
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
390K+ 33.92% |
$11.1M - $12.2M
|
1.54M
$45.8M
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
257KNew |
$7.32M - $8.02M
|
257K
$7.65M
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
68.1KNew |
$1.94M - $2.13M
|
68.1K
$2.03M
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
60.1K+ 27.58% |
$1.72M - $1.88M
|
278K
$8.28M
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
48.2KNew |
$1.37M - $1.51M
|
48.2K
$1.44M
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
29.3K+ 11.2% |
$837K - $917K
|
291K
$8.68M
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
14K+ 7.74% |
$399K - $437K
|
194K
$5.8M
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.13K+ 44.12% |
$146K - $160K
|
16.8K
$499K
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
3.68K+ 477.43% |
$105K - $115K
|
4.45K
$133K
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
3.65K+ 20.77% |
$104K - $114K
|
21.2K
$633K
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
955+ 5.25% |
$27.3K - $29.9K
|
19.1K
$570K
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
591+ 1.49% |
$16.9K - $18.5K
|
40.2K
$1.2M
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
460New |
$13.1K - $14.4K
|
460
$13.7K
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
234+ 1.19% |
$6.68K - $7.31K
|
19.8K
$591K
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
143+ 1.49% |
$4.08K - $4.47K
|
9.75K
$290K
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
133+ 0.7% |
$3.8K - $4.16K
|
19.1K
$568K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
100+ 21.6% |
$2.85K - $3.13K
|
563
$16.8K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
48+ 0.26% |
$1.37K - $1.5K
|
18.7K
$556K
|
|
Jan 28, 2025
Q4 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-1- -0.0% |
$28.5 - $31.3
|
31.4K
$935K
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-25- 62.5% |
$714 - $782
|
15
$447
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-939- 0.23% |
$26.8K - $29.4K
|
404K
$12M
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-2.14K- 17.83% |
$61.1K - $67K
|
9.87K
$294K
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.34K- 24.02% |
$66.8K - $73.1K
|
7.4K
$221K
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-3.1K- 9.35% |
$88.5K - $96.9K
|
30K
$895K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.57K- 4.68% |
$102K - $112K
|
72.7K
$2.17M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-9.89K- 15.93% |
$282K - $309K
|
52.2K
$1.56M
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-11.4K- 32.0% |
$325K - $356K
|
24.2K
$722K
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-27.3K- 5.08% |
$779K - $853K
|
510K
$15.2M
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-80.6K- 57.93% |
$2.3M - $2.52M
|
58.5K
$1.74M
|