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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.33M+ 1462.46% |
$38.1M - $41.7M
|
1.43M
$43.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
946KNew |
$27M - $29.6M
|
946K
$29M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
747KNew |
$21.3M - $23.3M
|
747K
$22.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
629K+ 7.99% |
$18M - $19.7M
|
8.51M
$261M
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
435KNew |
$12.4M - $13.6M
|
435K
$13.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
390K+ 33.92% |
$11.1M - $12.2M
|
1.54M
$47.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
282K+ 9.85% |
$8.04M - $8.81M
|
3.14M
$96.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
278K+ 22.73% |
$7.95M - $8.7M
|
1.5M
$46.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
257KNew |
$7.32M - $8.02M
|
257K
$7.87M
|
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
BUY
|
- |
169K+ 1383.96% |
$4.83M - $5.28M
|
181K
$5.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
125K+ 16.52% |
$3.58M - $3.92M
|
885K
$27.2M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
91.1K+ 15.44% |
$2.6M - $2.85M
|
682K
$20.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
83.1K+ 120.1% |
$2.37M - $2.6M
|
152K
$4.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
75.1K+ 296.69% |
$2.14M - $2.35M
|
100K
$3.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
68.7KNew |
$1.96M - $2.15M
|
68.7K
$2.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
68.1KNew |
$1.94M - $2.13M
|
68.1K
$2.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
68KNew |
$1.94M - $2.13M
|
68K
$2.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
61.6K+ 6.11% |
$1.76M - $1.92M
|
1.07M
$32.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
60.1K+ 27.58% |
$1.72M - $1.88M
|
278K
$8.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
56.4K+ 145.86% |
$1.61M - $1.76M
|
95K
$2.92M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
48.9K+ 11.94% |
$1.4M - $1.53M
|
458K
$14.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
48.2KNew |
$1.37M - $1.51M
|
48.2K
$1.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
41.9KNew |
$1.2M - $1.31M
|
41.9K
$1.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
39.9K+ 2.23% |
$1.14M - $1.25M
|
1.83M
$56.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
29.3K+ 11.2% |
$837K - $917K
|
291K
$8.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
26.7K+ 1.07% |
$761K - $834K
|
2.52M
$77.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
26.3K+ 2.19% |
$751K - $822K
|
1.23M
$37.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.6KNew |
$616K - $675K
|
21.6K
$663K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
20K+ 29.38% |
$571K - $626K
|
88.2K
$2.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
16.3K+ 13.0% |
$465K - $509K
|
142K
$4.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.2K+ 38.08% |
$463K - $507K
|
58.8K
$1.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
14K+ 7.74% |
$399K - $437K
|
194K
$5.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10.7K+ 18.89% |
$305K - $334K
|
67.3K
$2.06M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
10.5KNew |
$300K - $328K
|
10.5K
$322K
|
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
9.91K+ 4.84% |
$283K - $310K
|
215K
$6.58M
|
|
|
Feb 11, 2025
Q4 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
8.78K+ 7.01% |
$251K - $274K
|
134K
$4.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.72K+ 15.45% |
$249K - $273K
|
65.2K
$2M
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
7KNew |
$200K - $219K
|
7K
$215K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.71K+ 0.95% |
$192K - $210K
|
714K
$21.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5.8K+ 64.52% |
$165K - $181K
|
14.8K
$453K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.73K+ 4.09% |
$164K - $179K
|
146K
$4.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.21K+ 0.59% |
$149K - $163K
|
891K
$27.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.13K+ 44.12% |
$146K - $160K
|
16.8K
$514K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.84K+ 17.69% |
$138K - $151K
|
32.2K
$988K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.74K+ 1.41% |
$135K - $148K
|
341K
$10.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.9K+ 14.97% |
$111K - $122K
|
29.9K
$918K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
3.68K+ 477.43% |
$105K - $115K
|
4.45K
$137K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
3.65K+ 20.77% |
$104K - $114K
|
21.2K
$651K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
2.51K+ 0.57% |
$71.5K - $78.3K
|
440K
$13.5M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
2.07KNew |
$59K - $64.7K
|
2.07K
$63.5K
|