Purchases and Sales Made in Q1 2024 in Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
844KNew |
$101M - $111M
|
844K
$131M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
461K+ 5.33% |
$55M - $60.8M
|
9.12M
$1.41B
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
189K+ 1161.1% |
$22.6M - $25M
|
206K
$31.8M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
159K+ 8.74% |
$18.9M - $20.9M
|
1.97M
$305M
|
|
|
Apr 17, 2024
Q1 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
146KNew |
$17.4M - $19.2M
|
146K
$22.5M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
70.9K+ 70892.0% |
$8.46M - $9.35M
|
71K
$11M
|
|
|
Apr 11, 2024
Q1 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
64.3K+ 198.33% |
$7.67M - $8.48M
|
96.7K
$15M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
54.1K+ 119.46% |
$6.46M - $7.14M
|
99.5K
$15.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
52.9KNew |
$6.32M - $6.98M
|
52.9K
$8.19M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
50.9K+ 40.1% |
$6.08M - $6.72M
|
178K
$27.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
31.8K+ 16.99% |
$3.8M - $4.2M
|
219K
$33.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
29.4KNew |
$3.51M - $3.88M
|
29.4K
$4.55M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28.3K+ 28.96% |
$3.37M - $3.73M
|
126K
$19.5M
|
|
|
May 06, 2024
Q1 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
28.3KNew |
$3.37M - $3.73M
|
28.3K
$4.37M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
26.8KNew |
$3.2M - $3.54M
|
26.8K
$4.15M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
20KNew |
$2.39M - $2.64M
|
20K
$3.1M
|
|
|
May 15, 2024
Q1 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
19.4K+ 53.55% |
$2.32M - $2.56M
|
55.7K
$8.61M
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
17.4K+ 45.73% |
$2.08M - $2.3M
|
55.5K
$8.58M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
16.6K+ 10.74% |
$1.98M - $2.19M
|
171K
$26.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
BUY
|
- |
16.1KNew |
$1.92M - $2.12M
|
16.1K
$2.49M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
15.7KNew |
$1.87M - $2.07M
|
15.7K
$2.43M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.4K+ 219.28% |
$1.84M - $2.03M
|
22.4K
$3.47M
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
14.4K+ 89900.0% |
$1.72M - $1.9M
|
14.4K
$2.23M
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
14.1KNew |
$1.69M - $1.86M
|
14.1K
$2.19M
|
|
|
May 15, 2024
Q1 2024
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
13.5KNew |
$1.61M - $1.78M
|
13.5K
$2.09M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
13.4K+ 200.37% |
$1.6M - $1.77M
|
20.1K
$3.11M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
11.9K+ 85.66% |
$1.42M - $1.57M
|
25.8K
$4M
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
10.6KNew |
$1.26M - $1.4M
|
10.6K
$1.64M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.77K+ 80.09% |
$1.17M - $1.29M
|
22K
$3.4M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.31K+ 3.26% |
$1.11M - $1.23M
|
294K
$45.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
8.78KNew |
$1.05M - $1.16M
|
8.78K
$1.36M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.72K+ 12.87% |
$1.04M - $1.15M
|
76.4K
$11.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.58KNew |
$1.02M - $1.13M
|
8.58K
$1.33M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.97K+ 98.83% |
$951K - $1.05M
|
16K
$2.48M
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
7.92KNew |
$945K - $1.05M
|
7.92K
$1.23M
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
7.8KNew |
$931K - $1.03M
|
7.8K
$1.21M
|
|
|
May 14, 2024
Q1 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
7.48KNew |
$892K - $987K
|
7.48K
$1.16M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.48K+ 50.97% |
$892K - $986K
|
22.1K
$3.43M
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
7.19KNew |
$858K - $949K
|
7.19K
$1.11M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.86K+ 11.64% |
$819K - $905K
|
65.8K
$10.2M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
6.75KNew |
$805K - $890K
|
6.75K
$1.04M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.42K+ 1.28% |
$765K - $846K
|
507K
$78.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.39K+ 57.29% |
$762K - $843K
|
17.5K
$2.71M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
6.28KNew |
$750K - $829K
|
6.28K
$972K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
6.28K+ 60.34% |
$749K - $829K
|
16.7K
$2.58M
|
|
|
May 01, 2024
Q1 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
6.1K+ 20.62% |
$727K - $804K
|
35.7K
$5.52M
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
BUY
|
- |
6.02KNew |
$718K - $794K
|
6.02K
$931K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.7K+ 116.97% |
$680K - $752K
|
10.6K
$1.64M
|
|
|
May 13, 2024
Q1 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
5.63KNew |
$671K - $742K
|
5.63K
$870K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.27K+ 2.0% |
$629K - $696K
|
269K
$41.7M
|