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 24, 2024
Q1 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
470+ 1.58% |
$56.1K - $62K
|
30.3K
$4.46M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
463+ 3.91% |
$55.2K - $61.1K
|
12.3K
$1.81M
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
446+ 365.57% |
$53.2K - $58.8K
|
568
$83.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
422+ 1.82% |
$50.3K - $55.7K
|
23.6K
$3.48M
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
421+ 9.99% |
$50.2K - $55.5K
|
4.63K
$684K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
408New |
$48.7K - $53.8K
|
408
$60.2K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
406+ 17.66% |
$48.4K - $53.6K
|
2.71K
$399K
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
404New |
$48.2K - $53.3K
|
404
$59.6K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
377+ 6.75% |
$45K - $49.7K
|
5.97K
$880K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
360+ 8.23% |
$42.9K - $47.5K
|
4.73K
$698K
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
350+ 8.61% |
$41.8K - $46.2K
|
4.41K
$651K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
350New |
$41.8K - $46.2K
|
350
$51.6K
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
325+ 4.28% |
$38.8K - $42.9K
|
7.93K
$1.17M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
323+ 120.97% |
$38.5K - $42.6K
|
590
$87K
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
322+ 1.29% |
$38.4K - $42.5K
|
25.4K
$3.74M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
289+ 1.75% |
$34.5K - $38.1K
|
16.8K
$2.47M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
257+ 5.72% |
$30.7K - $33.9K
|
4.75K
$700K
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
240+ 2.67% |
$28.6K - $31.7K
|
9.24K
$1.36M
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
234+ 2.67% |
$27.9K - $30.9K
|
9.01K
$1.33M
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
233+ 7.18% |
$27.8K - $30.7K
|
3.48K
$513K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
231+ 5.01% |
$27.6K - $30.5K
|
4.85K
$715K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
229New |
$27.3K - $30.2K
|
229
$33.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Magnolia Capital Management LTD
|
BUY
|
- |
210+ 7.49% |
$25.1K - $27.7K
|
3.02K
$445K
|
|
|
Apr 22, 2024
Q1 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
209+ 3.26% |
$24.9K - $27.6K
|
6.62K
$976K
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
200+ 25.32% |
$23.9K - $26.4K
|
990
$146K
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
196+ 3.86% |
$23.4K - $25.9K
|
5.27K
$778K
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
193+ 6.65% |
$23K - $25.5K
|
3.1K
$457K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
190+ 138.69% |
$22.7K - $25.1K
|
327
$48.2K
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
184+ 0.83% |
$22K - $24.3K
|
22.2K
$3.28M
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
177New |
$21.1K - $23.4K
|
177
$26.1K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
175New |
$20.9K - $23.1K
|
175
$25.8K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
170+ 0.62% |
$20.3K - $22.4K
|
27.8K
$4.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
168+ 1.06% |
$20K - $22.2K
|
16K
$2.37M
|
|
|
May 29, 2024
Q1 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
155+ 3.6% |
$18.5K - $20.4K
|
4.46K
$657K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
153+ 3.76% |
$18.3K - $20.2K
|
4.22K
$622K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
143+ 2.42% |
$17.1K - $18.9K
|
6.04K
$891K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
142+ 8.55% |
$16.9K - $18.7K
|
1.8K
$266K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
138+ 6.34% |
$16.5K - $18.2K
|
2.31K
$341K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
138+ 3.43% |
$16.5K - $18.2K
|
4.17K
$615K
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
132+ 4.99% |
$15.7K - $17.4K
|
2.78K
$410K
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
131New |
$15.6K - $17.3K
|
131
$19.3K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
123New |
$14.7K - $16.2K
|
123
$18.1K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
120+ 1.12% |
$14.3K - $15.8K
|
10.8K
$1.59M
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
115New |
$13.7K - $15.2K
|
115
$17K
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
112+ 3.54% |
$13.4K - $14.8K
|
3.28K
$483K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
104+ 1.55% |
$12.4K - $13.7K
|
6.8K
$1M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
103+ 8.88% |
$12.3K - $13.6K
|
1.26K
$186K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
100+ 57.47% |
$11.9K - $13.2K
|
274
$40.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
100+ 0.57% |
$11.9K - $13.2K
|
17.8K
$2.62M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
94+ 4.86% |
$11.2K - $12.4K
|
2.03K
$299K
|