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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-356- 4.79% |
$42.5K - $47K
|
7.07K
$1.04M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-363- 1.88% |
$43.3K - $47.9K
|
19K
$2.8M
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-370- 52.63% |
$44.1K - $48.8K
|
333
$49.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-372- 14.5% |
$44.4K - $49.1K
|
2.19K
$324K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-375- 3.57% |
$44.7K - $49.5K
|
10.1K
$1.49M
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-380- 17.27% |
$45.3K - $50.1K
|
1.82K
$269K
|
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-400- 2.38% |
$47.7K - $52.8K
|
16.4K
$2.42M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-416- 2.27% |
$49.6K - $54.9K
|
17.9K
$2.64M
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-417- 11.72% |
$49.7K - $55K
|
3.14K
$463K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-445- 2.57% |
$53.1K - $58.7K
|
16.8K
$2.48M
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-447- 19.11% |
$53.3K - $59K
|
1.89K
$279K
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-456- 8.72% |
$54.4K - $60.2K
|
4.78K
$705K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-465- 4.7% |
$55.5K - $61.3K
|
9.43K
$1.39M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-474- 3.68% |
$56.5K - $62.5K
|
12.4K
$1.83M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-478- 0.98% |
$57K - $63.1K
|
48.1K
$7.1M
|
|
|
May 13, 2024
Q1 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-483- 11.47% |
$57.6K - $63.7K
|
3.73K
$550K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-489- 0.41% |
$58.3K - $64.5K
|
120K
$17.7M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-491- 20.32% |
$58.6K - $64.8K
|
1.93K
$284K
|
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-511- 2.26% |
$61K - $67.4K
|
22.1K
$3.26M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-525- 9.61% |
$62.6K - $69.3K
|
4.94K
$728K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-530- 7.5% |
$63.2K - $69.9K
|
6.54K
$964K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-560- 2.54% |
$66.8K - $73.9K
|
21.5K
$3.17M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-580- 61.7% |
$69.2K - $76.5K
|
360
$53.1K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-593- 6.44% |
$70.7K - $78.2K
|
8.61K
$1.27M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-614- 49.64% |
$73.3K - $81K
|
623
$91.9K
|
|
|
May 14, 2024
Q1 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-617- 1.53% |
$73.6K - $81.4K
|
39.6K
$5.84M
|
|
|
May 09, 2024
Q1 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-692- 4.74% |
$82.6K - $91.3K
|
13.9K
$2.05M
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-693- 10.88% |
$82.7K - $91.4K
|
5.68K
$838K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-707- 2.84% |
$84.3K - $93.3K
|
24.2K
$3.56M
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
SELL
|
- |
-763- 16.01% |
$91K - $101K
|
4K
$591K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-788- 11.63% |
$94K - $104K
|
5.99K
$884K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-790- 12.3% |
$94.2K - $104K
|
5.63K
$831K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-869- 6.53% |
$104K - $115K
|
12.4K
$1.83M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-889- 3.94% |
$106K - $117K
|
21.7K
$3.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-903- 93.19% |
$108K - $119K
|
66
$9.74K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-949- 81.74% |
$113K - $125K
|
212
$31.3K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-958- 20.21% |
$114K - $126K
|
3.78K
$558K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-969- 49.31% |
$116K - $128K
|
996
$147K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.04K- 18.76% |
$124K - $137K
|
4.5K
$664K
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.05K- 25.49% |
$125K - $138K
|
3.07K
$452K
|
|
|
May 01, 2024
Q1 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-1.08K- 28.37% |
$129K - $143K
|
2.74K
$404K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.1K- 4.85% |
$131K - $145K
|
21.5K
$3.17M
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-1.18K- 9.66% |
$140K - $155K
|
11K
$1.62M
|
|
|
Apr 01, 2024
Q1 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-1.26K- 3.28% |
$150K - $166K
|
37.1K
$5.48M
|
|
|
Apr 18, 2024
Q1 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-1.31K- 6.66% |
$157K - $173K
|
18.4K
$2.71M
|
|
|
Apr 10, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.31K- 22.97% |
$157K - $173K
|
4.4K
$649K
|
|
|
May 14, 2024
Q1 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-1.45K- 45.31% |
$173K - $191K
|
1.75K
$258K
|
|
|
Apr 16, 2024
Q1 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-1.57K- 1.93% |
$188K - $207K
|
80.1K
$11.8M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.76K- 29.81% |
$209K - $232K
|
4.13K
$610K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.86K- 15.72% |
$221K - $245K
|
9.95K
$1.47M
|