Purchases and Sales Made in Q2 2024 in Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
4.26K+ 226.69% |
$542K - $586K
|
6.15K
$907K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.72K+ 0.73% |
$473K - $511K
|
510K
$75.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.57K+ 72.86% |
$453K - $490K
|
8.46K
$1.25M
|
|
|
Jul 23, 2024
Q2 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
3.55K+ 38.27% |
$451K - $488K
|
12.8K
$1.89M
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
3.41K+ 25.07% |
$434K - $469K
|
17K
$2.51M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
3.38K+ 81.02% |
$429K - $464K
|
7.54K
$1.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.35K+ 3.87% |
$425K - $460K
|
89.7K
$13.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
3.31KNew |
$420K - $454K
|
3.31K
$488K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.29K+ 55.11% |
$418K - $452K
|
9.25K
$1.37M
|
|
|
Jul 26, 2024
Q2 2024
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
3.25K+ 565.33% |
$412K - $446K
|
3.82K
$564K
|
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
3.22KNew |
$409K - $442K
|
3.22K
$475K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.21K+ 14.59% |
$407K - $440K
|
25.2K
$3.72M
|
|
|
Jul 12, 2024
Q2 2024
|
Avondale Wealth Management
|
BUY
|
- |
3.2KNew |
$407K - $440K
|
3.2K
$472K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.17K+ 0.45% |
$402K - $435K
|
713K
$105M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.07K+ 14.14% |
$390K - $421K
|
24.8K
$3.65M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.02KNew |
$384K - $415K
|
3.02K
$446K
|
|
|
Aug 05, 2024
Q2 2024
|
Weil Company, Inc.
|
BUY
|
- |
2.98KNew |
$379K - $410K
|
2.98K
$440K
|
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.98KNew |
$378K - $409K
|
2.98K
$439K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.83K+ 87.51% |
$360K - $389K
|
6.06K
$895K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.78K+ 154.22% |
$353K - $382K
|
4.58K
$676K
|
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
2.75KNew |
$349K - $377K
|
2.75K
$406K
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
BUY
|
- |
2.7K+ 120.21% |
$343K - $371K
|
4.95K
$730K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.47KNew |
$314K - $340K
|
2.47K
$365K
|
|
|
Aug 09, 2024
Q2 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
2.37KNew |
$301K - $326K
|
2.37K
$350K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.36KNew |
$299K - $324K
|
2.36K
$348K
|
|
|
Aug 14, 2024
Q2 2024
|
Tfo Tdc, LLC
|
BUY
|
- |
2.33KNew |
$295K - $319K
|
2.33K
$343K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.32K+ 48.92% |
$294K - $318K
|
7.05K
$1.04M
|
|
|
Jul 01, 2024
Q2 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
2.31K+ 6.21% |
$293K - $317K
|
39.5K
$5.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.25K+ 8.89% |
$286K - $310K
|
27.6K
$4.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
2.19K+ 3.08% |
$278K - $300K
|
73.2K
$10.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.18KNew |
$277K - $299K
|
2.18K
$322K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.08K+ 44.52% |
$265K - $286K
|
6.77K
$999K
|
|
|
Jul 11, 2024
Q2 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
2.08K+ 2.15% |
$265K - $286K
|
98.7K
$14.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Vigilare Wealth Management
|
BUY
|
- |
2.06KNew |
$261K - $283K
|
2.06K
$304K
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
1.94K+ 13.14% |
$246K - $266K
|
16.7K
$2.46M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.77K+ 47.34% |
$225K - $243K
|
5.5K
$812K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.76K+ 9.71% |
$223K - $242K
|
19.9K
$2.93M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.73KNew |
$220K - $238K
|
1.73K
$255K
|
|
|
Jul 24, 2024
Q2 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.7K+ 54.11% |
$216K - $233K
|
4.84K
$714K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.68KNew |
$214K - $231K
|
1.68K
$248K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.64K+ 26.25% |
$209K - $226K
|
7.9K
$1.17M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
1.63K+ 4.52% |
$207K - $224K
|
37.7K
$5.57M
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.62KNew |
$206K - $223K
|
1.62K
$240K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.62K+ 30.34% |
$206K - $222K
|
6.96K
$1.03M
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.58KNew |
$201K - $217K
|
1.58K
$234K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.56KNew |
$199K - $215K
|
1.56K
$231K
|
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1.53KNew |
$194K - $210K
|
1.53K
$226K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.5K+ 28.25% |
$191K - $206K
|
6.82K
$1.01M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.46K+ 6.8% |
$186K - $201K
|
23K
$3.39M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.44K+ 54.64% |
$183K - $198K
|
4.08K
$602K
|