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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.41K+ 60.58% |
$180K - $194K
|
3.75K
$553K
|
|
|
Jul 12, 2024
Q2 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
1.4K+ 54.18% |
$178K - $192K
|
3.99K
$589K
|
|
|
Jul 12, 2024
Q2 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.37K+ 171.04% |
$174K - $188K
|
2.17K
$320K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.33K+ 5.04% |
$169K - $183K
|
27.8K
$4.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
1.31K+ 17.26% |
$166K - $180K
|
8.9K
$1.31M
|
|
|
Jul 16, 2024
Q2 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
1.23K+ 11.34% |
$157K - $169K
|
12.1K
$1.79M
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.22K+ 68.23% |
$156K - $168K
|
3.02K
$446K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.22K+ 2.53% |
$154K - $167K
|
49.3K
$7.28M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
1.19K+ 7.14% |
$151K - $164K
|
17.9K
$2.64M
|
|
|
Jul 31, 2024
Q2 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
1.18K+ 25.18% |
$150K - $162K
|
5.87K
$866K
|
|
|
Aug 13, 2024
Q2 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
1.15K+ 54.76% |
$146K - $158K
|
3.25K
$480K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.03K+ 17.16% |
$131K - $141K
|
7.02K
$1.04M
|
|
|
Jul 17, 2024
Q2 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
982+ 5.54% |
$125K - $135K
|
18.7K
$2.76M
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
964New |
$122K - $132K
|
964
$142K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
957+ 43.6% |
$122K - $131K
|
3.15K
$465K
|
|
|
Aug 02, 2024
Q2 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
956+ 20.24% |
$121K - $131K
|
5.68K
$838K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
935+ 30.21% |
$119K - $128K
|
4.03K
$595K
|
|
|
Aug 12, 2024
Q2 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
930+ 11.84% |
$118K - $128K
|
8.79K
$1.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
930+ 107.89% |
$118K - $128K
|
1.79K
$265K
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
927+ 72.65% |
$118K - $127K
|
2.2K
$325K
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
BUY
|
- |
908+ 0.66% |
$115K - $125K
|
138K
$20.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
879New |
$112K - $121K
|
879
$130K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
870New |
$111K - $120K
|
870
$128K
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
844+ 3.8% |
$107K - $116K
|
23.1K
$3.41M
|
|
|
Jul 30, 2024
Q2 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
830New |
$105K - $114K
|
830
$123K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
818+ 1.07% |
$104K - $112K
|
77.2K
$11.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
745+ 4.75% |
$94.7K - $102K
|
16.4K
$2.43M
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
740+ 18.11% |
$94K - $102K
|
4.83K
$712K
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
739+ 18.88% |
$93.9K - $102K
|
4.65K
$687K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
677+ 11.36% |
$86K - $93K
|
6.63K
$979K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
671+ 5.13% |
$85.3K - $92.2K
|
13.7K
$2.03M
|
|
|
Jul 19, 2024
Q2 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
670+ 1.86% |
$85.1K - $92.1K
|
36.7K
$5.42M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
666+ 9.26% |
$84.6K - $91.5K
|
7.86K
$1.16M
|
|
|
Aug 05, 2024
Q2 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
657+ 1.84% |
$83.5K - $90.3K
|
36.3K
$5.36M
|
|
|
Jul 25, 2024
Q2 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
630+ 3.54% |
$80K - $86.6K
|
18.4K
$2.72M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
619+ 16.54% |
$78.6K - $85K
|
4.36K
$644K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
610+ 1906.25% |
$77.5K - $83.8K
|
642
$94.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
590+ 2.09% |
$75K - $81.1K
|
28.9K
$4.26M
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
576+ 6.56% |
$73.2K - $79.1K
|
9.35K
$1.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
571+ 21.11% |
$72.5K - $78.4K
|
3.28K
$484K
|
|
|
Aug 09, 2024
Q2 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
564+ 16.61% |
$71.7K - $77.5K
|
3.96K
$584K
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
533+ 2.26% |
$67.7K - $73.2K
|
24.1K
$3.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
514+ 40.6% |
$65.3K - $70.6K
|
1.78K
$263K
|
|
|
Aug 09, 2024
Q2 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
510+ 72.86% |
$64.8K - $70.1K
|
1.21K
$179K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
497+ 5.01% |
$63.1K - $68.3K
|
10.4K
$1.54M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Legacy, Inc.
|
BUY
|
- |
480+ 4.02% |
$61K - $65.9K
|
12.4K
$1.84M
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
480+ 2.16% |
$61K - $65.9K
|
22.7K
$3.35M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
480New |
$61K - $65.9K
|
480
$70.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
436+ 6.1% |
$55.4K - $59.9K
|
7.58K
$1.12M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
431+ 10.43% |
$54.8K - $59.2K
|
4.56K
$674K
|