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
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
411+ 3.31% |
$52.2K - $56.5K
|
12.8K
$1.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
403+ 2.01% |
$51.2K - $55.4K
|
20.5K
$3.03M
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
403+ 2878.57% |
$51.2K - $55.4K
|
417
$61.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
390+ 5.16% |
$49.5K - $53.6K
|
7.95K
$1.17M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
388+ 20.91% |
$49.3K - $53.3K
|
2.24K
$331K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
386+ 1.7% |
$49K - $53K
|
23.1K
$3.41M
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
386+ 4.18% |
$49K - $53K
|
9.63K
$1.42M
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
378+ 9.96% |
$48K - $51.9K
|
4.17K
$616K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
365New |
$46.4K - $50.1K
|
365
$53.9K
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
350+ 97.22% |
$44.5K - $48.1K
|
710
$105K
|
|
|
Aug 09, 2024
Q2 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
309+ 3.94% |
$39.3K - $42.5K
|
8.15K
$1.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Narwhal Capital Management
|
BUY
|
- |
300+ 15.31% |
$38.1K - $41.2K
|
2.26K
$334K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
292+ 23.12% |
$37.1K - $40.1K
|
1.56K
$230K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
266+ 26.36% |
$33.8K - $36.5K
|
1.28K
$188K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
264New |
$33.5K - $36.3K
|
264
$39K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
259+ 1.47% |
$32.9K - $35.6K
|
17.9K
$2.64M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
258+ 1.16% |
$32.8K - $35.4K
|
22.4K
$3.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
241New |
$30.6K - $33.1K
|
241
$35.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
238New |
$30.2K - $32.7K
|
238
$35.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
236+ 23600.0% |
$30K - $32.4K
|
237
$35K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
224New |
$28.5K - $30.8K
|
224
$33.1K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
220New |
$28K - $30.2K
|
220
$32.5K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
210+ 567.57% |
$26.7K - $28.9K
|
247
$36.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
210New |
$26.7K - $28.9K
|
210
$31K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
208+ 8.02% |
$26.4K - $28.6K
|
2.8K
$413K
|
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
202+ 6.16% |
$25.7K - $27.8K
|
3.48K
$514K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
201New |
$25.5K - $27.6K
|
201
$29.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
201+ 17.57% |
$25.5K - $27.6K
|
1.35K
$199K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
201+ 1.39% |
$25.5K - $27.6K
|
14.6K
$2.16M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
200+ 9.12% |
$25.4K - $27.5K
|
2.39K
$353K
|
|
|
Aug 13, 2024
Q2 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
199+ 11.15% |
$25.3K - $27.3K
|
1.98K
$293K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
199New |
$25.3K - $27.3K
|
199
$29.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
191New |
$24.3K - $26.2K
|
191
$28.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
187+ 4.92% |
$23.8K - $25.7K
|
3.99K
$589K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
183+ 7.39% |
$23.3K - $25.1K
|
2.66K
$393K
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
175+ 3.32% |
$22.2K - $24K
|
5.45K
$804K
|
|
|
Jul 12, 2024
Q2 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
171+ 2.43% |
$21.7K - $23.5K
|
7.2K
$1.06M
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
170+ 7.19% |
$21.6K - $23.4K
|
2.54K
$374K
|
|
|
Jul 30, 2024
Q2 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
169+ 0.72% |
$21.5K - $23.2K
|
23.8K
$3.51M
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
BUY
|
- |
161+ 0.51% |
$20.5K - $22.1K
|
32K
$4.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
160+ 2.07% |
$20.3K - $22K
|
7.89K
$1.16M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
160+ 2.31% |
$20.3K - $22K
|
7.1K
$1.05M
|
|
|
Jul 12, 2024
Q2 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
158+ 4.97% |
$20.1K - $21.7K
|
3.34K
$493K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
150+ 23.08% |
$19.1K - $20.6K
|
800
$118K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
BUY
|
- |
150+ 3.87% |
$19.1K - $20.6K
|
4.03K
$594K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
149+ 6.19% |
$18.9K - $20.5K
|
2.56K
$377K
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
146+ 1.42% |
$18.5K - $20.1K
|
10.4K
$1.54M
|
|
|
Jul 23, 2024
Q2 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
143+ 1.6% |
$18.2K - $19.6K
|
9.06K
$1.34M
|
|
|
Aug 12, 2024
Q2 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
140+ 1.22% |
$17.8K - $19.2K
|
11.6K
$1.72M
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
140+ 24.56% |
$17.8K - $19.2K
|
710
$105K
|