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 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
3+ 0.12% |
$381 - $412
|
2.53K
$373K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$254 - $275
|
4.67K
$690K
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.21% |
$254 - $275
|
954
$141K
|
|
|
Jul 30, 2024
Q2 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
2+ 0.07% |
$254 - $275
|
2.74K
$404K
|
|
|
Aug 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
2+ 0.15% |
$254 - $275
|
1.36K
$200K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
2+ 1.53% |
$254 - $275
|
133
$19.6K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
2+ 0.08% |
$254 - $275
|
2.43K
$359K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 0.28% |
$254 - $275
|
723
$107K
|
|
|
Jul 15, 2024
Q2 2024
|
Flc Capital Advisors
|
BUY
|
- |
2+ 0.02% |
$254 - $275
|
8.86K
$1.31M
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.31% |
$127 - $137
|
321
$47.4K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1+ 0.03% |
$127 - $137
|
3.15K
$465K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 0.2% |
$127 - $137
|
502
$74.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
1+ 0.03% |
$127 - $137
|
3.5K
$517K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.26% |
$127 - $137
|
382
$56.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.66% |
$127 - $137
|
152
$22.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1+ 0.06% |
$127 - $137
|
1.68K
$248K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.41% |
$127 - $137
|
243
$35.9K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1- 0.05% |
$127 - $137
|
1.99K
$293K
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-2- 0.04% |
$254 - $275
|
4.63K
$684K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-4- 0.31% |
$508 - $550
|
1.3K
$192K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-6- 1.49% |
$762 - $824
|
398
$58.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-6- 0.12% |
$762 - $824
|
4.84K
$714K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-6- 42.86% |
$762 - $824
|
8
$1.18K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-8- 0.4% |
$1.02K - $1.1K
|
2.01K
$297K
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-8- 0.16% |
$1.02K - $1.1K
|
4.93K
$727K
|
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-8- 0.27% |
$1.02K - $1.1K
|
2.91K
$429K
|
|
|
Aug 07, 2024
Q2 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-10- 0.57% |
$1.27K - $1.37K
|
1.74K
$256K
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-13- 0.39% |
$1.65K - $1.79K
|
3.35K
$494K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-14- 9.21% |
$1.78K - $1.92K
|
138
$20.4K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-15- 0.9% |
$1.91K - $2.06K
|
1.65K
$243K
|
|
|
Aug 08, 2024
Q2 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-18- 1.06% |
$2.29K - $2.47K
|
1.68K
$248K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-21- 5.3% |
$2.67K - $2.89K
|
375
$55.4K
|
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-32- 1.49% |
$4.07K - $4.4K
|
2.12K
$313K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
SELL
|
- |
-38- 2.06% |
$4.83K - $5.22K
|
1.81K
$267K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-38- 1.14% |
$4.83K - $5.22K
|
3.29K
$485K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-44- 1.21% |
$5.59K - $6.05K
|
3.58K
$528K
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-48- 1.14% |
$6.1K - $6.59K
|
4.17K
$616K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-48- 2.05% |
$6.1K - $6.59K
|
2.29K
$338K
|
|
|
Aug 12, 2024
Q2 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-52- 1.04% |
$6.61K - $7.14K
|
4.94K
$730K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-52- 0.74% |
$6.61K - $7.14K
|
6.95K
$1.03M
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-54- 2.47% |
$6.86K - $7.42K
|
2.13K
$314K
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-56- 6.74% |
$7.11K - $7.69K
|
775
$114K
|
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-57- 0.63% |
$7.24K - $7.83K
|
8.96K
$1.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-58- 34.73% |
$7.37K - $7.97K
|
109
$16.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-59- 0.79% |
$7.5K - $8.11K
|
7.37K
$1.09M
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-60- 10.71% |
$7.62K - $8.24K
|
500
$73.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-60- 3.55% |
$7.62K - $8.24K
|
1.63K
$241K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-62- 0.74% |
$7.88K - $8.52K
|
8.36K
$1.23M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-69- 3.02% |
$8.77K - $9.48K
|
2.22K
$327K
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-70- 7.07% |
$8.89K - $9.62K
|
920
$136K
|