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 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-335- 15.82% |
$42.6K - $46K
|
1.78K
$263K
|
|
Aug 13, 2024
Q2 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-346- 1.57% |
$44K - $47.5K
|
21.7K
$3.21M
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-356- 57.14% |
$45.2K - $48.9K
|
267
$39.4K
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-365- 19.29% |
$46.4K - $50.1K
|
1.53K
$225K
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-368- 3.7% |
$46.8K - $50.6K
|
9.59K
$1.42M
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-383- 64.92% |
$48.7K - $52.6K
|
207
$30.6K
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-388- 13.67% |
$49.3K - $53.3K
|
2.45K
$362K
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-405- 1.17% |
$51.5K - $55.6K
|
34.1K
$5.03M
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-412- 4.8% |
$52.3K - $56.6K
|
8.17K
$1.21M
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-417- 2.67% |
$53K - $57.3K
|
15.2K
$2.24M
|
|
Aug 09, 2024
Q2 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-439- 5.47% |
$55.8K - $60.3K
|
7.59K
$1.12M
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-455- 8.44% |
$57.8K - $62.5K
|
4.93K
$728K
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-465- 2.17% |
$59.1K - $63.9K
|
20.9K
$3.09M
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-472- 11.62% |
$60K - $64.8K
|
3.59K
$530K
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-490- 8.58% |
$62.3K - $67.3K
|
5.22K
$770K
|
|
Jul 23, 2024
Q2 2024
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-494- 3.3% |
$62.8K - $67.9K
|
14.5K
$2.14M
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-498- 4.92% |
$63.3K - $68.4K
|
9.63K
$1.42M
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-520- 13.18% |
$66.1K - $71.4K
|
3.42K
$505K
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-520- 9.42% |
$66.1K - $71.4K
|
5K
$738K
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-534- 19.28% |
$67.8K - $73.4K
|
2.24K
$330K
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-544- 4.83% |
$69.1K - $74.7K
|
10.7K
$1.58M
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-565- 2.11% |
$71.8K - $77.6K
|
26.3K
$3.88M
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-593- 12.98% |
$75.3K - $81.5K
|
3.97K
$587K
|
|
Aug 05, 2024
Q2 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-594- 10.56% |
$75.5K - $81.6K
|
5.03K
$743K
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-599- 9.95% |
$76.1K - $82.3K
|
5.42K
$800K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-612- 10.4% |
$77.8K - $84.1K
|
5.27K
$779K
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-642- 10.76% |
$81.6K - $88.2K
|
5.32K
$786K
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-688- 15.64% |
$87.4K - $94.5K
|
3.71K
$548K
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-700- 18.78% |
$88.9K - $96.2K
|
3.03K
$447K
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-714- 11.06% |
$90.7K - $98.1K
|
5.74K
$848K
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-749- 2.01% |
$95.2K - $103K
|
36.5K
$5.39M
|
|
Aug 06, 2024
Q2 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-759- 2.15% |
$96.4K - $104K
|
34.5K
$5.09M
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-763- 1.88% |
$96.9K - $105K
|
39.9K
$5.89M
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-765- 4.54% |
$97.2K - $105K
|
16.1K
$2.37M
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-770- 4.28% |
$97.8K - $106K
|
17.2K
$2.54M
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-807- 4.68% |
$103K - $111K
|
16.4K
$2.43M
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-827- 18.37% |
$105K - $114K
|
3.68K
$543K
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-837- 12.71% |
$106K - $115K
|
5.75K
$849K
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-847- 12.96% |
$108K - $116K
|
5.69K
$840K
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-867- 34.88% |
$110K - $119K
|
1.62K
$239K
|
|
Aug 05, 2024
Q2 2024
|
Patron Partners, LLC
|
SELL
|
- |
-897- 28.11% |
$114K - $123K
|
2.29K
$339K
|
|
Aug 13, 2024
Q2 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-900- 33.33% |
$114K - $124K
|
1.8K
$266K
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-903- 2.81% |
$115K - $124K
|
31.3K
$4.62M
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-925- 11.67% |
$118K - $127K
|
7K
$1.03M
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-947- 19.83% |
$120K - $130K
|
3.83K
$565K
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.03K- 7.13% |
$131K - $142K
|
13.4K
$1.98M
|
|
Aug 14, 2024
Q2 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-1.05K- 15.68% |
$133K - $144K
|
5.65K
$834K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.11K- 4.71% |
$141K - $152K
|
22.4K
$3.31M
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.17K- 38.12% |
$149K - $161K
|
1.9K
$280K
|
|
Jul 15, 2024
Q2 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-1.18K- 8.5% |
$150K - $162K
|
12.7K
$1.88M
|