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 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.23K- 5.08% |
$156K - $168K
|
22.9K
$3.38M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.23K- 5.31% |
$157K - $169K
|
22K
$3.24M
|
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.26K- 19.9% |
$160K - $173K
|
5.08K
$749K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.33K- 6.64% |
$169K - $183K
|
18.7K
$2.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.42K- 6.26% |
$180K - $195K
|
21.3K
$3.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.46K- 6.82% |
$186K - $201K
|
20K
$2.95M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.49K- 31.28% |
$189K - $204K
|
3.26K
$482K
|
|
|
Aug 06, 2024
Q2 2024
|
Greystone Financial Group, LLC
|
SELL
|
- |
-1.49K- 22.49% |
$189K - $204K
|
5.13K
$757K
|
|
|
Jul 19, 2024
Q2 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-1.49K- 3.87% |
$190K - $205K
|
37.1K
$5.48M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.55K- 23.69% |
$196K - $212K
|
4.98K
$735K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.7K- 29.54% |
$216K - $234K
|
4.06K
$600K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.84K- 10.28% |
$234K - $253K
|
16.1K
$2.37M
|
|
|
Jul 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-1.89K- 15.54% |
$240K - $259K
|
10.2K
$1.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-2K- 2.16% |
$254K - $275K
|
90.8K
$13.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.19K- 13.62% |
$278K - $300K
|
13.9K
$2.04M
|
|
|
Aug 09, 2024
Q2 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-2.27K- 5.72% |
$288K - $311K
|
37.3K
$5.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-2.39K- 20.57% |
$304K - $328K
|
9.23K
$1.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.4K- 13.14% |
$305K - $329K
|
15.8K
$2.34M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-2.47K- 1.96% |
$314K - $339K
|
124K
$18.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-2.5K- 3.12% |
$317K - $343K
|
77.6K
$11.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.56K- 8.86% |
$326K - $352K
|
26.4K
$3.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
SELL
|
- |
-2.86K- 24.33% |
$363K - $392K
|
8.88K
$1.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.93K- 34.0% |
$372K - $402K
|
5.68K
$839K
|
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-3.02K- 3.03% |
$384K - $415K
|
96.7K
$14.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.06K- 48.36% |
$389K - $420K
|
3.27K
$482K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.08K- 18.62% |
$391K - $423K
|
13.4K
$1.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-3.18KClosed |
$404K - $437K
|
0
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-3.48K- 31.79% |
$442K - $478K
|
7.46K
$1.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-3.66K- 46.26% |
$466K - $503K
|
4.26K
$628K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.85K- 4.49% |
$490K - $530K
|
81.9K
$12.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-4.33K- 59.18% |
$551K - $595K
|
2.99K
$441K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.62K- 9.43% |
$587K - $635K
|
44.4K
$6.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.82K- 4.84% |
$612K - $662K
|
94.6K
$14M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-5.83K- 54.0% |
$741K - $801K
|
4.97K
$733K
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-6.23K- 40.23% |
$792K - $856K
|
9.26K
$1.37M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.05K- 57.36% |
$896K - $968K
|
5.24K
$774K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-7.55KClosed |
$959K - $1.04M
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-7.58K- 41.8% |
$963K - $1.04M
|
10.5K
$1.56M
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-8.01K- 32.07% |
$1.02M - $1.1M
|
17K
$2.51M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.96K- 3.62% |
$1.26M - $1.37M
|
265K
$39.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.98K- 15.17% |
$1.27M - $1.37M
|
55.8K
$8.24M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-12.3K- 86.14% |
$1.56M - $1.69M
|
1.98K
$292K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-14.2K- 98.28% |
$1.8M - $1.94M
|
247
$36.5K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-15.1K- 8.81% |
$1.92M - $2.07M
|
156K
$23.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-15.9K- 67.97% |
$2.03M - $2.19M
|
7.51K
$1.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-17.4K- 31.31% |
$2.21M - $2.39M
|
38.1K
$5.62M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-18.8K- 11.34% |
$2.39M - $2.58M
|
147K
$21.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-22.3K- 12.56% |
$2.84M - $3.07M
|
156K
$23M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-23.1K- 8.04% |
$2.93M - $3.17M
|
264K
$39M
|
|
|
Jul 30, 2024
Q2 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-25K- 4.7% |
$3.17M - $3.43M
|
506K
$74.8M
|