Purchases and Sales Made in Q3 2024 in Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-1.62K- 17.74% |
$214K - $243K
|
7.53K
$1.16M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.69K- 5.39% |
$222K - $252K
|
29.6K
$4.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.69K- 76.9% |
$223K - $253K
|
509
$78.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.92K- 8.37% |
$252K - $287K
|
21K
$3.25M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.93K- 21.42% |
$254K - $289K
|
7.08K
$1.09M
|
|
|
Oct 30, 2024
Q3 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-2.13K- 2.74% |
$280K - $318K
|
75.5K
$11.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-2.16K- 7.18% |
$285K - $324K
|
28K
$4.33M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.48K- 5.59% |
$327K - $372K
|
42K
$6.49M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.8K- 8.27% |
$368K - $419K
|
31.1K
$4.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.9K- 95.96% |
$381K - $434K
|
122
$18.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-3.05K- 87.28% |
$401K - $456K
|
444
$68.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.05K- 6.18% |
$401K - $456K
|
46.3K
$7.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-3.35K- 26.09% |
$441K - $501K
|
9.49K
$1.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.46K- 2.21% |
$455K - $517K
|
153K
$23.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.8K- 13.7% |
$500K - $569K
|
24K
$3.71M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.89K- 39.75% |
$512K - $583K
|
5.9K
$913K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-4.52K- 31.82% |
$595K - $676K
|
9.69K
$1.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-5.49K- 5.68% |
$723K - $822K
|
91.2K
$14.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.46K- 0.85% |
$850K - $967K
|
751K
$116M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-6.47K- 5.23% |
$851K - $968K
|
117K
$18.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-6.53K- 60.93% |
$859K - $977K
|
4.18K
$647K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-6.63K- 71.8% |
$872K - $992K
|
2.6K
$403K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-6.89K- 45.75% |
$907K - $1.03M
|
8.17K
$1.26M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-7.37K- 5.34% |
$969K - $1.1M
|
131K
$20.2M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-7.6K- 79.0% |
$1M - $1.14M
|
2.02K
$313K
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-9.46K- 34.98% |
$1.24M - $1.41M
|
17.6K
$2.72M
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-11.2K- 50.31% |
$1.47M - $1.67M
|
11K
$1.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-12.7K- 64.78% |
$1.67M - $1.9M
|
6.89K
$1.07M
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-13.6K- 57.15% |
$1.79M - $2.03M
|
10.2K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-14.6K- 81.45% |
$1.92M - $2.19M
|
3.33K
$514K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-16K- 90.58% |
$2.1M - $2.39M
|
1.66K
$257K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-17.1K- 10.97% |
$2.24M - $2.55M
|
139K
$21.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-17.1K- 30.64% |
$2.25M - $2.56M
|
38.7K
$5.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-17.2K- 20.99% |
$2.26M - $2.57M
|
64.7K
$10M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.9K- 6.08% |
$2.36M - $2.68M
|
277K
$42.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-18.2K- 48.64% |
$2.39M - $2.72M
|
19.2K
$2.96M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-19.9K- 60.66% |
$2.62M - $2.98M
|
12.9K
$2M
|
|
|
Nov 12, 2024
Q3 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-25.5K- 37.11% |
$3.36M - $3.82M
|
43.2K
$6.69M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-30.4K- 26.95% |
$3.99M - $4.54M
|
82.3K
$12.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-45.3K- 70.13% |
$5.96M - $6.77M
|
19.3K
$2.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-70.8K- 13.88% |
$9.32M - $10.6M
|
440K
$68M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-71.5K- 21.0% |
$9.41M - $10.7M
|
269K
$41.6M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-76.8K- 52.24% |
$10.1M - $11.5M
|
70.2K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-85.8K- 96.9% |
$11.3M - $12.8M
|
2.75K
$425K
|
|
|
Nov 08, 2024
Q3 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-451K- 88.98% |
$59.3M - $67.4M
|
55.8K
$8.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.14M- 56.14% |
$676M - $769M
|
4.02M
$621M
|