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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1.55K+ 26.08% |
$204K - $232K
|
7.49K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.55K+ 47.32% |
$203K - $231K
|
4.81K
$745K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.53K+ 15.91% |
$201K - $228K
|
11.1K
$1.72M
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
1.51KNew |
$198K - $225K
|
1.51K
$233K
|
|
|
Oct 09, 2024
Q3 2024
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
1.5KNew |
$197K - $224K
|
1.5K
$232K
|
|
|
Oct 16, 2024
Q3 2024
|
Gruss & Co., LLC
|
BUY
|
- |
1.5KNew |
$197K - $224K
|
1.5K
$232K
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
1.5KNew |
$197K - $224K
|
1.5K
$231K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.49KNew |
$196K - $223K
|
1.49K
$230K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.49KNew |
$195K - $222K
|
1.49K
$230K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.47KNew |
$194K - $220K
|
1.47K
$228K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.45KNew |
$191K - $217K
|
1.45K
$225K
|
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
1.45K+ 17.39% |
$191K - $217K
|
9.79K
$1.51M
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.42KNew |
$187K - $213K
|
1.42K
$220K
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
1.41KNew |
$186K - $211K
|
1.41K
$218K
|
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
1.41KNew |
$186K - $211K
|
1.41K
$218K
|
|
|
Oct 25, 2024
Q3 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
1.4KNew |
$184K - $209K
|
1.4K
$217K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.4K+ 10.88% |
$184K - $209K
|
14.2K
$2.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.39KNew |
$183K - $209K
|
1.39K
$216K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.38KNew |
$181K - $206K
|
1.38K
$213K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.37KNew |
$181K - $206K
|
1.37K
$213K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.35KNew |
$178K - $202K
|
1.35K
$209K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
1.35KNew |
$178K - $202K
|
1.35K
$209K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.35K+ 14.39% |
$177K - $201K
|
10.7K
$1.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.35K+ 100.07% |
$177K - $201K
|
2.69K
$416K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.34KNew |
$177K - $201K
|
1.34K
$208K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.3K+ 16.01% |
$172K - $195K
|
9.45K
$1.46M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.3K+ 43.42% |
$172K - $195K
|
4.31K
$666K
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.3K+ 22.35% |
$171K - $194K
|
7.1K
$1.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
1.24K+ 24.72% |
$164K - $186K
|
6.28K
$971K
|
|
|
Nov 01, 2024
Q3 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
1.24K+ 3.42% |
$163K - $186K
|
37.6K
$5.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
1.23K+ 7.23% |
$161K - $184K
|
18.2K
$2.82M
|
|
|
Nov 04, 2024
Q3 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
1.2K+ 10.31% |
$158K - $180K
|
12.8K
$1.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.17K+ 22.58% |
$154K - $176K
|
6.37K
$985K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.16K+ 7.66% |
$153K - $174K
|
16.4K
$2.53M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.16K+ 13.2% |
$153K - $174K
|
9.95K
$1.54M
|
|
|
Oct 21, 2024
Q3 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
1.14K+ 3.09% |
$149K - $170K
|
37.9K
$5.86M
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.13K+ 32.45% |
$149K - $169K
|
4.62K
$715K
|
|
|
Oct 24, 2024
Q3 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
1.13K+ 6.13% |
$148K - $169K
|
19.5K
$3.02M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.13K+ 474.68% |
$148K - $168K
|
1.36K
$211K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1.12K+ 6.23% |
$147K - $167K
|
19K
$2.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.08K+ 2.43% |
$142K - $162K
|
45.5K
$7.04M
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.06K+ 3.38% |
$140K - $159K
|
32.6K
$5.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.06KNew |
$139K - $158K
|
1.06K
$164K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1.04KNew |
$137K - $156K
|
1.04K
$161K
|
|
|
Oct 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
1.01K+ 2.56% |
$133K - $151K
|
40.5K
$6.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1K+ 100.0% |
$132K - $150K
|
2K
$309K
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
1KNew |
$132K - $150K
|
1K
$155K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
963+ 60.87% |
$127K - $144K
|
2.55K
$394K
|
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
960+ 4.23% |
$126K - $144K
|
23.6K
$3.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Fusion Capital, LLC
|
BUY
|
- |
922+ 23.68% |
$121K - $138K
|
4.82K
$745K
|