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 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
50+ 1.24% |
$6.58K - $7.48K
|
4.08K
$630K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
45New |
$5.92K - $6.73K
|
45
$6.96K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
44New |
$5.79K - $6.58K
|
44
$6.81K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
43New |
$5.66K - $6.43K
|
43
$6.65K
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
39+ 1.37% |
$5.13K - $5.84K
|
2.89K
$447K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
37New |
$4.87K - $5.54K
|
37
$5.72K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
34+ 0.15% |
$4.47K - $5.09K
|
22K
$3.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
33+ 0.17% |
$4.34K - $4.94K
|
20K
$3.1M
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
31+ 0.77% |
$4.08K - $4.64K
|
4.04K
$624K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
30+ 0.15% |
$3.95K - $4.49K
|
20.5K
$3.17M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
28+ 0.49% |
$3.68K - $4.19K
|
5.71K
$883K
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
25+ 0.69% |
$3.29K - $3.74K
|
3.63K
$562K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
25New |
$3.29K - $3.74K
|
25
$3.87K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
22New |
$2.89K - $3.29K
|
22
$3.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
20+ 0.26% |
$2.63K - $2.99K
|
7.69K
$1.19M
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
19+ 14.29% |
$2.5K - $2.84K
|
152
$23.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
19+ 0.15% |
$2.5K - $2.84K
|
12.9K
$2M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
18+ 0.08% |
$2.37K - $2.69K
|
22.7K
$3.51M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
16+ 0.51% |
$2.11K - $2.39K
|
3.17K
$490K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
15+ 4.76% |
$1.97K - $2.24K
|
330
$51K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
13+ 26.0% |
$1.71K - $1.95K
|
63
$9.75K
|
|
|
Oct 31, 2024
Q3 2024
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.14% |
$1.58K - $1.8K
|
8.34K
$1.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
10+ 0.44% |
$1.32K - $1.5K
|
2.3K
$356K
|
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
BUY
|
- |
10+ 0.34% |
$1.32K - $1.5K
|
2.99K
$463K
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
10+ 0.54% |
$1.32K - $1.5K
|
1.87K
$290K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
10+ 8.13% |
$1.32K - $1.5K
|
133
$20.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
10+ 0.55% |
$1.32K - $1.5K
|
1.82K
$282K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
8New |
$1.05K - $1.2K
|
8
$1.24K
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
6+ 0.36% |
$789 - $898
|
1.68K
$260K
|
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
5New |
$658 - $748
|
5
$773
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
5+ 0.07% |
$658 - $748
|
7.05K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
4New |
$526 - $599
|
4
$619
|
|
|
Nov 05, 2024
Q3 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
4+ 0.08% |
$526 - $599
|
4.85K
$750K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
3+ 0.05% |
$395 - $449
|
6.27K
$969K
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
BUY
|
- |
3+ 0.09% |
$395 - $449
|
3.49K
$540K
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
2+ 0.01% |
$263 - $299
|
27.6K
$4.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2+ 0.03% |
$263 - $299
|
7.55K
$1.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2+ 0.08% |
$263 - $299
|
2.36K
$365K
|
|
|
Nov 12, 2024
Q3 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$263 - $299
|
4.94K
$765K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.5% |
$132 - $150
|
203
$31.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1+ 0.07% |
$132 - $150
|
1.53K
$237K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.1% |
$132 - $150
|
955
$148K
|
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
1+ 0.04% |
$132 - $150
|
2.74K
$424K
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1+ 0.02% |
$132 - $150
|
5.38K
$832K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.14% |
$132 - $150
|
724
$112K
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1+ 0.03% |
$132 - $150
|
3.48K
$538K
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1+ 1.11% |
$132 - $150
|
91
$14.1K
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-1- 0.03% |
$132 - $150
|
2.91K
$450K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1- 0.18% |
$132 - $150
|
545
$84.3K
|