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 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-100- 1.27% |
$13.2K - $15K
|
7.76K
$1.2M
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-100- 6.48% |
$13.2K - $15K
|
1.44K
$223K
|
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-100- 1.2% |
$13.2K - $15K
|
8.2K
$1.27M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-110- 2.1% |
$14.5K - $16.5K
|
5.13K
$794K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-114- 0.83% |
$15K - $17.1K
|
13.6K
$2.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-118- 2.26% |
$15.5K - $17.7K
|
5.1K
$789K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-119- 1.8% |
$15.7K - $17.8K
|
6.5K
$1.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-125- 1.15% |
$16.4K - $18.7K
|
10.8K
$1.67M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-125- 4.73% |
$16.4K - $18.7K
|
2.52K
$389K
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-142- 0.7% |
$18.7K - $21.2K
|
20.2K
$3.12M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-144- 9.21% |
$18.9K - $21.5K
|
1.42K
$220K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-145- 3.94% |
$19.1K - $21.7K
|
3.53K
$546K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-150- 3.69% |
$19.7K - $22.4K
|
3.91K
$605K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-157- 3.19% |
$20.7K - $23.5K
|
4.77K
$738K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-159- 1.3% |
$20.9K - $23.8K
|
12K
$1.86M
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-160- 2.95% |
$21.1K - $23.9K
|
5.26K
$814K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-169- 1.4% |
$22.2K - $25.3K
|
11.9K
$1.84M
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-170- 1.59% |
$22.4K - $25.4K
|
10.5K
$1.63M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-187- 85.0% |
$24.6K - $28K
|
33
$5.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-196- 2.91% |
$25.8K - $29.3K
|
6.54K
$1.01M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-198- 4.85% |
$26.1K - $29.6K
|
3.88K
$601K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-204- 5.5% |
$26.8K - $30.5K
|
3.51K
$542K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-208- 2.55% |
$27.4K - $31.1K
|
7.96K
$1.23M
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-212- 2.41% |
$27.9K - $31.7K
|
8.57K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-215- 4.32% |
$28.3K - $32.2K
|
4.76K
$737K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-217- 2.94% |
$28.6K - $32.5K
|
7.16K
$1.11M
|
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-220- 1.35% |
$28.9K - $32.9K
|
16.1K
$2.49M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-220- 22.29% |
$28.9K - $32.9K
|
767
$119K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-222- 8.75% |
$29.2K - $33.2K
|
2.31K
$358K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
SELL
|
- |
-232- 2.61% |
$30.5K - $34.7K
|
8.65K
$1.34M
|
|
|
Oct 10, 2024
Q3 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-241- 0.64% |
$31.7K - $36.1K
|
37.5K
$5.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-241- 7.36% |
$31.7K - $36.1K
|
3.04K
$469K
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-243- 1.63% |
$32K - $36.4K
|
14.7K
$2.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-249- 1.17% |
$32.8K - $37.3K
|
21K
$3.25M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-258- 5.54% |
$33.9K - $38.6K
|
4.4K
$680K
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-284- 16.62% |
$37.4K - $42.5K
|
1.43K
$220K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-285- 11.63% |
$37.5K - $42.6K
|
2.17K
$335K
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-297- 16.88% |
$39.1K - $44.4K
|
1.46K
$226K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-300- 5.63% |
$39.5K - $44.9K
|
5.02K
$777K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-305- 1.63% |
$40.1K - $45.6K
|
18.4K
$2.85M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-330- 73.99% |
$43.4K - $49.4K
|
116
$17.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-340- 7.23% |
$44.7K - $50.9K
|
4.36K
$674K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-342- 1.22% |
$45K - $51.2K
|
27.6K
$4.27M
|
|
|
Oct 07, 2024
Q3 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-345- 0.93% |
$45.4K - $51.6K
|
36.8K
$5.69M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-348- 3.19% |
$45.8K - $52.1K
|
10.6K
$1.63M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-359- 13.5% |
$47.2K - $53.7K
|
2.3K
$356K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-363- 1.11% |
$47.8K - $54.3K
|
32.5K
$5.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-371- 18.47% |
$48.8K - $55.5K
|
1.64K
$253K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-374- 7.73% |
$49.2K - $56K
|
4.47K
$691K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-387- 10.11% |
$50.9K - $57.9K
|
3.44K
$532K
|