Purchases and Sales Made in Q4 2024 in Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
175+ 8.77% |
$25.3K - $27.5K
|
2.17K
$401K
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
168New |
$24.2K - $26.4K
|
168
$31.1K
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
164+ 273.33% |
$23.7K - $25.8K
|
224
$41.4K
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
163+ 4.59% |
$23.5K - $25.6K
|
3.72K
$687K
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
162+ 2.82% |
$23.4K - $25.5K
|
5.9K
$1.09M
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
156+ 3.87% |
$22.5K - $24.5K
|
4.19K
$775K
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
152+ 5.55% |
$21.9K - $23.9K
|
2.89K
$535K
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
151+ 0.93% |
$21.8K - $23.8K
|
16.4K
$3.03M
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
140New |
$20.2K - $22K
|
140
$25.9K
|
|
Feb 10, 2025
Q4 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
131+ 4.02% |
$18.9K - $20.6K
|
3.39K
$627K
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
130+ 7.75% |
$18.8K - $20.5K
|
1.81K
$334K
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
130+ 200.0% |
$18.8K - $20.5K
|
195
$36.1K
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
130+ 5.65% |
$18.8K - $20.5K
|
2.43K
$450K
|
|
May 07, 2025
Q4 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
128+ 15.86% |
$18.5K - $20.1K
|
935
$173K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
128New |
$18.5K - $20.1K
|
128
$23.7K
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
117+ 3.34% |
$16.9K - $18.4K
|
3.62K
$669K
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
116+ 3.32% |
$16.7K - $18.2K
|
3.61K
$668K
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
109+ 0.47% |
$15.7K - $17.1K
|
23.1K
$4.28M
|
|
Feb 13, 2025
Q4 2024
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
109New |
$15.7K - $17.1K
|
109
$20.2K
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
100New |
$14.4K - $15.7K
|
100
$18.5K
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
100+ 5.04% |
$14.4K - $15.7K
|
2.08K
$385K
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
99New |
$14.3K - $15.6K
|
99
$18.3K
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
93+ 6.49% |
$13.4K - $14.6K
|
1.53K
$282K
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
92New |
$13.3K - $14.5K
|
92
$17K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
91+ 5.85% |
$13.1K - $14.3K
|
1.65K
$305K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
91+ 17.6% |
$13.1K - $14.3K
|
608
$112K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
88+ 3.41% |
$12.7K - $13.8K
|
2.67K
$494K
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
86+ 1.12% |
$12.4K - $13.5K
|
7.78K
$1.44M
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
84+ 5.96% |
$12.1K - $13.2K
|
1.49K
$276K
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
79+ 21.41% |
$11.4K - $12.4K
|
448
$82.9K
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
73+ 1.16% |
$10.5K - $11.5K
|
6.35K
$1.17M
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
71New |
$10.2K - $11.2K
|
71
$13.1K
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
66New |
$9.52K - $10.4K
|
66
$12.2K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
61+ 0.3% |
$8.8K - $9.6K
|
20.5K
$3.8M
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
60+ 0.58% |
$8.66K - $9.44K
|
10.5K
$1.93M
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
56+ 1.77% |
$8.08K - $8.81K
|
3.22K
$596K
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
55+ 0.5% |
$7.94K - $8.65K
|
11.1K
$2.05M
|
|
Feb 12, 2025
Q4 2024
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
55+ 1.44% |
$7.94K - $8.65K
|
3.87K
$717K
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
53+ 1.83% |
$7.65K - $8.34K
|
2.94K
$545K
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
53+ 0.19% |
$7.65K - $8.34K
|
27.7K
$5.12M
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
52New |
$7.5K - $8.18K
|
52
$9.62K
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
50+ 0.64% |
$7.22K - $7.87K
|
7.81K
$1.44M
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
50+ 1.2% |
$7.22K - $7.87K
|
4.23K
$782K
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
49+ 61.25% |
$7.07K - $7.71K
|
129
$23.9K
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
49+ 2.8% |
$7.07K - $7.71K
|
1.8K
$333K
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
46New |
$6.64K - $7.24K
|
46
$8.51K
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
46+ 1.1% |
$6.64K - $7.24K
|
4.23K
$783K
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
45New |
$6.49K - $7.08K
|
45
$8.33K
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
45+ 1.91% |
$6.49K - $7.08K
|
2.4K
$445K
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
45+ 0.33% |
$6.49K - $7.08K
|
13.7K
$2.53M
|