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 |
---|---|---|---|---|---|---|---|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
45New |
$6.49K - $7.08K
|
45
$8.33K
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
43+ 0.66% |
$6.21K - $6.76K
|
6.58K
$1.22M
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
42+ 2.48% |
$6.06K - $6.61K
|
1.73K
$321K
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
40+ 0.84% |
$5.77K - $6.29K
|
4.81K
$890K
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
40+ 0.98% |
$5.77K - $6.29K
|
4.12K
$761K
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
40New |
$5.77K - $6.29K
|
40
$7.4K
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
38+ 0.16% |
$5.48K - $5.98K
|
23.7K
$4.39M
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
35New |
$5.05K - $5.51K
|
35
$6.48K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
34+ 0.48% |
$4.91K - $5.35K
|
7.12K
$1.32M
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
30+ 0.17% |
$4.33K - $4.72K
|
17.6K
$3.26M
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
30+ 0.69% |
$4.33K - $4.72K
|
4.36K
$807K
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
28+ 1.22% |
$4.04K - $4.4K
|
2.33K
$431K
|
|
Feb 04, 2025
Q4 2024
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
26+ 0.31% |
$3.75K - $4.09K
|
8.36K
$1.55M
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
25+ 0.95% |
$3.61K - $3.93K
|
2.65K
$490K
|
|
Jan 15, 2025
Q4 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
25+ 0.65% |
$3.61K - $3.93K
|
3.85K
$711K
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
24+ 6.03% |
$3.46K - $3.78K
|
422
$78.1K
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
23+ 0.56% |
$3.32K - $3.62K
|
4.13K
$764K
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
20+ 45.45% |
$2.89K - $3.15K
|
64
$11.8K
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
20New |
$2.89K - $3.15K
|
20
$3.7K
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
16+ 0.64% |
$2.31K - $2.52K
|
2.53K
$469K
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
15New |
$2.16K - $2.36K
|
15
$2.78K
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
15New |
$2.16K - $2.36K
|
15
$2.78K
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
13+ 0.59% |
$1.88K - $2.05K
|
2.23K
$413K
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
12+ 0.45% |
$1.73K - $1.89K
|
2.66K
$492K
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
11+ 17.46% |
$1.59K - $1.73K
|
74
$13.7K
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
7+ 0.33% |
$1.01K - $1.1K
|
2.12K
$391K
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
7+ 0.09% |
$1.01K - $1.1K
|
7.97K
$1.47M
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
BUY
|
- |
6+ 0.05% |
$866 - $944
|
12.6K
$2.32M
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
6+ 150.0% |
$866 - $944
|
10
$1.85K
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
6+ 0.14% |
$866 - $944
|
4.4K
$814K
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
6+ 0.36% |
$866 - $944
|
1.69K
$313K
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
5+ 1.24% |
$722 - $787
|
407
$75.3K
|
|
Feb 14, 2025
Q4 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
4+ 0.04% |
$577 - $629
|
9.49K
$1.76M
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
4+ 0.09% |
$577 - $629
|
4.39K
$812K
|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
4+ 0.08% |
$577 - $629
|
4.85K
$897K
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
3+ 0.06% |
$433 - $472
|
4.95K
$915K
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
BUY
|
- |
2+ 0.09% |
$289 - $315
|
2.29K
$424K
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2+ 0.31% |
$289 - $315
|
654
$121K
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2+ 0.04% |
$289 - $315
|
5.38K
$996K
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
2+ 0.07% |
$289 - $315
|
2.91K
$538K
|
|
Jan 27, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
2+ 1.31% |
$289 - $315
|
155
$28.7K
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 0.28% |
$289 - $315
|
726
$134K
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2+ 0.06% |
$289 - $315
|
3.48K
$644K
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.43% |
$144 - $157
|
231
$42.7K
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.01% |
$144 - $157
|
18.3K
$3.39M
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.31% |
$144 - $157
|
322
$59.6K
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1+ 0.03% |
$144 - $157
|
3.15K
$582K
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 1.25% |
$144 - $157
|
81
$15K
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.12% |
$144 - $157
|
805
$149K
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 0.46% |
$144 - $157
|
217
$40.1K
|