Purchases and Sales Made in Q1 2024 in Ishares Tr (ITB)
This table provides information about the institutional ownership of Ishares Tr (ITB) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.26M+ 34.53% |
$123M - $146M
|
4.91M
$494M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
375K+ 132.92% |
$36.6M - $43.4M
|
657K
$66.1M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
327K+ 162.8% |
$31.9M - $37.9M
|
528K
$53.1M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
269K+ 21.18% |
$26.3M - $31.2M
|
1.54M
$155M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
261K+ 97.68% |
$25.4M - $30.2M
|
528K
$53.1M
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
155K+ 61853.2% |
$15.1M - $17.9M
|
155K
$15.6M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
112K+ 66.68% |
$10.9M - $12.9M
|
279K
$28.1M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
93.7K+ 34.36% |
$9.14M - $10.8M
|
366K
$36.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
91.2KNew |
$8.9M - $10.6M
|
91.2K
$9.18M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
89.1KNew |
$8.69M - $10.3M
|
89.1K
$8.97M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
87.3K+ 31.3% |
$8.52M - $10.1M
|
366K
$36.9M
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
55.8KNew |
$5.45M - $6.47M
|
55.8K
$5.62M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
51.8K+ 9.97% |
$5.06M - $6M
|
572K
$57.6M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
43.8K+ 151.02% |
$4.27M - $5.07M
|
72.8K
$7.32M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
37.5KNew |
$3.66M - $4.34M
|
37.5K
$3.77M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
32.4K+ 28.35% |
$3.16M - $3.75M
|
147K
$14.8M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
29.1K+ 183.76% |
$2.84M - $3.37M
|
44.9K
$4.52M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
28.9KNew |
$2.82M - $3.35M
|
28.9K
$2.91M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
25.8KNew |
$2.52M - $2.99M
|
25.8K
$2.6M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
24.2K+ 7.53% |
$2.36M - $2.8M
|
345K
$34.7M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
18K+ 58.6% |
$1.75M - $2.08M
|
48.7K
$4.9M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
18KNew |
$1.75M - $2.08M
|
18K
$1.81M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
17.5KNew |
$1.71M - $2.02M
|
17.5K
$1.76M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
15.6KNew |
$1.52M - $1.81M
|
15.6K
$1.57M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
13.9K+ 44.65% |
$1.36M - $1.61M
|
45.1K
$4.54M
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
BUY
|
- |
12.9KNew |
$1.26M - $1.49M
|
12.9K
$1.3M
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
12.8K+ 5.24% |
$1.25M - $1.49M
|
258K
$25.9M
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
12.8K+ 16.53% |
$1.25M - $1.48M
|
90.1K
$9.07M
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
11.5KNew |
$1.12M - $1.33M
|
11.5K
$1.16M
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
9.79KNew |
$954K - $1.13M
|
9.79K
$985K
|
|
|
May 13, 2024
Q1 2024
|
Bayview Asset Management, LLC
Coral Gables, FL |
BUY
|
- |
9KNew |
$878K - $1.04M
|
9K
$906K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
8.63KNew |
$842K - $999K
|
8.63K
$869K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
8.6KNew |
$839K - $996K
|
8.6K
$866K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.57K+ 14.2% |
$836K - $992K
|
68.9K
$6.94M
|
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
8.13KNew |
$793K - $941K
|
8.13K
$818K
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
8.12K+ 23.38% |
$792K - $940K
|
42.9K
$4.32M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
7.78K+ 100.28% |
$759K - $901K
|
15.5K
$1.56M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
7.1K+ 13.89% |
$692K - $822K
|
58.2K
$5.86M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.95K+ 93.54% |
$677K - $804K
|
14.4K
$1.45M
|
|
|
Apr 12, 2024
Q1 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
6.85KNew |
$668K - $792K
|
6.85K
$689K
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
6.84KNew |
$667K - $792K
|
6.84K
$688K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.8K+ 53.01% |
$664K - $788K
|
19.6K
$1.98M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.74K+ 16.7% |
$658K - $781K
|
47.1K
$4.74M
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
6.36KNew |
$620K - $736K
|
6.36K
$640K
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
6.18K+ 61.17% |
$602K - $715K
|
16.3K
$1.64M
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
6.04K+ 36.93% |
$589K - $699K
|
22.4K
$2.25M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
5.82K+ 128.09% |
$568K - $674K
|
10.4K
$1.04M
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
5.77KNew |
$563K - $668K
|
5.77K
$581K
|
|
|
Apr 29, 2024
Q1 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
5.74K+ 52.78% |
$559K - $664K
|
16.6K
$1.67M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.64KNew |
$550K - $653K
|
5.64K
$568K
|