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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
5.04KNew |
$492K - $583K
|
5.04K
$507K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.86KNew |
$474K - $562K
|
4.86K
$489K
|
|
|
Apr 18, 2024
Q1 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
4.61K+ 13.83% |
$449K - $533K
|
37.9K
$3.81M
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
4.49KNew |
$438K - $520K
|
4.49K
$452K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.44K+ 432.46% |
$433K - $514K
|
5.46K
$550K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.88K+ 35.4% |
$378K - $449K
|
14.8K
$1.49M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.87KNew |
$378K - $448K
|
3.87K
$390K
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.79KNew |
$370K - $439K
|
3.79K
$382K
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
3.78KNew |
$368K - $437K
|
3.78K
$380K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.57K+ 100.73% |
$348K - $413K
|
7.1K
$715K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.48K+ 2.73% |
$340K - $403K
|
131K
$13.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
3.46KNew |
$337K - $400K
|
3.46K
$348K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.45KNew |
$337K - $400K
|
3.45K
$347K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
3.44KNew |
$336K - $398K
|
3.44K
$346K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.08K+ 48.66% |
$300K - $356K
|
9.4K
$946K
|
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
3.04KNew |
$296K - $351K
|
3.04K
$306K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.94KNew |
$287K - $341K
|
2.94K
$296K
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
BUY
|
- |
2.83KNew |
$276K - $327K
|
2.83K
$285K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2.75KNew |
$268K - $318K
|
2.75K
$277K
|
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.73KNew |
$266K - $316K
|
2.73K
$275K
|
|
|
May 14, 2024
Q1 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
2.63KNew |
$256K - $304K
|
2.63K
$264K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.62KNew |
$255K - $303K
|
2.62K
$264K
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.57KNew |
$250K - $297K
|
2.57K
$258K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.44K+ 13.86% |
$238K - $282K
|
20K
$2.01M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.42K+ 36.92% |
$236K - $280K
|
8.98K
$904K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
2.42KNew |
$236K - $280K
|
2.42K
$243K
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.41KNew |
$235K - $279K
|
2.41K
$243K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.38K+ 57.47% |
$232K - $275K
|
6.51K
$655K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.25KNew |
$219K - $260K
|
2.25K
$226K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.17KNew |
$212K - $251K
|
2.17K
$219K
|
|
|
Aug 06, 2024
Q1 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
2.16KNew |
$210K - $250K
|
2.16K
$217K
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
2.06KNew |
$201K - $238K
|
2.06K
$207K
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2KNew |
$195K - $232K
|
2K
$201K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2KNew |
$195K - $232K
|
2K
$201K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.94KNew |
$189K - $224K
|
1.94K
$195K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.9KNew |
$185K - $220K
|
1.9K
$191K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.9KNew |
$185K - $219K
|
1.9K
$191K
|
|
|
Apr 11, 2024
Q1 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
1.86KNew |
$182K - $216K
|
1.86K
$187K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.85K+ 22.5% |
$180K - $214K
|
10K
$1.01M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.81KNew |
$176K - $209K
|
1.81K
$182K
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.76KNew |
$172K - $204K
|
1.76K
$177K
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.74KNew |
$170K - $202K
|
1.74K
$175K
|
|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1.74KNew |
$169K - $201K
|
1.74K
$175K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.66K+ 93.77% |
$162K - $192K
|
3.42K
$345K
|
|
|
May 06, 2024
Q1 2024
|
Leuthold Group, LLC
|
BUY
|
- |
1.64K+ 3.92% |
$160K - $190K
|
43.6K
$4.39M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.62K+ 74.56% |
$158K - $188K
|
3.8K
$383K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.45K+ 213.68% |
$142K - $168K
|
2.13K
$215K
|
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
1.26K+ 2.87% |
$122K - $145K
|
45K
$4.53M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.2K+ 8.43% |
$117K - $139K
|
15.4K
$1.55M
|
|
|
May 06, 2024
Q1 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
1.15K+ 51.93% |
$112K - $133K
|
3.35K
$337K
|