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 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.12K+ 21.09% |
$109K - $130K
|
6.44K
$649K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.03K+ 27.25% |
$100K - $119K
|
4.81K
$484K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.02K+ 76.26% |
$99K - $118K
|
2.35K
$236K
|
|
|
May 10, 2024
Q1 2024
|
Lynwood Capital Management Inc.
|
BUY
|
- |
1KNew |
$97.5K - $116K
|
1K
$101K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
955New |
$93.1K - $111K
|
955
$96.1K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
914+ 15.25% |
$89.1K - $106K
|
6.91K
$695K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
885+ 9.4% |
$86.3K - $102K
|
10.3K
$1.04M
|
|
|
May 03, 2024
Q1 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
869+ 5.12% |
$84.8K - $101K
|
17.9K
$1.8M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
850+ 27.95% |
$82.9K - $98.4K
|
3.89K
$392K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
784New |
$76.5K - $90.8K
|
784
$78.9K
|
|
|
Oct 02, 2024
Q1 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
736+ 12.12% |
$71.8K - $85.2K
|
6.81K
$685K
|
|
|
May 15, 2024
Q1 2024
|
Amundi
Paris, I0 |
BUY
|
- |
700+ 46.67% |
$68.3K - $81K
|
2.2K
$221K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
700+ 8.12% |
$68.3K - $81K
|
9.32K
$938K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
685+ 4.38% |
$66.8K - $79.3K
|
16.3K
$1.64M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
631+ 17.22% |
$61.5K - $73.1K
|
4.3K
$432K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
561+ 14.92% |
$54.7K - $64.9K
|
4.32K
$435K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
548+ 576.84% |
$53.4K - $63.4K
|
643
$64.7K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
527+ 3.49% |
$51.4K - $61K
|
15.6K
$1.57M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
416New |
$40.6K - $48.2K
|
416
$41.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
369+ 2.03% |
$36K - $42.7K
|
18.6K
$1.87M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
335New |
$32.7K - $38.8K
|
335
$33.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
299+ 1.98% |
$29.2K - $34.6K
|
15.4K
$1.55M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
260+ 1.12% |
$25.4K - $30.1K
|
23.5K
$2.37M
|
|
|
Apr 22, 2024
Q1 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
255+ 0.86% |
$24.9K - $29.5K
|
30K
$3.02M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
214+ 3.35% |
$20.9K - $24.8K
|
6.61K
$665K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
208+ 1.05% |
$20.3K - $24.1K
|
20.1K
$2.02M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
180+ 3.44% |
$17.6K - $20.8K
|
5.41K
$545K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
180New |
$17.6K - $20.8K
|
180
$18.1K
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
178+ 1.03% |
$17.4K - $20.6K
|
17.4K
$1.75M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
176+ 2.74% |
$17.2K - $20.4K
|
6.6K
$664K
|
|
|
May 09, 2024
Q1 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
149+ 0.68% |
$14.5K - $17.2K
|
21.9K
$2.2M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
136+ 5.04% |
$13.3K - $15.7K
|
2.84K
$285K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
135+ 63.08% |
$13.2K - $15.6K
|
349
$35.1K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
131+ 4.46% |
$12.8K - $15.2K
|
3.07K
$309K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
122New |
$11.9K - $14.1K
|
122
$12.3K
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
115+ 1.36% |
$11.2K - $13.3K
|
8.57K
$862K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
100New |
$9.75K - $11.6K
|
100
$10.1K
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
81+ 2.08% |
$7.9K - $9.38K
|
3.97K
$399K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
79+ 188.1% |
$7.7K - $9.15K
|
121
$12.2K
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
76+ 7.22% |
$7.41K - $8.8K
|
1.13K
$114K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
75New |
$7.31K - $8.68K
|
75
$7.55K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
72+ 63.16% |
$7.02K - $8.34K
|
186
$18.7K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
70+ 116.67% |
$6.83K - $8.1K
|
130
$13.1K
|
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
60New |
$5.85K - $6.95K
|
60
$6.04K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
50+ 28.57% |
$4.88K - $5.79K
|
225
$22.6K
|
|
|
May 08, 2024
Q1 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
50+ 0.71% |
$4.88K - $5.79K
|
7.05K
$710K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
48+ 1.11% |
$4.68K - $5.56K
|
4.36K
$439K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
43New |
$4.19K - $4.98K
|
43
$4.33K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
40New |
$3.9K - $4.63K
|
40
$4.03K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
28+ 0.18% |
$2.73K - $3.24K
|
15.2K
$1.53M
|