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 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
25+ 0.06% |
$2.44K - $2.89K
|
44.9K
$4.52M
|
|
Apr 22, 2024
Q1 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
25+ 0.98% |
$2.44K - $2.89K
|
2.57K
$258K
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
22New |
$2.15K - $2.55K
|
22
$2.21K
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
21+ 0.24% |
$2.05K - $2.43K
|
8.91K
$897K
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
19+ 25.33% |
$1.85K - $2.2K
|
94
$9.46K
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
19+ 271.43% |
$1.85K - $2.2K
|
26
$2.62K
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
18New |
$1.76K - $2.08K
|
18
$1.81K
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
16New |
$1.56K - $1.85K
|
16
$1.61K
|
|
May 03, 2024
Q1 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
11+ 0.13% |
$1.07K - $1.27K
|
8.41K
$846K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
7+ 0.22% |
$683 - $810
|
3.24K
$326K
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
7New |
$683 - $810
|
7
$705
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
5New |
$488 - $579
|
5
$503
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
5New |
$488 - $579
|
5
$503
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
4+ 66.67% |
$390 - $463
|
10
$1.01K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
4+ 0.15% |
$390 - $463
|
2.59K
$261K
|
|
Apr 23, 2024
Q1 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
3+ 0.1% |
$293 - $347
|
2.88K
$290K
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.16% |
$195 - $232
|
1.23K
$124K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.08% |
$97.5 - $116
|
1.22K
$123K
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
1+ 0.05% |
$97.5 - $116
|
2.14K
$215K
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.95% |
$97.5 - $116
|
106
$10.7K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3- 0.09% |
$293 - $347
|
3.22K
$324K
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-6- 10.17% |
$585 - $695
|
53
$5.33K
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-14- 0.42% |
$1.37K - $1.62K
|
3.29K
$332K
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-16- 0.17% |
$1.56K - $1.85K
|
9.49K
$955K
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-17- 0.43% |
$1.66K - $1.97K
|
3.95K
$398K
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-18- 11.11% |
$1.76K - $2.08K
|
144
$14.5K
|
|
May 14, 2024
Q1 2024
|
X Square Capital, LLC
|
SELL
|
- |
-23- 0.95% |
$2.24K - $2.66K
|
2.4K
$242K
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-30- 21.43% |
$2.93K - $3.47K
|
110
$11.1K
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-30- 50.0% |
$2.93K - $3.47K
|
30
$3.02K
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-30- 1.15% |
$2.93K - $3.47K
|
2.57K
$259K
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-32- 1.81% |
$3.12K - $3.7K
|
1.73K
$174K
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-35- 5.1% |
$3.41K - $4.05K
|
651
$65.5K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-70- 6.0% |
$6.83K - $8.1K
|
1.1K
$110K
|
|
May 10, 2024
Q1 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-85- 1.81% |
$8.29K - $9.84K
|
4.61K
$464K
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-108- 4.62% |
$10.5K - $12.5K
|
2.23K
$225K
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-114- 1.09% |
$11.1K - $13.2K
|
10.3K
$1.04M
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-116- 0.5% |
$11.3K - $13.4K
|
23K
$2.32M
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-120- 3.72% |
$11.7K - $13.9K
|
3.1K
$312K
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
SELL
|
- |
-150- 21.31% |
$14.6K - $17.4K
|
554
$55.8K
|
|
May 13, 2024
Q1 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-171- 7.99% |
$16.7K - $19.8K
|
1.97K
$198K
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-188- 2.45% |
$18.3K - $21.8K
|
7.5K
$755K
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-195- 8.19% |
$19K - $22.6K
|
2.19K
$220K
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
SELL
|
- |
-200- 1.54% |
$19.5K - $23.2K
|
12.8K
$1.29M
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-200- 9.09% |
$19.5K - $23.2K
|
2K
$201K
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-206- 7.96% |
$20.1K - $23.8K
|
2.38K
$240K
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-216- 1.88% |
$21.1K - $25K
|
11.3K
$1.13M
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-224- 10.98% |
$21.8K - $25.9K
|
1.82K
$183K
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-230- 9.45% |
$22.4K - $26.6K
|
2.21K
$222K
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-264- 2.48% |
$25.7K - $30.6K
|
10.4K
$1.05M
|
|
May 15, 2024
Q1 2024
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-272- 3.97% |
$26.5K - $31.5K
|
6.59K
$663K
|