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
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-331- 5.1% |
$32.3K - $38.3K
|
6.15K
$619K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-362- 0.82% |
$35.3K - $41.9K
|
44K
$4.43M
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
SELL
|
- |
-389- 4.5% |
$37.9K - $45K
|
8.26K
$832K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-404- 8.86% |
$39.4K - $46.8K
|
4.16K
$418K
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-407- 11.68% |
$39.7K - $47.1K
|
3.08K
$310K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-412- 13.55% |
$40.2K - $47.7K
|
2.63K
$265K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-429- 10.34% |
$41.8K - $49.7K
|
3.72K
$374K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-431- 2.73% |
$42K - $49.9K
|
15.3K
$1.54M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-436- 6.78% |
$42.5K - $50.5K
|
5.99K
$603K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-467Closed |
$45.5K - $54.1K
|
0
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-475- 1.5% |
$46.3K - $55K
|
31.3K
$3.15M
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-493- 0.42% |
$48.1K - $57.1K
|
118K
$11.8M
|
|
|
May 14, 2024
Q1 2024
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-508- 23.1% |
$49.5K - $58.8K
|
1.69K
$170K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-584- 7.33% |
$57K - $67.6K
|
7.38K
$743K
|
|
|
Apr 11, 2024
Q1 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-588- 1.15% |
$57.3K - $68.1K
|
50.7K
$5.1M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-616- 7.8% |
$60.1K - $71.3K
|
7.28K
$733K
|
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-715- 8.0% |
$69.7K - $82.8K
|
8.22K
$828K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-870- 6.45% |
$84.9K - $101K
|
12.6K
$1.27M
|
|
|
Apr 11, 2024
Q1 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-889- 1.96% |
$86.7K - $103K
|
44.5K
$4.48M
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-991- 3.63% |
$96.7K - $115K
|
26.3K
$2.65M
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-1.06K- 11.69% |
$103K - $123K
|
8.01K
$807K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-1.12K- 2.69% |
$109K - $129K
|
40.3K
$4.06M
|
|
|
Apr 30, 2024
Q1 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-1.13K- 16.04% |
$110K - $131K
|
5.92K
$596K
|
|
|
Apr 18, 2024
Q1 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1.14K- 3.58% |
$111K - $132K
|
30.6K
$3.08M
|
|
|
Apr 23, 2024
Q1 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-1.25K- 12.34% |
$122K - $145K
|
8.89K
$894K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.5K- 4.07% |
$146K - $174K
|
35.3K
$3.56M
|
|
|
Apr 25, 2024
Q1 2024
|
Q3 Asset Management
|
SELL
|
- |
-1.53K- 10.12% |
$149K - $177K
|
13.6K
$1.36M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.57K- 19.85% |
$153K - $181K
|
6.33K
$637K
|
|
|
Apr 22, 2024
Q1 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.75K- 16.75% |
$170K - $202K
|
8.68K
$874K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.04K- 95.95% |
$198K - $236K
|
86
$8.66K
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-2.04K- 3.54% |
$199K - $236K
|
55.5K
$5.58M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.08K- 10.07% |
$203K - $240K
|
18.6K
$1.87M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.08K- 24.85% |
$203K - $241K
|
6.28K
$633K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.12K- 13.59% |
$206K - $245K
|
13.5K
$1.35M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.14K- 24.67% |
$208K - $247K
|
6.52K
$657K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-2.25K- 5.58% |
$219K - $260K
|
38.1K
$3.83M
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-2.42K- 49.67% |
$236K - $280K
|
2.45K
$247K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.62KClosed |
$255K - $303K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-2.66K- 28.86% |
$259K - $307K
|
6.55K
$659K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.07K- 34.87% |
$299K - $355K
|
5.73K
$577K
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-3.15K- 4.93% |
$307K - $364K
|
60.7K
$6.11M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.29K- 5.09% |
$321K - $381K
|
61.4K
$6.18M
|
|
|
May 13, 2024
Q1 2024
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
SELL
|
- |
-3.33K- 22.67% |
$324K - $385K
|
11.4K
$1.14M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.97K- 8.8% |
$387K - $460K
|
41.2K
$4.14M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-4.08K- 99.54% |
$398K - $472K
|
19
$1.91K
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-4.32K- 16.43% |
$421K - $500K
|
21.9K
$2.21M
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
SELL
|
- |
-4.56K- 9.06% |
$444K - $527K
|
45.7K
$4.6M
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-4.69K- 2.16% |
$457K - $543K
|
213K
$21.4M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-5.78K- 48.26% |
$564K - $669K
|
6.19K
$623K
|
|
|
May 14, 2024
Q1 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-6K- 29.68% |
$585K - $695K
|
14.2K
$1.43M
|