Purchases and Sales Made in Q3 2024 in Ishares Tr (ITB)
This table provides information about the institutional ownership of Ishares Tr (ITB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-173- 8.79% |
$16.9K - $22.3K
|
1.8K
$181K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-205- 4.53% |
$20K - $26.4K
|
4.32K
$435K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-244- 85.92% |
$23.8K - $31.4K
|
40
$4.03K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-244- 1.17% |
$23.8K - $31.4K
|
20.6K
$2.07M
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-250- 1.35% |
$24.4K - $32.2K
|
18.3K
$1.85M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-250- 0.72% |
$24.4K - $32.2K
|
34.6K
$3.48M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-266- 10.84% |
$25.9K - $34.2K
|
2.19K
$220K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-294- 92.16% |
$28.7K - $37.8K
|
25
$2.52K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-309- 5.19% |
$30.1K - $39.7K
|
5.65K
$568K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-344- 8.34% |
$33.5K - $44.3K
|
3.78K
$380K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-370- 25.22% |
$36.1K - $47.6K
|
1.1K
$110K
|
|
|
Oct 08, 2024
Q3 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-371- 6.11% |
$36.2K - $47.7K
|
5.7K
$574K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-413- 16.0% |
$40.3K - $53.1K
|
2.17K
$218K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-415- 9.79% |
$40.5K - $53.4K
|
3.82K
$385K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-450- 10.59% |
$43.9K - $57.9K
|
3.8K
$382K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-468- 17.73% |
$45.6K - $60.2K
|
2.17K
$219K
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-486- 4.75% |
$47.4K - $62.5K
|
9.75K
$981K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-486- 21.89% |
$47.4K - $62.5K
|
1.73K
$175K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-495- 9.61% |
$48.3K - $63.7K
|
4.65K
$468K
|
|
|
Oct 10, 2024
Q3 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-504- 0.96% |
$49.2K - $64.8K
|
51.7K
$5.21M
|
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-556- 3.14% |
$54.2K - $71.5K
|
17.2K
$1.73M
|
|
|
Oct 28, 2024
Q3 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-584- 12.38% |
$57K - $75.1K
|
4.13K
$416K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
SELL
|
- |
-667- 9.0% |
$65K - $85.8K
|
6.74K
$679K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-675- 2.18% |
$65.8K - $86.8K
|
30.3K
$3.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-685- 21.31% |
$66.8K - $88.1K
|
2.53K
$255K
|
|
|
Oct 22, 2024
Q3 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-691- 12.31% |
$67.4K - $88.9K
|
4.92K
$495K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-735- 5.69% |
$71.7K - $94.6K
|
12.2K
$1.23M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-753- 2.21% |
$73.4K - $96.9K
|
33.3K
$3.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-766- 8.41% |
$74.7K - $98.5K
|
8.34K
$840K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-800- 44.44% |
$78K - $103K
|
1K
$101K
|
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-837- 9.24% |
$81.6K - $108K
|
8.23K
$828K
|
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-859- 9.65% |
$83.8K - $111K
|
8.04K
$810K
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-897- 5.88% |
$87.5K - $115K
|
14.4K
$1.45M
|
|
|
Oct 24, 2024
Q3 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-1.08K- 2.45% |
$105K - $138K
|
42.9K
$4.32M
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-1.11K- 2.03% |
$108K - $142K
|
53.4K
$5.38M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1.15K- 66.78% |
$112K - $148K
|
573
$57.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.2K- 7.77% |
$117K - $154K
|
14.2K
$1.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.31K- 18.76% |
$128K - $169K
|
5.68K
$571K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.41K- 40.98% |
$138K - $182K
|
2.03K
$205K
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.66K- 26.97% |
$162K - $213K
|
4.49K
$452K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.94K- 7.25% |
$189K - $249K
|
24.8K
$2.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-2K- 20.0% |
$195K - $257K
|
8K
$805K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.07K- 10.49% |
$201K - $266K
|
17.6K
$1.77M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-2.22K- 34.84% |
$216K - $285K
|
4.14K
$417K
|
|
|
Nov 13, 2024
Q3 2024
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
SELL
|
- |
-2.26K- 18.01% |
$221K - $291K
|
10.3K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.43K- 2.13% |
$237K - $313K
|
112K
$11.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.54K- 25.13% |
$248K - $327K
|
7.57K
$762K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.6K- 59.81% |
$254K - $335K
|
1.75K
$176K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.6K- 38.39% |
$254K - $335K
|
4.18K
$421K
|
|
|
Oct 30, 2024
Q3 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-2.73K- 1.55% |
$267K - $352K
|
174K
$17.5M
|