Purchases and Sales Made in Q4 2024 in Ishares Tr (IMTB)
This table provides information about the institutional ownership of Ishares Tr (IMTB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
216KNew |
$9.15M - $9.61M
|
216K
$9.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
163KNew |
$6.88M - $7.23M
|
163K
$6.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
39K+ 179.4% |
$1.65M - $1.73M
|
60.7K
$2.57M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
36.4KNew |
$1.54M - $1.62M
|
36.4K
$1.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
35.2K+ 3.16% |
$1.49M - $1.57M
|
1.15M
$48.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
13.6KNew |
$575K - $604K
|
13.6K
$575K
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
8.4KNew |
$355K - $373K
|
8.4K
$355K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
8.3K+ 5.73% |
$351K - $369K
|
153K
$6.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
6.61K+ 1.54% |
$279K - $294K
|
435K
$18.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.33K+ 167.67% |
$183K - $193K
|
6.91K
$292K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.48K+ 29.35% |
$147K - $154K
|
15.3K
$648K
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
3.31K+ 11.84% |
$140K - $147K
|
31.2K
$1.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
2.25K+ 1.85% |
$94.9K - $99.8K
|
124K
$5.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.36KNew |
$57.6K - $60.5K
|
1.36K
$57.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1.09K+ 10.69% |
$45.9K - $48.2K
|
11.2K
$475K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
862+ 16.86% |
$36.5K - $38.3K
|
5.98K
$253K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
615+ 7.9% |
$26K - $27.3K
|
8.4K
$355K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
603+ 12.91% |
$25.5K - $26.8K
|
5.28K
$223K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
160New |
$6.77K - $7.11K
|
160
$6.77K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
108+ 23.23% |
$4.57K - $4.8K
|
573
$24.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
80+ 13.49% |
$3.38K - $3.56K
|
673
$28.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Kopp Family Office, LLC
Bloomington, MN |
BUY
|
- |
77+ 9.23% |
$3.26K - $3.42K
|
911
$38.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
38New |
$1.61K - $1.69K
|
38
$1.61K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 2.17% |
$42.3 - $44.5
|
47
$1.99K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$42.3 - $44.5
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-92- 4.31% |
$3.89K - $4.09K
|
2.04K
$86.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-847- 14.27% |
$35.8K - $37.6K
|
5.09K
$215K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.96K- 12.59% |
$82.8K - $87K
|
13.6K
$575K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2K- 15.54% |
$84.5K - $88.8K
|
10.9K
$459K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.03K- 4.43% |
$85.9K - $90.3K
|
43.8K
$1.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.51K- 27.9% |
$148K - $156K
|
9.07K
$384K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-26.5K- 24.5% |
$1.12M - $1.18M
|
81.8K
$3.46M
|