Purchases and Sales Made in Q3 2024 in Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA) 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 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
235+ 7.15% |
$30.9K - $35.2K
|
3.52K
$548K
|
|
|
Oct 29, 2024
Q3 2024
|
Vigilare Wealth Management
|
BUY
|
- |
231+ 11.22% |
$30.4K - $34.6K
|
2.29K
$356K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
212+ 5.08% |
$27.9K - $31.7K
|
4.39K
$682K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
211+ 1.52% |
$27.8K - $31.6K
|
14.1K
$2.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
210+ 5.3% |
$27.6K - $31.4K
|
4.17K
$649K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
203+ 11.33% |
$26.7K - $30.4K
|
2K
$310K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
200+ 4.96% |
$26.3K - $29.9K
|
4.23K
$658K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
200New |
$26.3K - $29.9K
|
200
$31.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
199+ 8.31% |
$26.2K - $29.8K
|
2.59K
$403K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
187+ 1.12% |
$24.6K - $28K
|
16.9K
$2.62M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
176+ 4.59% |
$23.2K - $26.3K
|
4.01K
$624K
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
174+ 1.29% |
$22.9K - $26K
|
13.6K
$2.12M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
170+ 9.52% |
$22.4K - $25.4K
|
1.96K
$304K
|
|
|
Nov 12, 2024
Q3 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
170+ 3.44% |
$22.4K - $25.4K
|
5.11K
$795K
|
|
|
Oct 16, 2024
Q3 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
153New |
$20.1K - $22.9K
|
153
$23.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
150New |
$19.7K - $22.4K
|
150
$23.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
150+ 6.68% |
$19.7K - $22.4K
|
2.39K
$372K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
146+ 2.39% |
$19.2K - $21.8K
|
6.25K
$972K
|
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
140+ 3.64% |
$18.4K - $20.9K
|
3.98K
$620K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
133+ 0.33% |
$17.5K - $19.9K
|
40K
$6.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
131+ 1.65% |
$17.2K - $19.6K
|
8.08K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
127+ 34.79% |
$16.7K - $19K
|
492
$76.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
126+ 0.39% |
$16.6K - $18.9K
|
32.1K
$5M
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
BUY
|
- |
113+ 0.91% |
$14.9K - $16.9K
|
12.5K
$1.95M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
110+ 1.21% |
$14.5K - $16.5K
|
9.17K
$1.43M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
102+ 1.59% |
$13.4K - $15.3K
|
6.53K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
100New |
$13.2K - $15K
|
100
$15.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
100+ 12.35% |
$13.2K - $15K
|
910
$142K
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
98+ 12.86% |
$12.9K - $14.7K
|
860
$134K
|
|
|
Nov 13, 2024
Q3 2024
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
97New |
$12.8K - $14.5K
|
97
$15.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
90+ 12.86% |
$11.8K - $13.5K
|
790
$123K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
90+ 0.71% |
$11.8K - $13.5K
|
12.7K
$1.97M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
87+ 1.31% |
$11.4K - $13K
|
6.72K
$1.05M
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
77+ 5.68% |
$10.1K - $11.5K
|
1.43K
$223K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
75+ 29.07% |
$9.87K - $11.2K
|
333
$51.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
74+ 1.49% |
$9.74K - $11.1K
|
5.05K
$786K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
73+ 0.28% |
$9.61K - $10.9K
|
26.4K
$4.11M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
70+ 1.01% |
$9.21K - $10.5K
|
7.02K
$1.09M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
68+ 0.97% |
$8.95K - $10.2K
|
7.09K
$1.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
66+ 388.24% |
$8.68K - $9.88K
|
83
$12.9K
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
62+ 4.06% |
$8.16K - $9.28K
|
1.59K
$247K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
61+ 1.7% |
$8.03K - $9.13K
|
3.64K
$566K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
60+ 1.91% |
$7.89K - $8.98K
|
3.2K
$498K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
56+ 2.22% |
$7.37K - $8.38K
|
2.58K
$401K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
56+ 0.35% |
$7.37K - $8.38K
|
15.9K
$2.47M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
52+ 6.78% |
$6.84K - $7.78K
|
819
$127K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
52+ 3.16% |
$6.84K - $7.78K
|
1.7K
$264K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
51+ 2.34% |
$6.71K - $7.63K
|
2.23K
$347K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
51+ 2.19% |
$6.71K - $7.63K
|
2.38K
$370K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
50New |
$6.58K - $7.48K
|
50
$7.78K
|