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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-374- 7.73% |
$49.2K - $56K
|
4.47K
$695K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-387- 10.11% |
$50.9K - $57.9K
|
3.44K
$536K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-394- 2.37% |
$51.8K - $59K
|
16.2K
$2.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-402- 22.58% |
$52.9K - $60.2K
|
1.38K
$214K
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-418- 5.51% |
$55K - $62.5K
|
7.17K
$1.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-430- 5.14% |
$56.6K - $64.3K
|
7.93K
$1.23M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-455- 8.0% |
$59.9K - $68.1K
|
5.24K
$814K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-462- 12.22% |
$60.8K - $69.1K
|
3.32K
$517K
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-507- 25.64% |
$66.7K - $75.9K
|
1.47K
$229K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-509- 0.4% |
$67K - $76.2K
|
127K
$19.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-518- 17.11% |
$68.2K - $77.5K
|
2.51K
$391K
|
|
|
Oct 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-558- 1.62% |
$73.4K - $83.5K
|
33.9K
$5.28M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-575- 3.04% |
$75.7K - $86K
|
18.3K
$2.85M
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-604- 6.74% |
$79.5K - $90.4K
|
8.35K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-615- 5.83% |
$80.9K - $92K
|
9.93K
$1.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-617- 2.56% |
$81.2K - $92.3K
|
23.5K
$3.65M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-620- 2.77% |
$81.6K - $92.8K
|
21.8K
$3.39M
|
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-623- 8.65% |
$82K - $93.2K
|
6.58K
$1.02M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-684- 7.39% |
$90K - $102K
|
8.57K
$1.33M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-697- 13.94% |
$91.7K - $104K
|
4.3K
$670K
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-706Closed |
$92.9K - $106K
|
0
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-722- 7.05% |
$95K - $108K
|
9.53K
$1.48M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-758- 15.36% |
$99.7K - $113K
|
4.18K
$650K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-789- 4.91% |
$104K - $118K
|
15.3K
$2.38M
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
SELL
|
- |
-795- 12.15% |
$105K - $119K
|
5.75K
$894K
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-811- 10.06% |
$107K - $121K
|
7.25K
$1.13M
|
|
|
Nov 04, 2024
Q3 2024
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-812- 27.17% |
$107K - $122K
|
2.18K
$339K
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-821- 4.29% |
$108K - $123K
|
18.3K
$2.85M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-850- 2.49% |
$112K - $127K
|
33.2K
$5.17M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-851- 4.15% |
$112K - $127K
|
19.6K
$3.06M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-916- 32.71% |
$121K - $137K
|
1.88K
$293K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-937- 7.46% |
$123K - $140K
|
11.6K
$1.81M
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.02K- 6.32% |
$134K - $153K
|
15.1K
$2.35M
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-1.04K- 2.73% |
$137K - $156K
|
37.1K
$5.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.04K- 4.15% |
$137K - $156K
|
24.1K
$3.75M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.09K- 6.66% |
$144K - $164K
|
15.3K
$2.39M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-1.1K- 32.77% |
$144K - $164K
|
2.25K
$350K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.1K- 27.78% |
$145K - $165K
|
2.87K
$447K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.26K- 17.7% |
$165K - $188K
|
5.84K
$909K
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-1.29K- 47.11% |
$170K - $194K
|
1.45K
$226K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.3K- 14.6% |
$171K - $195K
|
7.6K
$1.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.36K- 45.72% |
$179K - $204K
|
1.62K
$251K
|
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-1.38K- 6.37% |
$182K - $207K
|
20.4K
$3.17M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.4K- 4.52% |
$184K - $209K
|
29.5K
$4.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-1.41K- 1.81% |
$185K - $210K
|
76.2K
$11.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.41K- 46.62% |
$185K - $211K
|
1.61K
$251K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.43K- 9.79% |
$189K - $214K
|
13.2K
$2.05M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.45K- 31.63% |
$191K - $217K
|
3.13K
$487K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.54K- 2.0% |
$203K - $231K
|
75.7K
$11.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.55K- 30.37% |
$204K - $232K
|
3.55K
$553K
|