Purchases and Sales Made in Q4 2024 in Ishares Tr (ITB)
This table provides information about the institutional ownership of Ishares Tr (ITB) 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 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
237KNew |
$24.5M - $30.7M
|
237K
$24.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
226KNew |
$23.3M - $29.2M
|
226K
$23.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
160KNew |
$16.6M - $20.7M
|
160K
$16.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
33.5K+ 565.26% |
$3.46M - $4.33M
|
39.4K
$4.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
29.9KNew |
$3.09M - $3.87M
|
29.9K
$3.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
29KNew |
$3M - $3.76M
|
29K
$2.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
14.2KNew |
$1.47M - $1.84M
|
14.2K
$1.46M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
13.8K+ 1125.92% |
$1.42M - $1.78M
|
15K
$1.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
13.2KNew |
$1.36M - $1.7M
|
13.2K
$1.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
10.3K+ 262.52% |
$1.07M - $1.34M
|
14.3K
$1.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
9.93K+ 2.78% |
$1.03M - $1.28M
|
367K
$37.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
- |
9.71KNew |
$1M - $1.26M
|
9.71K
$997K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.49K+ 2.74% |
$980K - $1.23M
|
356K
$36.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
8.6KNew |
$888K - $1.11M
|
8.6K
$883K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.17K+ 219.18% |
$844K - $1.06M
|
11.9K
$1.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
6.37KNew |
$658K - $824K
|
6.37K
$654K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
4.73KNew |
$489K - $612K
|
4.73K
$486K
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
4.53KNew |
$468K - $586K
|
4.53K
$465K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.47K+ 5.78% |
$461K - $578K
|
81.7K
$8.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
4.3KNew |
$444K - $556K
|
4.3K
$442K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
4.19KNew |
$432K - $541K
|
4.19K
$430K
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
3.81K+ 5.85% |
$393K - $493K
|
68.9K
$7.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.19K+ 68.84% |
$330K - $413K
|
7.83K
$804K
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
3.01KNew |
$311K - $389K
|
3.01K
$309K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.83K+ 67.7% |
$292K - $366K
|
7.01K
$720K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
2.67K+ 6.13% |
$275K - $345K
|
46.1K
$4.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
2.63KNew |
$271K - $340K
|
2.63K
$270K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.55K+ 7.38% |
$264K - $330K
|
37.2K
$3.82M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.49KNew |
$257K - $322K
|
2.49K
$256K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.15KNew |
$222K - $278K
|
2.15K
$221K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.11K+ 48.97% |
$218K - $273K
|
6.43K
$661K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
1.76K+ 3.54% |
$181K - $227K
|
51.3K
$5.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
1.52K+ 9.82% |
$157K - $196K
|
17K
$1.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
1.3KNew |
$134K - $168K
|
1.3K
$134K
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.28K+ 41.38% |
$132K - $166K
|
4.38K
$450K
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
1.28K+ 9.21% |
$132K - $165K
|
15.2K
$1.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1.18K+ 802.72% |
$122K - $153K
|
1.33K
$136K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.09KNew |
$112K - $140K
|
1.09K
$112K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.07K+ 38.84% |
$111K - $139K
|
3.84K
$394K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.03K+ 15.28% |
$106K - $133K
|
7.77K
$798K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
980+ 27.79% |
$101K - $127K
|
4.51K
$463K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
936New |
$96.7K - $121K
|
936
$96.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
932+ 17.52% |
$96.3K - $121K
|
6.25K
$642K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
880+ 10.7% |
$90.9K - $114K
|
9.11K
$935K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
616+ 20.32% |
$63.6K - $79.7K
|
3.65K
$375K
|
|
|
Jan 24, 2025
Q4 2024
|
Q3 Asset Management
|
BUY
|
- |
534+ 17.43% |
$55.2K - $69.1K
|
3.6K
$369K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
500New |
$51.7K - $64.7K
|
500
$51.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
397+ 2.26% |
$41K - $51.3K
|
17.9K
$1.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
356New |
$36.8K - $46K
|
356
$36.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
334+ 8.54% |
$34.5K - $43.2K
|
4.24K
$436K
|