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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
289+ 1.68% |
$29.9K - $37.4K
|
17.5K
$1.79M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
286+ 0.09% |
$29.5K - $37K
|
315K
$32.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
282+ 0.62% |
$29.1K - $36.5K
|
46.1K
$4.73M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
241+ 42.06% |
$24.9K - $31.2K
|
814
$83.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
220+ 7.85% |
$22.7K - $28.5K
|
3.02K
$311K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
209+ 5.53% |
$21.6K - $27K
|
3.99K
$410K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
203+ 5.34% |
$21K - $26.3K
|
4K
$411K
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
196+ 4.17% |
$20.2K - $25.4K
|
4.89K
$503K
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
151+ 2.55% |
$15.6K - $19.5K
|
6.07K
$623K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
150New |
$15.5K - $19.4K
|
150
$15.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
145New |
$15K - $18.8K
|
145
$14.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
132+ 0.08% |
$13.6K - $17.1K
|
174K
$17.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
110+ 1.42% |
$11.4K - $14.2K
|
7.87K
$808K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
99+ 2.29% |
$10.2K - $12.8K
|
4.42K
$454K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
73+ 3.03% |
$7.54K - $9.44K
|
2.49K
$255K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
66+ 2.14% |
$6.82K - $8.54K
|
3.14K
$323K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
52+ 2.56% |
$5.37K - $6.73K
|
2.08K
$214K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
48New |
$4.96K - $6.21K
|
48
$4.93K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
38+ 0.46% |
$3.93K - $4.91K
|
8.38K
$861K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
38New |
$3.93K - $4.91K
|
38
$3.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
30+ 27.27% |
$3.1K - $3.88K
|
140
$14.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
26New |
$2.69K - $3.36K
|
26
$2.67K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
23New |
$2.38K - $2.97K
|
23
$2.36K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
22New |
$2.27K - $2.85K
|
22
$2.26K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
21+ 0.91% |
$2.17K - $2.72K
|
2.32K
$239K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
20New |
$2.07K - $2.59K
|
20
$2.05K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
19+ 0.11% |
$1.96K - $2.46K
|
17K
$1.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
16New |
$1.65K - $2.07K
|
16
$1.64K
|
|
|
Jan 30, 2025
Q4 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
15+ 0.19% |
$1.55K - $1.94K
|
7.8K
$801K
|
|
|
Feb 04, 2025
Q4 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
9+ 0.11% |
$930 - $1.16K
|
8.43K
$866K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
7New |
$723 - $905
|
7
$719
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
4+ 0.12% |
$413 - $517
|
3.23K
$332K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.16% |
$207 - $259
|
1.23K
$127K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1+ 0.2% |
$103 - $129
|
510
$52.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1+ 0.04% |
$103 - $129
|
2.41K
$247K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1- 1.14% |
$103 - $129
|
87
$8.94K
|
|
|
Feb 11, 2025
Q4 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-8- 0.03% |
$826 - $1.03K
|
23.1K
$2.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-18- 0.24% |
$1.86K - $2.33K
|
7.55K
$776K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-25- 0.07% |
$2.58K - $3.23K
|
34.5K
$3.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-25- 11.68% |
$2.58K - $3.23K
|
189
$19.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-30- 0.31% |
$3.1K - $3.88K
|
9.72K
$998K
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-40- 0.82% |
$4.13K - $5.17K
|
4.86K
$499K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-45- 0.33% |
$4.65K - $5.82K
|
13.5K
$1.39M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-50- 47.17% |
$5.17K - $6.47K
|
56
$5.75K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-60- 1.43% |
$6.2K - $7.76K
|
4.12K
$423K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-77- 26.46% |
$7.95K - $9.96K
|
214
$22K
|