Purchases and Sales Made in Q1 2024 in Ishares Tr (GBF)
This table provides information about the institutional ownership of Ishares Tr (GBF) during Q1 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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-983- 29.06% |
$101K - $103K
|
2.4K
$250K
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.06K- 23.83% |
$109K - $112K
|
3.4K
$353K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.1K- 13.37% |
$113K - $116K
|
7.11K
$740K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.21K- 24.91% |
$124K - $127K
|
3.65K
$379K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.48K- 29.14% |
$152K - $156K
|
3.6K
$374K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.67K- 41.76% |
$172K - $176K
|
2.34K
$243K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.3K- 45.58% |
$236K - $242K
|
2.75K
$286K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.8K- 17.22% |
$288K - $295K
|
13.5K
$1.4M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-3.07K- 15.37% |
$315K - $323K
|
16.9K
$1.76M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.31K- 25.03% |
$340K - $348K
|
9.91K
$1.03M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.54K- 3.07% |
$363K - $372K
|
112K
$11.6M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.54K- 3.07% |
$363K - $372K
|
112K
$11.6M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-4.12K- 47.2% |
$423K - $434K
|
4.61K
$480K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-7.02K- 34.8% |
$720K - $738K
|
13.2K
$1.37M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.56K- 3.23% |
$878K - $900K
|
256K
$26.6M
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-9.32K- 68.49% |
$956K - $981K
|
4.29K
$446K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-12K- 12.42% |
$1.23M - $1.26M
|
84.7K
$8.81M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-15.3K- 23.35% |
$1.57M - $1.61M
|
50.2K
$5.22M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15.4K- 45.66% |
$1.58M - $1.62M
|
18.4K
$1.91M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-26.6K- 19.25% |
$2.73M - $2.8M
|
112K
$11.6M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-98.1K- 77.21% |
$10.1M - $10.3M
|
28.9K
$3.01M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-580K- 58.98% |
$59.5M - $61M
|
403K
$41.9M
|