Purchases and Sales Made in Q2 2024 in Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2024
Q2 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
5+ 0.26% |
$635 - $687
|
1.96K
$303K
|
|
|
Aug 02, 2024
Q2 2024
|
Hudock, Inc.
|
BUY
|
- |
4+ 0.11% |
$508 - $550
|
3.49K
$540K
|
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
3+ 0.12% |
$381 - $412
|
2.53K
$391K
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.21% |
$254 - $275
|
954
$147K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
2+ 0.08% |
$254 - $275
|
2.43K
$376K
|
|
|
Jul 15, 2024
Q2 2024
|
Flc Capital Advisors
|
BUY
|
- |
2+ 0.02% |
$254 - $275
|
8.86K
$1.37M
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 0.28% |
$254 - $275
|
723
$112K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
2+ 1.53% |
$254 - $275
|
133
$20.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$254 - $275
|
4.67K
$722K
|
|
|
Jul 30, 2024
Q2 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
2+ 0.07% |
$254 - $275
|
2.74K
$423K
|
|
|
Aug 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
2+ 0.15% |
$254 - $275
|
1.36K
$210K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.66% |
$127 - $137
|
152
$23.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.26% |
$127 - $137
|
382
$59K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1+ 0.03% |
$127 - $137
|
3.15K
$486K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 0.2% |
$127 - $137
|
502
$77.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.41% |
$127 - $137
|
243
$37.6K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.31% |
$127 - $137
|
321
$49.6K
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
1+ 0.03% |
$127 - $137
|
3.5K
$541K
|
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1+ 0.06% |
$127 - $137
|
1.68K
$260K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1- 0.05% |
$127 - $137
|
1.99K
$307K
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-2- 0.04% |
$254 - $275
|
4.63K
$716K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-4- 0.31% |
$508 - $550
|
1.3K
$201K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-6- 42.86% |
$762 - $824
|
8
$1.24K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-6- 1.49% |
$762 - $824
|
398
$61.5K
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-6- 0.12% |
$762 - $824
|
4.84K
$748K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-8- 0.4% |
$1.02K - $1.1K
|
2.01K
$311K
|
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-8- 0.27% |
$1.02K - $1.1K
|
2.91K
$450K
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-8- 0.16% |
$1.02K - $1.1K
|
4.93K
$762K
|
|
|
Aug 07, 2024
Q2 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-10- 0.57% |
$1.27K - $1.37K
|
1.74K
$268K
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-13- 0.39% |
$1.65K - $1.79K
|
3.35K
$517K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-14- 9.21% |
$1.78K - $1.92K
|
138
$21.3K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-15- 0.9% |
$1.91K - $2.06K
|
1.65K
$254K
|
|
|
Aug 08, 2024
Q2 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-18- 1.06% |
$2.29K - $2.47K
|
1.68K
$259K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-21- 5.3% |
$2.67K - $2.89K
|
375
$58K
|
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-32- 1.49% |
$4.07K - $4.4K
|
2.12K
$327K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-38- 1.14% |
$4.83K - $5.22K
|
3.29K
$508K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
SELL
|
- |
-38- 2.06% |
$4.83K - $5.22K
|
1.81K
$280K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-44- 1.21% |
$5.59K - $6.05K
|
3.58K
$553K
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-48- 1.14% |
$6.1K - $6.59K
|
4.17K
$645K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-48- 2.05% |
$6.1K - $6.59K
|
2.29K
$354K
|
|
|
Feb 11, 2025
Q2 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-51- 1.5% |
$6.48K - $7.01K
|
3.34K
$516K
|
|
|
Aug 12, 2024
Q2 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-52- 1.04% |
$6.61K - $7.14K
|
4.94K
$764K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-52- 0.74% |
$6.61K - $7.14K
|
6.95K
$1.07M
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-54- 2.47% |
$6.86K - $7.42K
|
2.13K
$329K
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-56- 6.74% |
$7.11K - $7.69K
|
775
$120K
|
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-57- 0.63% |
$7.24K - $7.83K
|
8.96K
$1.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-58- 34.73% |
$7.37K - $7.97K
|
109
$16.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-59- 0.79% |
$7.5K - $8.11K
|
7.37K
$1.14M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-60- 3.55% |
$7.62K - $8.24K
|
1.63K
$252K
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-60- 10.71% |
$7.62K - $8.24K
|
500
$77.3K
|