Purchases and Sales Made in Q4 2024 in Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA) 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 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.76K- 10.38% |
$976K - $1.06M
|
58.4K
$9.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-7.08K- 32.17% |
$1.02M - $1.11M
|
14.9K
$2.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.29K- 16.01% |
$1.05M - $1.15M
|
38.2K
$5.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.9K- 2.59% |
$1.14M - $1.24M
|
297K
$45.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-8.22K- 8.82% |
$1.19M - $1.29M
|
84.9K
$13.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-8.42K- 97.15% |
$1.21M - $1.32M
|
247
$38.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-8.94K- 38.58% |
$1.29M - $1.41M
|
14.2K
$2.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.9K- 4.24% |
$1.57M - $1.71M
|
245K
$37.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.4K- 69.23% |
$1.93M - $2.1M
|
5.93K
$917K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-14.1K- 58.3% |
$2.03M - $2.21M
|
10.1K
$1.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-14.6K- 97.73% |
$2.1M - $2.29M
|
338
$52.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-16.2K- 88.9% |
$2.33M - $2.55M
|
2.02K
$312K
|
|
|
Feb 12, 2025
Q4 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-16.7K- 87.07% |
$2.41M - $2.63M
|
2.48K
$383K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-17.3K- 7.07% |
$2.49M - $2.72M
|
227K
$35.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-18.8K- 77.16% |
$2.71M - $2.96M
|
5.57K
$861K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-19.8K- 93.05% |
$2.85M - $3.11M
|
1.48K
$228K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-26.4K- 6.01% |
$3.81M - $4.16M
|
413K
$63.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-32.7K- 5.6% |
$4.71M - $5.14M
|
550K
$85M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-38K- 57.6% |
$5.49M - $5.98M
|
28K
$4.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-46.8K- 16.88% |
$6.75M - $7.35M
|
230K
$35.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-53.9K- 70.78% |
$7.78M - $8.48M
|
22.2K
$3.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-73K- 98.92% |
$10.5M - $11.5M
|
797
$123K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-80K- 27.85% |
$11.5M - $12.6M
|
207K
$32M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-130K- 44.55% |
$18.7M - $20.4M
|
161K
$24.9M
|
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-1.31M- 99.31% |
$189M - $206M
|
9.08K
$1.4M
|