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 28, 2025
Q4 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.15K+ 7.61% |
$166K - $181K
|
16.3K
$2.52M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
1.14KNew |
$165K - $179K
|
1.14K
$176K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.12K+ 3.79% |
$162K - $176K
|
30.7K
$4.75M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
1.1KNew |
$159K - $173K
|
1.1K
$170K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
1.05K+ 9.41% |
$151K - $164K
|
12.1K
$1.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.04K+ 3.19% |
$150K - $163K
|
33.5K
$5.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.02K+ 6.23% |
$147K - $161K
|
17.4K
$2.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.01K+ 15.0% |
$145K - $159K
|
7.73K
$1.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
989+ 35.91% |
$143K - $156K
|
3.74K
$579K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
953+ 6.77% |
$138K - $150K
|
15K
$2.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
882+ 12.47% |
$127K - $139K
|
7.96K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
877+ 4.38% |
$127K - $138K
|
20.9K
$3.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
866+ 10.72% |
$125K - $136K
|
8.95K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
851+ 3.63% |
$123K - $134K
|
24.3K
$3.76M
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
823+ 1.9% |
$119K - $129K
|
44.1K
$6.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
820New |
$118K - $129K
|
820
$127K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
815+ 4.58% |
$118K - $128K
|
18.6K
$2.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
797+ 26.26% |
$115K - $125K
|
3.83K
$592K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
785+ 12.53% |
$113K - $123K
|
7.05K
$1.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
759+ 1.03% |
$110K - $119K
|
74.6K
$11.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
754+ 15.67% |
$109K - $119K
|
5.57K
$861K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
748New |
$108K - $118K
|
748
$116K
|
|
|
Feb 27, 2025
Q4 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
730+ 22.46% |
$105K - $115K
|
3.98K
$615K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
718+ 1.77% |
$104K - $113K
|
41.2K
$6.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
716+ 13.95% |
$103K - $113K
|
5.85K
$904K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
646+ 3.39% |
$93.2K - $102K
|
19.7K
$3.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
618+ 31.61% |
$89.2K - $97.2K
|
2.57K
$398K
|
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
607+ 73.13% |
$87.6K - $95.5K
|
1.44K
$222K
|
|
|
Feb 14, 2025
Q4 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
599+ 21.46% |
$86.4K - $94.2K
|
3.39K
$524K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
597+ 1.49% |
$86.2K - $93.9K
|
40.6K
$6.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
590+ 3.86% |
$85.1K - $92.8K
|
15.9K
$2.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
558New |
$80.5K - $87.8K
|
558
$86.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
550+ 5.93% |
$79.4K - $86.5K
|
9.82K
$1.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
536+ 8.76% |
$77.4K - $84.3K
|
6.66K
$1.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
531New |
$76.6K - $83.5K
|
531
$82.1K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
525+ 33.31% |
$75.8K - $82.6K
|
2.1K
$325K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
500+ 5.16% |
$72.2K - $78.7K
|
10.2K
$1.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
500New |
$72.2K - $78.7K
|
500
$77.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
493+ 2.92% |
$71.1K - $77.6K
|
17.4K
$2.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
493+ 2.44% |
$71.1K - $77.6K
|
20.7K
$3.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
479+ 11.87% |
$69.1K - $75.4K
|
4.51K
$698K
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
465+ 11.15% |
$67.1K - $73.1K
|
4.63K
$716K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
444+ 3.44% |
$64.1K - $69.8K
|
13.4K
$2.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
410New |
$59.2K - $64.5K
|
410
$63.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
403+ 4.69% |
$58.2K - $63.4K
|
8.99K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
400New |
$57.7K - $62.9K
|
400
$61.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
400+ 7.84% |
$57.7K - $62.9K
|
5.5K
$850K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
400+ 15.43% |
$57.7K - $62.9K
|
2.99K
$463K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
398+ 6.37% |
$57.4K - $62.6K
|
6.65K
$1.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
383New |
$55.3K - $60.2K
|
383
$59.2K
|