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 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
117+ 3.34% |
$16.9K - $18.4K
|
3.62K
$559K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
116+ 3.32% |
$16.7K - $18.2K
|
3.61K
$558K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
109+ 0.47% |
$15.7K - $17.1K
|
23.1K
$3.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
109New |
$15.7K - $17.1K
|
109
$16.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
100New |
$14.4K - $15.7K
|
100
$15.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
100+ 5.04% |
$14.4K - $15.7K
|
2.08K
$322K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
99New |
$14.3K - $15.6K
|
99
$15.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
93+ 6.49% |
$13.4K - $14.6K
|
1.53K
$236K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
92New |
$13.3K - $14.5K
|
92
$14.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
91+ 17.6% |
$13.1K - $14.3K
|
608
$94K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
91+ 5.85% |
$13.1K - $14.3K
|
1.65K
$254K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
88+ 3.41% |
$12.7K - $13.8K
|
2.67K
$412K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
86+ 1.12% |
$12.4K - $13.5K
|
7.78K
$1.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
84+ 5.96% |
$12.1K - $13.2K
|
1.49K
$231K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
79+ 21.41% |
$11.4K - $12.4K
|
448
$69.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
73+ 1.16% |
$10.5K - $11.5K
|
6.35K
$981K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
71New |
$10.2K - $11.2K
|
71
$11K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
66New |
$9.52K - $10.4K
|
66
$10.2K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
61+ 0.3% |
$8.8K - $9.6K
|
20.5K
$3.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
60+ 0.58% |
$8.66K - $9.44K
|
10.5K
$1.62M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
56+ 1.77% |
$8.08K - $8.81K
|
3.22K
$498K
|
|
|
Feb 12, 2025
Q4 2024
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
55+ 1.44% |
$7.94K - $8.65K
|
3.87K
$599K
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
55+ 0.5% |
$7.94K - $8.65K
|
11.1K
$1.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
53+ 0.19% |
$7.65K - $8.34K
|
27.7K
$4.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
53+ 1.83% |
$7.65K - $8.34K
|
2.94K
$455K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
52New |
$7.5K - $8.18K
|
52
$8.04K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
50+ 1.2% |
$7.22K - $7.87K
|
4.23K
$653K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
50+ 0.64% |
$7.22K - $7.87K
|
7.81K
$1.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
49+ 2.8% |
$7.07K - $7.71K
|
1.8K
$278K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
49+ 61.25% |
$7.07K - $7.71K
|
129
$19.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
46New |
$6.64K - $7.24K
|
46
$7.11K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
46+ 1.1% |
$6.64K - $7.24K
|
4.23K
$654K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
45New |
$6.49K - $7.08K
|
45
$6.96K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
45+ 0.33% |
$6.49K - $7.08K
|
13.7K
$2.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
45+ 1.91% |
$6.49K - $7.08K
|
2.4K
$371K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
43+ 0.66% |
$6.21K - $6.76K
|
6.58K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
42+ 2.48% |
$6.06K - $6.61K
|
1.73K
$268K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
40New |
$5.77K - $6.29K
|
40
$6.18K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
40+ 0.98% |
$5.77K - $6.29K
|
4.12K
$636K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
40+ 0.84% |
$5.77K - $6.29K
|
4.81K
$744K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
38+ 0.16% |
$5.48K - $5.98K
|
23.7K
$3.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
35New |
$5.05K - $5.51K
|
35
$5.41K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
34+ 0.48% |
$4.91K - $5.35K
|
7.12K
$1.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
30+ 0.17% |
$4.33K - $4.72K
|
17.6K
$2.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
28+ 1.22% |
$4.04K - $4.4K
|
2.33K
$360K
|
|
|
Feb 04, 2025
Q4 2024
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
26+ 0.31% |
$3.75K - $4.09K
|
8.36K
$1.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
25+ 0.65% |
$3.61K - $3.93K
|
3.85K
$594K
|
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
25+ 0.95% |
$3.61K - $3.93K
|
2.65K
$409K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
24+ 6.03% |
$3.46K - $3.78K
|
422
$65.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
23+ 0.56% |
$3.32K - $3.62K
|
4.13K
$639K
|