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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-24- 1.47% |
$3.46K - $3.78K
|
1.61K
$249K
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-25- 1.08% |
$3.61K - $3.93K
|
2.29K
$354K
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-25- 1.15% |
$3.61K - $3.93K
|
2.16K
$333K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-28- 0.61% |
$4.04K - $4.4K
|
4.58K
$707K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-29- 0.57% |
$4.18K - $4.56K
|
5.02K
$776K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-30- 0.37% |
$4.33K - $4.72K
|
8.17K
$1.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-30- 0.76% |
$4.33K - $4.72K
|
3.94K
$609K
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-31- 1.92% |
$4.47K - $4.88K
|
1.59K
$245K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-33- 1.19% |
$4.76K - $5.19K
|
2.74K
$423K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-36- 1.62% |
$5.2K - $5.66K
|
2.18K
$337K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-38- 31.15% |
$5.48K - $5.98K
|
84
$13K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-40- 1.39% |
$5.77K - $6.29K
|
2.83K
$437K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-40- 5.1% |
$5.77K - $6.29K
|
745
$115K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-44- 2.99% |
$6.35K - $6.92K
|
1.43K
$220K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-44- 34.11% |
$6.35K - $6.92K
|
85
$13.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-46- 0.9% |
$6.64K - $7.24K
|
5.06K
$782K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-47- 3.3% |
$6.78K - $7.39K
|
1.38K
$213K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-50Closed |
$7.22K - $7.87K
|
0
$0
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-53- 3.54% |
$7.65K - $8.34K
|
1.44K
$223K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-53- 3.07% |
$7.65K - $8.34K
|
1.67K
$258K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-56- 0.99% |
$8.08K - $8.81K
|
5.62K
$869K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-57- 3.03% |
$8.23K - $8.97K
|
1.83K
$282K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-57- 0.81% |
$8.23K - $8.97K
|
6.96K
$1.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-57- 0.75% |
$8.23K - $8.97K
|
7.51K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-60- 1.46% |
$8.66K - $9.44K
|
4.04K
$625K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-64- 6.7% |
$9.24K - $10.1K
|
891
$138K
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-65- 0.51% |
$9.38K - $10.2K
|
12.6K
$1.95M
|
|
|
Feb 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-70- 2.64% |
$10.1K - $11K
|
2.58K
$399K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-72- 66.06% |
$10.4K - $11.3K
|
37
$5.72K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-82- 2.04% |
$11.8K - $12.9K
|
3.93K
$607K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-94- 0.85% |
$13.6K - $14.8K
|
10.9K
$1.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-95- 9.13% |
$13.7K - $14.9K
|
945
$146K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-100- 12.5% |
$14.4K - $15.7K
|
700
$108K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-101- 1.24% |
$14.6K - $15.9K
|
8.07K
$1.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-105- 1.32% |
$15.2K - $16.5K
|
7.83K
$1.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-106- 0.47% |
$15.3K - $16.7K
|
22.6K
$3.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-114- 5.39% |
$16.5K - $17.9K
|
2K
$309K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-115- 6.01% |
$16.6K - $18.1K
|
1.8K
$278K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-116- 23.58% |
$16.7K - $18.2K
|
376
$58.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-116- 82.86% |
$16.7K - $18.2K
|
24
$3.71K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-117- 11.25% |
$16.9K - $18.4K
|
923
$143K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-127- 3.83% |
$18.3K - $20K
|
3.19K
$494K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-128- 7.54% |
$18.5K - $20.1K
|
1.57K
$243K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-138- 82.63% |
$19.9K - $21.7K
|
29
$4.48K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-144- 5.69% |
$20.8K - $22.7K
|
2.39K
$369K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-146- 2.91% |
$21.1K - $23K
|
4.88K
$754K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-150- 1.51% |
$21.6K - $23.6K
|
9.78K
$1.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-159- 1.32% |
$22.9K - $25K
|
11.9K
$1.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-171- 2.53% |
$24.7K - $26.9K
|
6.59K
$1.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-185- 4.14% |
$26.7K - $29.1K
|
4.28K
$662K
|