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 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-193- 8.58% |
$27.9K - $30.4K
|
2.06K
$318K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-197- 5.41% |
$28.4K - $31K
|
3.44K
$532K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-203- 1.75% |
$29.3K - $31.9K
|
11.4K
$1.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-210- 8.37% |
$30.3K - $33K
|
2.3K
$356K
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
SELL
|
- |
-213- 11.37% |
$30.7K - $33.5K
|
1.66K
$257K
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-223- 8.09% |
$32.2K - $35.1K
|
2.53K
$391K
|
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
SELL
|
- |
-226- 4.03% |
$32.6K - $35.6K
|
5.38K
$832K
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-237- 1.79% |
$34.2K - $37.3K
|
13K
$2M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-241- 17.69% |
$34.8K - $37.9K
|
1.12K
$173K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-247- 0.25% |
$35.6K - $38.9K
|
98.4K
$15.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-250- 4.32% |
$36.1K - $39.3K
|
5.53K
$855K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-254- 45.85% |
$36.7K - $40K
|
300
$46.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-260- 16.48% |
$37.5K - $40.9K
|
1.32K
$204K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-268- 0.91% |
$38.7K - $42.2K
|
29.2K
$4.51M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-269- 7.64% |
$38.8K - $42.3K
|
3.25K
$503K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-272- 6.32% |
$39.3K - $42.8K
|
4.03K
$623K
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-281- 0.75% |
$40.6K - $44.2K
|
37.2K
$5.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-290- 3.92% |
$41.8K - $45.6K
|
7.11K
$1.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-293- 17.36% |
$42.3K - $46.1K
|
1.4K
$216K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-302- 10.25% |
$43.6K - $47.5K
|
2.65K
$409K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-308- 14.23% |
$44.4K - $48.5K
|
1.86K
$287K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-314- 13.24% |
$45.3K - $49.4K
|
2.06K
$318K
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-339- 3.22% |
$48.9K - $53.3K
|
10.2K
$1.57M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-339- 5.94% |
$48.9K - $53.3K
|
5.36K
$829K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-342- 7.32% |
$49.4K - $53.8K
|
4.33K
$669K
|
|
|
Feb 13, 2025
Q4 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-350- 14.58% |
$50.5K - $55.1K
|
2.05K
$317K
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-352- 11.52% |
$50.8K - $55.4K
|
2.7K
$418K
|
|
|
Jan 30, 2025
Q4 2024
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-364- 16.72% |
$52.5K - $57.3K
|
1.81K
$280K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-377- 5.01% |
$54.4K - $59.3K
|
7.15K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-390- 19.3% |
$56.3K - $61.4K
|
1.63K
$252K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-394- 15.48% |
$56.9K - $62K
|
2.15K
$333K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-398- 1.51% |
$57.4K - $62.6K
|
26K
$4.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-405- 4.68% |
$58.4K - $63.7K
|
8.25K
$1.27M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-419- 11.65% |
$60.5K - $65.9K
|
3.18K
$491K
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-423- 56.55% |
$61K - $66.5K
|
325
$50.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-432- 3.03% |
$62.3K - $68K
|
13.8K
$2.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-457- 9.49% |
$65.9K - $71.9K
|
4.36K
$674K
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-458- 6.96% |
$66.1K - $72K
|
6.12K
$946K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-465- 2.05% |
$67.1K - $73.1K
|
22.2K
$3.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-470- 0.48% |
$67.8K - $73.9K
|
98.3K
$15.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-496- 2.7% |
$71.6K - $78K
|
17.9K
$2.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-549- 9.4% |
$79.2K - $86.4K
|
5.29K
$818K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-551- 83.48% |
$79.5K - $86.7K
|
109
$16.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-581- 16.88% |
$83.8K - $91.4K
|
2.86K
$442K
|
|
|
Feb 13, 2025
Q4 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-581- 1.5% |
$83.8K - $91.4K
|
38.1K
$5.89M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-615- 7.04% |
$88.8K - $96.7K
|
8.12K
$1.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-620- 1.87% |
$89.5K - $97.5K
|
32.6K
$5.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-627- 8.83% |
$90.5K - $98.6K
|
6.47K
$1M
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-648- 0.86% |
$93.5K - $102K
|
74.8K
$11.6M
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-713- 13.98% |
$103K - $112K
|
4.39K
$678K
|