Purchases and Sales Made in Q4 2024 in Ishares Tr (ITB)
This table provides information about the institutional ownership of Ishares Tr (ITB) 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
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
5.43KNew |
$561K - $702K
|
5.43K
$529K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
4.73KNew |
$489K - $612K
|
4.73K
$461K
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
4.53KNew |
$468K - $586K
|
4.53K
$441K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.47K+ 5.78% |
$461K - $578K
|
81.7K
$7.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
4.4KNew |
$455K - $569K
|
4.4K
$429K
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
4.3KNew |
$444K - $556K
|
4.3K
$419K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
4.19KNew |
$432K - $541K
|
4.19K
$408K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.18K+ 23.8% |
$432K - $541K
|
21.7K
$2.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.85KNew |
$398K - $498K
|
3.85K
$375K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
3.82KNew |
$395K - $494K
|
3.82K
$372K
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
3.81K+ 5.85% |
$393K - $493K
|
68.9K
$6.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.5KNew |
$362K - $453K
|
3.5K
$341K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.19K+ 68.84% |
$330K - $413K
|
7.83K
$763K
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
3.01KNew |
$311K - $389K
|
3.01K
$293K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.83K+ 12.48% |
$292K - $366K
|
25.5K
$2.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.83K+ 67.7% |
$292K - $366K
|
7.01K
$683K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
2.67K+ 6.13% |
$275K - $345K
|
46.1K
$4.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
2.63KNew |
$271K - $340K
|
2.63K
$256K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.55K+ 7.38% |
$264K - $330K
|
37.2K
$3.62M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.49KNew |
$257K - $322K
|
2.49K
$242K
|
|
|
Feb 19, 2025
Q4 2024
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
2.3KNew |
$238K - $298K
|
2.3K
$224K
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
2.26KNew |
$233K - $292K
|
2.26K
$220K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.15KNew |
$222K - $278K
|
2.15K
$209K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.11K+ 48.97% |
$218K - $273K
|
6.43K
$627K
|
|
|
Feb 11, 2025
Q4 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
2.02K+ 4.23% |
$209K - $262K
|
49.8K
$4.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.96KNew |
$202K - $253K
|
1.96K
$191K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
1.76K+ 3.54% |
$181K - $227K
|
51.3K
$4.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
1.72K+ 11.95% |
$178K - $222K
|
16.1K
$1.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
1.52K+ 9.82% |
$157K - $196K
|
17K
$1.65M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.32K+ 34.81% |
$136K - $171K
|
5.12K
$498K
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
1.3KNew |
$134K - $168K
|
1.3K
$127K
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.28K+ 41.38% |
$132K - $166K
|
4.38K
$427K
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
1.28K+ 9.21% |
$132K - $165K
|
15.2K
$1.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1.18K+ 802.72% |
$122K - $153K
|
1.33K
$129K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.13K+ 7.94% |
$117K - $146K
|
15.4K
$1.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.09KNew |
$112K - $140K
|
1.09K
$106K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.07K+ 38.84% |
$111K - $139K
|
3.84K
$374K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.03K+ 15.28% |
$106K - $133K
|
7.77K
$757K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1K+ 100.0% |
$103K - $129K
|
2K
$195K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
980+ 27.79% |
$101K - $127K
|
4.51K
$439K
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
966+ 18.56% |
$99.8K - $125K
|
6.17K
$601K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
938+ 141.27% |
$96.9K - $121K
|
1.6K
$156K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
936New |
$96.7K - $121K
|
936
$91.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
932+ 17.52% |
$96.3K - $121K
|
6.25K
$609K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
880+ 10.7% |
$90.9K - $114K
|
9.11K
$887K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
818+ 28.84% |
$84.5K - $106K
|
3.65K
$356K
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
756+ 5.27% |
$78.1K - $97.8K
|
15.1K
$1.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
754+ 8.2% |
$77.9K - $97.5K
|
9.95K
$969K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
630+ 11.16% |
$65.1K - $81.5K
|
6.28K
$611K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
616+ 20.32% |
$63.6K - $79.7K
|
3.65K
$355K
|