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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Q3 Asset Management
|
BUY
|
- |
534+ 17.43% |
$55.2K - $69.1K
|
3.6K
$350K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
500New |
$51.7K - $64.7K
|
500
$48.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
463New |
$47.8K - $59.9K
|
463
$45.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
431+ 26.22% |
$44.5K - $55.7K
|
2.08K
$202K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
402+ 934.88% |
$41.5K - $52K
|
445
$43.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
401+ 8.53% |
$41.4K - $51.9K
|
5.1K
$497K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
397+ 2.26% |
$41K - $51.3K
|
17.9K
$1.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
379New |
$39.2K - $49K
|
379
$36.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
356New |
$36.8K - $46K
|
356
$34.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
334+ 8.54% |
$34.5K - $43.2K
|
4.24K
$413K
|
|
|
Feb 24, 2025
Q4 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
294+ 3.12% |
$30.4K - $38K
|
9.73K
$948K
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
289+ 1.68% |
$29.9K - $37.4K
|
17.5K
$1.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
286+ 0.09% |
$29.5K - $37K
|
315K
$30.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
282+ 0.62% |
$29.1K - $36.5K
|
46.1K
$4.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
254+ 7.88% |
$26.2K - $32.9K
|
3.48K
$339K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
248+ 0.98% |
$25.6K - $32.1K
|
25.5K
$2.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
241+ 42.06% |
$24.9K - $31.2K
|
814
$79.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
237+ 10.48% |
$24.5K - $30.7K
|
2.5K
$243K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
222+ 7.2% |
$22.9K - $28.7K
|
3.3K
$322K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
220+ 7.85% |
$22.7K - $28.5K
|
3.02K
$295K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
209+ 5.53% |
$21.6K - $27K
|
3.99K
$389K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
207+ 8.18% |
$21.4K - $26.8K
|
2.74K
$267K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
203+ 5.34% |
$21K - $26.3K
|
4K
$390K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
200+ 97.56% |
$20.7K - $25.9K
|
405
$39.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
196+ 4.17% |
$20.2K - $25.4K
|
4.89K
$477K
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
151+ 2.55% |
$15.6K - $19.5K
|
6.07K
$591K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
150New |
$15.5K - $19.4K
|
150
$14.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
150New |
$15.5K - $19.4K
|
150
$14.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
145New |
$15K - $18.8K
|
145
$14.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
133+ 1.29% |
$13.7K - $17.2K
|
10.4K
$1.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
132+ 0.08% |
$13.6K - $17.1K
|
174K
$17M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
110+ 1.42% |
$11.4K - $14.2K
|
7.87K
$766K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
103New |
$10.6K - $13.3K
|
103
$10K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
99+ 2.29% |
$10.2K - $12.8K
|
4.42K
$431K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
76+ 0.73% |
$7.85K - $9.83K
|
10.5K
$1.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
73+ 3.03% |
$7.54K - $9.44K
|
2.49K
$242K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
66+ 2.14% |
$6.82K - $8.54K
|
3.14K
$306K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
65New |
$6.72K - $8.41K
|
65
$6.33K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
52+ 2.56% |
$5.37K - $6.73K
|
2.08K
$203K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
51New |
$5.27K - $6.6K
|
51
$4.97K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
48New |
$4.96K - $6.21K
|
48
$4.68K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
38New |
$3.93K - $4.91K
|
38
$3.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
38+ 0.46% |
$3.93K - $4.91K
|
8.38K
$816K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
30+ 27.27% |
$3.1K - $3.88K
|
140
$13.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
26New |
$2.69K - $3.36K
|
26
$2.53K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
23New |
$2.38K - $2.97K
|
23
$2.24K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
22New |
$2.27K - $2.85K
|
22
$2.14K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
21+ 0.91% |
$2.17K - $2.72K
|
2.32K
$226K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
20New |
$2.07K - $2.59K
|
20
$1.95K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
19+ 0.11% |
$1.96K - $2.46K
|
17K
$1.66M
|