Purchases and Sales Made in Q4 2023 in Ishares Tr (GBF)
This table provides information about the institutional ownership of Ishares Tr (GBF) during Q4 2023. 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 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-363- 92.13% |
$35.5K - $38.4K
|
31
$3.22K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-429- 75.26% |
$41.9K - $45.4K
|
141
$14.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-490- 5.68% |
$47.9K - $51.8K
|
8.14K
$846K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-523- 5.99% |
$51.1K - $55.3K
|
8.21K
$854K
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-686- 14.18% |
$67K - $72.5K
|
4.15K
$432K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-733- 17.47% |
$71.6K - $77.5K
|
3.46K
$360K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-787- 16.41% |
$76.9K - $83.2K
|
4.01K
$417K
|
|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-873- 17.49% |
$85.3K - $92.3K
|
4.12K
$428K
|
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-2.03K- 39.12% |
$198K - $215K
|
3.16K
$329K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-2.18K- 51.04% |
$212K - $230K
|
2.09K
$217K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.5K- 33.09% |
$244K - $264K
|
5.05K
$525K
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-2.88K- 39.24% |
$281K - $304K
|
4.46K
$464K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-4.47K- 11.58% |
$437K - $473K
|
34.1K
$3.55M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-4.51K- 60.46% |
$441K - $477K
|
2.95K
$307K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-4.77K- 12.15% |
$465K - $504K
|
34.5K
$3.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.88K- 56.01% |
$575K - $622K
|
4.62K
$480K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.43K- 72.52% |
$628K - $679K
|
2.44K
$253K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-6.81K- 25.24% |
$665K - $720K
|
20.2K
$2.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-7.11K- 9.8% |
$694K - $751K
|
65.4K
$6.81M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-7.66KClosed |
$748K - $809K
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.9K- 26.03% |
$1.16M - $1.26M
|
33.8K
$3.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
SELL
|
- |
-16.4K- 10.16% |
$1.6M - $1.73M
|
145K
$15.1M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-23.1K- 16.69% |
$2.25M - $2.44M
|
115K
$12M
|
|
|
Feb 12, 2024
Q4 2023
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-25.3K- 74.36% |
$2.48M - $2.68M
|
8.74K
$909K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-34.2K- 18.19% |
$3.34M - $3.61M
|
154K
$16M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-38.2K- 23.14% |
$3.74M - $4.04M
|
127K
$13.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-95.8K- 8.88% |
$9.36M - $10.1M
|
983K
$102M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-271K- 50.62% |
$26.5M - $28.7M
|
264K
$27.5M
|