Purchases and Sales Made in Q1 2023 in Ishares Tr Us Broker Dealers & (IAI)
This table provides information about the institutional ownership of Ishares Tr Us Broker Dealers & (IAI) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR US BROKER-DEALERS &.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
827K+ 16651.53% |
$72.3M - $86.7M
|
832K
$127M
|
|
May 08, 2023
Q1 2023
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
230KNew |
$20.1M - $24.1M
|
230K
$35.1M
|
|
Apr 19, 2023
Q1 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
84.8K+ 7371.83% |
$7.41M - $8.89M
|
85.9K
$13.1M
|
|
May 08, 2023
Q1 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
83.2KNew |
$7.28M - $8.73M
|
83.2K
$12.7M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.6K+ 126.49% |
$2.23M - $2.68M
|
45.8K
$6.99M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
25K+ 193.11% |
$2.18M - $2.62M
|
37.9K
$5.78M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18.7K+ 18.56% |
$1.64M - $1.96M
|
120K
$18.3M
|
|
May 11, 2023
Q1 2023
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
BUY
|
- |
16.6K+ 112.82% |
$1.45M - $1.74M
|
31.2K
$4.77M
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
15.9KNew |
$1.39M - $1.67M
|
15.9K
$2.43M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
15.6K+ 5.61% |
$1.37M - $1.64M
|
294K
$44.9M
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.4KNew |
$994K - $1.19M
|
11.4K
$1.74M
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
11KNew |
$965K - $1.16M
|
11K
$1.68M
|
|
May 01, 2023
Q1 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
11K+ 7.77% |
$960K - $1.15M
|
152K
$23.3M
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
10.8K+ 38.5% |
$946K - $1.13M
|
38.9K
$5.94M
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10.1KNew |
$885K - $1.06M
|
10.1K
$1.55M
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10KNew |
$877K - $1.05M
|
10K
$1.53M
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.02KNew |
$614K - $737K
|
7.02K
$1.07M
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.9KNew |
$604K - $724K
|
6.9K
$1.05M
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
BUY
|
- |
5.57K+ 2.69% |
$488K - $585K
|
213K
$32.5M
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.83KNew |
$422K - $506K
|
4.83K
$737K
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.78K+ 22.37% |
$418K - $501K
|
26.1K
$3.99M
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.78K+ 22.37% |
$418K - $501K
|
26.1K
$3.99M
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
4.17KNew |
$364K - $437K
|
4.17K
$636K
|
|
May 10, 2023
Q1 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
3.26K+ 6.2% |
$285K - $342K
|
55.9K
$8.54M
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.85KNew |
$250K - $299K
|
2.85K
$436K
|
|
May 04, 2023
Q1 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
2.46KNew |
$215K - $258K
|
2.46K
$375K
|
|
May 03, 2023
Q1 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
2.35KNew |
$206K - $247K
|
2.35K
$359K
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
2.03K+ 18.09% |
$177K - $213K
|
13.2K
$2.02M
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.87K+ 17.96% |
$164K - $197K
|
12.3K
$1.88M
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
BUY
|
- |
1.82K+ 4.3% |
$160K - $191K
|
44.3K
$6.76M
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1.8K+ 57.08% |
$158K - $189K
|
4.96K
$758K
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.34K+ 48.35% |
$117K - $140K
|
4.1K
$625K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.27K+ 45.42% |
$111K - $134K
|
4.08K
$622K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.07K+ 75.51% |
$93.3K - $112K
|
2.48K
$379K
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
819+ 134.26% |
$71.6K - $85.9K
|
1.43K
$218K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
750New |
$65.6K - $78.7K
|
750
$115K
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
BUY
|
- |
677+ 11.53% |
$59.2K - $71K
|
6.55K
$1M
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
561+ 12.72% |
$49.1K - $58.8K
|
4.97K
$759K
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
509+ 3.29% |
$44.5K - $53.4K
|
16K
$2.44M
|
|
May 15, 2023
Q1 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
493+ 22.1% |
$43.1K - $51.7K
|
2.72K
$416K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
481New |
$42.1K - $50.5K
|
481
$73.4K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
463New |
$40.5K - $48.6K
|
463
$70.7K
|
|
Apr 18, 2023
Q1 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
461+ 6.9% |
$40.3K - $48.4K
|
7.14K
$1.09M
|
|
May 05, 2023
Q1 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
423+ 1.32% |
$37K - $44.4K
|
32.5K
$4.95M
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
320+ 1600.0% |
$28K - $33.6K
|
340
$51.9K
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
150+ 150.0% |
$13.1K - $15.7K
|
250
$38.2K
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
140New |
$12.2K - $14.7K
|
140
$21.4K
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
88New |
$7.7K - $9.23K
|
88
$13.4K
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
36+ 0.48% |
$3.15K - $3.78K
|
7.53K
$1.15M
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
31New |
$2.71K - $3.25K
|
31
$4.73K
|