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 |
|---|---|---|---|---|---|---|---|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
22+ 0.31% |
$1.92K - $2.31K
|
7.02K
$1.07M
|
|
|
May 02, 2023
Q1 2023
|
Corbyn Investment Management Inc
|
BUY
|
- |
18+ 0.8% |
$1.57K - $1.89K
|
2.26K
$345K
|
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
12+ 0.48% |
$1.05K - $1.26K
|
2.51K
$383K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1- 0.01% |
$87.5 - $105
|
8.81K
$1.34M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-10- 0.43% |
$875 - $1.05K
|
2.29K
$349K
|
|
|
Apr 17, 2023
Q1 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-16- 0.32% |
$1.4K - $1.68K
|
5.05K
$771K
|
|
|
Apr 11, 2023
Q1 2023
|
Gunderson Capital Management Inc.
|
SELL
|
- |
-143- 5.69% |
$12.5K - $15K
|
2.37K
$362K
|
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-188- 5.55% |
$16.4K - $19.7K
|
3.2K
$489K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-203- 84.58% |
$17.8K - $21.3K
|
37
$5.65K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-209- 0.19% |
$18.3K - $21.9K
|
111K
$16.9M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-230- 70.99% |
$20.1K - $24.1K
|
94
$14.4K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-259- 8.43% |
$22.7K - $27.2K
|
2.81K
$429K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-271- 19.91% |
$23.7K - $28.4K
|
1.09K
$166K
|
|
|
May 09, 2023
Q1 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-305- 8.92% |
$26.7K - $32K
|
3.12K
$476K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-348- 53.95% |
$30.4K - $36.5K
|
297
$45.3K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-353Closed |
$30.9K - $37K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-380- 1.53% |
$33.2K - $39.9K
|
24.5K
$3.74M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-456- 11.89% |
$39.9K - $47.8K
|
3.38K
$516K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-465- 93.94% |
$40.7K - $48.8K
|
30
$4.58K
|
|
|
Apr 19, 2023
Q1 2023
|
David J Yvars Group
|
SELL
|
- |
-470- 16.48% |
$41.1K - $49.3K
|
2.38K
$364K
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-494- 12.4% |
$43.2K - $51.8K
|
3.49K
$533K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-494- 12.4% |
$43.2K - $51.8K
|
3.49K
$533K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-578- 11.21% |
$50.6K - $60.6K
|
4.58K
$699K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-633- 1.21% |
$55.4K - $66.4K
|
51.6K
$7.88M
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-1.01K- 2.67% |
$88.6K - $106K
|
37K
$5.64M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.05K- 2.37% |
$92K - $110K
|
43.3K
$6.61M
|
|
|
Apr 07, 2023
Q1 2023
|
Capital Cs Group, LLC
|
SELL
|
- |
-1.16K- 6.88% |
$101K - $121K
|
15.6K
$2.39M
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-1.49K- 6.18% |
$131K - $157K
|
22.7K
$3.46M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.53K- 14.15% |
$133K - $160K
|
9.25K
$1.41M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.53K- 87.44% |
$134K - $161K
|
220
$33.6K
|
|
|
Apr 27, 2023
Q1 2023
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-1.9K- 17.92% |
$166K - $199K
|
8.7K
$1.33M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-2.87K- 13.33% |
$251K - $301K
|
18.7K
$2.85M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.97K- 98.48% |
$260K - $312K
|
46
$7.02K
|
|
|
May 15, 2023
Q1 2023
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-2.99K- 5.55% |
$262K - $314K
|
50.9K
$7.77M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-4.04K- 2.5% |
$354K - $424K
|
158K
$24.1M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.29K- 5.61% |
$463K - $555K
|
89.1K
$13.6M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.57K- 15.4% |
$662K - $794K
|
41.6K
$6.35M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-8.1K- 4.8% |
$708K - $850K
|
161K
$24.5M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-9.88K- 80.88% |
$864K - $1.04M
|
2.34K
$357K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-10.2K- 60.64% |
$889K - $1.07M
|
6.6K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-12.1K- 37.59% |
$1.06M - $1.27M
|
20K
$3.06M
|
|
|
Apr 17, 2023
Q1 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-12.5K- 93.98% |
$1.09M - $1.31M
|
800
$122K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-12.6K- 54.86% |
$1.1M - $1.32M
|
10.4K
$1.58M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-13.4K- 37.79% |
$1.17M - $1.4M
|
22K
$3.36M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-14.2K- 67.98% |
$1.24M - $1.49M
|
6.68K
$1.02M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-16.5K- 9.0% |
$1.45M - $1.73M
|
167K
$25.5M
|
|
|
May 11, 2023
Q1 2023
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-25.7K- 71.19% |
$2.25M - $2.7M
|
10.4K
$1.59M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-27.6K- 16.8% |
$2.41M - $2.89M
|
136K
$20.8M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-41.9K- 92.96% |
$3.67M - $4.4M
|
3.18K
$485K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-49.9K- 8.27% |
$4.36M - $5.23M
|
553K
$84.5M
|