Purchases and Sales Made in Q1 2023 in Ishares Tr (IAK)
This table provides information about the institutional ownership of Ishares Tr (IAK) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
50.3K+ 32.14% |
$4.1M - $4.78M
|
207K
$27.2M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
30.7K+ 4.49% |
$2.5M - $2.92M
|
714K
$93.8M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
27.7KNew |
$2.26M - $2.63M
|
27.7K
$3.64M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
25.3KNew |
$2.06M - $2.41M
|
25.3K
$3.33M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22.3K+ 79.24% |
$1.81M - $2.12M
|
50.4K
$6.62M
|
|
|
May 03, 2023
Q1 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
19.8K+ 153.71% |
$1.61M - $1.89M
|
32.7K
$4.3M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
19.7KNew |
$1.6M - $1.87M
|
19.7K
$2.58M
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
16.2KNew |
$1.32M - $1.54M
|
16.2K
$2.13M
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
10KNew |
$814K - $950K
|
10K
$1.31M
|
|
|
May 03, 2023
Q1 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
7.73KNew |
$629K - $734K
|
7.73K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
7.6KNew |
$618K - $722K
|
7.6K
$998K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.46K+ 4.98% |
$607K - $709K
|
157K
$20.6M
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
6.58KNew |
$536K - $626K
|
6.58K
$864K
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
BUY
|
- |
5.89KNew |
$479K - $559K
|
5.89K
$773K
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.95K+ 13.04% |
$403K - $470K
|
42.9K
$5.63M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.95K+ 13.04% |
$403K - $470K
|
42.9K
$5.63M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.72K+ 29.58% |
$384K - $448K
|
20.7K
$2.71M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.52K+ 4.0% |
$368K - $430K
|
117K
$15.4M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.11KNew |
$334K - $391K
|
4.11K
$540K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
4.05KNew |
$330K - $385K
|
4.05K
$532K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.56K+ 32.39% |
$290K - $338K
|
14.5K
$1.91M
|
|
|
Apr 18, 2023
Q1 2023
|
Leuthold Group, LLC
|
BUY
|
- |
2.94K+ 12.17% |
$239K - $279K
|
27.1K
$3.55M
|
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
BUY
|
- |
2.46K+ 1.26% |
$200K - $234K
|
198K
$26M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.38KNew |
$194K - $226K
|
2.38K
$313K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.62K+ 12.38% |
$132K - $154K
|
14.7K
$1.93M
|
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
BUY
|
- |
1.44K+ 3.15% |
$117K - $137K
|
47.1K
$6.19M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
1.4K+ 39.01% |
$114K - $133K
|
5K
$656K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.18K+ 5.5% |
$95.6K - $112K
|
22.5K
$2.96M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
932+ 0.98% |
$75.8K - $88.6K
|
95.8K
$12.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
821New |
$66.8K - $78K
|
821
$108K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
821+ 12.92% |
$66.8K - $78K
|
7.17K
$942K
|
|
|
May 05, 2023
Q1 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
662+ 21.0% |
$53.9K - $62.9K
|
3.81K
$501K
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
630New |
$51.3K - $59.9K
|
630
$82.7K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
627New |
$51K - $59.6K
|
627
$82.3K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
596+ 7.02% |
$48.5K - $56.6K
|
9.09K
$1.19M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
518+ 6.13% |
$42.1K - $49.2K
|
8.97K
$1.18M
|
|
|
Apr 18, 2023
Q1 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
505+ 7.25% |
$41.1K - $48K
|
7.47K
$981K
|
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
341New |
$27.7K - $32.4K
|
341
$44.8K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
328New |
$26.7K - $31.2K
|
328
$43.1K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
223New |
$18.1K - $21.2K
|
223
$29.3K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
184+ 593.55% |
$15K - $17.5K
|
215
$28.2K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
120+ 110.09% |
$9.76K - $11.4K
|
229
$30.1K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
53+ 2.11% |
$4.31K - $5.04K
|
2.57K
$337K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
40+ 0.34% |
$3.25K - $3.8K
|
11.9K
$1.56M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
37+ 0.6% |
$3.01K - $3.52K
|
6.18K
$811K
|
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
27+ 0.51% |
$2.2K - $2.57K
|
5.28K
$693K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
9+ 0.33% |
$732 - $855
|
2.71K
$356K
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
7+ 0.07% |
$570 - $665
|
10.1K
$1.33M
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1+ 0.23% |
$81.4 - $95
|
438
$57.5K
|
|
|
Apr 26, 2023
Q1 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-30- 0.05% |
$2.44K - $2.85K
|
55.3K
$7.27M
|