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
|
Covestor LTD
Boston, MA |
SELL
|
- |
-46Closed |
$3.74K - $4.37K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-50- 42.37% |
$4.07K - $4.75K
|
68
$8.93K
|
|
|
May 12, 2023
Q1 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-54- 0.17% |
$4.39K - $5.13K
|
32.4K
$4.25M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-110- 4.57% |
$8.95K - $10.5K
|
2.3K
$301K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-318- 0.98% |
$25.9K - $30.2K
|
32K
$4.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-318- 2.08% |
$25.9K - $30.2K
|
15K
$1.97M
|
|
|
May 04, 2023
Q1 2023
|
Ttp Investments, Inc.
|
SELL
|
- |
-396- 3.93% |
$32.2K - $37.6K
|
9.68K
$1.27M
|
|
|
Apr 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-477- 2.87% |
$38.8K - $45.3K
|
16.2K
$2.12M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-525- 7.65% |
$42.7K - $49.9K
|
6.34K
$833K
|
|
|
May 05, 2023
Q1 2023
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-592- 2.89% |
$48.2K - $56.3K
|
19.9K
$2.61M
|
|
|
Apr 17, 2023
Q1 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-798- 2.29% |
$64.9K - $75.8K
|
34.1K
$4.47M
|
|
|
May 09, 2023
Q1 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-800- 1.83% |
$65.1K - $76K
|
43K
$5.64M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-899- 53.8% |
$73.2K - $85.4K
|
772
$101K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-951- 56.91% |
$77.4K - $90.4K
|
720
$94.5K
|
|
|
Apr 25, 2023
Q1 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-970- 5.5% |
$78.9K - $92.2K
|
16.7K
$2.19M
|
|
|
Apr 27, 2023
Q1 2023
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-989- 12.65% |
$80.5K - $94K
|
6.83K
$897K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.12K- 23.13% |
$90.8K - $106K
|
3.71K
$487K
|
|
|
Apr 07, 2023
Q1 2023
|
Capital Cs Group, LLC
|
SELL
|
- |
-1.33K- 7.02% |
$108K - $126K
|
17.6K
$2.31M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.59K- 39.24% |
$130K - $151K
|
2.47K
$324K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.72K- 18.56% |
$140K - $164K
|
7.55K
$992K
|
|
|
Apr 06, 2023
Q1 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-2.25K- 7.76% |
$183K - $213K
|
26.7K
$3.51M
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-3K- 46.15% |
$244K - $285K
|
3.5K
$460K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.05K- 9.26% |
$411K - $479K
|
49.4K
$6.49M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.21K- 27.31% |
$424K - $495K
|
13.9K
$1.82M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.02K- 6.07% |
$490K - $572K
|
93K
$12.2M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-6.6K- 74.61% |
$537K - $627K
|
2.25K
$295K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.66K- 3.77% |
$623K - $728K
|
196K
$25.7M
|
|
|
Apr 19, 2023
Q1 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-8.18K- 6.35% |
$665K - $777K
|
121K
$15.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
SELL
|
- |
-10.2K- 24.37% |
$829K - $969K
|
31.6K
$4.15M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.2K- 26.97% |
$833K - $973K
|
27.7K
$3.64M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-14.9K- 88.96% |
$1.21M - $1.42M
|
1.85K
$243K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-16.4K- 5.38% |
$1.34M - $1.56M
|
289K
$37.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-19.3K- 32.45% |
$1.57M - $1.83M
|
40.2K
$5.28M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-39.4K- 7.47% |
$3.2M - $3.74M
|
488K
$64M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-45.9K- 43.62% |
$3.73M - $4.36M
|
59.3K
$7.78M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-617K- 99.89% |
$50.2M - $58.6M
|
689
$90.5K
|