Purchases and Sales Made in Q1 2023 in Ishares Tr (IAT)

This table provides information about the institutional ownership of Ishares Tr (IAT) 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
Apr 27, 2023 Q1 2023	Barry Investment Advisors, LLC	BUY	-	274K New	$9.23M - $14.7M	274K $14.9M
May 15, 2023 Q1 2023	Northwestern Mutual Wealth Management CO	BUY	-	241K + 1582.96%	$8.13M - $12.9M	257K $14M
May 15, 2023 Q1 2023	Morgan Stanley New York, NY	BUY	-	232K + 107.95%	$7.8M - $12.4M	446K $24.3M
Apr 19, 2023 Q1 2023	Bell Bank	BUY	-	223K New	$7.5M - $11.9M	223K $12.1M
May 14, 2024 Q1 2023	Goldman Sachs Group Inc New York, NY	BUY	-	205K + 272.26%	$6.91M - $11M	281K $15.3M
May 11, 2023 Q1 2023	Goldman Sachs Group Inc New York, NY	BUY	-	205K + 272.26%	$6.91M - $11M	281K $15.3M
May 12, 2023 Q1 2023	Ubs Group Ag	BUY	-	198K + 215.19%	$6.65M - $10.6M	289K $15.8M
May 15, 2023 Q1 2023	Royal Bank Of Canada Toronto, A6	BUY	-	172K + 239.1%	$5.8M - $9.23M	244K $13.3M
May 05, 2023 Q1 2023	Truist Financial Corp	BUY	-	147K + 276.91%	$4.96M - $7.89M	200K $10.9M
Apr 14, 2023 Q1 2023	Raymond James & Associates St Petersburg, FL	BUY	-	146K + 427.61%	$4.92M - $7.83M	180K $9.82M
May 02, 2023 Q1 2023	Endurance Wealth Management, Inc.	BUY	-	111K New	$3.74M - $5.95M	111K $6.05M
May 09, 2023 Q1 2023	Us Bancorp \De\	BUY	-	102K + 42.32%	$3.45M - $5.49M	345K $18.8M
May 03, 2023 Q1 2023	Adams Wealth Management	BUY	-	96.7K New	$3.26M - $5.19M	96.7K $5.27M
May 12, 2023 Q1 2023	Wells Fargo & Company San Francisco, CA	BUY	-	73.6K + 47.4%	$2.48M - $3.94M	229K $12.5M
May 08, 2023 Q1 2023	Mgo One Seven LLC Beachwood, OH	BUY	-	68.9K + 164.72%	$2.32M - $3.69M	111K $6.03M
May 11, 2023 Q1 2023	Commonwealth Equity Services, LLC	BUY	-	61K + 57.15%	$2.05M - $3.27M	168K $9.14M
May 12, 2023 Q1 2023	Hrt Financial LP New York, NY	BUY	-	54.9K New	$1.85M - $2.94M	54.9K $2.99M
May 11, 2023 Q1 2023	Envestnet Asset Management Inc	BUY	-	52.5K + 71.57%	$1.77M - $2.81M	126K $6.86M
May 01, 2023 Q1 2023	Money Concepts Capital Corp	BUY	-	50.4K + 683.17%	$1.7M - $2.7M	57.7K $3.15M
May 10, 2023 Q1 2023	Lpl Financial LLC Fort Mill, SC	BUY	-	46.6K + 28.96%	$1.57M - $2.5M	208K $11.3M
May 15, 2023 Q1 2023	Israel Englander Millennium Management LLC \| New York, Ny	BUY	-	36.3K New	$1.22M - $1.95M	36.3K $1.98M
Apr 14, 2023 Q1 2023	Raymond James Financial Services Advisors, Inc. St. Petersburg, FL	BUY	-	30.5K + 90.03%	$1.03M - $1.63M	64.3K $3.5M
May 09, 2023 Q1 2023	Kcm Investment Advisors LLC Greenbrae, CA	BUY	-	29K New	$977K - $1.56M	29K $1.58M
Apr 28, 2023 Q1 2023	Janney Montgomery Scott LLC	BUY	-	28.8K + 359.88%	$969K - $1.54M	36.8K $2M
May 12, 2023 Q1 2023	Gsa Capital Partners LLP London, X0	BUY	-	25K New	$841K - $1.34M	25K $1.36M
May 15, 2023 Q1 2023	Ken Griffin Citadel Advisors LLC \| Chicago, Il	BUY	-	24.9K + 68.71%	$839K - $1.34M	61.2K $3.33M
May 11, 2023 Q1 2023	Jpmorgan Chase & CO New York, NY	BUY	-	23K + 218.84%	$773K - $1.23M	33.4K $1.82M
May 03, 2023 Q1 2023	J.W. Cole Advisors, Inc.	BUY	-	21.9K New	$737K - $1.17M	21.9K $1.19M
May 01, 2023 Q1 2023	Augustine Asset Management Inc	BUY	-	20K New	$673K - $1.07M	20K $1.09M
May 15, 2023 Q1 2023	Mid West One Financial Group, Inc. Iowa City, IA	BUY	-	15.7K New	$527K - $839K	15.7K $853K
May 12, 2023 Q1 2023	Flow Traders U.S. LLC New York, NY	BUY	-	15.4K New	$517K - $823K	15.4K $836K
May 03, 2023 Q1 2023	Aveo Capital Partners, LLC	BUY	-	13.1K New	$440K - $700K	13.1K $712K
May 08, 2023 Q1 2023	Triumph Capital Management	BUY	-	12.2K New	$410K - $653K	12.2K $664K
May 15, 2023 Q1 2023	Belvedere Trading LLC	BUY	-	11.6K New	$389K - $620K	11.6K $630K
Apr 14, 2023 Q1 2023	Wealth Management Partners, LLC	BUY	-	11.2K New	$378K - $601K	11.2K $611K
May 10, 2023 Q1 2023	Oppenheimer & CO Inc New York, NY	BUY	-	11K New	$369K - $588K	11K $597K
May 17, 2023 Q1 2023	National Asset Management, Inc. Boca Raton, FL	BUY	-	10.7K + 226.8%	$359K - $571K	15.4K $837K
Apr 19, 2023 Q1 2023	Harbour Capital Advisors, LLC	BUY	-	10.5K New	$352K - $561K	10.5K $570K
Apr 14, 2023 Q1 2023	Sweet Financial Partners, LLC	BUY	-	10.1K New	$340K - $542K	10.1K $551K
May 11, 2023 Q1 2023	First Republic Investment Management, Inc. San Francisco, CA	BUY	-	9.99K + 59.72%	$336K - $535K	26.7K $1.46M
Apr 27, 2023 Q1 2023	Simplex Trading, LLC	BUY	-	9.83K + 522.61%	$331K - $527K	11.7K $638K
May 15, 2023 Q1 2023	Hilltop Holdings Inc. Dallas, TX	BUY	-	8.13K New	$274K - $436K	8.13K $443K
May 04, 2023 Q1 2023	Barclays PLC London, X0	BUY	-	8K New	$269K - $429K	8K $436K
May 01, 2023 Q1 2023	Family Firm, Inc.	BUY	-	7.42K + 40.14%	$250K - $398K	25.9K $1.41M
Apr 12, 2023 Q1 2023	National Bank Of Canada	BUY	-	7.2K + 1582.42%	$242K - $386K	7.66K $417K
Apr 26, 2023 Q1 2023	Flc Capital Advisors	BUY	-	7.2K New	$242K - $386K	7.2K $392K
May 12, 2023 Q1 2023	Beacon Pointe Advisors, LLC Newport Beach, CA	BUY	-	7.18K New	$242K - $385K	7.18K $391K
May 15, 2023 Q1 2023	Steward Partners Investment Advisory, LLC	BUY	-	6.89K + 259.85%	$232K - $369K	9.54K $520K
May 15, 2023 Q1 2023	Moneta Group Investment Advisors LLC St Louis, MO	BUY	-	6.64K New	$223K - $356K	6.64K $362K
Aug 22, 2023 Q1 2023	Atria Wealth Solutions, Inc. New York, NY	BUY	-	6.57K + 28.42%	$221K - $352K	29.7K $1.62M

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Account

Purchases and Sales Made in Q1 2023 in Ishares Tr (IAT)

274K

241K

232K

223K

205K

205K

198K

172K

147K

146K

111K

102K

96.7K

73.6K

68.9K

61K

54.9K

52.5K

50.4K

46.6K

36.3K

30.5K

29K

28.8K

25K

24.9K

23K

21.9K

20K

15.7K

15.4K

13.1K

12.2K

11.6K

11.2K

11K

10.7K

10.5K

10.1K

9.99K

9.83K

8.13K

8K

7.42K

7.2K

7.2K

7.18K

6.89K

6.64K

6.57K

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