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 | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.57K+ 28.42% |
$221K - $352K
|
29.7K
$1.57M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
6.53K+ 70.39% |
$220K - $350K
|
15.8K
$838K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.62K+ 54.12% |
$189K - $302K
|
16K
$849K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.58K+ 23.14% |
$188K - $299K
|
29.7K
$1.57M
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
5.36K+ 33.85% |
$180K - $287K
|
21.2K
$1.12M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.75K+ 21.68% |
$160K - $254K
|
26.6K
$1.41M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.68K+ 162.25% |
$124K - $197K
|
5.94K
$315K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.65K+ 31.63% |
$123K - $196K
|
15.2K
$805K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.21K+ 43.81% |
$108K - $172K
|
10.5K
$559K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
3.12KNew |
$105K - $167K
|
3.12K
$166K
|
|
|
May 11, 2023
Q1 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
3KNew |
$101K - $161K
|
3K
$159K
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2.77KNew |
$93.2K - $148K
|
2.77K
$147K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.65K+ 30.76% |
$89.1K - $142K
|
11.2K
$596K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2.31KNew |
$77.6K - $124K
|
2.31K
$122K
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.21KNew |
$74.5K - $119K
|
2.21K
$117K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.2K+ 2315.79% |
$74.1K - $118K
|
2.3K
$122K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2K+ 1143.43% |
$67.4K - $107K
|
2.18K
$115K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2KNew |
$67.4K - $107K
|
2K
$106K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.73K+ 16.32% |
$58.4K - $92.9K
|
12.4K
$655K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.72KNew |
$57.8K - $92K
|
1.72K
$91K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.6K+ 54.53% |
$53.7K - $85.5K
|
4.52K
$240K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.51K+ 241.6% |
$50.8K - $81K
|
2.14K
$113K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.31KNew |
$44.1K - $70.2K
|
1.31K
$69.4K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
977+ 1.39% |
$32.9K - $52.4K
|
71.2K
$3.78M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
858New |
$28.9K - $46K
|
858
$45.5K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
800+ 88.5% |
$26.9K - $42.9K
|
1.7K
$90.3K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
773+ 2.09% |
$26K - $41.4K
|
37.8K
$2M
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
739New |
$24.9K - $39.6K
|
739
$39.2K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
600New |
$20.2K - $32.2K
|
600
$31.8K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
580New |
$19.5K - $31.1K
|
580
$30.7K
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
500+ 2.19% |
$16.8K - $26.8K
|
23.3K
$1.24M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
493+ 49.3% |
$16.6K - $26.4K
|
1.49K
$79.1K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
493+ 49.3% |
$16.6K - $26.4K
|
1.49K
$79.1K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
460New |
$15.5K - $24.7K
|
460
$24.4K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
391+ 7.66% |
$13.2K - $21K
|
5.5K
$291K
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
375+ 41.67% |
$12.6K - $20.1K
|
1.28K
$67.6K
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
350New |
$11.8K - $18.8K
|
350
$18.6K
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
250New |
$8.42K - $13.4K
|
250
$13.3K
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
200+ 9.11% |
$6.73K - $10.7K
|
2.4K
$127K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
144New |
$4.85K - $7.72K
|
144
$7.63K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
135+ 182.43% |
$4.55K - $7.24K
|
209
$11.1K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
125+ 0.68% |
$4.21K - $6.7K
|
18.6K
$985K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
121+ 170.42% |
$4.07K - $6.49K
|
192
$10.2K
|
|
|
Apr 27, 2023
Q1 2023
|
Rice Partnership, LLC
|
BUY
|
- |
100New |
$3.37K - $5.36K
|
100
$5.3K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
100+ 1.52% |
$3.37K - $5.36K
|
6.7K
$355K
|
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
100New |
$3.37K - $5.36K
|
100
$5.3K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
87+ 2.91% |
$2.93K - $4.66K
|
3.07K
$163K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
30New |
$1.01K - $1.61K
|
30
$1.59K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
22+ 35.48% |
$741 - $1.18K
|
84
$4.45K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
20+ 0.28% |
$673 - $1.07K
|
7.05K
$374K
|