Purchases and Sales Made in Q4 2022 in Ishares Tr (IAT)
This table provides information about the institutional ownership of Ishares Tr (IAT) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
19+ 1.13% |
$869 - $988
|
1.71K
$93K
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
19New |
$869 - $988
|
19
$1.04K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
18New |
$823 - $936
|
18
$981
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
13New |
$594 - $676
|
13
$708
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
5New |
$229 - $260
|
5
$272
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
4+ 0.98% |
$183 - $208
|
412
$22.4K
|
|
Feb 02, 2023
Q4 2022
|
Wealth Effects LLC
|
BUY
|
- |
3+ 0.07% |
$137 - $156
|
4.22K
$230K
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
3+ 1.92% |
$137 - $156
|
159
$8.66K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.57% |
$45.7 - $52
|
175
$9.54K
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1+ 1.43% |
$45.7 - $52
|
71
$3.87K
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
1+ 0.05% |
$45.7 - $52
|
2.19K
$119K
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.7% |
$45.7 - $52
|
144
$7.85K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1- 1.59% |
$45.7 - $52
|
62
$3.38K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-7- 0.42% |
$320 - $364
|
1.66K
$90.7K
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-9- 0.43% |
$412 - $468
|
2.11K
$115K
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-66- 6.8% |
$3.02K - $3.43K
|
904
$49.3K
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-100- 6.29% |
$4.57K - $5.2K
|
1.49K
$81.2K
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-117- 3.77% |
$5.35K - $6.08K
|
2.99K
$163K
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-120- 0.65% |
$5.49K - $6.24K
|
18.5K
$1.01M
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-132- 2.34% |
$6.04K - $6.86K
|
5.5K
$300K
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-160- 20.38% |
$7.32K - $8.32K
|
625
$34.1K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-209- 7.31% |
$9.56K - $10.9K
|
2.65K
$144K
|
|
Feb 08, 2023
Q4 2022
|
Arcadia Investment Management Corp
|
SELL
|
- |
-240- 10.0% |
$11K - $12.5K
|
2.16K
$118K
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-339- 0.63% |
$15.5K - $17.6K
|
53.2K
$2.9M
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-400- 4.07% |
$18.3K - $20.8K
|
9.43K
$514K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-488- 4.06% |
$22.3K - $25.4K
|
11.5K
$629K
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-550- 20.04% |
$25.2K - $28.6K
|
2.2K
$120K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-588- 11.04% |
$26.9K - $30.6K
|
4.74K
$258K
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-1.06K- 2.78% |
$48.4K - $55K
|
37K
$2.02M
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.46K- 14.04% |
$66.7K - $75.8K
|
8.93K
$487K
|
|
Jan 10, 2023
Q4 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.6K- 5.35% |
$73.2K - $83.2K
|
28.3K
$1.54M
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-1.76K- 79.46% |
$80.5K - $91.5K
|
455
$24.8K
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.78K- 37.81% |
$81.3K - $92.4K
|
2.93K
$159K
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.58K- 3.4% |
$118K - $134K
|
73.3K
$4M
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.65K- 20.16% |
$121K - $138K
|
10.5K
$571K
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.13K- 3.98% |
$143K - $163K
|
75.4K
$4.11M
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.13K- 3.98% |
$143K - $163K
|
75.4K
$4.11M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.49K- 11.61% |
$205K - $233K
|
34.2K
$1.86M
|
|
Feb 07, 2023
Q4 2022
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-4.66K- 20.13% |
$213K - $242K
|
18.5K
$1.01M
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-5.44K- 26.69% |
$249K - $283K
|
14.9K
$814K
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-7.17KClosed |
$328K - $372K
|
0
$0
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-8.46K- 33.59% |
$387K - $440K
|
16.7K
$911K
|
|
Feb 06, 2023
Q4 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-12.8K- 18.37% |
$584K - $664K
|
56.7K
$3.09M
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-13K- 15.32% |
$596K - $678K
|
72K
$3.93M
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-13.3K- 26.78% |
$607K - $690K
|
36.3K
$1.98M
|
|
Feb 13, 2023
Q4 2022
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-18K- 71.43% |
$823K - $936K
|
7.2K
$392K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-18.1K- 34.82% |
$826K - $939K
|
33.8K
$1.84M
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-20K- 74.04% |
$916K - $1.04M
|
7.03K
$383K
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-25.3K- 13.99% |
$1.15M - $1.31M
|
155K
$8.46M
|