Purchases and Sales Made in Q2 2023 in Ishares U S ETF Tr (IETC)
This table provides information about the institutional ownership of Ishares U S ETF Tr (IETC) during Q2 2023. The information is specifically focused on institutions that hold shares of ISHARES U S ETF TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
65.4K+ 469.68% |
$2.97M - $3.64M
|
79.3K
$6.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.9K+ 109.97% |
$722K - $885K
|
30.3K
$2.39M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.8K+ 78.92% |
$717K - $878K
|
35.7K
$2.82M
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
7.01K+ 1.29% |
$319K - $391K
|
550K
$43.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1K+ 18.25% |
$45.5K - $55.7K
|
6.48K
$511K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
850+ 7.39% |
$38.7K - $47.4K
|
12.3K
$974K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
692+ 35.54% |
$31.5K - $38.6K
|
2.64K
$208K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
540+ 10.47% |
$24.6K - $30.1K
|
5.7K
$450K
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
297+ 2.35% |
$13.5K - $16.5K
|
12.9K
$1.02M
|
|
|
Jul 12, 2023
Q2 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
159+ 0.91% |
$7.23K - $8.86K
|
17.6K
$1.39M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
123+ 1.38% |
$5.59K - $6.85K
|
9.06K
$715K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
7New |
$318 - $390
|
7
$552
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-13- 0.11% |
$591 - $724
|
11.4K
$900K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-17- 0.38% |
$773 - $947
|
4.4K
$347K
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-36- 0.41% |
$1.64K - $2.01K
|
8.69K
$685K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-264- 63.77% |
$12K - $14.7K
|
150
$11.8K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-445- 5.06% |
$20.2K - $24.8K
|
8.36K
$659K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-528- 2.94% |
$24K - $29.4K
|
17.5K
$1.38M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.24K- 6.29% |
$56.3K - $69K
|
18.4K
$1.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.26K- 29.79% |
$148K - $182K
|
7.69K
$606K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.35K- 7.67% |
$152K - $186K
|
40.3K
$3.18M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.12K- 89.17% |
$187K - $229K
|
500
$39.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.37K- 39.98% |
$381K - $466K
|
12.6K
$991K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-11.2K- 59.51% |
$510K - $625K
|
7.64K
$602K
|