Purchases and Sales Made in Q1 2023 in Ishares Tr (IEZ)
This table provides information about the institutional ownership of Ishares Tr (IEZ) 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
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
195KNew |
$3.48M - $4.5M
|
195K
$4.09M
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
102KNew |
$1.82M - $2.35M
|
102K
$2.14M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
87.5KNew |
$1.56M - $2.02M
|
87.5K
$1.84M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
78.4K+ 7477.1% |
$1.4M - $1.81M
|
79.4K
$1.67M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
76.3K+ 61.85% |
$1.36M - $1.76M
|
200K
$4.19M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
76.3K+ 61.85% |
$1.36M - $1.76M
|
200K
$4.19M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
74.8KNew |
$1.34M - $1.72M
|
74.8K
$1.57M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
71.3KNew |
$1.27M - $1.64M
|
71.3K
$1.5M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
66.7K+ 9.55% |
$1.19M - $1.54M
|
765K
$16.1M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
58.2KNew |
$1.04M - $1.34M
|
58.2K
$1.22M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
39.6K+ 56.77% |
$708K - $914K
|
109K
$2.3M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
34.7KNew |
$621K - $801K
|
34.7K
$730K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
31.8K+ 30.53% |
$568K - $733K
|
136K
$2.85M
|
|
|
Apr 05, 2023
Q1 2023
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
27.9KNew |
$498K - $643K
|
27.9K
$586K
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
BUY
|
- |
25.3KNew |
$452K - $584K
|
25.3K
$531K
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
22KNew |
$393K - $508K
|
22K
$462K
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
20.6K+ 170.25% |
$368K - $475K
|
32.7K
$687K
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
17.1KNew |
$305K - $394K
|
17.1K
$358K
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
14.8KNew |
$264K - $341K
|
14.8K
$310K
|
|
|
May 12, 2023
Q1 2023
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
11.2KNew |
$200K - $258K
|
11.2K
$235K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.89K+ 9.1% |
$123K - $159K
|
82.6K
$1.74M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
6.86K+ 773.39% |
$123K - $158K
|
7.75K
$163K
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
6.27K+ 33.57% |
$112K - $145K
|
24.9K
$523K
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
2.83K+ 21.18% |
$50.6K - $65.3K
|
16.2K
$340K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.21K+ 8.65% |
$39.5K - $50.9K
|
27.7K
$582K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.05K+ 1.53% |
$36.7K - $47.3K
|
136K
$2.85M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.73K+ 1.4% |
$30.9K - $39.8K
|
125K
$2.62M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.21K+ 6.01% |
$21.6K - $27.9K
|
21.4K
$448K
|
|
|
Apr 26, 2023
Q1 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
693+ 3.44% |
$12.4K - $16K
|
20.9K
$438K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
636+ 0.46% |
$11.4K - $14.7K
|
139K
$2.91M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
584New |
$10.4K - $13.5K
|
584
$12.3K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
250New |
$4.47K - $5.77K
|
250
$5.25K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
220New |
$3.93K - $5.08K
|
220
$4.62K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
77+ 0.48% |
$1.38K - $1.78K
|
16K
$337K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
57+ 0.27% |
$1.02K - $1.31K
|
21.4K
$448K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
13+ 0.36% |
$232 - $300
|
3.64K
$76.4K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.19% |
$35.7 - $46.1
|
1.07K
$22.4K
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.5% |
$17.9 - $23.1
|
202
$4.24K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
1+ 0.42% |
$17.9 - $23.1
|
240
$5.04K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.53% |
$17.9 - $23.1
|
190
$3.99K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-9- 0.08% |
$161 - $208
|
11.7K
$246K
|
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-100- 0.41% |
$1.79K - $2.31K
|
24.4K
$513K
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-303- 2.7% |
$5.41K - $6.99K
|
10.9K
$229K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-377- 3.04% |
$6.74K - $8.7K
|
12K
$253K
|
|
|
May 12, 2023
Q1 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-395- 3.16% |
$7.06K - $9.11K
|
12.1K
$254K
|
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-400- 1.18% |
$7.15K - $9.23K
|
33.4K
$701K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-800- 8.86% |
$14.3K - $18.5K
|
8.23K
$173K
|
|
|
May 15, 2023
Q1 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-830- 0.58% |
$14.8K - $19.1K
|
143K
$3M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.5K- 57.81% |
$26.9K - $34.7K
|
1.1K
$23K
|
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-1.59K- 5.7% |
$28.4K - $36.7K
|
26.3K
$553K
|