Purchases and Sales Made in Q1 2023 in Ishares Tr (IMTB)
This table provides information about the institutional ownership of Ishares Tr (IMTB) 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 |
|---|---|---|---|---|---|---|---|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
372K+ 140.77% |
$15.7M - $16.6M
|
636K
$27M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
54.5K+ 264.22% |
$2.3M - $2.43M
|
75.1K
$3.19M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
50.1K+ 5.99% |
$2.12M - $2.23M
|
888K
$37.7M
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
32K+ 9.6% |
$1.35M - $1.42M
|
365K
$15.5M
|
|
|
Oct 02, 2024
Q1 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
18.2K+ 65.59% |
$768K - $809K
|
45.9K
$1.95M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.1K+ 160.14% |
$510K - $538K
|
19.6K
$832K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.8K+ 26.12% |
$501K - $527K
|
57.2K
$2.43M
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
9.94KNew |
$420K - $443K
|
9.94K
$422K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.53K+ 24.98% |
$64.9K - $68.3K
|
7.68K
$326K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
488+ 1.18% |
$20.6K - $21.7K
|
42K
$1.78M
|
|
|
Apr 27, 2023
Q1 2023
|
Rice Partnership, LLC
|
BUY
|
- |
347+ 6.01% |
$14.7K - $15.5K
|
6.12K
$260K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
299New |
$12.6K - $13.3K
|
299
$12.7K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
95+ 44.6% |
$4.02K - $4.23K
|
308
$13.1K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
74+ 1.59% |
$3.13K - $3.3K
|
4.73K
$201K
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
4+ 0.93% |
$169 - $178
|
435
$18.5K
|
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 1.72% |
$42.3 - $44.5
|
59
$2.5K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$42.3 - $44.5
|
0
$0
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-117- 32.05% |
$4.95K - $5.21K
|
248
$10.5K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-170- 5.89% |
$7.19K - $7.57K
|
2.72K
$115K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-502- 4.21% |
$21.2K - $22.4K
|
11.4K
$485K
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-576- 1.02% |
$24.4K - $25.7K
|
56.1K
$2.38M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-727- 8.75% |
$30.7K - $32.4K
|
7.58K
$322K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-937- 39.27% |
$39.6K - $41.7K
|
1.45K
$61.5K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.11K- 19.35% |
$46.9K - $49.4K
|
4.62K
$196K
|
|
|
May 04, 2023
Q1 2023
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-1.16K- 3.86% |
$49.1K - $51.8K
|
28.9K
$1.23M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.53K- 3.8% |
$64.9K - $68.3K
|
38.9K
$1.65M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.1K- 7.38% |
$89K - $93.7K
|
26.4K
$1.12M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.09K- 26.1% |
$300K - $316K
|
20.1K
$852K
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-15.5K- 55.82% |
$655K - $690K
|
12.3K
$520K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-41.7K- 83.91% |
$1.76M - $1.86M
|
8K
$339K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-115K- 74.58% |
$4.88M - $5.14M
|
39.3K
$1.67M
|