Purchases and Sales Made in Q2 2023 in Ishares Tr (IMTB)
This table provides information about the institutional ownership of Ishares Tr (IMTB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
72.5K+ 11.41% |
$3.11M - $3.21M
|
708K
$30.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
62.5K+ 7.04% |
$2.68M - $2.76M
|
950K
$40.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
BUY
|
- |
11.8K+ 3.24% |
$507K - $523K
|
377K
$16M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.7KNew |
$287K - $296K
|
6.7K
$284K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
6.02K+ 415.6% |
$258K - $266K
|
7.47K
$317K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.9KNew |
$210K - $217K
|
4.9K
$208K
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.87K+ 4.76% |
$80.1K - $82.7K
|
41.2K
$1.75M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.5K+ 3.85% |
$64.1K - $66.1K
|
40.3K
$1.71M
|
|
|
Aug 08, 2023
Q2 2023
|
Rice Partnership, LLC
|
BUY
|
- |
1.01K+ 16.42% |
$43K - $44.4K
|
7.13K
$302K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
908New |
$38.9K - $40.1K
|
908
$38.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
308+ 1.57% |
$13.2K - $13.6K
|
19.9K
$845K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
269+ 0.64% |
$11.5K - $11.9K
|
42.2K
$1.79M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
90+ 29.22% |
$3.85K - $3.98K
|
398
$16.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
26+ 5.98% |
$1.11K - $1.15K
|
461
$19.6K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3+ 1.0% |
$128 - $133
|
302
$12.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 2.33% |
$42.8 - $44.2
|
44
$1.87K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-23- 0.49% |
$985 - $1.02K
|
4.71K
$200K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-316- 4.17% |
$13.5K - $14K
|
7.27K
$308K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-809- 7.08% |
$34.6K - $35.8K
|
10.6K
$451K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.31K- 17.03% |
$56K - $57.8K
|
6.37K
$270K
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.87K- 3.33% |
$80.2K - $82.8K
|
54.3K
$2.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.32K- 5.81% |
$142K - $147K
|
53.8K
$2.28M
|
|
|
Oct 02, 2024
Q2 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-4K- 8.71% |
$171K - $177K
|
41.9K
$1.78M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.06K- 19.14% |
$217K - $224K
|
21.4K
$907K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14.2K- 70.97% |
$610K - $630K
|
5.83K
$247K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-57.8K- 76.91% |
$2.47M - $2.55M
|
17.3K
$736K
|