Purchases and Sales Made in Q3 2022 in Ishares Tr (IMTB)
This table provides information about the institutional ownership of Ishares Tr (IMTB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2022
Q3 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
24.9K+ 471.24% |
$1.04M - $1.15M
|
30.2K
$1.28M
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
19.6K+ 30.1% |
$820K - $904K
|
84.7K
$3.59M
|
|
|
Nov 10, 2022
Q3 2022
|
Destination Wealth Management
|
BUY
|
- |
19.6K+ 5.44% |
$820K - $903K
|
379K
$16.1M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.7K+ 115.46% |
$532K - $586K
|
23.7K
$1.01M
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
6.35KNew |
$266K - $293K
|
6.35K
$270K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.28KNew |
$179K - $198K
|
4.28K
$182K
|
|
|
Oct 18, 2024
Q3 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
4.06K+ 7.89% |
$170K - $187K
|
55.5K
$2.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.36K+ 3.65% |
$98.6K - $109K
|
66.9K
$2.84M
|
|
|
Nov 04, 2022
Q3 2022
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
2.21K+ 8.1% |
$92.3K - $102K
|
29.4K
$1.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.37K+ 18.47% |
$57.4K - $63.2K
|
8.8K
$373K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
950New |
$39.8K - $43.8K
|
950
$40.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
936+ 67.34% |
$39.2K - $43.2K
|
2.33K
$98.7K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
226+ 1.58% |
$9.46K - $10.4K
|
14.6K
$619K
|
|
|
Nov 02, 2022
Q3 2022
|
Rice Partnership, LLC
|
BUY
|
- |
219+ 4.34% |
$9.17K - $10.1K
|
5.26K
$223K
|
|
|
Oct 21, 2022
Q3 2022
|
Columbus Macro, LLC
|
BUY
|
- |
161+ 0.88% |
$6.74K - $7.43K
|
18.5K
$783K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
155+ 2.12% |
$6.49K - $7.15K
|
7.46K
$316K
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
150+ 517.24% |
$6.28K - $6.92K
|
179
$7.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
75+ 1.44% |
$3.14K - $3.46K
|
5.29K
$224K
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
64+ 67.37% |
$2.68K - $2.95K
|
159
$6.75K
|
|
|
Nov 09, 2022
Q3 2022
|
Archer Investment Corp
|
BUY
|
- |
50+ 14.29% |
$2.09K - $2.31K
|
400
$17K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
25+ 13.89% |
$1.05K - $1.15K
|
205
$8.7K
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
25+ 0.24% |
$1.05K - $1.15K
|
10.6K
$448K
|
|
|
Oct 21, 2022
Q3 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 1.75% |
$41.9 - $46.1
|
58
$2.46K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-663- 0.9% |
$27.8K - $30.6K
|
73.4K
$3.11M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-675- 9.08% |
$28.3K - $31.1K
|
6.76K
$287K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.06K- 6.11% |
$44.2K - $48.7K
|
16.2K
$689K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.08K- 55.67% |
$45.2K - $49.8K
|
860
$36.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.84K- 3.93% |
$77.1K - $85K
|
45K
$1.91M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-14.4K- 46.5% |
$602K - $664K
|
16.6K
$702K
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-40.2K- 49.35% |
$1.68M - $1.85M
|
41.3K
$1.75M
|