Purchases and Sales Made in Q3 2023 in Ishares Tr (IMTB)
This table provides information about the institutional ownership of Ishares Tr (IMTB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
257K+ 95.29% |
$10.5M - $11.1M
|
527K
$22.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
198K+ 480.4% |
$8.11M - $8.57M
|
239K
$10.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
145KNew |
$5.96M - $6.3M
|
145K
$6.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
61.3K+ 6.45% |
$2.51M - $2.65M
|
1.01M
$43M
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
BUY
|
- |
19.9K+ 5.29% |
$817K - $863K
|
397K
$16.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
14.2KNew |
$580K - $613K
|
14.2K
$602K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
5.25K+ 70.3% |
$215K - $227K
|
12.7K
$541K
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.11K+ 0.72% |
$210K - $221K
|
713K
$30.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.22K+ 39.76% |
$173K - $183K
|
14.8K
$631K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.08K+ 5.15% |
$85.2K - $90K
|
42.4K
$1.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.8K+ 451.51% |
$73.6K - $77.8K
|
2.2K
$93.4K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
900New |
$36.9K - $39K
|
900
$38.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
840+ 1.99% |
$34.4K - $36.4K
|
43.1K
$1.83M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
653New |
$26.8K - $28.3K
|
653
$27.8K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
637+ 13.53% |
$26.1K - $27.6K
|
5.35K
$227K
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
263+ 0.48% |
$10.8K - $11.4K
|
54.5K
$2.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
117+ 1.84% |
$4.79K - $5.06K
|
6.49K
$276K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
24+ 5.21% |
$984 - $1.04K
|
485
$20.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17+ 0.35% |
$697 - $736
|
4.92K
$209K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
12+ 3.97% |
$492 - $519
|
314
$13.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$41 - $43.3
|
1
$42.6
|
|
|
Nov 15, 2023
Q3 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 1.69% |
$41 - $43.3
|
60
$2.55K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-65- 0.89% |
$2.66K - $2.81K
|
7.2K
$306K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-243- 1.22% |
$9.96K - $10.5K
|
19.7K
$837K
|
|
|
Nov 13, 2023
Q3 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-263- 3.69% |
$10.8K - $11.4K
|
6.86K
$292K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-488- 8.38% |
$20K - $21.1K
|
5.34K
$227K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-580- 21.35% |
$23.8K - $25.1K
|
2.14K
$90.9K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.04K- 15.45% |
$42.4K - $44.8K
|
5.66K
$241K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.45K- 14.12% |
$100K - $106K
|
14.9K
$634K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.17K- 14.85% |
$130K - $137K
|
18.2K
$774K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.07K- 87.99% |
$167K - $176K
|
555
$23.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-4.68K- 47.14% |
$192K - $203K
|
5.25K
$223K
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-7.12K- 37.53% |
$292K - $308K
|
11.9K
$504K
|
|
|
Oct 18, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-24.6K- 49.68% |
$1.01M - $1.06M
|
24.9K
$1.06M
|
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-41.9KClosed |
$1.72M - $1.81M
|
0
$0
|