Purchases and Sales Made in Q4 2022 in Ishares Tr (IMTB)
This table provides information about the institutional ownership of Ishares Tr (IMTB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
821K+ 4959.63% |
$33.7M - $36M
|
837K
$35.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
270KNew |
$11.1M - $11.9M
|
270K
$11.5M
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
258K+ 4054.93% |
$10.6M - $11.3M
|
264K
$11.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
113K+ 274.8% |
$4.65M - $4.98M
|
155K
$6.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
49.7KNew |
$2.04M - $2.18M
|
49.7K
$2.11M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
28.5KNew |
$1.17M - $1.25M
|
28.5K
$1.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
27.7KNew |
$1.14M - $1.22M
|
27.7K
$1.18M
|
|
|
Oct 18, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
8.63K+ 21.11% |
$354K - $379K
|
49.5K
$2.1M
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
7.3KNew |
$300K - $321K
|
7.3K
$310K
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.66KNew |
$191K - $205K
|
4.66K
$198K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.44K+ 14.49% |
$141K - $151K
|
27.2K
$1.15M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.08K+ 125.58% |
$44.3K - $47.4K
|
1.94K
$82.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
674+ 2.29% |
$27.7K - $29.6K
|
30.1K
$1.28M
|
|
|
Jan 26, 2023
Q4 2022
|
Rice Partnership, LLC
|
BUY
|
- |
509+ 9.67% |
$20.9K - $22.4K
|
5.77K
$245K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
500New |
$20.5K - $22K
|
500
$21.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
365New |
$15K - $16K
|
365
$15.5K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
299New |
$12.3K - $13.1K
|
299
$12.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
60+ 2.58% |
$2.46K - $2.63K
|
2.39K
$101K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
54+ 33.96% |
$2.22K - $2.37K
|
213
$9.04K
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
31+ 7.75% |
$1.27K - $1.36K
|
431
$18.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$41 - $43.9
|
1
$42.4
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 2.38% |
$41 - $43.9
|
43
$1.82K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-59- 0.87% |
$2.42K - $2.59K
|
6.7K
$284K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-259- 8.24% |
$10.6K - $11.4K
|
2.89K
$122K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.26K- 14.29% |
$51.6K - $55.2K
|
7.54K
$320K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.24K- 21.25% |
$92K - $98.4K
|
8.31K
$353K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.29K- 26.47% |
$176K - $189K
|
11.9K
$506K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.62K- 10.27% |
$190K - $203K
|
40.4K
$1.71M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.43K- 57.87% |
$346K - $370K
|
6.14K
$261K
|
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-11.2K- 37.21% |
$461K - $494K
|
19K
$805K
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-28K- 33.02% |
$1.15M - $1.23M
|
56.7K
$2.41M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-28.1K- 38.24% |
$1.15M - $1.23M
|
45.3K
$1.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-46.3K- 69.18% |
$1.9M - $2.03M
|
20.6K
$875K
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
SELL
|
- |
-46.3K- 12.21% |
$1.9M - $2.03M
|
333K
$14.1M
|