Purchases and Sales Made in Q4 2023 in Ishares Tr (IMTB)
This table provides information about the institutional ownership of Ishares Tr (IMTB) during Q4 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 01, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
235K+ 847.27% |
$9.37M - $10.2M
|
262K
$11.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
67.3K+ 451.77% |
$2.69M - $2.94M
|
82.2K
$3.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
52.3KNew |
$2.09M - $2.28M
|
52.3K
$2.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
22.7K+ 160.37% |
$906K - $990K
|
36.9K
$1.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
22.3K+ 174.91% |
$888K - $971K
|
35K
$1.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
13.3K+ 2.53% |
$532K - $582K
|
540K
$23M
|
|
|
Oct 18, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
13.2K+ 47.56% |
$526K - $575K
|
40.9K
$1.74M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.4KNew |
$493K - $539K
|
12.4K
$526K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
10.1KNew |
$405K - $443K
|
10.1K
$432K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.38KNew |
$334K - $366K
|
8.38K
$356K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.08K+ 14.12% |
$243K - $265K
|
49.1K
$2.09M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.6KNew |
$144K - $157K
|
3.6K
$153K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
2.72K+ 1.87% |
$109K - $119K
|
148K
$6.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.49KNew |
$99.4K - $109K
|
2.49K
$106K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.93K+ 29.71% |
$76.9K - $84.1K
|
8.41K
$358K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
813+ 16.53% |
$32.5K - $35.5K
|
5.73K
$244K
|
|
|
Feb 12, 2024
Q4 2023
|
Rice Partnership, LLC
|
BUY
|
- |
794+ 11.57% |
$31.7K - $34.6K
|
7.66K
$326K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
744New |
$29.7K - $32.5K
|
744
$31.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
283New |
$11.3K - $12.3K
|
283
$12K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
196+ 0.24% |
$7.82K - $8.55K
|
82.2K
$3.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
127New |
$5.07K - $5.54K
|
127
$5.4K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
57New |
$2.28K - $2.49K
|
57
$2.43K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
30+ 6.19% |
$1.2K - $1.31K
|
515
$21.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
5+ 1.59% |
$200 - $218
|
319
$13.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 1.67% |
$39.9 - $43.6
|
61
$2.6K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 2.27% |
$39.9 - $43.6
|
45
$1.91K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-412- 63.09% |
$16.4K - $18K
|
241
$10.3K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-652- 9.05% |
$26K - $28.4K
|
6.55K
$279K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.17K- 53.44% |
$46.8K - $51.2K
|
1.02K
$43.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.69K- 18.14% |
$107K - $117K
|
12.1K
$517K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3K- 7.08% |
$120K - $131K
|
39.4K
$1.68M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-3.32K- 6.08% |
$132K - $145K
|
51.2K
$2.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.26K- 50.87% |
$369K - $404K
|
8.94K
$380K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.27K- 17.22% |
$370K - $404K
|
44.6K
$1.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.3K- 47.27% |
$371K - $406K
|
10.4K
$441K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-20.7K- 95.29% |
$826K - $903K
|
1.02K
$43.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
SELL
|
- |
-44.6K- 11.24% |
$1.78M - $1.95M
|
352K
$15M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-200K- 83.8% |
$8M - $8.74M
|
38.7K
$1.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-202K- 19.96% |
$8.06M - $8.81M
|
809K
$34.4M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-691K- 96.85% |
$27.6M - $30.1M
|
22.5K
$956K
|