Purchases and Sales Made in Q3 2023 in Ishares Tr (INTF)
This table provides information about the institutional ownership of Ishares Tr (INTF) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
135+ 4.07% |
$3.47K - $3.73K
|
3.45K
$109K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
132New |
$3.39K - $3.65K
|
132
$4.17K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
100New |
$2.57K - $2.77K
|
100
$3.16K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
52+ 0.78% |
$1.34K - $1.44K
|
6.74K
$213K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
14+ 3.99% |
$360 - $387
|
365
$11.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9+ 23.68% |
$231 - $249
|
47
$1.48K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-241- 13.46% |
$6.19K - $6.66K
|
1.55K
$48.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-395- 0.67% |
$10.1K - $10.9K
|
58.6K
$1.85M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-505- 78.54% |
$13K - $14K
|
138
$4.36K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-716- 2.25% |
$18.4K - $19.8K
|
31K
$980K
|
|
|
Nov 03, 2023
Q3 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-801- 3.48% |
$20.6K - $22.1K
|
22.2K
$702K
|
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-819- 0.13% |
$21K - $22.6K
|
610K
$19.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-901- 3.88% |
$23.1K - $24.9K
|
22.3K
$705K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.27K- 2.16% |
$32.5K - $35K
|
57.4K
$1.81M
|
|
|
Oct 25, 2023
Q3 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.63K- 1.06% |
$41.8K - $45K
|
152K
$4.79M
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.68K- 9.66% |
$43.2K - $46.5K
|
15.7K
$496K
|
|
|
Nov 02, 2023
Q3 2023
|
Lincoln Capital Corp
|
SELL
|
- |
-1.99K- 1.39% |
$51.2K - $55.1K
|
141K
$4.45M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.31K- 10.47% |
$59.4K - $64K
|
19.8K
$625K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-2.36K- 66.63% |
$60.6K - $65.3K
|
1.18K
$37.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.42K- 4.2% |
$62.2K - $66.9K
|
55.2K
$1.74M
|
|
|
Nov 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.9K- 3.09% |
$100K - $108K
|
122K
$3.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.71K- 18.37% |
$121K - $130K
|
20.9K
$661K
|
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-5.17K- 0.58% |
$133K - $143K
|
886K
$27.9M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.32K- 5.06% |
$137K - $147K
|
99.9K
$3.15M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-5.35K- 13.57% |
$137K - $148K
|
34.1K
$1.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-8.34K- 15.26% |
$214K - $230K
|
46.3K
$1.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-8.76K- 0.8% |
$225K - $242K
|
1.08M
$34.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-13.9K- 14.99% |
$358K - $386K
|
79.1K
$2.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-15.1K- 33.79% |
$389K - $418K
|
29.6K
$936K
|
|
|
Oct 10, 2023
Q3 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-15.4K- 5.46% |
$395K - $425K
|
266K
$8.39M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-20.7K- 4.41% |
$531K - $571K
|
448K
$14.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-24.1K- 4.32% |
$619K - $666K
|
534K
$16.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-25.6K- 85.28% |
$659K - $709K
|
4.42K
$140K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-29.7K- 39.42% |
$763K - $821K
|
45.6K
$1.44M
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-39K- 8.68% |
$1M - $1.08M
|
411K
$13M
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-60K- 8.04% |
$1.54M - $1.66M
|
687K
$21.7M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-66.4K- 2.25% |
$1.7M - $1.83M
|
2.88M
$90.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-89.8K- 29.74% |
$2.31M - $2.48M
|
212K
$6.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-102K- 48.69% |
$2.63M - $2.83M
|
108K
$3.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.22M- 88.01% |
$31.3M - $33.7M
|
166K
$5.23M
|