Purchases and Sales Made in Q4 2023 in Ishares Tr (INTF)
This table provides information about the institutional ownership of Ishares Tr (INTF) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
937K+ 90.54% |
$23.1M - $26.3M
|
1.97M
$56.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
203K+ 3.25% |
$5.01M - $5.7M
|
6.46M
$186M
|
|
|
Feb 14, 2024
Q4 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
129K+ 5.58% |
$3.17M - $3.61M
|
2.44M
$70M
|
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
128K+ 30.91% |
$3.16M - $3.6M
|
544K
$15.6M
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
BUY
|
- |
98.3K+ 11.14% |
$2.42M - $2.76M
|
981K
$28.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
44.3K+ 440.04% |
$1.09M - $1.24M
|
54.3K
$1.56M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
33.9KNew |
$835K - $950K
|
33.9K
$973K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
28.2K+ 1.63% |
$695K - $790K
|
1.76M
$50.4M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
23.5K+ 4.68% |
$579K - $659K
|
525K
$15.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
21.7KNew |
$536K - $610K
|
21.7K
$625K
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
19.2K+ 5.33% |
$474K - $540K
|
380K
$10.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
15.4K+ 0.61% |
$381K - $433K
|
2.53M
$72.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
11.2K+ 34.78% |
$276K - $313K
|
43.3K
$1.24M
|
|
|
Feb 07, 2024
Q4 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
11.1K+ 9.99% |
$274K - $312K
|
122K
$3.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.5KNew |
$258K - $293K
|
10.5K
$301K
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
10.4K+ 6.44% |
$256K - $292K
|
172K
$4.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.3K+ 9.62% |
$253K - $287K
|
117K
$3.36M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
9.97KNew |
$246K - $280K
|
9.97K
$286K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
8.59K+ 2.09% |
$212K - $241K
|
419K
$12M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.55K+ 51.39% |
$186K - $212K
|
22.3K
$639K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.17K+ 6.21% |
$152K - $173K
|
105K
$3.03M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.08K+ 1.63% |
$100K - $114K
|
253K
$7.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.66K+ 15.16% |
$90.2K - $103K
|
27.8K
$799K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.41K+ 3.32% |
$84K - $95.5K
|
106K
$3.04M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
3.1KNew |
$76.3K - $86.8K
|
3.1K
$88.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.45KNew |
$60.4K - $68.8K
|
2.45K
$70.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.08K+ 2.5% |
$51.4K - $58.4K
|
85.3K
$2.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.85K+ 8.84% |
$45.6K - $51.9K
|
22.8K
$654K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.77K+ 1.09% |
$43.6K - $49.6K
|
164K
$4.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.64K+ 0.41% |
$40.5K - $46.1K
|
407K
$11.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.58KNew |
$38.8K - $44.2K
|
1.58K
$45.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.53K+ 1.25% |
$37.7K - $42.9K
|
124K
$3.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.5KNew |
$37K - $42.1K
|
1.5K
$43.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.43K+ 3.12% |
$35.1K - $40K
|
47.1K
$1.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.41KNew |
$34.7K - $39.5K
|
1.41K
$40.4K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.14K+ 10.88% |
$28K - $31.9K
|
11.6K
$333K
|
|
|
Feb 12, 2024
Q4 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.09K+ 3.46% |
$26.9K - $30.6K
|
32.7K
$939K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.06KNew |
$26.2K - $29.8K
|
1.06K
$30.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.04K+ 11.99% |
$25.7K - $29.2K
|
9.72K
$279K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.01KNew |
$24.8K - $28.2K
|
1.01K
$28.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
805+ 18.2% |
$19.8K - $22.6K
|
5.23K
$150K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
616+ 1.07% |
$15.2K - $17.3K
|
58K
$1.67M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
525New |
$12.9K - $14.7K
|
525
$15.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
518New |
$12.8K - $14.5K
|
518
$14.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
432+ 1.94% |
$10.6K - $12.1K
|
22.7K
$651K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
333+ 1.68% |
$8.21K - $9.34K
|
20.1K
$578K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
101+ 1.04% |
$2.49K - $2.83K
|
9.84K
$283K
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
100+ 0.68% |
$2.47K - $2.8K
|
14.7K
$423K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
79+ 0.28% |
$1.95K - $2.22K
|
28K
$803K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
77+ 21.1% |
$1.9K - $2.16K
|
442
$12.7K
|