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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
29+ 0.18% |
$715 - $813
|
15.7K
$456K
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
25+ 1.62% |
$616 - $701
|
1.56K
$45.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
19+ 0.69% |
$468 - $533
|
2.79K
$80.9K
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1New |
$24.7 - $28
|
1
$29
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-50- 0.25% |
$1.23K - $1.4K
|
20.2K
$586K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-210- 0.43% |
$5.18K - $5.89K
|
48.3K
$1.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-306- 0.41% |
$7.54K - $8.58K
|
74.5K
$2.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-341- 0.41% |
$8.41K - $9.56K
|
82.9K
$2.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-365- 1.24% |
$9K - $10.2K
|
29.2K
$846K
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-406- 1.82% |
$10K - $11.4K
|
21.9K
$636K
|
|
|
Jan 29, 2024
Q4 2023
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-458- 3.39% |
$11.3K - $12.8K
|
13.1K
$379K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-486- 1.62% |
$12K - $13.6K
|
29.6K
$858K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-920- 77.83% |
$22.7K - $25.8K
|
262
$7.6K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.02K- 44.29% |
$25.2K - $28.7K
|
1.29K
$37.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.15K- 17.75% |
$28.3K - $32.2K
|
5.33K
$155K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-1.4K- 4.11% |
$34.5K - $39.3K
|
32.7K
$947K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.44K- 9.87% |
$35.5K - $40.4K
|
13.1K
$381K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.45K- 36.23% |
$35.7K - $40.6K
|
2.55K
$73.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.77K- 7.09% |
$43.7K - $49.7K
|
23.2K
$673K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.17K- 2.75% |
$53.6K - $60.9K
|
76.9K
$2.23M
|
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-2.48K- 1.63% |
$61K - $69.4K
|
149K
$4.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-2.76K- 1.04% |
$68K - $77.4K
|
263K
$7.63M
|
|
|
Jan 18, 2024
Q4 2023
|
Lincoln Capital Corp
|
SELL
|
- |
-2.78K- 1.97% |
$68.5K - $77.9K
|
138K
$4.01M
|
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-4K- 11.17% |
$98.6K - $112K
|
31.8K
$922K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-4.37K- 35.36% |
$108K - $123K
|
8K
$232K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.04K- 20.33% |
$124K - $141K
|
19.7K
$572K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.95K- 0.79% |
$171K - $195K
|
871K
$25.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.49K- 1.59% |
$209K - $238K
|
525K
$15.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-8.51K- 28.69% |
$210K - $238K
|
21.1K
$613K
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-9.24K- 4.6% |
$228K - $259K
|
191K
$5.55M
|
|
|
Feb 06, 2024
Q4 2023
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-10.1K- 1.95% |
$248K - $282K
|
505K
$14.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-11.3K- 36.56% |
$280K - $318K
|
19.7K
$571K
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-11.7K- 10.57% |
$288K - $327K
|
98.7K
$2.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-11.7K- 52.1% |
$290K - $329K
|
10.8K
$313K
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-12.2K- 20.79% |
$300K - $342K
|
46.4K
$1.35M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-18.5K- 3.03% |
$456K - $519K
|
592K
$17.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-21.9K- 21.92% |
$540K - $614K
|
78K
$2.26M
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-22.8K- 2.58% |
$562K - $640K
|
863K
$25M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-27.7K- 6.17% |
$682K - $775K
|
420K
$12.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-33.6K- 70.89% |
$827K - $941K
|
13.8K
$400K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-44.2K- 48.43% |
$1.09M - $1.24M
|
47.1K
$1.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-44.4K- 41.16% |
$1.09M - $1.24M
|
63.4K
$1.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-45.4K- 27.36% |
$1.12M - $1.27M
|
120K
$3.49M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-95.9K- 13.96% |
$2.36M - $2.69M
|
591K
$17.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-121K- 19.54% |
$2.99M - $3.4M
|
500K
$14.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-198K- 93.37% |
$4.88M - $5.55M
|
14.1K
$407K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-257K- 39.99% |
$6.35M - $7.22M
|
386K
$11.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-451K- 41.7% |
$11.1M - $12.7M
|
631K
$18.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Meridian Management CO
|
SELL
|
- |
-952K- 67.24% |
$23.5M - $26.7M
|
464K
$13.5M
|