Purchases and Sales Made in Q1 2023 in Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.12M+ 102.94% |
$446M - $485M
|
8.12M
$1.25B
|
|
|
May 15, 2023
Q1 2023
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
1.27MNew |
$138M - $150M
|
1.27M
$196M
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
605K+ 263043.47% |
$65.6M - $71.2M
|
605K
$93.4M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
274K+ 220.1% |
$29.7M - $32.3M
|
399K
$61.6M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
274K+ 220.1% |
$29.7M - $32.3M
|
399K
$61.6M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
257K+ 16.13% |
$27.9M - $30.3M
|
1.85M
$286M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
184K+ 836.87% |
$19.9M - $21.6M
|
206K
$31.8M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
126K+ 127.56% |
$13.6M - $14.8M
|
224K
$34.6M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
115K+ 21.39% |
$12.4M - $13.5M
|
651K
$100M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
107K+ 8318.89% |
$11.7M - $12.7M
|
109K
$16.8M
|
|
|
May 04, 2023
Q1 2023
|
Surience Private Wealth LLC
|
BUY
|
- |
96.6KNew |
$10.5M - $11.4M
|
96.6K
$14.9M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
95.5K+ 15.46% |
$10.4M - $11.2M
|
713K
$110M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
92.6K+ 691.8% |
$10M - $10.9M
|
106K
$16.4M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
92.4K+ 25.85% |
$10M - $10.9M
|
450K
$69.5M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
88.8K+ 33.8% |
$9.62M - $10.5M
|
351K
$54.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
87.1K+ 14935.68% |
$9.44M - $10.3M
|
87.7K
$13.5M
|
|
|
Apr 13, 2023
Q1 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
86.4K+ 278654.84% |
$9.37M - $10.2M
|
86.4K
$13.3M
|
|
|
May 05, 2023
Q1 2023
|
Portfolio Strategies, Inc.
|
BUY
|
- |
76.7KNew |
$8.32M - $9.04M
|
76.7K
$11.8M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
73.3K+ 53.32% |
$7.95M - $8.63M
|
211K
$32.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Capital Management LLC
|
BUY
|
- |
73.2K+ 96.54% |
$7.94M - $8.62M
|
149K
$23M
|
|
|
May 09, 2023
Q1 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
68.6K+ 112.64% |
$7.44M - $8.08M
|
130K
$20M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
68.2K+ 23.0% |
$7.39M - $8.03M
|
365K
$56.3M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
63.7K+ 7.42% |
$6.9M - $7.5M
|
922K
$142M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
57.3K+ 38.62% |
$6.21M - $6.75M
|
206K
$31.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
48.4K+ 181.41% |
$5.25M - $5.7M
|
75.1K
$11.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
48.1K+ 30.67% |
$5.21M - $5.66M
|
205K
$31.6M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
41.7K+ 455.07% |
$4.52M - $4.91M
|
50.9K
$7.85M
|
|
|
Apr 11, 2023
Q1 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
36.9KNew |
$4M - $4.34M
|
36.9K
$5.69M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
36.7K+ 1062.41% |
$3.98M - $4.32M
|
40.1K
$6.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
BUY
|
- |
35.8KNew |
$3.89M - $4.22M
|
35.8K
$5.53M
|
|
|
May 12, 2023
Q1 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
33.7K+ 100.26% |
$3.65M - $3.96M
|
67.2K
$10.4M
|
|
|
May 12, 2023
Q1 2023
|
Main Management Fund Advisors LLC
San Francisco, CA |
BUY
|
- |
33K+ 22.84% |
$3.58M - $3.89M
|
178K
$27.4M
|
|
|
Apr 22, 2024
Q1 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
32.4KNew |
$3.52M - $3.82M
|
32.4K
$5.01M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
32.1K+ 41.09% |
$3.48M - $3.78M
|
110K
$17M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
29.7K+ 29670.0% |
$3.22M - $3.49M
|
29.8K
$4.6M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
27.4K+ 374.69% |
$2.97M - $3.22M
|
34.7K
$5.35M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
26.4K+ 49.49% |
$2.86M - $3.11M
|
79.7K
$12.3M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
21.9K+ 33.9% |
$2.38M - $2.58M
|
86.6K
$13.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
BUY
|
- |
21.4KNew |
$2.32M - $2.52M
|
21.4K
$3.31M
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
20.7K+ 459.09% |
$2.24M - $2.44M
|
25.2K
$3.89M
|
|
|
May 12, 2023
Q1 2023
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
19.1K+ 2.96% |
$2.07M - $2.25M
|
666K
$103M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
17.8K+ 41.31% |
$1.93M - $2.1M
|
61K
$9.42M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
15.8KNew |
$1.71M - $1.86M
|
15.8K
$2.44M
|
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
15.6K+ 27.24% |
$1.69M - $1.84M
|
72.9K
$11.3M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.6K+ 53.86% |
$1.47M - $1.6M
|
38.8K
$5.99M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
13.3K+ 134.49% |
$1.45M - $1.57M
|
23.3K
$3.59M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.2K+ 29.95% |
$1.43M - $1.56M
|
57.4K
$8.86M
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
13.1KNew |
$1.42M - $1.55M
|
13.1K
$2.03M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
12.8KNew |
$1.38M - $1.5M
|
12.8K
$1.97M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
12.7KNew |
$1.37M - $1.49M
|
12.7K
$1.96M
|