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 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
12.7K+ 245.09% |
$1.37M - $1.49M
|
17.8K
$2.74M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
12.5K+ 263.07% |
$1.36M - $1.48M
|
17.3K
$2.66M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
12.1K+ 249.54% |
$1.31M - $1.42M
|
16.9K
$2.59M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
12K+ 48.7% |
$1.3M - $1.41M
|
36.6K
$5.62M
|
|
|
Apr 07, 2023
Q1 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
12KNew |
$1.3M - $1.41M
|
12K
$1.84M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.6K+ 34.95% |
$1.26M - $1.37M
|
44.8K
$6.88M
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
11.3KNew |
$1.23M - $1.33M
|
11.3K
$1.74M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
11.3KNew |
$1.22M - $1.33M
|
11.3K
$1.73M
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
11.1KNew |
$1.21M - $1.31M
|
11.1K
$1.71M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10.9KNew |
$1.18M - $1.28M
|
10.9K
$1.67M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.8K+ 9.65% |
$1.17M - $1.27M
|
122K
$18.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
10KNew |
$1.08M - $1.18M
|
10K
$1.54M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
9.86K+ 90.28% |
$1.07M - $1.16M
|
20.8K
$3.19M
|
|
|
Apr 13, 2023
Q1 2023
|
Moulton Wealth Management, Inc
|
BUY
|
- |
9.09KNew |
$985K - $1.07M
|
9.09K
$1.4M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.09K+ 45.06% |
$985K - $1.07M
|
29.3K
$4.49M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
8.48KNew |
$920K - $999K
|
8.48K
$1.3M
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
8.48K+ 33916.0% |
$919K - $998K
|
8.5K
$1.31M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.39K+ 369.69% |
$910K - $988K
|
10.7K
$1.64M
|
|
|
May 12, 2023
Q1 2023
|
Natixis
Paris, I0 |
BUY
|
- |
8.17KNew |
$886K - $962K
|
8.17K
$1.25M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
8.13K+ 97.56% |
$882K - $957K
|
16.5K
$2.53M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
7.93K+ 213.21% |
$859K - $933K
|
11.6K
$1.79M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
7.8KNew |
$846K - $918K
|
7.8K
$1.2M
|
|
|
Apr 12, 2023
Q1 2023
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
7.59KNew |
$822K - $893K
|
7.59K
$1.16M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
7.51K+ 230.2% |
$814K - $884K
|
10.8K
$1.65M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7.48K+ 12.77% |
$811K - $881K
|
66.1K
$10.1M
|
|
|
May 02, 2023
Q1 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
7.1KNew |
$770K - $836K
|
7.1K
$1.09M
|
|
|
May 09, 2023
Q1 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
7.08KNew |
$768K - $834K
|
7.08K
$1.09M
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
6.91K+ 32.88% |
$749K - $814K
|
27.9K
$4.29M
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
6.6KNew |
$716K - $777K
|
6.6K
$1.01M
|
|
|
May 12, 2023
Q1 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
6.55K+ 10.22% |
$711K - $772K
|
70.7K
$10.9M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6.48KNew |
$703K - $763K
|
6.48K
$995K
|
|
|
Jul 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
6.31K+ 94.27% |
$685K - $743K
|
13K
$2M
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
6.16K+ 51.02% |
$667K - $725K
|
18.2K
$2.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
6.02KNew |
$653K - $709K
|
6.02K
$925K
|
|
|
Apr 06, 2023
Q1 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
5.8K+ 14.39% |
$629K - $683K
|
46.1K
$7.08M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.65K+ 274.14% |
$613K - $665K
|
7.71K
$1.18M
|
|
|
May 08, 2023
Q1 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
5.52KNew |
$598K - $650K
|
5.52K
$847K
|
|
|
May 12, 2023
Q1 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
5.5K+ 4.58% |
$596K - $648K
|
126K
$19.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
5.44K+ 81.99% |
$589K - $640K
|
12.1K
$1.85M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.18K+ 42.22% |
$562K - $610K
|
17.4K
$2.68M
|
|
|
Apr 26, 2023
Q1 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
4.89K+ 34.8% |
$530K - $576K
|
18.9K
$2.91M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
4.89KNew |
$530K - $575K
|
4.89K
$750K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.81K+ 114.38% |
$522K - $567K
|
9.02K
$1.39M
|
|
|
Apr 04, 2023
Q1 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
4.69K+ 16.15% |
$508K - $552K
|
33.7K
$5.18M
|
|
|
May 09, 2023
Q1 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.59KNew |
$498K - $541K
|
4.59K
$705K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
4.55KNew |
$493K - $536K
|
4.55K
$699K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.48K+ 6.24% |
$486K - $527K
|
76.2K
$11.7M
|
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
BUY
|
- |
4.47K+ 30.71% |
$485K - $526K
|
19K
$2.92M
|
|
|
Apr 18, 2023
Q1 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
4.41K+ 29.72% |
$478K - $519K
|
19.3K
$2.96M
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.39KNew |
$475K - $516K
|
4.39K
$673K
|