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
Apr 28, 2023 Q1 2023	Sg Americas Securities, LLC	BUY	-	4.32K New	$468K - $508K	4.32K $663K
May 11, 2023 Q1 2023	Cibc Private Wealth Group, LLC	BUY	-	4.25K + 114.42%	$460K - $500K	7.96K $1.22M
May 15, 2023 Q1 2023	Blue Crest Capital Management LTD St Helier, Y9	BUY	-	4.12K New	$446K - $485K	4.12K $632K
May 03, 2023 Q1 2023	Smith, Salley & Associates	BUY	-	4.05K New	$439K - $476K	4.05K $621K
May 11, 2023 Q1 2023	Worth Pointe, LLC La Jolla, CA	BUY	-	4.01K New	$435K - $472K	4.01K $616K
May 09, 2023 Q1 2023	Rfg Advisory, LLC Birmingham, AL	BUY	-	3.93K New	$426K - $463K	3.93K $604K
May 12, 2023 Q1 2023	Flow Traders U.S. LLC New York, NY	BUY	-	3.91K New	$424K - $460K	3.91K $600K
May 08, 2023 Q1 2023	Brown Advisory Inc	BUY	-	3.72K + 108.71%	$403K - $438K	7.14K $1.1M
Apr 12, 2023 Q1 2023	National Bank Of Canada	BUY	-	3.66K + 50.57%	$397K - $431K	10.9K $1.67M
May 02, 2023 Q1 2023	Amj Financial Wealth Management Leesburg, VA	BUY	-	3.65K New	$396K - $430K	3.65K $561K
May 08, 2023 Q1 2023	Avidian Wealth Solutions, LLC	BUY	-	3.64K New	$394K - $428K	3.64K $558K
May 12, 2023 Q1 2023	Sowell Financial Services LLC North Little Rock, AR	BUY	-	3.59K New	$390K - $423K	3.59K $552K
May 01, 2023 Q1 2023	Lincoln National Corp	BUY	-	3.59K + 16.67%	$389K - $423K	25.1K $3.86M
May 15, 2023 Q1 2023	Northern Trust Corp Chicago, IL	BUY	-	3.53K New	$383K - $416K	3.53K $542K
May 15, 2023 Q1 2023	Coldstream Capital Management Inc	BUY	-	3.42K New	$370K - $402K	3.42K $525K
May 15, 2023 Q1 2023	Cetera Investment Advisers Schaumburg, IL	BUY	-	3.26K + 7.0%	$353K - $383K	49.8K $7.64M
Apr 11, 2023 Q1 2023	Mutual Advisors, LLC Casper, WY	BUY	-	3.22K + 113.62%	$349K - $379K	6.06K $930K
Apr 26, 2023 Q1 2023	Ifg Advisory, LLC	BUY	-	3.18K New	$345K - $375K	3.18K $489K
May 15, 2023 Q1 2023	Cetera Advisor Networks LLC El Segundo, CA	BUY	-	3.05K + 2.46%	$330K - $359K	127K $19.5M
Apr 17, 2023 Q1 2023	Cadent Capital Advisors, LLC	BUY	-	2.95K New	$320K - $348K	2.95K $453K
May 12, 2023 Q1 2023	Quantitative Advantage, LLC Minnetonka, MN	BUY	-	2.88K New	$312K - $339K	2.88K $442K
May 10, 2023 Q1 2023	Oppenheimer & CO Inc New York, NY	BUY	-	2.65K + 10.93%	$287K - $312K	26.9K $4.13M
Apr 12, 2023 Q1 2023	Lion Street Advisors, LLC	BUY	-	2.63K New	$285K - $309K	2.63K $403K
Apr 28, 2023 Q1 2023	Aj Wealth Strategies, LLC	BUY	-	2.61K New	$283K - $307K	2.61K $401K
Apr 18, 2023 Q1 2023	R Pg Family Wealth Advisory, LLC Burlington, MA	BUY	-	2.6K New	$281K - $306K	2.6K $399K
Apr 20, 2023 Q1 2023	Mason & Associates Inc	BUY	-	2.59K New	$281K - $305K	2.59K $398K
Apr 17, 2023 Q1 2023	Vahanian & Associates Financial Planning Inc.	BUY	-	2.53K New	$274K - $298K	2.53K $388K
May 12, 2023 Q1 2023	New Edge Advisors, LLC New Orleans, LA	BUY	-	2.51K + 8.11%	$272K - $296K	33.5K $5.14M
May 15, 2023 Q1 2023	Interchange Capital Partners, LLC	BUY	-	2.39K + 84.97%	$259K - $281K	5.19K $797K
May 01, 2023 Q1 2023	Arete Wealth Advisors, LLC Chicago, IL	BUY	-	2.28K New	$248K - $269K	2.28K $351K
Apr 18, 2023 Q1 2023	Park Avenue Securities LLC	BUY	-	2.26K + 20.54%	$245K - $266K	13.3K $2.04M
May 15, 2023 Q1 2023	National Wealth Management Group, LLC Cincinnati, OH	BUY	-	2.25K New	$244K - $265K	2.25K $345K
Apr 28, 2023 Q1 2023	Schmidt P J Investment Management Inc Cedarburg, WI	BUY	-	2.23K New	$242K - $263K	2.23K $343K
Apr 11, 2023 Q1 2023	Smith Anglin Financial, LLC	BUY	-	2.16K + 15.12%	$234K - $254K	16.4K $2.52M
May 15, 2023 Q1 2023	Baker Avenue Asset Management, LP	BUY	-	2.15K New	$233K - $253K	2.15K $329K
May 03, 2023 Q1 2023	Axxcess Wealth Management, LLC Carlsbad, CA	BUY	-	2.09K + 32.48%	$227K - $246K	8.53K $1.31M
May 11, 2023 Q1 2023	Nvwm, LLC	BUY	-	2.05K + 22.57%	$222K - $241K	11.1K $1.71M
Apr 25, 2023 Q1 2023	Leeward Financial Partners, LLC	BUY	-	2.03K New	$220K - $238K	2.03K $311K
May 12, 2023 Q1 2023	Regions Financial Corp	BUY	-	2.01K + 25.3%	$218K - $237K	9.95K $1.53M
May 15, 2023 Q1 2023	Quantitative Investment Management, LLC Charlottesville, VA	BUY	-	2K New	$217K - $236K	2K $308K
May 04, 2023 Q1 2023	Journey Advisory Group, LLC	BUY	-	2K New	$217K - $235K	2K $307K
May 03, 2023 Q1 2023	Integrated Wealth Concepts LLC	BUY	-	1.96K + 15.01%	$213K - $231K	15K $2.31M
Jun 03, 2024 Q1 2023	Vontobel Holding Ltd.	BUY	-	1.88K + 14.63%	$204K - $221K	14.7K $2.26M
May 03, 2023 Q1 2023	J.W. Cole Advisors, Inc.	BUY	-	1.86K + 38.12%	$201K - $219K	6.73K $1.03M
Apr 11, 2023 Q1 2023	Lex Aurum Advisors, LLC	BUY	-	1.83K New	$198K - $215K	1.83K $281K
May 09, 2023 Q1 2023	Griffin Asset Management, Inc.	BUY	-	1.81K New	$196K - $213K	1.81K $278K
Jun 05, 2023 Q1 2023	Level Four Advisory Services, LLC Dallas, TX	BUY	-	1.81K New	$196K - $213K	1.81K $278K
Apr 18, 2023 Q1 2023	Connecticut Wealth Management, LLC	BUY	-	1.8K New	$195K - $212K	1.8K $277K
May 01, 2023 Q1 2023	Banque Pictet & Cie Sa	BUY	-	1.78K New	$193K - $210K	1.78K $273K
May 10, 2023 Q1 2023	Resources Investment Advisors, Llc. Overland Park, KS	BUY	-	1.78K + 84.69%	$192K - $209K	3.87K $594K

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Account

Purchases and Sales Made in Q1 2023 in Ishares Tr (ITA)

4.32K

4.25K

4.12K

4.05K

4.01K

3.93K

3.91K

3.72K

3.66K

3.65K

3.64K

3.59K

3.59K

3.53K

3.42K

3.26K

3.22K

3.18K

3.05K

2.95K

2.88K

2.65K

2.63K

2.61K

2.6K

2.59K

2.53K

2.51K

2.39K

2.28K

2.26K

2.25K

2.23K

2.16K

2.15K

2.09K

2.05K

2.03K

2.01K

2K

2K

1.96K

1.88K

1.86K

1.83K

1.81K

1.81K

1.8K

1.78K

1.78K

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