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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2023
Q1 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
1.76KNew |
$191K - $207K
|
1.76K
$272K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.73K+ 3.8% |
$187K - $203K
|
47.2K
$7.28M
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.61K+ 7.91% |
$175K - $190K
|
22K
$3.4M
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.59K+ 710.27% |
$173K - $187K
|
1.82K
$280K
|
|
|
May 01, 2023
Q1 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.59K+ 793.0% |
$172K - $187K
|
1.79K
$276K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.47K+ 12.15% |
$160K - $173K
|
13.6K
$2.1M
|
|
|
May 10, 2023
Q1 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
1.44K+ 34.54% |
$156K - $170K
|
5.62K
$868K
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
1.41K+ 78.39% |
$153K - $166K
|
3.21K
$496K
|
|
|
Apr 17, 2023
Q1 2023
|
Vigilare Wealth Management
|
BUY
|
- |
1.31K+ 61.84% |
$142K - $155K
|
3.44K
$531K
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.31K+ 52.21% |
$142K - $154K
|
3.82K
$590K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
1.24K+ 40.9% |
$134K - $146K
|
4.26K
$657K
|
|
|
May 25, 2023
Q1 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
1.23K+ 14.86% |
$133K - $145K
|
9.51K
$1.47M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.21K+ 2.01% |
$131K - $143K
|
61.3K
$9.47M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.17K+ 0.13% |
$127K - $137K
|
892K
$138M
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
1.17K+ 776.67% |
$126K - $137K
|
1.32K
$203K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.16K+ 31.7% |
$126K - $137K
|
4.82K
$745K
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
1.16K+ 12.47% |
$126K - $137K
|
10.5K
$1.62M
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.15K+ 51.32% |
$124K - $135K
|
3.39K
$523K
|
|
|
Apr 18, 2023
Q1 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
1.15K+ 7.51% |
$124K - $135K
|
16.4K
$2.53M
|
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.12K+ 17.93% |
$121K - $132K
|
7.37K
$1.14M
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1.1KNew |
$120K - $130K
|
1.1K
$170K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.09K+ 4.75% |
$118K - $128K
|
24.1K
$3.72M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.04KNew |
$112K - $122K
|
1.04K
$160K
|
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.02K+ 34.23% |
$111K - $120K
|
4.01K
$619K
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1KNew |
$108K - $118K
|
1K
$154K
|
|
|
May 01, 2023
Q1 2023
|
Narwhal Capital Management
|
BUY
|
- |
1K+ 33.78% |
$108K - $118K
|
3.96K
$611K
|
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
997+ 1246.25% |
$108K - $117K
|
1.08K
$166K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
984+ 45.68% |
$107K - $116K
|
3.14K
$485K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
875+ 6.78% |
$94.9K - $103K
|
13.8K
$2.13M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
863+ 1726.0% |
$93.6K - $102K
|
913
$141K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
834New |
$90.4K - $98.2K
|
834
$129K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
810+ 6.59% |
$87.8K - $95.4K
|
13.1K
$2.02M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
810+ 29.77% |
$87.8K - $95.4K
|
3.53K
$545K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
808+ 741.28% |
$87.6K - $95.1K
|
917
$142K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
803+ 36.68% |
$87.1K - $94.5K
|
2.99K
$462K
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
802+ 5.47% |
$87K - $94.4K
|
15.5K
$2.39M
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
776+ 104.58% |
$84.1K - $91.4K
|
1.52K
$234K
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
739+ 3.28% |
$80.1K - $87K
|
23.3K
$3.59M
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
724+ 275.29% |
$78.5K - $85.2K
|
987
$152K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
721+ 10.47% |
$78.2K - $84.9K
|
7.61K
$1.17M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
715+ 24.97% |
$77.5K - $84.2K
|
3.58K
$553K
|
|
|
May 12, 2023
Q1 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
680New |
$73.7K - $80.1K
|
680
$105K
|
|
|
May 10, 2023
Q1 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
678+ 35.5% |
$73.5K - $79.8K
|
2.59K
$400K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
677+ 49.78% |
$73.4K - $79.7K
|
2.04K
$315K
|
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
650+ 30.4% |
$70.5K - $76.5K
|
2.79K
$430K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
643+ 4.55% |
$69.7K - $75.7K
|
14.8K
$2.28M
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
593+ 15.67% |
$64.3K - $69.8K
|
4.38K
$676K
|
|
|
Apr 24, 2023
Q1 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
591+ 24.45% |
$64.1K - $69.6K
|
3.01K
$464K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
572+ 8.92% |
$62K - $67.3K
|
6.99K
$1.08M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
569+ 9.93% |
$61.7K - $67K
|
6.3K
$972K
|