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
|
Pointe Capital Management LLC
|
BUY
|
- |
550New |
$59.6K - $64.8K
|
550
$84.9K
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
524+ 13.62% |
$56.8K - $61.7K
|
4.37K
$675K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
510+ 119.16% |
$55.3K - $60K
|
938
$145K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
501+ 7.26% |
$54.3K - $59K
|
7.41K
$1.14M
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
500+ 384.62% |
$54.2K - $58.9K
|
630
$97.3K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
491+ 21.78% |
$53.2K - $57.8K
|
2.75K
$424K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
482+ 151.57% |
$52.3K - $56.8K
|
800
$124K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
477+ 13.73% |
$51.7K - $56.2K
|
3.95K
$610K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
477+ 39.65% |
$51.7K - $56.2K
|
1.68K
$259K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
467+ 4.69% |
$50.6K - $55K
|
10.4K
$1.61M
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
465New |
$50.4K - $54.7K
|
465
$71.8K
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
458+ 7.99% |
$49.7K - $53.9K
|
6.19K
$956K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
437+ 1.36% |
$47.4K - $51.5K
|
32.5K
$5.02M
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
434+ 25.23% |
$47.1K - $51.1K
|
2.15K
$333K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
434+ 25.23% |
$47.1K - $51.1K
|
2.15K
$333K
|
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
428New |
$46.4K - $50.4K
|
428
$66.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
425+ 1.65% |
$46.1K - $50K
|
26.2K
$4.04M
|
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
420+ 1.82% |
$45.5K - $49.5K
|
23.5K
$3.63M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
418+ 13.19% |
$45.3K - $49.2K
|
3.59K
$554K
|
|
|
May 12, 2023
Q1 2023
|
Bck Capital Management LP
Stamford, CT |
BUY
|
- |
409+ 2.59% |
$44.3K - $48.2K
|
16.2K
$2.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
400New |
$43.4K - $47.1K
|
400
$61.8K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
398New |
$43.2K - $46.9K
|
398
$61.5K
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
392+ 14.98% |
$42.5K - $46.2K
|
3.01K
$465K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
357New |
$38.7K - $42K
|
357
$55.1K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
354+ 3.91% |
$38.4K - $41.7K
|
9.41K
$1.45M
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
346+ 50.29% |
$37.5K - $40.7K
|
1.03K
$160K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
340+ 0.72% |
$36.9K - $40K
|
47.7K
$7.36M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
329+ 14.87% |
$35.7K - $38.7K
|
2.54K
$392K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
329+ 13.24% |
$35.7K - $38.7K
|
2.81K
$434K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
326+ 9.31% |
$35.3K - $38.4K
|
3.83K
$591K
|
|
|
May 15, 2023
Q1 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
321+ 2.29% |
$34.8K - $37.8K
|
14.3K
$2.21M
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
302New |
$32.7K - $35.6K
|
302
$46.6K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
300New |
$32.5K - $35.3K
|
300
$46.3K
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
288+ 3.02% |
$31.2K - $33.9K
|
9.82K
$1.52M
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
268+ 7.01% |
$29.1K - $31.6K
|
4.09K
$631K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
264+ 46.23% |
$28.6K - $31.1K
|
835
$129K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
228New |
$24.7K - $26.8K
|
228
$35.2K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
225New |
$24.4K - $26.5K
|
225
$34.7K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
220New |
$23.9K - $25.9K
|
220
$34K
|
|
|
Apr 20, 2023
Q1 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
218+ 6.32% |
$23.6K - $25.7K
|
3.67K
$567K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
209+ 0.44% |
$22.7K - $24.6K
|
47.7K
$7.36M
|
|
|
Apr 24, 2023
Q1 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
209+ 0.65% |
$22.7K - $24.6K
|
32.4K
$5.01M
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
207+ 3.65% |
$22.4K - $24.4K
|
5.88K
$908K
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
206+ 1.34% |
$22.3K - $24.3K
|
15.6K
$2.41M
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
202+ 8.77% |
$21.9K - $23.8K
|
2.51K
$387K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
200New |
$21.7K - $23.5K
|
200
$30.9K
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
BUY
|
- |
193+ 3216.67% |
$20.9K - $22.7K
|
199
$30.7K
|
|
|
Apr 25, 2023
Q1 2023
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
193+ 5.92% |
$20.9K - $22.7K
|
3.45K
$533K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
191+ 0.92% |
$20.7K - $22.5K
|
20.9K
$3.23M
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
191+ 7.71% |
$20.7K - $22.5K
|
2.67K
$412K
|