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
May 15, 2023 Q1 2023	Gerber Kawasaki Wealth & Investment Management	BUY	-	190 + 1.27%	$20.6K - $22.4K	15.2K $2.34M
May 09, 2023 Q1 2023	Laffer Tengler Investments Nashville, TN	BUY	-	189 + 196.88%	$20.5K - $22.3K	285 $44K
Apr 18, 2023 Q1 2023	Independent Wealth Network Inc.	BUY	-	186 + 4.13%	$20.2K - $21.9K	4.69K $725K
May 10, 2023 Q1 2023	Winch Advisory Services, LLC Appleton, WI	BUY	-	178 + 21.58%	$19.3K - $21K	1K $155K
Apr 14, 2023 Q1 2023	Global Trust Asset Management, LLC	BUY	-	170 + 18.99%	$18.4K - $20K	1.07K $164K
May 05, 2023 Q1 2023	Kfa Private Wealth Group, LLC	BUY	-	165 + 4.05%	$17.9K - $19.4K	4.24K $654K
May 15, 2023 Q1 2023	Family Legacy, Inc.	BUY	-	158 + 1.35%	$17.1K - $18.6K	11.8K $1.83M
Apr 20, 2023 Q1 2023	Patriot Financial Group Insurance Agency, LLC	BUY	-	158 + 7.98%	$17.1K - $18.6K	2.14K $330K
Apr 12, 2023 Q1 2023	Silverlake Wealth Management LLC Williston, VT	BUY	-	153 + 7.09%	$16.6K - $18K	2.31K $357K
May 11, 2023 Q1 2023	Bokf, Na Tulsa, OK	BUY	-	150 New	$16.3K - $17.7K	150 $23.2K
May 10, 2023 Q1 2023	Huntington National Bank Columbus, OH	BUY	-	140 + 14000.0%	$15.2K - $16.5K	141 $21.8K
May 16, 2023 Q1 2023	Hollencrest Capital Management	BUY	-	138 + 194.37%	$15K - $16.2K	209 $32.3K
May 04, 2023 Q1 2023	Trinity Point Wealth, LLC	BUY	-	124 + 4.1%	$13.4K - $14.6K	3.15K $486K
May 10, 2023 Q1 2023	Cypress Capital Management LLC (Wy)	BUY	-	119 + 46.67%	$12.9K - $14K	374 $57.7K
May 08, 2023 Q1 2023	Means Investment Co., Inc.	BUY	-	102 + 3.73%	$11.1K - $12K	2.83K $437K
Apr 21, 2023 Q1 2023	Eagle Strategies LLC New York, NY	BUY	-	100 + 1.01%	$10.8K - $11.8K	9.96K $1.54M
Apr 10, 2023 Q1 2023	Brown Miller Wealth Management, LLC	BUY	-	94 + 3.85%	$10.2K - $11.1K	2.53K $391K
May 02, 2023 Q1 2023	Harel Insurance Investments & Financial Services Ltd.	BUY	-	87 New	$9.43K - $10.2K	87 $13.4K
Apr 28, 2023 Q1 2023	Herbst Group, LLC Westport, CT	BUY	-	86 + 0.2%	$9.32K - $10.1K	42.5K $6.56M
Apr 19, 2023 Q1 2023	Charter Oak Capital Management, LLC	BUY	-	78 + 2.32%	$8.46K - $9.18K	3.44K $531K
Apr 24, 2023 Q1 2023	Fifth Third Bancorp	BUY	-	76 + 6.82%	$8.24K - $8.95K	1.19K $184K
Apr 27, 2023 Q1 2023	Comerica Securities,Inc.	BUY	-	75 + 1.62%	$8.13K - $8.83K	4.72K $728K
May 05, 2023 Q1 2023	Sandy Spring Bank	BUY	-	75 + 35.71%	$8.13K - $8.83K	285 $44K
Apr 17, 2023 Q1 2023	Ignite Planners, LLC	BUY	-	73 + 0.28%	$7.92K - $8.6K	26K $4.01M
May 02, 2023 Q1 2023	Berkeley Capital Partners, LLC	BUY	-	72 + 2.66%	$7.81K - $8.48K	2.78K $429K
May 02, 2023 Q1 2023	Magnolia Capital Management LTD	BUY	-	70 + 1.66%	$7.59K - $8.24K	4.28K $660K
May 15, 2023 Q1 2023	Toroso Investments, LLC Massapequa, NY	BUY	-	66 + 2.83%	$7.16K - $7.77K	2.4K $370K
Jul 22, 2024 Q1 2023	Focus Financial Network, Inc. Minneapolis, MN	BUY	-	64 + 0.78%	$6.94K - $7.54K	8.23K $1.27M
May 13, 2024 Q1 2023	Farther Finance Advisors, LLC San Francisco, CA	BUY	-	55 + 6.38%	$5.96K - $6.48K	917 $142K
Apr 20, 2023 Q1 2023	Princeton Global Asset Management LLC	BUY	-	50 New	$5.42K - $5.89K	50 $7.72K
Apr 21, 2023 Q1 2023	Global Assets Advisory, LLC Orlando, FL	BUY	-	46 + 0.67%	$4.99K - $5.42K	6.89K $1.06M
May 15, 2023 Q1 2023	Epg Wealth Management LLC Atlanta, GA	BUY	-	44 + 0.64%	$4.77K - $5.18K	6.88K $1.06M
May 15, 2023 Q1 2023	Avitas Wealth Management LLC	BUY	-	42 + 2.22%	$4.55K - $4.95K	1.93K $298K
Apr 25, 2023 Q1 2023	Pettyjohn, Wood & White, Inc Lynchburg, VA	BUY	-	40 + 1.78%	$4.34K - $4.71K	2.29K $353K
Apr 19, 2023 Q1 2023	Calton & Associates, Inc.	BUY	-	38 + 0.44%	$4.12K - $4.47K	8.67K $1.34M
May 10, 2023 Q1 2023	Keybank National Association	BUY	-	35 + 0.66%	$3.8K - $4.12K	5.37K $829K
May 09, 2023 Q1 2023	Bedell Frazier Investment Counseling, LLC	BUY	-	34 + 0.07%	$3.69K - $4K	45.9K $7.08M
May 12, 2023 Q1 2023	Crewe Advisors LLC	BUY	-	32 New	$3.47K - $3.77K	32 $4.94K
May 15, 2023 Q1 2023	Ambassador Advisors, LLC Lancaster, PA	BUY	-	27 + 12.11%	$2.93K - $3.18K	250 $38.6K
May 02, 2023 Q1 2023	Hhm Wealth Advisors, LLC Chattanooga, TN	BUY	-	25 + 41.67%	$2.71K - $2.94K	85 $13.1K
May 11, 2023 Q1 2023	Tradition Wealth Management, LLC	BUY	-	23 + 0.49%	$2.49K - $2.71K	4.74K $731K
Apr 06, 2023 Q1 2023	Cra Financial Services, LLC	BUY	-	23 + 0.59%	$2.49K - $2.71K	3.91K $603K
Apr 27, 2023 Q1 2023	Rice Partnership, LLC	BUY	-	20 New	$2.17K - $2.35K	20 $3.09K
Apr 19, 2023 Q1 2023	Jfs Wealth Advisors, LLC	BUY	-	20 New	$2.17K - $2.35K	20 $3.09K
May 15, 2023 Q1 2023	Pnc Financial Services Group, Inc. Pittsburgh, PA	BUY	-	20 + 0.32%	$2.17K - $2.35K	6.3K $973K
Apr 25, 2023 Q1 2023	Parallel Advisors, LLC	BUY	-	18 + 0.17%	$1.95K - $2.12K	10.4K $1.61M
May 04, 2023 Q1 2023	Heritage Wealth Advisors	BUY	-	17 New	$1.84K - $2K	17 $2.62K
Apr 04, 2023 Q1 2023	Cedar Brook Financial Partners, LLC Cleveland, OH	BUY	-	15 + 0.82%	$1.63K - $1.77K	1.84K $285K
Apr 10, 2023 Q1 2023	Onyx Bridge Wealth Group LLC	BUY	-	14 + 0.39%	$1.52K - $1.65K	3.61K $557K
Dec 14, 2023 Q1 2023	Slocum, Gordon & CO LLP Newport, RI	BUY	-	12 New	$1.3K - $1.41K	12 $1.85K

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells ITA shares.

Notify only if

Value

Insider Trading

Get notified when an Ishares Tr insider buys or sells ITA shares.

Notify only if

Operation

Value

Type

News

Receive news related to ISHARES TR

Track Activities on ITA

Account

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

190

189

186

178

170

165

158

158

153

150

140

138

124

119

102

100

94

87

86

78

76

75

75

73

72

70

66

64

55

50

46

44

42

40

38

35

34

32

27

25

23

23

20

20

20

18

17

15

14

12

Track Institutional and Insider Activities on ITA

Institutional Portfolio Updates

Insider Trading

News