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 |
|---|---|---|---|---|---|---|---|
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
12New |
$1.3K - $1.41K
|
12
$2.13K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
10+ 20.0% |
$1.08K - $1.18K
|
60
$10.6K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
10+ 0.35% |
$1.08K - $1.18K
|
2.85K
$504K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
7+ 0.12% |
$759 - $824
|
5.72K
$1.01M
|
|
|
Apr 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
4+ 0.06% |
$434 - $471
|
6.7K
$1.19M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
4New |
$434 - $471
|
4
$709
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
4+ 3.28% |
$434 - $471
|
126
$22.3K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3+ 0.33% |
$325 - $353
|
910
$161K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3+ 2.68% |
$325 - $353
|
115
$20.4K
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
3+ 0.15% |
$325 - $353
|
1.98K
$351K
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3+ 0.13% |
$325 - $353
|
2.29K
$406K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
3+ 0.11% |
$325 - $353
|
2.64K
$468K
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 0.33% |
$217 - $235
|
602
$107K
|
|
|
Apr 11, 2023
Q1 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.44% |
$108 - $118
|
229
$40.6K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.67% |
$108 - $118
|
151
$26.8K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.12% |
$108 - $118
|
806
$143K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.34% |
$108 - $118
|
291
$51.6K
|
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1+ 0.03% |
$108 - $118
|
3.04K
$540K
|
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
BUY
|
- |
1+ 0.03% |
$108 - $118
|
3.46K
$613K
|
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1+ 0.07% |
$108 - $118
|
1.35K
$239K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.01% |
$108 - $118
|
19.4K
$3.44M
|
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1+ 1.72% |
$108 - $118
|
59
$10.5K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1- 50.0% |
$108 - $118
|
1
$177
|
|
|
May 05, 2023
Q1 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$108 - $118
|
7.28K
$1.29M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1- 0.26% |
$108 - $118
|
382
$67.7K
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-7- 0.36% |
$759 - $824
|
1.92K
$339K
|
|
|
May 03, 2023
Q1 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-17- 0.04% |
$1.84K - $2K
|
37.8K
$6.7M
|
|
|
May 04, 2023
Q1 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-20- 0.43% |
$2.17K - $2.35K
|
4.63K
$820K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-21- 8.05% |
$2.28K - $2.47K
|
240
$42.5K
|
|
|
May 15, 2023
Q1 2023
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-21- 0.63% |
$2.28K - $2.47K
|
3.31K
$586K
|
|
|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-23- 0.36% |
$2.49K - $2.71K
|
6.37K
$1.13M
|
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-24- 0.56% |
$2.6K - $2.83K
|
4.28K
$758K
|
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-26- 0.23% |
$2.82K - $3.06K
|
11.3K
$2M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-28- 0.7% |
$3.04K - $3.3K
|
3.97K
$703K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-30- 1.23% |
$3.25K - $3.53K
|
2.42K
$428K
|
|
|
May 11, 2023
Q1 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-30- 0.77% |
$3.25K - $3.53K
|
3.86K
$684K
|
|
|
Apr 10, 2023
Q1 2023
|
Iam Advisory, LLC
|
SELL
|
- |
-33- 0.29% |
$3.58K - $3.89K
|
11.4K
$2.02M
|
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-34- 1.19% |
$3.69K - $4K
|
2.83K
$502K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-37- 64.91% |
$4.01K - $4.36K
|
20
$3.54K
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-40- 1.69% |
$4.34K - $4.71K
|
2.33K
$413K
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-42- 0.89% |
$4.55K - $4.95K
|
4.68K
$830K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-50- 1.22% |
$5.42K - $5.89K
|
4.06K
$719K
|
|
|
Apr 25, 2023
Q1 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-58- 0.93% |
$6.29K - $6.83K
|
6.2K
$1.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-58- 0.42% |
$6.29K - $6.83K
|
13.8K
$2.45M
|
|
|
Apr 05, 2023
Q1 2023
|
Ars Investment Partners, LLC
|
SELL
|
- |
-59- 0.28% |
$6.4K - $6.95K
|
21.3K
$3.77M
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-67- 3.27% |
$7.26K - $7.89K
|
1.98K
$351K
|
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-78- 1.8% |
$8.46K - $9.18K
|
4.26K
$755K
|
|
|
May 11, 2023
Q1 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-80- 0.86% |
$8.67K - $9.42K
|
9.19K
$1.63M
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-85- 7.2% |
$9.22K - $10K
|
1.1K
$194K
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-89- 1.22% |
$9.65K - $10.5K
|
7.18K
$1.27M
|