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 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-768- 15.9% |
$83.3K - $90.4K
|
4.06K
$624K
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-791- 15.17% |
$85.8K - $93.1K
|
4.42K
$679K
|
|
|
Apr 19, 2023
Q1 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-797- 2.04% |
$86.4K - $93.8K
|
38.3K
$5.88M
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-824- 62.61% |
$89.3K - $97K
|
492
$75.5K
|
|
|
May 04, 2023
Q1 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-851- 2.99% |
$92.3K - $100K
|
27.6K
$4.23M
|
|
|
Feb 11, 2025
Q1 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-857- 25.28% |
$92.9K - $101K
|
2.53K
$389K
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-861- 6.99% |
$93.4K - $101K
|
11.5K
$1.76M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-980- 9.48% |
$106K - $115K
|
9.36K
$1.44M
|
|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-986- 20.68% |
$107K - $116K
|
3.78K
$581K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-999- 3.47% |
$108K - $118K
|
27.8K
$4.26M
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.02K- 4.82% |
$111K - $120K
|
20.2K
$3.1M
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.1K- 12.19% |
$120K - $130K
|
7.96K
$1.22M
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-1.3K- 23.24% |
$141K - $153K
|
4.3K
$660K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.34K- 41.79% |
$145K - $158K
|
1.86K
$286K
|
|
|
Apr 24, 2023
Q1 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-1.37K- 5.43% |
$148K - $161K
|
23.8K
$3.66M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.42K- 30.99% |
$154K - $168K
|
3.17K
$487K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.59K- 2.1% |
$172K - $187K
|
74.1K
$11.4M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.65K- 49.58% |
$179K - $194K
|
1.68K
$257K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.75K- 2.68% |
$190K - $206K
|
63.6K
$9.76M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.75K- 79.84% |
$190K - $207K
|
443
$68K
|
|
|
Apr 06, 2023
Q1 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-1.92K- 8.16% |
$208K - $226K
|
21.6K
$3.32M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2K- 39.71% |
$217K - $235K
|
3.03K
$466K
|
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.15K- 6.51% |
$233K - $253K
|
30.9K
$4.75M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.4K- 52.49% |
$260K - $282K
|
2.17K
$333K
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-2.5K- 4.18% |
$271K - $294K
|
57.2K
$8.78M
|
|
|
May 02, 2023
Q1 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-2.55K- 3.11% |
$276K - $300K
|
79.3K
$12.2M
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-2.6K- 66.67% |
$282K - $306K
|
1.3K
$199K
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.04K- 20.83% |
$329K - $358K
|
11.5K
$1.77M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.25K- 20.59% |
$353K - $383K
|
12.5K
$1.93M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.34K- 43.23% |
$362K - $393K
|
4.38K
$673K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-3.36K- 38.27% |
$364K - $396K
|
5.42K
$833K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.62K- 11.29% |
$392K - $426K
|
28.4K
$4.37M
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.64K- 37.06% |
$395K - $429K
|
6.19K
$950K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-4.63K- 28.39% |
$502K - $546K
|
11.7K
$1.79M
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-4.79K- 14.08% |
$519K - $564K
|
29.2K
$4.49M
|
|
|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-5.35K- 2.6% |
$580K - $630K
|
200K
$30.7M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.57K- 11.07% |
$604K - $656K
|
44.8K
$6.88M
|
|
|
Apr 04, 2023
Q1 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-5.73K- 51.55% |
$621K - $675K
|
5.39K
$827K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.06K- 28.21% |
$657K - $714K
|
15.4K
$2.37M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.79K- 37.84% |
$736K - $800K
|
11.2K
$1.71M
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-7.41K- 76.95% |
$804K - $873K
|
2.22K
$341K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-8.41K- 23.12% |
$912K - $990K
|
28K
$4.29M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.6K- 25.9% |
$1.26M - $1.37M
|
33.2K
$5.1M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-12.1K- 12.04% |
$1.32M - $1.43M
|
88.8K
$13.6M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-13.6K- 47.1% |
$1.47M - $1.6M
|
15.3K
$2.34M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-15.3K- 35.13% |
$1.66M - $1.8M
|
28.2K
$4.33M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-20.7K- 7.9% |
$2.24M - $2.44M
|
241K
$37M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-24.4K- 41.33% |
$2.65M - $2.87M
|
34.7K
$5.32M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-28.4K- 16.55% |
$3.08M - $3.35M
|
143K
$22M
|
|
|
May 15, 2023
Q1 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-29.1K- 74.42% |
$3.16M - $3.43M
|
10K
$1.54M
|