Purchases and Sales Made in Q2 2023 in Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
256K+ 29.61% |
$27.9M - $30.1M
|
1.12M
$174M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
188K+ 2482.79% |
$20.5M - $22.1M
|
196K
$30.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
176KNew |
$19.1M - $20.7M
|
176K
$27.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
80.6K+ 9.04% |
$8.76M - $9.47M
|
973K
$150M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
75.7K+ 18.99% |
$8.23M - $8.89M
|
474K
$73.4M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
75.7K+ 18.99% |
$8.23M - $8.89M
|
474K
$73.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
69.4K+ 1102.68% |
$7.54M - $8.15M
|
75.7K
$11.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
68K+ 18.65% |
$7.39M - $7.99M
|
433K
$66.9M
|
|
|
Jul 17, 2023
Q2 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
59.2KNew |
$6.43M - $6.95M
|
59.2K
$9.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
42.7KNew |
$4.64M - $5.02M
|
42.7K
$6.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Main Management Fund Advisors LLC
San Francisco, CA |
BUY
|
- |
39.4K+ 22.2% |
$4.28M - $4.63M
|
217K
$33.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
38.9KNew |
$4.23M - $4.57M
|
38.9K
$6.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
35.8KNew |
$3.89M - $4.2M
|
35.8K
$5.54M
|
|
|
Jul 14, 2023
Q2 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
34.8KNew |
$3.78M - $4.09M
|
34.8K
$5.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
30.8K+ 3.34% |
$3.35M - $3.62M
|
953K
$147M
|
|
|
Aug 11, 2023
Q2 2023
|
Garnet Equity Capital Holdings, Inc.
|
BUY
|
- |
30KNew |
$3.26M - $3.52M
|
30K
$4.64M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
29.2K+ 143.57% |
$3.17M - $3.43M
|
49.5K
$7.66M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
28.2K+ 36.98% |
$3.06M - $3.31M
|
104K
$16.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
26K+ 198.65% |
$2.83M - $3.06M
|
39.1K
$6.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
24.4K+ 22.45% |
$2.65M - $2.87M
|
133K
$20.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23.4K+ 9.69% |
$2.54M - $2.74M
|
265K
$40.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
22.3K+ 619.78% |
$2.42M - $2.62M
|
25.9K
$4M
|
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
18.6KNew |
$2.02M - $2.19M
|
18.6K
$2.88M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17.2K+ 51.74% |
$1.87M - $2.02M
|
50.4K
$7.79M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
15.8K+ 2.43% |
$1.72M - $1.86M
|
666K
$103M
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
BUY
|
- |
15.6KNew |
$1.69M - $1.83M
|
15.6K
$2.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
13.9KNew |
$1.51M - $1.63M
|
13.9K
$2.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
13.4K+ 244.89% |
$1.46M - $1.58M
|
18.9K
$2.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.4K+ 148.89% |
$1.46M - $1.58M
|
22.5K
$3.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.9K+ 0.7% |
$1.4M - $1.51M
|
1.86M
$288M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
12.9K+ 11.69% |
$1.4M - $1.51M
|
123K
$19M
|
|
|
Aug 09, 2023
Q2 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
12.3KNew |
$1.33M - $1.44M
|
12.3K
$1.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
10.7K+ 67.73% |
$1.16M - $1.26M
|
26.5K
$4.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
10.7K+ 250.56% |
$1.16M - $1.25M
|
14.9K
$2.31M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
10.6K+ 16.09% |
$1.15M - $1.25M
|
76.7K
$11.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
10.3K+ 464.1% |
$1.12M - $1.21M
|
12.5K
$1.94M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.1K+ 16.5% |
$1.1M - $1.19M
|
71.5K
$11.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
9.96K+ 194.06% |
$1.08M - $1.17M
|
15.1K
$2.33M
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
BUY
|
- |
8.64KNew |
$938K - $1.01M
|
8.64K
$1.34M
|
|
|
Jul 27, 2023
Q2 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
8.51KNew |
$925K - $999K
|
8.51K
$1.32M
|
|
|
Aug 14, 2023
Q2 2023
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
BUY
|
- |
8.34KNew |
$907K - $980K
|
8.34K
$1.29M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
8.22K+ 1.15% |
$893K - $965K
|
721K
$112M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8KNew |
$869K - $939K
|
8K
$1.24M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.59K+ 13.21% |
$824K - $891K
|
65K
$10.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
7.08K+ 25.34% |
$769K - $831K
|
35K
$5.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
6.91KNew |
$751K - $811K
|
6.91K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
6.81K+ 97.54% |
$740K - $800K
|
13.8K
$2.13M
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
6.78K+ 38.0% |
$737K - $796K
|
24.6K
$3.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.62K+ 43.42% |
$720K - $778K
|
21.9K
$3.38M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.47K+ 50.62% |
$702K - $759K
|
19.2K
$2.98M
|