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 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
6.34K+ 74.71% |
$688K - $744K
|
14.8K
$2.29M
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
6.25K+ 8.32% |
$679K - $734K
|
81.4K
$12.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
6.24KNew |
$677K - $732K
|
6.24K
$964K
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.2K+ 80.44% |
$674K - $728K
|
13.9K
$2.15M
|
|
|
Jul 17, 2023
Q2 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
6.13K+ 23.44% |
$666K - $720K
|
32.3K
$5M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.83K+ 4.06% |
$633K - $684K
|
149K
$23.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
5.65KNew |
$613K - $663K
|
5.65K
$873K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.49K+ 64.35% |
$596K - $644K
|
14K
$2.17M
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
BUY
|
- |
5K+ 109.98% |
$544K - $588K
|
9.55K
$1.48M
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.7KNew |
$510K - $551K
|
4.7K
$727K
|
|
|
Aug 15, 2023
Q2 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
4.29K+ 6.38% |
$466K - $504K
|
71.5K
$11.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
4.25K+ 0.64% |
$462K - $499K
|
670K
$104M
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
4.05KNew |
$440K - $475K
|
4.05K
$626K
|
|
|
Aug 10, 2023
Q2 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
3.97KNew |
$431K - $466K
|
3.97K
$614K
|
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.87KNew |
$421K - $454K
|
3.87K
$599K
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
3.71KNew |
$403K - $436K
|
3.71K
$574K
|
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
3.61KNew |
$393K - $424K
|
3.61K
$559K
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.44K+ 143.48% |
$374K - $404K
|
5.84K
$904K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.35KNew |
$364K - $393K
|
3.35K
$518K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.32K+ 9.06% |
$361K - $390K
|
39.9K
$6.18M
|
|
|
Jul 03, 2023
Q2 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
3.25K+ 9.62% |
$353K - $381K
|
37K
$5.72M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.2K+ 4.01% |
$348K - $376K
|
82.9K
$12.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
3.14K+ 72.98% |
$341K - $368K
|
7.43K
$1.15M
|
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3.12KNew |
$339K - $367K
|
3.12K
$483K
|
|
|
Jul 31, 2023
Q2 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
3.06KNew |
$333K - $360K
|
3.06K
$474K
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
3.04KNew |
$331K - $357K
|
3.04K
$471K
|
|
|
Aug 10, 2023
Q2 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
3KNew |
$326K - $352K
|
3K
$464K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.96K+ 2.79% |
$322K - $347K
|
109K
$16.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2.91KNew |
$316K - $342K
|
2.91K
$450K
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.9K+ 59.3% |
$315K - $340K
|
7.78K
$1.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Wt Wealth Management
|
BUY
|
- |
2.8K+ 13.04% |
$304K - $328K
|
24.2K
$3.75M
|
|
|
Aug 09, 2023
Q2 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
2.79K+ 107.51% |
$303K - $328K
|
5.39K
$833K
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
BUY
|
- |
2.73KNew |
$297K - $321K
|
2.73K
$422K
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
2.73KNew |
$296K - $320K
|
2.73K
$422K
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.6K+ 119.77% |
$282K - $305K
|
4.77K
$738K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.52K+ 3.96% |
$273K - $296K
|
66.1K
$10.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.46K+ 9.15% |
$268K - $289K
|
29.4K
$4.54M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.41K+ 13.9% |
$262K - $283K
|
19.7K
$3.05M
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
2.31K+ 20.36% |
$251K - $271K
|
13.6K
$2.11M
|
|
|
Sep 19, 2023
Q2 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
2.3KNew |
$250K - $270K
|
2.3K
$356K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.3K+ 20.38% |
$250K - $270K
|
13.6K
$2.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.27K+ 34.46% |
$247K - $267K
|
8.87K
$1.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.25KNew |
$244K - $264K
|
2.25K
$348K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.17K+ 7.42% |
$236K - $255K
|
31.4K
$4.86M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2.14K+ 76.43% |
$233K - $251K
|
4.94K
$764K
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
2.08KNew |
$226K - $244K
|
2.08K
$322K
|
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.05K+ 88.7% |
$223K - $241K
|
4.36K
$674K
|
|
|
Aug 14, 2023
Q2 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
2KNew |
$217K - $235K
|
2K
$309K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.99K+ 2.3% |
$216K - $233K
|
88.6K
$13.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.9K+ 20.32% |
$207K - $223K
|
11.3K
$1.74M
|