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 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$217 - $235
|
3.14K
$557K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 0.22% |
$217 - $235
|
912
$162K
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.2% |
$217 - $235
|
1.01K
$178K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2+ 1.74% |
$217 - $235
|
117
$20.7K
|
|
|
May 07, 2025
Q2 2023
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
2+ 0.25% |
$217 - $235
|
798
$141K
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1+ 0.02% |
$109 - $117
|
5.42K
$961K
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1+ 0.01% |
$109 - $117
|
7.18K
$1.27M
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$109 - $117
|
1.83K
$324K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1+ 0.04% |
$109 - $117
|
2.42K
$429K
|
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1+ 0.07% |
$109 - $117
|
1.35K
$239K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$109 - $117
|
2.42K
$428K
|
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-4- 6.78% |
$435 - $470
|
55
$9.75K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-4- 3.17% |
$435 - $470
|
122
$21.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-6- 60.0% |
$652 - $704
|
4
$709
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
SELL
|
- |
-6- 0.05% |
$652 - $704
|
11.1K
$1.97M
|
|
|
Jul 21, 2023
Q2 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-6- 0.11% |
$652 - $704
|
5.62K
$995K
|
|
|
Aug 09, 2023
Q2 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-9- 0.4% |
$978 - $1.06K
|
2.24K
$397K
|
|
|
Aug 14, 2023
Q2 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-10- 0.11% |
$1.09K - $1.17K
|
9.5K
$1.68M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-10- 0.28% |
$1.09K - $1.17K
|
3.57K
$633K
|
|
|
Aug 09, 2023
Q2 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-10- 0.09% |
$1.09K - $1.17K
|
11K
$1.94M
|
|
|
Aug 03, 2023
Q2 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-14- 0.12% |
$1.52K - $1.64K
|
11.3K
$2M
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-18- 0.91% |
$1.96K - $2.11K
|
1.96K
$348K
|
|
|
Aug 03, 2023
Q2 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-19- 0.68% |
$2.06K - $2.23K
|
2.76K
$489K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-21- 1.16% |
$2.28K - $2.47K
|
1.79K
$317K
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-21- 0.74% |
$2.28K - $2.47K
|
2.83K
$501K
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-23- 2.75% |
$2.5K - $2.7K
|
812
$144K
|
|
|
Aug 10, 2023
Q2 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-23- 1.52% |
$2.5K - $2.7K
|
1.5K
$265K
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-27- 1.27% |
$2.93K - $3.17K
|
2.1K
$373K
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-28- 0.35% |
$3.04K - $3.29K
|
7.93K
$1.4M
|
|
|
Jul 12, 2023
Q2 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-29- 0.07% |
$3.15K - $3.4K
|
42.5K
$7.53M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-32- 1.17% |
$3.48K - $3.76K
|
2.71K
$481K
|
|
|
Aug 01, 2023
Q2 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-34- 1.88% |
$3.69K - $3.99K
|
1.78K
$315K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-35- 0.65% |
$3.8K - $4.11K
|
5.34K
$946K
|
|
|
Aug 01, 2023
Q2 2023
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-43- 11.5% |
$4.67K - $5.05K
|
331
$58.7K
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-45- 0.52% |
$4.89K - $5.28K
|
8.62K
$1.53M
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-48- 1.6% |
$5.22K - $5.64K
|
2.96K
$525K
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-51- 0.52% |
$5.54K - $5.99K
|
9.77K
$1.73M
|
|
|
Jul 21, 2023
Q2 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-52- 0.75% |
$5.65K - $6.11K
|
6.84K
$1.21M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-53- 0.96% |
$5.76K - $6.22K
|
5.47K
$969K
|
|
|
Aug 01, 2023
Q2 2023
|
Patron Partners, LLC
|
SELL
|
- |
-60- 1.74% |
$6.52K - $7.04K
|
3.4K
$602K
|
|
|
Aug 07, 2023
Q2 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-64- 2.0% |
$6.95K - $7.51K
|
3.14K
$556K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-65- 0.34% |
$7.06K - $7.63K
|
19.3K
$3.43M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-69- 2.18% |
$7.5K - $8.1K
|
3.1K
$550K
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-70- 3.01% |
$7.61K - $8.22K
|
2.26K
$400K
|
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-75- 4.04% |
$8.15K - $8.81K
|
1.78K
$315K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-75- 4.48% |
$8.15K - $8.81K
|
1.6K
$284K
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-80- 0.8% |
$8.69K - $9.39K
|
9.88K
$1.75M
|
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-80- 9.7% |
$8.69K - $9.39K
|
745
$132K
|
|
|
Jul 13, 2023
Q2 2023
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-83- 0.91% |
$9.02K - $9.75K
|
9.01K
$1.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-87- 1.68% |
$9.45K - $10.2K
|
5.11K
$905K
|