Purchases and Sales Made in Q3 2022 in Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.26KNew |
$297K - $354K
|
3.26K
$511K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.19KNew |
$291K - $346K
|
3.19K
$499K
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.18K+ 69.67% |
$290K - $346K
|
7.75K
$1.21M
|
|
|
Nov 14, 2022
Q3 2022
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
3KNew |
$274K - $326K
|
3K
$470K
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
2.97KNew |
$271K - $323K
|
2.97K
$465K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.88K+ 6.78% |
$262K - $313K
|
45.3K
$7.09M
|
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2.87K+ 10.62% |
$262K - $312K
|
29.9K
$4.69M
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.86K+ 5.49% |
$261K - $311K
|
55K
$8.62M
|
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
2.69KNew |
$246K - $293K
|
2.69K
$422K
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
2.68K+ 19.89% |
$245K - $292K
|
16.2K
$2.53M
|
|
|
Oct 20, 2022
Q3 2022
|
Vigilare Wealth Management
|
BUY
|
- |
2.52KNew |
$229K - $273K
|
2.52K
$394K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.51KNew |
$229K - $273K
|
2.51K
$393K
|
|
|
Nov 07, 2022
Q3 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.49KNew |
$227K - $270K
|
2.49K
$389K
|
|
|
Nov 14, 2022
Q3 2022
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
2.49KNew |
$227K - $270K
|
2.49K
$389K
|
|
|
Oct 20, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.43KNew |
$221K - $264K
|
2.43K
$380K
|
|
|
Nov 04, 2022
Q3 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
2.39KNew |
$218K - $260K
|
2.39K
$375K
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.37KNew |
$216K - $258K
|
2.37K
$372K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.21K+ 9.83% |
$202K - $240K
|
24.7K
$3.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.21KNew |
$201K - $240K
|
2.21K
$346K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.19K+ 24.35% |
$200K - $238K
|
11.2K
$1.75M
|
|
|
Oct 25, 2022
Q3 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2.05K+ 7.57% |
$187K - $223K
|
29.1K
$4.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.03K+ 7.99% |
$185K - $220K
|
27.4K
$4.29M
|
|
|
Oct 26, 2022
Q3 2022
|
Providence First Trust CO
|
BUY
|
- |
2KNew |
$182K - $217K
|
2K
$313K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.91K+ 2.44% |
$174K - $207K
|
80.1K
$12.5M
|
|
|
Oct 26, 2022
Q3 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
1.76K+ 7.38% |
$160K - $191K
|
25.5K
$4M
|
|
|
Oct 03, 2022
Q3 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
1.67K+ 6.65% |
$153K - $182K
|
26.9K
$4.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.66K+ 18.16% |
$152K - $181K
|
10.8K
$1.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.61K+ 17.74% |
$147K - $175K
|
10.7K
$1.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.56K+ 0.21% |
$143K - $170K
|
757K
$118M
|
|
|
Nov 14, 2022
Q3 2022
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
1.52K+ 5.91% |
$138K - $165K
|
27.2K
$4.25M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.33K+ 10.06% |
$121K - $144K
|
14.5K
$2.28M
|
|
|
Nov 10, 2022
Q3 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.3K+ 50.0% |
$118K - $141K
|
3.9K
$610K
|
|
|
Oct 25, 2022
Q3 2022
|
Greystone Financial Group, LLC
|
BUY
|
- |
1.29K+ 25.04% |
$117K - $140K
|
6.43K
$1.01M
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
1.27K+ 16.73% |
$116K - $138K
|
8.89K
$1.39M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.23K+ 3.02% |
$112K - $133K
|
41.9K
$6.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.2K+ 8.36% |
$109K - $130K
|
15.5K
$2.43M
|
|
|
Oct 04, 2022
Q3 2022
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
1.19K+ 15.99% |
$108K - $129K
|
8.6K
$1.35M
|
|
|
Oct 20, 2022
Q3 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1.1K+ 18.47% |
$99.9K - $119K
|
7.02K
$1.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.06K+ 36.12% |
$97K - $116K
|
4.01K
$628K
|
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
BUY
|
- |
1.06K+ 23.49% |
$96.2K - $115K
|
5.55K
$869K
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
993+ 468.4% |
$90.6K - $108K
|
1.21K
$189K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
988+ 5.05% |
$90.1K - $107K
|
20.5K
$3.22M
|
|
|
Dec 06, 2022
Q3 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
981+ 66.37% |
$89.5K - $107K
|
2.46K
$385K
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
954+ 0.92% |
$87K - $104K
|
104K
$16.3M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
954+ 0.92% |
$87K - $104K
|
104K
$16.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
862+ 0.12% |
$78.6K - $93.7K
|
725K
$114M
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
851New |
$77.6K - $92.5K
|
851
$133K
|
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
803New |
$73.2K - $87.3K
|
803
$126K
|
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
802+ 11.59% |
$73.1K - $87.2K
|
7.72K
$1.21M
|
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
800New |
$73K - $86.9K
|
800
$125K
|