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
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
791+ 8.07% |
$72.1K - $86K
|
10.6K
$1.66M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
673+ 2.71% |
$61.4K - $73.1K
|
25.5K
$3.99M
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
612+ 3.48% |
$55.8K - $66.5K
|
18.2K
$2.85M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
600New |
$54.7K - $65.2K
|
600
$93.9K
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
575+ 2.92% |
$52.4K - $62.5K
|
20.3K
$3.18M
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
547+ 5.47% |
$49.9K - $59.4K
|
10.6K
$1.65M
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
538+ 24.04% |
$49.1K - $58.5K
|
2.78K
$435K
|
|
|
Nov 02, 2022
Q3 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
511+ 21.69% |
$46.6K - $55.5K
|
2.87K
$449K
|
|
|
Oct 24, 2022
Q3 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
510New |
$46.5K - $55.4K
|
510
$79.9K
|
|
|
Nov 07, 2022
Q3 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
500New |
$45.6K - $54.3K
|
500
$78.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
482+ 3.97% |
$44K - $52.4K
|
12.6K
$1.98M
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
469New |
$42.8K - $51K
|
469
$73.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
428+ 18.84% |
$39K - $46.5K
|
2.7K
$423K
|
|
|
Oct 13, 2022
Q3 2022
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
414+ 8.17% |
$37.8K - $45K
|
5.48K
$858K
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
408+ 14.83% |
$37.2K - $44.3K
|
3.16K
$495K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
404+ 9.27% |
$36.8K - $43.9K
|
4.76K
$746K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
377New |
$34.4K - $41K
|
377
$59K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
358+ 2.24% |
$32.6K - $38.9K
|
16.3K
$2.56M
|
|
|
Jan 12, 2023
Q3 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
355+ 6.24% |
$32.4K - $38.6K
|
6.04K
$946K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
341+ 3.1% |
$31.1K - $37.1K
|
11.4K
$1.78M
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
317New |
$28.9K - $34.4K
|
317
$49.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
300+ 4.06% |
$27.4K - $32.6K
|
7.7K
$1.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
253+ 1.76% |
$23.1K - $27.5K
|
14.7K
$2.29M
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
250+ 77.88% |
$22.8K - $27.2K
|
571
$89.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
248+ 2.07% |
$22.6K - $27K
|
12.2K
$1.91M
|
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
225+ 6.66% |
$20.5K - $24.5K
|
3.61K
$564K
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
225+ 6.66% |
$20.5K - $24.5K
|
3.61K
$564K
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
217+ 4.86% |
$19.8K - $23.6K
|
4.68K
$733K
|
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
210+ 3.71% |
$19.1K - $22.8K
|
5.87K
$918K
|
|
|
Nov 14, 2022
Q3 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
197+ 0.81% |
$18K - $21.4K
|
24.6K
$3.85M
|
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
172+ 1.23% |
$15.7K - $18.7K
|
14.1K
$2.21M
|
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
163+ 2.06% |
$14.9K - $17.7K
|
8.07K
$1.26M
|
|
|
Oct 24, 2022
Q3 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
155+ 0.4% |
$14.1K - $16.8K
|
39.4K
$6.16M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
152+ 0.8% |
$13.9K - $16.5K
|
19.2K
$3.01M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
150New |
$13.7K - $16.3K
|
150
$23.5K
|
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
146+ 6.82% |
$13.3K - $15.9K
|
2.29K
$358K
|
|
|
Nov 15, 2022
Q3 2022
|
Nvwm, LLC
|
BUY
|
- |
141+ 1.67% |
$12.9K - $15.3K
|
8.59K
$1.34M
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
135+ 2.87% |
$12.3K - $14.7K
|
4.84K
$758K
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
135+ 964.29% |
$12.3K - $14.7K
|
149
$23.3K
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
134+ 1.41% |
$12.2K - $14.6K
|
9.61K
$1.51M
|
|
|
Oct 07, 2022
Q3 2022
|
Ars Investment Partners, LLC
|
BUY
|
- |
134+ 0.98% |
$12.2K - $14.6K
|
13.8K
$2.16M
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
128+ 4.55% |
$11.7K - $13.9K
|
2.94K
$461K
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
128+ 4.55% |
$11.7K - $13.9K
|
2.94K
$461K
|
|
|
Nov 14, 2022
Q3 2022
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
125+ 2.63% |
$11.4K - $13.6K
|
4.88K
$763K
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
114+ 5.29% |
$10.4K - $12.4K
|
2.27K
$355K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
102+ 11.16% |
$9.3K - $11.1K
|
1.02K
$159K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
100New |
$9.12K - $10.9K
|
100
$15.7K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
100+ 1000.0% |
$9.12K - $10.9K
|
110
$17.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
100New |
$9.12K - $10.9K
|
100
$15.7K
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
100+ 14.29% |
$9.12K - $10.9K
|
800
$125K
|