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
|
Pacific Sun Financial Corp
|
BUY
|
- |
99+ 1.12% |
$9.03K - $10.8K
|
8.94K
$1.39M
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
96+ 4.07% |
$8.75K - $10.4K
|
2.46K
$382K
|
|
|
Nov 10, 2022
Q3 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
96New |
$8.75K - $10.4K
|
96
$14.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
87+ 1.67% |
$7.93K - $9.45K
|
5.29K
$823K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
79+ 3.66% |
$7.2K - $8.58K
|
2.24K
$348K
|
|
|
Nov 10, 2022
Q3 2022
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
73+ 0.37% |
$6.66K - $7.93K
|
19.6K
$3.06M
|
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
66New |
$6.02K - $7.17K
|
66
$10.3K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
63+ 1.16% |
$5.74K - $6.85K
|
5.5K
$855K
|
|
|
Nov 09, 2022
Q3 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
60+ 2.71% |
$5.47K - $6.52K
|
2.27K
$354K
|
|
|
Oct 12, 2022
Q3 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
59+ 0.42% |
$5.38K - $6.41K
|
14K
$2.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
50+ 1.49% |
$4.56K - $5.43K
|
3.4K
$529K
|
|
|
Nov 08, 2022
Q3 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
44+ 1.31% |
$4.01K - $4.78K
|
3.4K
$529K
|
|
|
Oct 17, 2022
Q3 2022
|
Iam Advisory, LLC
|
BUY
|
- |
36+ 0.31% |
$3.28K - $3.91K
|
11.6K
$1.81M
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
34+ 5.07% |
$3.1K - $3.69K
|
705
$110K
|
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
28+ 0.98% |
$2.55K - $3.04K
|
2.89K
$449K
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
25+ 1.02% |
$2.28K - $2.72K
|
2.48K
$386K
|
|
|
Nov 14, 2022
Q3 2022
|
Family Legacy, Inc.
|
BUY
|
- |
24+ 0.19% |
$2.19K - $2.61K
|
13K
$2.02M
|
|
|
Nov 18, 2022
Q3 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
23+ 11.5% |
$2.1K - $2.5K
|
223
$34.7K
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
22+ 0.72% |
$2.01K - $2.39K
|
3.07K
$478K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
20+ 0.28% |
$1.82K - $2.17K
|
7.19K
$1.12M
|
|
|
Nov 07, 2022
Q3 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
20+ 0.41% |
$1.82K - $2.17K
|
4.93K
$767K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
20+ 1.53% |
$1.82K - $2.17K
|
1.32K
$206K
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
19New |
$1.73K - $2.06K
|
19
$2.96K
|
|
|
Nov 30, 2023
Q3 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
17New |
$1.55K - $1.85K
|
17
$2.64K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
13New |
$1.19K - $1.41K
|
13
$2.02K
|
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
12+ 0.49% |
$1.09K - $1.3K
|
2.46K
$382K
|
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
12New |
$1.09K - $1.3K
|
12
$1.87K
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
11+ 137.5% |
$1K - $1.2K
|
19
$2.96K
|
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
10+ 0.05% |
$912 - $1.09K
|
18.4K
$2.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5+ 0.22% |
$456 - $543
|
2.29K
$356K
|
|
|
Nov 09, 2022
Q3 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
4+ 0.13% |
$365 - $435
|
3.04K
$473K
|
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2+ 0.03% |
$182 - $217
|
6.5K
$1.01M
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.69% |
$182 - $217
|
290
$45.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2+ 0.15% |
$182 - $217
|
1.34K
$209K
|
|
|
Oct 07, 2022
Q3 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-2- 0.08% |
$182 - $217
|
2.61K
$406K
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-3- 0.41% |
$274 - $326
|
724
$113K
|
|
|
Nov 16, 2022
Q3 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-5- 10.87% |
$456 - $543
|
41
$6.38K
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-10- 4.18% |
$912 - $1.09K
|
229
$35.6K
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-15- 0.63% |
$1.37K - $1.63K
|
2.38K
$371K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-17- 1.82% |
$1.55K - $1.85K
|
919
$143K
|
|
|
Oct 31, 2022
Q3 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-20- 23.53% |
$1.82K - $2.17K
|
65
$10.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-21- 0.82% |
$1.91K - $2.28K
|
2.53K
$393K
|
|
|
Oct 12, 2022
Q3 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-25- 0.23% |
$2.28K - $2.72K
|
11.1K
$1.72M
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-25- 3.8% |
$2.28K - $2.72K
|
633
$98.5K
|
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-29- 0.64% |
$2.64K - $3.15K
|
4.49K
$699K
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-30- 1.93% |
$2.74K - $3.26K
|
1.53K
$238K
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-34- 0.75% |
$3.1K - $3.69K
|
4.5K
$700K
|
|
|
Oct 25, 2022
Q3 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-40- 0.48% |
$3.65K - $4.35K
|
8.24K
$1.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-43- 72.88% |
$3.92K - $4.67K
|
16
$2.49K
|