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 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-46- 1.45% |
$4.19K - $5K
|
3.13K
$490K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-50- 7.25% |
$4.56K - $5.43K
|
640
$100K
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-50- 1.52% |
$4.56K - $5.43K
|
3.23K
$506K
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-57- 1.49% |
$5.2K - $6.19K
|
3.77K
$590K
|
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-60- 36.59% |
$5.47K - $6.52K
|
104
$16.3K
|
|
|
Oct 24, 2022
Q3 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-61- 0.53% |
$5.56K - $6.63K
|
11.4K
$1.79M
|
|
|
Jan 11, 2023
Q3 2022
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-63- 0.22% |
$5.74K - $6.85K
|
29.1K
$4.56M
|
|
|
Nov 01, 2022
Q3 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-66- 0.9% |
$6.02K - $7.17K
|
7.29K
$1.14M
|
|
|
Nov 07, 2022
Q3 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-70- 0.61% |
$6.38K - $7.61K
|
11.4K
$1.79M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-73- 1.14% |
$6.66K - $7.93K
|
6.32K
$989K
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-75- 1.22% |
$6.84K - $8.15K
|
6.09K
$954K
|
|
|
Oct 17, 2022
Q3 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-80- 1.8% |
$7.3K - $8.69K
|
4.37K
$684K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-93- 3.55% |
$8.48K - $10.1K
|
2.52K
$395K
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-95- 2.62% |
$8.66K - $10.3K
|
3.53K
$552K
|
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-99- 4.22% |
$9.03K - $10.8K
|
2.25K
$352K
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-100- 2.26% |
$9.12K - $10.9K
|
4.33K
$678K
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-102- 4.12% |
$9.3K - $11.1K
|
2.38K
$372K
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-105- 1.23% |
$9.57K - $11.4K
|
8.44K
$1.32M
|
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-105- 3.82% |
$9.57K - $11.4K
|
2.64K
$414K
|
|
|
Nov 14, 2022
Q3 2022
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-142- 4.11% |
$12.9K - $15.4K
|
3.31K
$518K
|
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-158- 0.4% |
$14.4K - $17.2K
|
39.8K
$6.24M
|
|
|
Oct 20, 2022
Q3 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-158- 4.48% |
$14.4K - $17.2K
|
3.37K
$528K
|
|
|
Nov 01, 2022
Q3 2022
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-170- 4.43% |
$15.5K - $18.5K
|
3.67K
$574K
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-173- 4.31% |
$15.8K - $18.8K
|
3.84K
$601K
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-175- 98.87% |
$16K - $19K
|
2
$313
|
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-198- 2.65% |
$18.1K - $21.5K
|
7.27K
$1.14M
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-200- 1.82% |
$18.2K - $21.7K
|
10.8K
$1.68M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-210- 0.33% |
$19.1K - $22.8K
|
63.5K
$9.94M
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-220Closed |
$20.1K - $23.9K
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-221- 3.22% |
$20.2K - $24K
|
6.64K
$1.04M
|
|
|
Oct 19, 2022
Q3 2022
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-224- 8.43% |
$20.4K - $24.3K
|
2.43K
$381K
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-225- 2.0% |
$20.5K - $24.5K
|
11K
$1.72M
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-230- 16.43% |
$21K - $25K
|
1.17K
$183K
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-231- 1.23% |
$21.1K - $25.1K
|
18.5K
$2.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-236- 1.45% |
$21.5K - $25.6K
|
16K
$2.51M
|
|
|
Oct 21, 2022
Q3 2022
|
Patron Partners, LLC
|
SELL
|
- |
-239- 6.37% |
$21.8K - $26K
|
3.51K
$550K
|
|
|
Oct 26, 2022
Q3 2022
|
Bard Financial Services, Inc.
|
SELL
|
- |
-250- 2.15% |
$22.8K - $27.2K
|
11.4K
$1.79M
|
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-258- 9.64% |
$23.5K - $28K
|
2.42K
$378K
|
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-300- 4.06% |
$27.4K - $32.6K
|
7.09K
$1.11M
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-313- 8.86% |
$28.5K - $34K
|
3.22K
$504K
|
|
|
Nov 08, 2022
Q3 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-320- 12.69% |
$29.2K - $34.8K
|
2.2K
$345K
|
|
|
Nov 09, 2022
Q3 2022
|
Archer Investment Corp
|
SELL
|
- |
-327- 55.71% |
$29.8K - $35.5K
|
260
$40.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-334- 2.57% |
$30.5K - $36.3K
|
12.7K
$1.98M
|
|
|
Nov 04, 2022
Q3 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-350- 2.5% |
$31.9K - $38K
|
13.6K
$2.14M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-380- 3.91% |
$34.7K - $41.3K
|
9.33K
$1.46M
|
|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-388- 7.56% |
$35.4K - $42.2K
|
4.75K
$743K
|
|
|
Nov 10, 2022
Q3 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-406- 8.97% |
$37K - $44.1K
|
4.12K
$645K
|
|
|
Nov 10, 2022
Q3 2022
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-407- 12.73% |
$37.1K - $44.2K
|
2.79K
$437K
|
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-422- 15.61% |
$38.5K - $45.9K
|
2.28K
$357K
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-424- 5.97% |
$38.7K - $46.1K
|
6.68K
$1.05M
|