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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-433- 1.49% |
$39.5K - $47.1K
|
28.7K
$4.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-448- 5.82% |
$40.9K - $48.7K
|
7.25K
$1.13M
|
|
|
Oct 04, 2022
Q3 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-451- 4.28% |
$41.1K - $49K
|
10.1K
$1.57M
|
|
|
Nov 09, 2022
Q3 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-472- 9.91% |
$43K - $51.3K
|
4.29K
$668K
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-472- 17.21% |
$43K - $51.3K
|
2.27K
$353K
|
|
|
Nov 14, 2022
Q3 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-500- 10.87% |
$45.6K - $54.3K
|
4.1K
$638K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-529- 30.33% |
$48.2K - $57.5K
|
1.22K
$189K
|
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-534- 2.48% |
$48.7K - $58K
|
21K
$3.27M
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-556- 2.84% |
$50.7K - $60.4K
|
19K
$2.96M
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-570- 11.93% |
$52K - $61.9K
|
4.21K
$655K
|
|
|
Oct 28, 2022
Q3 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-601- 10.81% |
$54.8K - $65.3K
|
4.96K
$772K
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-690- 18.21% |
$62.9K - $75K
|
3.1K
$482K
|
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-698- 65.36% |
$63.7K - $75.9K
|
370
$57.6K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-736- 15.01% |
$67.1K - $80K
|
4.17K
$648K
|
|
|
Nov 15, 2022
Q3 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-751- 17.83% |
$68.5K - $81.6K
|
3.46K
$539K
|
|
|
Nov 08, 2022
Q3 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-766- 10.57% |
$69.9K - $83.2K
|
6.48K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.1K- 27.54% |
$100K - $120K
|
2.89K
$450K
|
|
|
Nov 08, 2022
Q3 2022
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-1.15K- 5.29% |
$105K - $125K
|
20.6K
$3.2M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-1.16K- 17.54% |
$106K - $126K
|
5.45K
$848K
|
|
|
Nov 14, 2022
Q3 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.22K- 13.82% |
$111K - $133K
|
7.61K
$1.18M
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
SELL
|
- |
-1.28K- 13.6% |
$117K - $140K
|
8.16K
$1.27M
|
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.3K- 19.45% |
$118K - $141K
|
5.38K
$837K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.37K- 0.47% |
$125K - $149K
|
290K
$45.2M
|
|
|
Oct 13, 2022
Q3 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.4K- 75.19% |
$128K - $152K
|
462
$71.9K
|
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.43K- 13.03% |
$130K - $155K
|
9.52K
$1.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.46K- 14.8% |
$133K - $158K
|
8.38K
$1.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Truepoint, Inc.
|
SELL
|
- |
-1.56K- 38.1% |
$142K - $170K
|
2.54K
$395K
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-1.65K- 43.96% |
$150K - $179K
|
2.1K
$327K
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.72K- 30.74% |
$156K - $186K
|
3.86K
$601K
|
|
|
Nov 14, 2022
Q3 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-1.73K- 6.98% |
$158K - $188K
|
23K
$3.59M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.86K- 4.36% |
$170K - $203K
|
40.9K
$6.36M
|
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
SELL
|
- |
-1.9K- 14.67% |
$173K - $206K
|
11.1K
$1.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-2KClosed |
$182K - $217K
|
0
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-2K- 6.41% |
$183K - $218K
|
29.2K
$4.54M
|
|
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-2.07KClosed |
$188K - $224K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-2.1K- 32.83% |
$191K - $228K
|
4.29K
$668K
|
|
|
Nov 03, 2022
Q3 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-2.8K- 54.61% |
$255K - $304K
|
2.33K
$362K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.87K- 18.7% |
$262K - $312K
|
12.5K
$1.94M
|
|
|
Oct 31, 2022
Q3 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-3.13K- 38.77% |
$286K - $340K
|
4.95K
$769K
|
|
|
Oct 19, 2022
Q3 2022
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-3.17K- 18.48% |
$289K - $344K
|
14K
$2.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.22K- 49.89% |
$293K - $349K
|
3.23K
$503K
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.23K- 9.74% |
$294K - $351K
|
29.9K
$4.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.53K- 15.5% |
$322K - $383K
|
19.2K
$2.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.53K- 3.75% |
$322K - $384K
|
90.6K
$14.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.78K- 17.32% |
$344K - $410K
|
18K
$2.81M
|
|
|
Oct 20, 2022
Q3 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-4.1K- 15.34% |
$374K - $445K
|
22.6K
$3.52M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-4.6K- 5.49% |
$419K - $500K
|
79.2K
$12.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-4.8K- 23.99% |
$438K - $521K
|
15.2K
$2.36M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.66K- 8.6% |
$516K - $615K
|
60.1K
$9.36M
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-5.66K- 90.67% |
$516K - $615K
|
582
$90.5K
|