Purchases and Sales Made in Q3 2023 in Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA) during Q3 2023. 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 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
217+ 0.81% |
$22.9K - $25.6K
|
27K
$4.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
210+ 148.94% |
$22.1K - $24.8K
|
351
$54.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
204+ 3.37% |
$21.5K - $24.1K
|
6.25K
$973K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
200+ 5.85% |
$21.1K - $23.6K
|
3.62K
$563K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
192New |
$20.2K - $22.7K
|
192
$29.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
190New |
$20K - $22.5K
|
190
$29.6K
|
|
|
Oct 31, 2023
Q3 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
183+ 2.65% |
$19.3K - $21.6K
|
7.08K
$1.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
182+ 0.93% |
$19.2K - $21.5K
|
19.8K
$3.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
180+ 6.96% |
$19K - $21.3K
|
2.77K
$431K
|
|
|
Nov 09, 2023
Q3 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
179+ 0.95% |
$18.9K - $21.2K
|
19K
$2.95M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
179+ 10.19% |
$18.9K - $21.2K
|
1.94K
$301K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
176+ 0.89% |
$18.6K - $20.8K
|
19.9K
$3.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
163+ 220.27% |
$17.2K - $19.3K
|
237
$36.9K
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
160+ 5.4% |
$16.9K - $18.9K
|
3.12K
$486K
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
158New |
$16.7K - $18.7K
|
158
$24.6K
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
155+ 4.35% |
$16.3K - $18.3K
|
3.72K
$579K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
150+ 750.0% |
$15.8K - $17.7K
|
170
$26.4K
|
|
|
Oct 19, 2023
Q3 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
149+ 8.38% |
$15.7K - $17.6K
|
1.93K
$300K
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
148+ 9.9% |
$15.6K - $17.5K
|
1.64K
$256K
|
|
|
Oct 26, 2023
Q3 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
147+ 1.73% |
$15.5K - $17.4K
|
8.66K
$1.35M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
145+ 1.91% |
$15.3K - $17.1K
|
7.74K
$1.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
132+ 3.58% |
$13.9K - $15.6K
|
3.82K
$595K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
128+ 0.41% |
$13.5K - $15.1K
|
31.6K
$4.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
126+ 31.5% |
$13.3K - $14.9K
|
526
$81.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
126+ 0.91% |
$13.3K - $14.9K
|
13.9K
$2.17M
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
BUY
|
- |
125New |
$13.2K - $14.8K
|
125
$19.4K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
109New |
$11.5K - $12.9K
|
109
$17K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
108New |
$11.4K - $12.8K
|
108
$16.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
105+ 1.92% |
$11.1K - $12.4K
|
5.56K
$866K
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
92New |
$9.7K - $10.9K
|
92
$14.3K
|
|
|
Nov 01, 2023
Q3 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
87+ 1.32% |
$9.17K - $10.3K
|
6.68K
$1.04M
|
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
80+ 0.35% |
$8.43K - $9.45K
|
22.8K
$3.55M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
79+ 3.51% |
$8.33K - $9.34K
|
2.33K
$362K
|
|
|
Oct 19, 2023
Q3 2023
|
Mason & Associates Inc
|
BUY
|
- |
70+ 2.7% |
$7.38K - $8.27K
|
2.66K
$414K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
70+ 350.0% |
$7.38K - $8.27K
|
90
$14K
|
|
|
Nov 14, 2023
Q3 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
69+ 2.5% |
$7.27K - $8.15K
|
2.83K
$440K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
62New |
$6.53K - $7.33K
|
62
$9.65K
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
60+ 2.85% |
$6.32K - $7.09K
|
2.16K
$337K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
57+ 46.72% |
$6.01K - $6.74K
|
179
$27.8K
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
50New |
$5.27K - $5.91K
|
50
$7.78K
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
50+ 0.69% |
$5.27K - $5.91K
|
7.25K
$1.13M
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
49+ 1.93% |
$5.16K - $5.79K
|
2.58K
$402K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
44+ 1.82% |
$4.64K - $5.2K
|
2.46K
$383K
|
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
BUY
|
- |
41+ 1.21% |
$4.32K - $4.84K
|
3.44K
$535K
|
|
|
Nov 13, 2023
Q3 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
40+ 0.78% |
$4.22K - $4.73K
|
5.15K
$800K
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
39New |
$4.11K - $4.61K
|
39
$6.07K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
38+ 76.0% |
$4.01K - $4.49K
|
88
$13.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
37New |
$3.9K - $4.37K
|
37
$5.76K
|
|
|
Nov 14, 2023
Q3 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
28+ 17.18% |
$2.95K - $3.31K
|
191
$29.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
27+ 0.86% |
$2.85K - $3.19K
|
3.17K
$493K
|