Purchases and Sales Made in Q4 2023 in Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
3.29KNew |
$339K - $416K
|
3.29K
$508K
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
3.22KNew |
$332K - $407K
|
3.22K
$497K
|
|
|
Feb 14, 2024
Q4 2023
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
3.2KNew |
$330K - $405K
|
3.2K
$495K
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
3.14K+ 55.7% |
$324K - $398K
|
8.78K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
3.08KNew |
$318K - $391K
|
3.08K
$477K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
3.06K+ 152.75% |
$315K - $387K
|
5.06K
$782K
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
3.02KNew |
$311K - $382K
|
3.02K
$467K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
2.96K+ 29.7% |
$305K - $374K
|
12.9K
$2M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.92K+ 2.05% |
$301K - $370K
|
145K
$22.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
2.92K+ 85.9% |
$301K - $370K
|
6.31K
$977K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.89K+ 3.51% |
$298K - $366K
|
85.2K
$13.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.87K+ 20521.43% |
$296K - $364K
|
2.89K
$447K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.82K+ 71.29% |
$291K - $357K
|
6.78K
$1.05M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.8K+ 47.02% |
$289K - $354K
|
8.75K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.79KNew |
$288K - $353K
|
2.79K
$431K
|
|
|
Feb 05, 2024
Q4 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
2.79K+ 8.63% |
$288K - $353K
|
35.1K
$5.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.76K+ 101.47% |
$285K - $350K
|
5.49K
$849K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.71K+ 32.04% |
$279K - $343K
|
11.1K
$1.72M
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
2.63KNew |
$271K - $333K
|
2.63K
$406K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
2.62KNew |
$270K - $332K
|
2.62K
$406K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.57KNew |
$265K - $325K
|
2.57K
$397K
|
|
|
Jan 22, 2024
Q4 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
2.5KNew |
$258K - $317K
|
2.5K
$387K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.42KNew |
$249K - $306K
|
2.42K
$374K
|
|
|
Feb 13, 2024
Q4 2023
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
2.36KNew |
$243K - $298K
|
2.36K
$364K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.34K+ 53.5% |
$241K - $296K
|
6.71K
$1.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.3KNew |
$237K - $291K
|
2.3K
$356K
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
BUY
|
- |
2.25KNew |
$232K - $285K
|
2.25K
$347K
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
2.23K+ 40.01% |
$230K - $283K
|
7.81K
$1.21M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.18KNew |
$224K - $276K
|
2.18K
$337K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.18KNew |
$224K - $276K
|
2.18K
$337K
|
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
BUY
|
- |
2.17KNew |
$224K - $275K
|
2.17K
$336K
|
|
|
Feb 12, 2024
Q4 2023
|
5th Street Advisors, LLC
|
BUY
|
- |
2.14K+ 7.82% |
$221K - $272K
|
29.6K
$4.57M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.06K+ 57.66% |
$212K - $261K
|
5.63K
$871K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.05KNew |
$211K - $259K
|
2.05K
$316K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.02K+ 21.44% |
$208K - $256K
|
11.4K
$1.77M
|
|
|
Feb 20, 2024
Q4 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
2K+ 86.96% |
$206K - $253K
|
4.3K
$665K
|
|
|
Jan 12, 2024
Q4 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.95KNew |
$201K - $247K
|
1.95K
$302K
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
1.95KNew |
$201K - $246K
|
1.95K
$301K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.94K+ 49.19% |
$200K - $246K
|
5.89K
$911K
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.93KNew |
$199K - $244K
|
1.93K
$298K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.92K+ 1781.48% |
$198K - $244K
|
2.03K
$314K
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
1.92K+ 17.74% |
$198K - $243K
|
12.7K
$1.97M
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
1.9KNew |
$195K - $240K
|
1.9K
$293K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.87K+ 9.88% |
$193K - $237K
|
20.8K
$3.21M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.86KNew |
$191K - $235K
|
1.86K
$287K
|
|
|
Feb 07, 2024
Q4 2023
|
Providence First Trust CO
|
BUY
|
- |
1.85KNew |
$191K - $234K
|
1.85K
$286K
|
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1.85KNew |
$191K - $234K
|
1.85K
$286K
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.85KNew |
$190K - $234K
|
1.85K
$286K
|
|
|
Jan 31, 2024
Q4 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.85KNew |
$190K - $234K
|
1.85K
$285K
|
|
|
Feb 13, 2024
Q4 2023
|
Anson Capital, Inc.
|
BUY
|
- |
1.82KNew |
$188K - $231K
|
1.82K
$282K
|