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 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
204New |
$21K - $25.8K
|
204
$31.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Ars Investment Partners, LLC
|
BUY
|
- |
204+ 1.24% |
$21K - $25.8K
|
16.7K
$2.56M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
202New |
$20.8K - $25.6K
|
202
$31K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
185New |
$19.1K - $23.4K
|
185
$28.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
184New |
$19K - $23.3K
|
184
$28.3K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
183New |
$18.9K - $23.2K
|
183
$28.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
182+ 3.99% |
$18.8K - $23.1K
|
4.74K
$728K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
178New |
$18.4K - $22.5K
|
178
$27.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
171+ 7.12% |
$17.6K - $21.7K
|
2.57K
$395K
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
163+ 4.4% |
$16.8K - $20.6K
|
3.87K
$594K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
160New |
$16.5K - $20.3K
|
160
$24.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
152New |
$15.7K - $19.3K
|
152
$23.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
150+ 5.45% |
$15.5K - $19K
|
2.9K
$446K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
150+ 30.0% |
$15.5K - $19K
|
650
$99.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
145+ 25.99% |
$15K - $18.4K
|
703
$108K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
140New |
$14.4K - $17.7K
|
140
$21.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
137New |
$14.1K - $17.4K
|
137
$21K
|
|
|
Jan 30, 2024
Q4 2023
|
Quattro Financial Advisors LLC
|
BUY
|
- |
127New |
$13.1K - $16.1K
|
127
$19.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
125New |
$12.9K - $15.8K
|
125
$19.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
122New |
$12.6K - $15.5K
|
122
$18.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
118+ 5.08% |
$12.2K - $14.9K
|
2.44K
$375K
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
110+ 1.55% |
$11.3K - $13.9K
|
7.19K
$1.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
110+ 21.57% |
$11.3K - $13.9K
|
620
$95.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
109New |
$11.2K - $13.8K
|
109
$16.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
107+ 14.17% |
$11K - $13.6K
|
862
$132K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
106+ 28.65% |
$10.9K - $13.4K
|
476
$73.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
103+ 5.35% |
$10.6K - $13K
|
2.03K
$312K
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
102+ 3.35% |
$10.5K - $12.9K
|
3.15K
$483K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
101+ 3.57% |
$10.4K - $12.8K
|
2.93K
$450K
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
BUY
|
- |
101+ 2.92% |
$10.4K - $12.8K
|
3.55K
$546K
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
101+ 0.76% |
$10.4K - $12.8K
|
13.4K
$2.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
100+ 16.67% |
$10.3K - $12.7K
|
700
$107K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
100+ 100.0% |
$10.3K - $12.7K
|
200
$30.7K
|
|
|
Jan 17, 2024
Q4 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
95+ 0.29% |
$9.8K - $12K
|
32.4K
$4.98M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
92+ 0.45% |
$9.49K - $11.7K
|
20.5K
$3.15M
|
|
|
Feb 05, 2024
Q4 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
92+ 3.32% |
$9.49K - $11.7K
|
2.86K
$439K
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
90New |
$9.28K - $11.4K
|
90
$13.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
86New |
$8.87K - $10.9K
|
86
$13.2K
|
|
|
Jan 22, 2024
Q4 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
85+ 21.41% |
$8.77K - $10.8K
|
482
$74K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
84+ 12.5% |
$8.67K - $10.6K
|
756
$116K
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
79+ 6.4% |
$8.15K - $10K
|
1.31K
$202K
|
|
|
Feb 02, 2024
Q4 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
75+ 1.73% |
$7.74K - $9.5K
|
4.41K
$677K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
72New |
$7.43K - $9.12K
|
72
$11.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
71+ 1.91% |
$7.32K - $8.99K
|
3.79K
$582K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
65New |
$6.71K - $8.23K
|
65
$9.98K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
60+ 1.13% |
$6.19K - $7.6K
|
5.36K
$823K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
56New |
$5.78K - $7.09K
|
56
$8.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
54+ 1.41% |
$5.57K - $6.84K
|
3.88K
$595K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
54+ 1.76% |
$5.57K - $6.84K
|
3.12K
$478K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
53+ 58.89% |
$5.47K - $6.71K
|
143
$22K
|