Purchases and Sales Made in Q1 2022 in Ishares Tr (ITB)
This table provides information about the institutional ownership of Ishares Tr (ITB) during Q1 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 |
---|---|---|---|---|---|---|---|
May 12, 2022
Q1 2022
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
3.34K+ 11.89% |
$198K - $273K
|
31.4K
$3.66M
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.85K+ 103.79% |
$169K - $233K
|
5.6K
$651K
|
|
May 12, 2022
Q1 2022
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
2.5K+ 59.79% |
$148K - $204K
|
6.68K
$777K
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.44K+ 0.6% |
$145K - $199K
|
410K
$47.7M
|
|
Apr 27, 2022
Q1 2022
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
2.24K+ 25.14% |
$132K - $182K
|
11.1K
$1.29M
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.19K+ 111.32% |
$130K - $179K
|
4.16K
$484K
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.85K+ 76.02% |
$110K - $151K
|
4.29K
$499K
|
|
May 03, 2022
Q1 2022
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
1.85K+ 15.28% |
$110K - $151K
|
14K
$1.62M
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.84K+ 33.36% |
$109K - $150K
|
7.34K
$855K
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1.81K+ 66.91% |
$107K - $148K
|
4.53K
$527K
|
|
Apr 12, 2022
Q1 2022
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
1.5K+ 23.79% |
$88.9K - $122K
|
7.81K
$908K
|
|
Apr 28, 2022
Q1 2022
|
Bank Hapoalim Bm
|
BUY
|
- |
1.4K+ 7.17% |
$83.1K - $115K
|
21K
$2.44M
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.27KNew |
$75.3K - $104K
|
1.27K
$148K
|
|
Nov 30, 2022
Q1 2022
|
Family Firm, Inc.
|
BUY
|
- |
1.18K+ 9.1% |
$70.1K - $96.6K
|
14.2K
$1.65M
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.13K+ 25.62% |
$66.9K - $92.1K
|
5.54K
$644K
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.12K+ 7.04% |
$66.2K - $91.2K
|
17K
$1.98M
|
|
May 09, 2022
Q1 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
1.12K+ 3.73% |
$66.1K - $91K
|
31K
$3.61M
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.11K+ 11.51% |
$65.5K - $90.2K
|
10.7K
$1.25M
|
|
May 05, 2022
Q1 2022
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
1.1K+ 44.06% |
$64.9K - $89.4K
|
3.58K
$417K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.03K+ 10.25% |
$61.2K - $84.3K
|
11.1K
$1.29M
|
|
May 10, 2022
Q1 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
972+ 20.08% |
$57.6K - $79.3K
|
5.81K
$676K
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
890+ 13.46% |
$52.7K - $72.6K
|
7.5K
$873K
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
844+ 8.66% |
$50K - $68.9K
|
10.6K
$1.23M
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
805+ 4.04% |
$47.7K - $65.7K
|
20.7K
$2.41M
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
800+ 80.0% |
$47.4K - $65.3K
|
1.8K
$209K
|
|
May 04, 2022
Q1 2022
|
Leuthold Group, LLC
|
BUY
|
- |
781+ 9.86% |
$46.3K - $63.7K
|
8.71K
$1.01M
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
777+ 0.96% |
$46K - $63.4K
|
81.7K
$9.51M
|
|
Apr 20, 2022
Q1 2022
|
Bullseye Investment Management, LLC
|
BUY
|
- |
698+ 13.14% |
$41.4K - $57K
|
6.01K
$699K
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
658+ 6.42% |
$39K - $53.7K
|
10.9K
$1.27M
|
|
May 03, 2022
Q1 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
609+ 4.03% |
$36.1K - $49.7K
|
15.7K
$1.83M
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
581+ 9.43% |
$34.4K - $47.4K
|
6.74K
$785K
|
|
May 16, 2022
Q1 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
500New |
$29.6K - $40.8K
|
500
$58.2K
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
494+ 7057.14% |
$29.3K - $40.3K
|
501
$58.3K
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
445+ 45.88% |
$26.4K - $36.3K
|
1.42K
$165K
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
425New |
$25.2K - $34.7K
|
425
$49.5K
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
388+ 23.49% |
$23K - $31.7K
|
2.04K
$237K
|
|
Apr 19, 2022
Q1 2022
|
Apeiron Ria LLC
|
BUY
|
- |
374+ 3.95% |
$22.2K - $30.5K
|
9.84K
$1.14M
|
|
Apr 25, 2022
Q1 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
351+ 9.36% |
$20.8K - $28.6K
|
4.1K
$477K
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
249+ 383.08% |
$14.8K - $20.3K
|
314
$36.5K
|
|
Apr 12, 2022
Q1 2022
|
Affiance Financial, LLC
|
BUY
|
- |
231+ 63.64% |
$13.7K - $18.9K
|
594
$69.1K
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
225New |
$13.3K - $18.4K
|
225
$26.2K
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
205New |
$12.1K - $16.7K
|
205
$23.9K
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
202New |
$12K - $16.5K
|
202
$23.5K
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
201+ 15.67% |
$11.9K - $16.4K
|
1.48K
$173K
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
200New |
$11.9K - $16.3K
|
200
$23.3K
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
176+ 8.13% |
$10.4K - $14.4K
|
2.34K
$272K
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
175New |
$10.4K - $14.3K
|
175
$20.4K
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
170+ 3.32% |
$10.1K - $13.9K
|
5.29K
$615K
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
170New |
$10.1K - $13.9K
|
170
$19.8K
|
|
May 12, 2022
Q1 2022
|
X Square Capital, LLC
|
BUY
|
- |
140+ 0.86% |
$8.3K - $11.4K
|
16.4K
$1.91M
|