Purchases and Sales Made in Q1 2023 in Ishares Tr (ITB)

This table provides information about the institutional ownership of Ishares Tr (ITB) during Q1 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
Apr 25, 2023 Q1 2023	United Asset Strategies, Inc. Garden City, NY	BUY	-	11.3K New	$692K - $824K	11.3K $1.31M
Apr 18, 2023 Q1 2023	Genesee Capital Advisors, LLC	BUY	-	9.47K New	$582K - $694K	9.47K $1.1M
May 15, 2023 Q1 2023	Cetera Advisors LLC Denver, CO	BUY	-	7.74K + 98.57%	$476K - $567K	15.6K $1.81M
Apr 10, 2023 Q1 2023	Northstar Advisory Group, LLC	BUY	-	7.27K New	$447K - $532K	7.27K $846K
May 15, 2023 Q1 2023	Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL	BUY	-	7.13K New	$438K - $522K	7.13K $830K
May 10, 2023 Q1 2023	Private Advisor Group, LLC	BUY	-	7.03K New	$432K - $514K	7.03K $818K
May 09, 2023 Q1 2023	Hanlon Investment Management, Inc.	BUY	-	6.73K New	$413K - $492K	6.73K $783K
May 12, 2023 Q1 2023	Lynwood Capital Management Inc.	BUY	-	6.25K New	$384K - $458K	6.25K $728K
Jun 14, 2023 Q1 2023	Atria Wealth Solutions, Inc. New York, NY	BUY	-	6.11K + 65.59%	$376K - $448K	15.4K $1.8M
Apr 12, 2023 Q1 2023	Oxinas Partners Wealth Management LLC	BUY	-	5.62K New	$345K - $411K	5.62K $654K
May 15, 2023 Q1 2023	Alpine Global Management, LLC New York, NY	BUY	-	5.58K New	$343K - $408K	5.58K $649K
Nov 21, 2023 Q1 2023	Alpine Global Management, LLC New York, NY	BUY	-	5.58K New	$343K - $408K	5.58K $649K
May 15, 2023 Q1 2023	Wolverine Trading, LLC Chicago, IL	BUY	-	5.4K New	$332K - $395K	5.4K $629K
Aug 26, 2024 Q1 2023	World Equity Group, Inc. Schaumburg, IL	BUY	-	5.22K New	$321K - $382K	5.22K $608K
May 15, 2023 Q1 2023	Hilltop Holdings Inc. Dallas, TX	BUY	-	4.57K New	$280K - $334K	4.57K $531K
May 08, 2023 Q1 2023	Beaumont Financial Advisors, LLC Needham, DE	BUY	-	4.44K New	$273K - $325K	4.44K $516K
May 04, 2023 Q1 2023	Ifrah Financial Services, Inc.	BUY	-	4.4K New	$271K - $322K	4.4K $512K
Apr 27, 2023 Q1 2023	Stratos Wealth Advisors, LLC	BUY	-	3.59K New	$221K - $263K	3.59K $418K
May 09, 2023 Q1 2023	Wedbush Securities Inc	BUY	-	3.5K New	$215K - $256K	3.5K $407K
Apr 28, 2023 Q1 2023	Sg Americas Securities, LLC	BUY	-	3.33K New	$205K - $244K	3.33K $388K
May 15, 2023 Q1 2023	Marshall Wace, LLP London, X0	BUY	-	3.3K New	$203K - $242K	3.3K $384K
May 03, 2023 Q1 2023	Lyell Wealth Management, LP	BUY	-	3.28K New	$201K - $240K	3.28K $381K
May 03, 2023 Q1 2023	Lcnb Corp Lebanon, OH	BUY	-	3.19K New	$196K - $233K	3.19K $371K
May 11, 2023 Q1 2023	Bbr Partners, LLC New York, NY	BUY	-	3K New	$184K - $220K	3K $349K
Apr 06, 2023 Q1 2023	Farmers Trust CO	BUY	-	2.87K New	$176K - $210K	2.87K $334K
Apr 13, 2023 Q1 2023	Apeiron Ria LLC	BUY	-	2.81K + 38.0%	$173K - $206K	10.2K $1.19M
May 05, 2023 Q1 2023	Global Retirement Partners, LLC	BUY	-	2.65K New	$163K - $194K	2.65K $308K
Apr 14, 2023 Q1 2023	Raymond James & Associates St Petersburg, FL	BUY	-	2.64K + 3.1%	$162K - $193K	87.7K $10.2M
Aug 14, 2023 Q1 2023	United Capital Financial Advisers, LLC Newport Beach, CA	BUY	-	2.45K + 21.91%	$150K - $179K	13.6K $1.58M
May 09, 2023 Q1 2023	Riggs Asset Managment Co. Inc.	BUY	-	2.03K New	$125K - $149K	2.03K $236K
May 12, 2023 Q1 2023	Blair William & CO Chicago, IL	BUY	-	1.55K + 607.84%	$95.2K - $113K	1.81K $210K
Apr 27, 2023 Q1 2023	Benjamin F. Edwards & Company, Inc. St. Louis, MO	BUY	-	1.49K + 31.02%	$91.3K - $109K	6.28K $730K
Apr 10, 2023 Q1 2023	Procyon Advisors, LLC	BUY	-	1.28K + 25.88%	$78.6K - $93.7K	6.23K $724K
May 09, 2023 Q1 2023	Colony Family Offices, LLC	BUY	-	1K New	$61.4K - $73.2K	1K $116K
May 15, 2023 Q1 2023	Cetera Advisor Networks LLC El Segundo, CA	BUY	-	971 + 3.62%	$59.7K - $71.1K	27.8K $3.24M
May 17, 2023 Q1 2023	Sunbelt Securities, Inc. Houston, TX	BUY	-	925 New	$56.8K - $67.7K	925 $108K
May 09, 2023 Q1 2023	Spire Wealth Management	BUY	-	900 + 148.03%	$55.3K - $65.9K	1.51K $175K
May 09, 2023 Q1 2023	Rfg Advisory, LLC Birmingham, AL	BUY	-	853 + 4.74%	$52.4K - $62.4K	18.8K $2.19M
Apr 27, 2023 Q1 2023	Davenport & CO LLC	BUY	-	817 + 20.85%	$50.2K - $59.8K	4.74K $551K
May 15, 2023 Q1 2023	Mercer Global Advisors Inc Denver, CO	BUY	-	756 + 20.02%	$46.4K - $55.3K	4.53K $527K
Apr 19, 2023 Q1 2023	Quantum Private Wealth, LLC Lake Forest, IL	BUY	-	700 + 15.17%	$43K - $51.2K	5.31K $618K
Apr 28, 2023 Q1 2023	Cwm, LLC	BUY	-	581 + 28.81%	$35.7K - $42.5K	2.6K $302K
Apr 24, 2023 Q1 2023	Thompson Investment Management, Inc.	BUY	-	500 New	$30.7K - $36.6K	500 $58.2K
May 17, 2023 Q1 2023	Thrivent Financial For Lutherans Minneapolis, MN	BUY	-	441 + 7.77%	$27.1K - $32.3K	6.12K $712K
May 17, 2023 Q1 2023	National Asset Management, Inc. Boca Raton, FL	BUY	-	438 + 7.79%	$26.9K - $32.1K	6.06K $705K
May 04, 2023 Q1 2023	Peddock Capital Advisors, LLC	BUY	-	417 + 1.83%	$25.6K - $30.5K	23.3K $2.71M
Apr 12, 2023 Q1 2023	National Bank Of Canada	BUY	-	375 + 13.27%	$23K - $27.5K	3.2K $372K
Apr 13, 2023 Q1 2023	Householder Group Estate & Retirement Specialist, LLC	BUY	-	366 New	$22.5K - $26.8K	366 $42.6K
May 03, 2023 Q1 2023	J.W. Cole Advisors, Inc.	BUY	-	350 + 10.53%	$21.5K - $25.6K	3.67K $428K
May 04, 2023 Q1 2023	Vectors Research Management, LLC New York, NY	BUY	-	343 + 3.25%	$21.1K - $25.1K	10.9K $1.27M

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Account

Purchases and Sales Made in Q1 2023 in Ishares Tr (ITB)

11.3K

9.47K

7.74K

7.27K

7.13K

7.03K

6.73K

6.25K

6.11K

5.62K

5.58K

5.58K

5.4K

5.22K

4.57K

4.44K

4.4K

3.59K

3.5K

3.33K

3.3K

3.28K

3.19K

3K

2.87K

2.81K

2.65K

2.64K

2.45K

2.03K

1.55K

1.49K

1.28K

1K

971

925

900

853

817

756

700

581

500

441

438

417

375

366

350

343

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