Purchases and Sales Made in Q2 2022 in Ishares Tr (ITB)
This table provides information about the institutional ownership of Ishares Tr (ITB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Dec 01, 2022
Q2 2022
|
Family Firm, Inc.
|
BUY
|
- |
2.25K+ 17.31% |
$111K - $140K
|
15.2K
$1.77M
|
|
|
Aug 12, 2022
Q2 2022
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
1.9K+ 28.39% |
$93.2K - $118K
|
8.58K
$998K
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
1.58K+ 104.3% |
$77.4K - $98.3K
|
3.09K
$359K
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1.48K+ 531.65% |
$72.6K - $92.2K
|
1.76K
$204K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1.22KNew |
$60K - $76.2K
|
1.22K
$142K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1KNew |
$49.1K - $62.4K
|
1K
$116K
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
945+ 19.03% |
$46.4K - $59K
|
5.91K
$688K
|
|
|
Aug 03, 2022
Q2 2022
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
715+ 5.13% |
$35.1K - $44.6K
|
14.7K
$1.71M
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
684New |
$33.6K - $42.7K
|
684
$79.6K
|
|
|
Aug 12, 2022
Q2 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
600New |
$29.5K - $37.4K
|
600
$69.8K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
509+ 7.26% |
$25K - $31.8K
|
7.52K
$875K
|
|
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
499+ 8.58% |
$24.5K - $31.1K
|
6.31K
$734K
|
|
|
Jul 20, 2022
Q2 2022
|
Canton Hathaway, LLC
|
BUY
|
- |
405New |
$19.9K - $25.3K
|
405
$47.1K
|
|
|
Aug 12, 2022
Q2 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
237+ 2.17% |
$11.6K - $14.8K
|
11.1K
$1.3M
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
145+ 16.22% |
$7.12K - $9.05K
|
1.04K
$121K
|
|
|
Aug 17, 2022
Q2 2022
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
130+ 2.9% |
$6.39K - $8.11K
|
4.61K
$537K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
127+ 4.62% |
$6.24K - $7.92K
|
2.87K
$334K
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
109New |
$5.36K - $6.8K
|
109
$12.7K
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
100+ 192.31% |
$4.91K - $6.24K
|
152
$17.7K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
68New |
$3.34K - $4.24K
|
68
$7.91K
|
|
|
Oct 07, 2024
Q2 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
62New |
$3.05K - $3.87K
|
62
$7.21K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
58+ 580.0% |
$2.85K - $3.62K
|
68
$7.91K
|
|
|
Aug 09, 2022
Q2 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
20New |
$983 - $1.25K
|
20
$2.33K
|
|
|
Aug 15, 2022
Q2 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
19+ 0.17% |
$933 - $1.19K
|
11.5K
$1.34M
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10+ 0.19% |
$491 - $624
|
5.29K
$615K
|
|
|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
5New |
$246 - $312
|
5
$582
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$49.1 - $62.4
|
1
$116
|
|
|
Aug 03, 2022
Q2 2022
|
F3 Logic, LLC
|
BUY
|
- |
1+ 0.01% |
$49.1 - $62.4
|
11K
$1.28M
|
|
|
Aug 11, 2022
Q2 2022
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
1New |
$49.1 - $62.4
|
1
$116
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.96% |
$49.1 - $62.4
|
105
$12.2K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1+ 0.28% |
$49.1 - $62.4
|
352
$41K
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
BUY
|
- |
1+ 0.11% |
$49.1 - $62.4
|
904
$105K
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-3- 4.92% |
$147 - $187
|
58
$6.75K
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-12- 18.46% |
$590 - $749
|
53
$6.17K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-23- 0.4% |
$1.13K - $1.44K
|
5.71K
$665K
|
|
|
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-26- 76.47% |
$1.28K - $1.62K
|
8
$931
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-28- 5.66% |
$1.38K - $1.75K
|
467
$54.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Stansberry Asset Management, LLC
New York, NY |
SELL
|
- |
-30- 0.72% |
$1.47K - $1.87K
|
4.12K
$479K
|
|
|
Jul 26, 2022
Q2 2022
|
Community Bank, N.A.
|
SELL
|
- |
-33Closed |
$1.62K - $2.06K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-38- 50.0% |
$1.87K - $2.37K
|
38
$4.42K
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-40- 1.71% |
$1.97K - $2.5K
|
2.3K
$268K
|
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-45- 1.05% |
$2.21K - $2.81K
|
4.24K
$493K
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-45- 1.05% |
$2.21K - $2.81K
|
4.22K
$492K
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-47- 0.9% |
$2.31K - $2.93K
|
5.15K
$599K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-52Closed |
$2.55K - $3.24K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-59- 0.38% |
$2.9K - $3.68K
|
15.6K
$1.81M
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-80- 1.92% |
$3.93K - $4.99K
|
4.08K
$475K
|
|
|
Aug 15, 2022
Q2 2022
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-100Closed |
$4.91K - $6.24K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-100- 93.46% |
$4.91K - $6.24K
|
7
$815
|