Purchases and Sales Made in Q3 2022 in Ishares Tr (ITB)
This table provides information about the institutional ownership of Ishares Tr (ITB) during Q3 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 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
460+ 10.89% |
$23.6K - $29K
|
4.68K
$545K
|
|
|
Nov 14, 2022
Q3 2022
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
419+ 10.18% |
$21.5K - $26.4K
|
4.54K
$528K
|
|
|
Oct 12, 2022
Q3 2022
|
Sol Capital Management CO
|
BUY
|
- |
250+ 0.72% |
$12.9K - $15.7K
|
35K
$4.07M
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
118+ 536.36% |
$6.07K - $7.43K
|
140
$16.3K
|
|
|
Oct 19, 2022
Q3 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
115+ 1.03% |
$5.91K - $7.24K
|
11.3K
$1.31M
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
112+ 1.96% |
$5.76K - $7.05K
|
5.82K
$677K
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
100+ 2.36% |
$5.14K - $6.3K
|
4.34K
$505K
|
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
80+ 1.16% |
$4.11K - $5.04K
|
7K
$814K
|
|
|
Nov 03, 2022
Q3 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
77New |
$3.96K - $4.85K
|
77
$8.96K
|
|
|
Oct 07, 2024
Q3 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
62New |
$3.19K - $3.9K
|
62
$7.21K
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
62+ 0.92% |
$3.19K - $3.9K
|
6.81K
$792K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
50New |
$2.57K - $3.15K
|
50
$5.82K
|
|
|
Oct 18, 2022
Q3 2022
|
Access Financial Services, Inc.
|
BUY
|
- |
40+ 0.4% |
$2.06K - $2.52K
|
10.2K
$1.18M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
37New |
$1.9K - $2.33K
|
37
$4.31K
|
|
|
Nov 14, 2022
Q3 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
28+ 0.24% |
$1.44K - $1.76K
|
11.5K
$1.34M
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
22+ 0.15% |
$1.13K - $1.38K
|
14.5K
$1.68M
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.5% |
$51.4 - $63
|
203
$23.6K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1+ 0.14% |
$51.4 - $63
|
711
$82.7K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.18% |
$51.4 - $63
|
553
$64.3K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-5- 0.04% |
$257 - $315
|
13K
$1.51M
|
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-8Closed |
$411 - $504
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-22- 41.51% |
$1.13K - $1.38K
|
31
$3.61K
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-60- 16.9% |
$3.08K - $3.78K
|
295
$34.3K
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-60- 16.9% |
$3.08K - $3.78K
|
295
$34.3K
|
|
|
Oct 12, 2022
Q3 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-63- 0.88% |
$3.24K - $3.97K
|
7.12K
$828K
|
|
|
Nov 15, 2022
Q3 2022
|
Family Firm, Inc.
|
SELL
|
- |
-69- 0.53% |
$3.55K - $4.34K
|
13K
$1.51M
|
|
|
Oct 26, 2022
Q3 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-70- 0.62% |
$3.6K - $4.41K
|
11.2K
$1.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-82- 0.42% |
$4.22K - $5.16K
|
19.5K
$2.27M
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-100- 65.79% |
$5.14K - $6.3K
|
52
$6.05K
|
|
|
Nov 03, 2022
Q3 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-120- 30.69% |
$6.17K - $7.55K
|
271
$31.5K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-155- 0.86% |
$7.97K - $9.76K
|
17.8K
$2.08M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-160- 1.03% |
$8.23K - $10.1K
|
15.4K
$1.8M
|
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
SELL
|
- |
-168- 1.05% |
$8.64K - $10.6K
|
15.8K
$1.84M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-170Closed |
$8.74K - $10.7K
|
0
$0
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-204- 40.48% |
$10.5K - $12.8K
|
300
$34.9K
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-210Closed |
$10.8K - $13.2K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-236- 13.44% |
$12.1K - $14.9K
|
1.52K
$177K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-250- 10.87% |
$12.9K - $15.7K
|
2.05K
$239K
|
|
|
Nov 09, 2022
Q3 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-300- 50.0% |
$15.4K - $18.9K
|
300
$34.9K
|
|
|
Oct 07, 2022
Q3 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-303- 42.98% |
$15.6K - $19.1K
|
402
$46.8K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-312- 1.13% |
$16K - $19.6K
|
27.4K
$3.19M
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-329- 4.83% |
$16.9K - $20.7K
|
6.48K
$754K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-441- 7.46% |
$22.7K - $27.8K
|
5.47K
$636K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
SELL
|
- |
-445- 31.45% |
$22.9K - $28K
|
970
$113K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-460- 9.76% |
$23.6K - $29K
|
4.26K
$495K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-460- 13.71% |
$23.6K - $29K
|
2.9K
$337K
|
|
|
Nov 10, 2022
Q3 2022
|
Momentum Advisors, LLC
|
SELL
|
- |
-495- 10.69% |
$25.4K - $31.2K
|
4.14K
$481K
|
|
|
Oct 21, 2022
Q3 2022
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-500- 6.8% |
$25.7K - $31.5K
|
6.86K
$798K
|
|
|
Nov 04, 2022
Q3 2022
|
X Square Capital, LLC
|
SELL
|
- |
-515- 3.38% |
$26.5K - $32.4K
|
14.7K
$1.71M
|