Purchases and Sales Made in Q3 2023 in Ishares Tr (ITB)
This table provides information about the institutional ownership of Ishares Tr (ITB) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.88KNew |
$457K - $525K
|
5.88K
$685K
|
|
Nov 14, 2023
Q3 2023
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
5.79K+ 25.5% |
$450K - $517K
|
28.5K
$3.32M
|
|
Nov 14, 2023
Q3 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
5.74KNew |
$446K - $512K
|
5.74K
$668K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
5.19K+ 37.4% |
$404K - $464K
|
19.1K
$2.22M
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
5.01K+ 2026.32% |
$389K - $447K
|
5.25K
$611K
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.96K+ 26.81% |
$385K - $443K
|
23.4K
$2.73M
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.86KNew |
$378K - $434K
|
4.86K
$565K
|
|
Oct 31, 2023
Q3 2023
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
4.12KNew |
$320K - $368K
|
4.12K
$479K
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.91K+ 59.79% |
$304K - $349K
|
10.5K
$1.22M
|
|
Nov 15, 2023
Q3 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
3.83KNew |
$298K - $342K
|
3.83K
$446K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
3.71KNew |
$288K - $331K
|
3.71K
$431K
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.64K+ 120.27% |
$283K - $325K
|
6.67K
$776K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.6K+ 22.84% |
$280K - $321K
|
19.3K
$2.25M
|
|
Nov 14, 2023
Q3 2023
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
3.56K+ 14.04% |
$277K - $318K
|
28.9K
$3.36M
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.44KNew |
$268K - $307K
|
3.44K
$400K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.2KNew |
$249K - $286K
|
3.2K
$372K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.13K+ 45.41% |
$243K - $279K
|
10K
$1.16M
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.95K+ 318.79% |
$230K - $264K
|
3.88K
$451K
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.87KNew |
$223K - $256K
|
2.87K
$334K
|
|
Nov 14, 2023
Q3 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.86KNew |
$222K - $255K
|
2.86K
$333K
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.78KNew |
$216K - $248K
|
2.78K
$323K
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
2.7KNew |
$210K - $241K
|
2.7K
$314K
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.55KNew |
$198K - $228K
|
2.55K
$297K
|
|
Nov 13, 2023
Q3 2023
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
2.29KNew |
$178K - $204K
|
2.29K
$266K
|
|
Nov 07, 2023
Q3 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
2.18KNew |
$169K - $194K
|
2.18K
$253K
|
|
Nov 14, 2023
Q3 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
2.11K+ 17.33% |
$164K - $189K
|
14.3K
$1.66M
|
|
Nov 13, 2023
Q3 2023
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
1.8K+ 13.1% |
$140K - $160K
|
15.5K
$1.81M
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.77KNew |
$137K - $158K
|
1.77K
$205K
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.4K+ 5.06% |
$109K - $125K
|
29K
$3.37M
|
|
Nov 13, 2023
Q3 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
1.23KNew |
$95.4K - $110K
|
1.23K
$143K
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
1.16KNew |
$90.3K - $104K
|
1.16K
$135K
|
|
Oct 25, 2023
Q3 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
1.11K+ 4.67% |
$85.9K - $98.7K
|
24.8K
$2.88M
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.04KNew |
$80.5K - $92.4K
|
1.04K
$120K
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.03K+ 35.01% |
$79.9K - $91.8K
|
3.96K
$461K
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
900New |
$70K - $80.4K
|
900
$105K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
896+ 5.18% |
$69.7K - $80K
|
18.2K
$2.12M
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
822+ 4.18% |
$63.9K - $73.4K
|
20.5K
$2.38M
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
813+ 17.7% |
$63.2K - $72.6K
|
5.41K
$629K
|
|
Nov 13, 2023
Q3 2023
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
757+ 5.73% |
$58.9K - $67.6K
|
14K
$1.62M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
724+ 18.34% |
$56.3K - $64.7K
|
4.67K
$544K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
604+ 1208.0% |
$47K - $53.9K
|
654
$76.1K
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
581+ 8.72% |
$45.2K - $51.9K
|
7.24K
$843K
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
563+ 6.77% |
$43.8K - $50.3K
|
8.88K
$1.03M
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
559+ 31.85% |
$43.5K - $49.9K
|
2.31K
$269K
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
555+ 2.12% |
$43.2K - $49.6K
|
26.7K
$3.1M
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
391+ 1.73% |
$30.4K - $34.9K
|
23K
$2.68M
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
333+ 12.1% |
$25.9K - $29.7K
|
3.08K
$359K
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
316+ 1.54% |
$24.6K - $28.2K
|
20.8K
$2.42M
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
250+ 1.06% |
$19.4K - $22.3K
|
23.8K
$2.77M
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
215+ 0.5% |
$16.7K - $19.2K
|
43.4K
$5.05M
|