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 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
200New |
$15.6K - $17.9K
|
200
$23.3K
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
189+ 5.12% |
$14.7K - $16.9K
|
3.88K
$452K
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
175+ 1.29% |
$13.6K - $15.6K
|
13.8K
$1.6M
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
169New |
$13.1K - $15.1K
|
169
$19.7K
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
143New |
$11.1K - $12.8K
|
143
$16.6K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
129+ 0.46% |
$10K - $11.5K
|
28.1K
$3.27M
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
113New |
$8.79K - $10.1K
|
113
$13.1K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
95+ 7.92% |
$7.39K - $8.48K
|
1.29K
$151K
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
86+ 0.93% |
$6.69K - $7.68K
|
9.3K
$1.08M
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
84New |
$6.53K - $7.5K
|
84
$9.77K
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
75New |
$5.83K - $6.7K
|
75
$8.73K
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
70+ 0.62% |
$5.44K - $6.25K
|
11.3K
$1.32M
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
66New |
$5.13K - $5.89K
|
66
$7.68K
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
53+ 80.3% |
$4.12K - $4.73K
|
119
$13.8K
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
45New |
$3.5K - $4.02K
|
45
$5.24K
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
43+ 0.07% |
$3.34K - $3.84K
|
63.6K
$7.4M
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
29New |
$2.26K - $2.59K
|
29
$3.37K
|
|
Nov 06, 2023
Q3 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
25+ 0.36% |
$1.94K - $2.23K
|
7K
$814K
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
21+ 0.24% |
$1.63K - $1.88K
|
8.91K
$1.04M
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3+ 0.1% |
$233 - $268
|
3.01K
$351K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3- 0.1% |
$233 - $268
|
2.92K
$340K
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-6- 40.0% |
$467 - $536
|
9
$1.05K
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-9- 1.71% |
$700 - $804
|
517
$60.2K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-12- 5.48% |
$933 - $1.07K
|
207
$24.1K
|
|
Nov 07, 2023
Q3 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-23- 0.84% |
$1.79K - $2.05K
|
2.73K
$318K
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-41- 0.48% |
$3.19K - $3.66K
|
8.57K
$997K
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-48- 2.07% |
$3.73K - $4.29K
|
2.27K
$264K
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-73- 25.44% |
$5.68K - $6.52K
|
214
$24.9K
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-75- 20.27% |
$5.83K - $6.7K
|
295
$34.3K
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-80- 0.69% |
$6.22K - $7.14K
|
11.5K
$1.33M
|
|
Nov 01, 2023
Q3 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-100- 3.01% |
$7.78K - $8.93K
|
3.22K
$375K
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
SELL
|
- |
-105- 0.79% |
$8.16K - $9.38K
|
13.2K
$1.53M
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-141- 4.58% |
$11K - $12.6K
|
2.94K
$342K
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-162- 64.54% |
$12.6K - $14.5K
|
89
$10.4K
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-173- 4.97% |
$13.5K - $15.5K
|
3.31K
$385K
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-200- 7.18% |
$15.6K - $17.9K
|
2.59K
$301K
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-210- 1.87% |
$16.3K - $18.8K
|
11K
$1.28M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-236- 10.36% |
$18.4K - $21.1K
|
2.04K
$237K
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-268- 4.98% |
$20.8K - $23.9K
|
5.11K
$594K
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-298- 3.05% |
$23.2K - $26.6K
|
9.46K
$1.1M
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-300- 2.21% |
$23.3K - $26.8K
|
13.3K
$1.55M
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-303- 1.68% |
$23.6K - $27.1K
|
17.7K
$2.06M
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-338- 1.99% |
$26.3K - $30.2K
|
16.6K
$1.94M
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-341- 1.81% |
$26.5K - $30.5K
|
18.5K
$2.15M
|
|
Nov 07, 2023
Q3 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-378- 0.96% |
$29.4K - $33.8K
|
39K
$4.54M
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-398- 95.44% |
$30.9K - $35.5K
|
19
$2.21K
|
|
Oct 19, 2023
Q3 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-407- 0.76% |
$31.6K - $36.3K
|
53.3K
$6.2M
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-423- 10.53% |
$32.9K - $37.8K
|
3.6K
$418K
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-440- 3.94% |
$34.2K - $39.3K
|
10.7K
$1.25M
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-494- 28.8% |
$38.4K - $44.1K
|
1.22K
$142K
|