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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-14.7K- 64.04% |
$1.14M - $1.31M
|
8.27K
$962K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-15K- 61.15% |
$1.17M - $1.34M
|
9.53K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-17.8K- 83.85% |
$1.38M - $1.59M
|
3.42K
$398K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-21.5K- 2.36% |
$1.67M - $1.92M
|
889K
$103M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-26.6K- 29.67% |
$2.07M - $2.37M
|
63K
$7.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-29.9K- 18.3% |
$2.33M - $2.67M
|
133K
$15.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-31.5K- 5.83% |
$2.45M - $2.82M
|
510K
$59.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-37.4K- 82.82% |
$2.91M - $3.34M
|
7.77K
$904K
|
|
|
Nov 15, 2023
Q3 2023
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-84.6K- 74.51% |
$6.58M - $7.56M
|
29K
$3.37M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-96.1K- 96.33% |
$7.47M - $8.58M
|
3.67K
$426K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-119K- 49.91% |
$9.27M - $10.7M
|
120K
$13.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-133K- 32.56% |
$10.3M - $11.9M
|
275K
$32M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-847K- 53.41% |
$65.8M - $75.6M
|
738K
$85.9M
|