Purchases and Sales Made in Q4 2022 in Ishares Tr (ITB)
This table provides information about the institutional ownership of Ishares Tr (ITB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.56K+ 57.02% |
$181K - $224K
|
9.81K
$1.14M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.43KNew |
$174K - $215K
|
3.43K
$399K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.16K+ 63.53% |
$160K - $199K
|
8.13K
$946K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.88K+ 51.46% |
$146K - $181K
|
8.47K
$986K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.85K+ 17.93% |
$144K - $179K
|
18.7K
$2.18M
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
2.71KNew |
$137K - $170K
|
2.71K
$315K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2.7KNew |
$137K - $170K
|
2.7K
$314K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.29K+ 53.73% |
$116K - $144K
|
6.54K
$761K
|
|
|
Feb 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.68K+ 2.74% |
$85.2K - $105K
|
63K
$7.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.59K+ 18.9% |
$80.8K - $100K
|
10K
$1.17M
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1.5KNew |
$76.1K - $94.3K
|
1.5K
$175K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.38K+ 15.27% |
$70.2K - $87K
|
10.4K
$1.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.33K+ 11.14% |
$67.3K - $83.4K
|
13.2K
$1.54M
|
|
|
Feb 10, 2023
Q4 2022
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
1.3K+ 14.02% |
$65.8K - $81.5K
|
10.6K
$1.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1.22KNew |
$62K - $76.7K
|
1.22K
$142K
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.2KNew |
$60.9K - $75.4K
|
1.2K
$140K
|
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
BUY
|
- |
1.16K+ 8.9% |
$58.7K - $72.7K
|
14.2K
$1.65M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.04KNew |
$52.8K - $65.4K
|
1.04K
$121K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.04K+ 2078.0% |
$52.7K - $65.3K
|
1.09K
$127K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
999New |
$50.7K - $62.8K
|
999
$116K
|
|
|
Feb 13, 2023
Q4 2022
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
955New |
$48.5K - $60K
|
955
$111K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
684New |
$34.7K - $43K
|
684
$79.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
541+ 21.46% |
$27.5K - $34K
|
3.06K
$356K
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
519+ 28.83% |
$26.3K - $32.6K
|
2.32K
$270K
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
453+ 6.36% |
$23K - $28.5K
|
7.57K
$881K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
415New |
$21.1K - $26.1K
|
415
$48.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
330+ 16.1% |
$16.7K - $20.7K
|
2.38K
$277K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
325New |
$16.5K - $20.4K
|
325
$37.8K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
316+ 6.8% |
$16K - $19.9K
|
4.97K
$578K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
266New |
$13.5K - $16.7K
|
266
$31K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
246New |
$12.5K - $15.5K
|
246
$28.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
203+ 390.38% |
$10.3K - $12.8K
|
255
$29.7K
|
|
|
Jan 18, 2023
Q4 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
180New |
$9.14K - $11.3K
|
180
$20.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
165+ 1.04% |
$8.37K - $10.4K
|
16K
$1.86M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
155+ 9.54% |
$7.87K - $9.74K
|
1.78K
$207K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
118New |
$5.99K - $7.42K
|
118
$13.7K
|
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
BUY
|
- |
78New |
$3.96K - $4.9K
|
78
$9.08K
|
|
|
Jan 19, 2023
Q4 2022
|
Access Financial Services, Inc.
|
BUY
|
- |
74+ 0.73% |
$3.76K - $4.65K
|
10.2K
$1.19M
|
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
BUY
|
- |
70+ 0.2% |
$3.55K - $4.4K
|
35.1K
$4.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
19+ 0.16% |
$964 - $1.19K
|
11.5K
$1.34M
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
10New |
$508 - $628
|
10
$1.16K
|
|
|
Jan 20, 2023
Q4 2022
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
1+ 0.02% |
$50.8 - $62.8
|
4.61K
$537K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.07% |
$50.8 - $62.8
|
1.52K
$177K
|
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1- 0.37% |
$50.8 - $62.8
|
270
$31.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7- 0.05% |
$355 - $440
|
15.4K
$1.79M
|
|
|
Jan 19, 2023
Q4 2022
|
Canton Hathaway, LLC
|
SELL
|
- |
-10- 2.47% |
$508 - $628
|
395
$46K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-15- 23.08% |
$761 - $943
|
50
$5.82K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-27- 1.8% |
$1.37K - $1.7K
|
1.48K
$172K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-35- 0.75% |
$1.78K - $2.2K
|
4.65K
$541K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-38- 0.89% |
$1.93K - $2.39K
|
4.22K
$491K
|