Purchases and Sales Made in Q2 2023 in Ishares Tr (GBF)
This table provides information about the institutional ownership of Ishares Tr (GBF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
46.5K+ 158.27% |
$4.81M - $4.96M
|
75.9K
$7.75M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.3K+ 249.35% |
$1.37M - $1.42M
|
18.6K
$1.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
12.3K+ 21.17% |
$1.27M - $1.31M
|
70.3K
$7.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.04KNew |
$624K - $644K
|
6.04K
$616K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.8KNew |
$599K - $618K
|
5.8K
$592K
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
4.77K+ 34.02% |
$493K - $509K
|
18.8K
$1.92M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.46KNew |
$461K - $475K
|
4.46K
$455K
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
BUY
|
- |
4.13K+ 2.82% |
$427K - $441K
|
151K
$15.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.03K+ 53.49% |
$313K - $323K
|
8.7K
$888K
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
2.77KNew |
$286K - $295K
|
2.77K
$283K
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.65K+ 54.41% |
$274K - $282K
|
7.51K
$767K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2KNew |
$207K - $213K
|
2K
$204K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.5K+ 384.62% |
$155K - $160K
|
1.89K
$193K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.5K+ 384.62% |
$155K - $160K
|
1.89K
$193K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1.4KNew |
$145K - $149K
|
1.4K
$143K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
879+ 1.05% |
$90.9K - $93.7K
|
84.3K
$8.61M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
650New |
$67.2K - $69.3K
|
650
$66.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
641+ 5.31% |
$66.3K - $68.4K
|
12.7K
$1.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
625+ 7.41% |
$64.6K - $66.7K
|
9.05K
$924K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
367+ 2.07% |
$37.9K - $39.1K
|
18.1K
$1.85M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
292+ 6.72% |
$30.2K - $31.1K
|
4.64K
$473K
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
153+ 1.81% |
$15.8K - $16.3K
|
8.61K
$879K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
127+ 18.3% |
$13.1K - $13.5K
|
821
$83.8K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
107+ 1.19% |
$11.1K - $11.4K
|
9.08K
$927K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
101+ 2.56% |
$10.4K - $10.8K
|
4.04K
$413K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
80+ 40.61% |
$8.27K - $8.53K
|
277
$28.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
80+ 0.9% |
$8.27K - $8.53K
|
8.97K
$915K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
74New |
$7.65K - $7.89K
|
74
$7.56K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
56New |
$5.79K - $5.97K
|
56
$5.72K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
21+ 0.83% |
$2.17K - $2.24K
|
2.54K
$259K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-20- 0.6% |
$2.07K - $2.13K
|
3.3K
$337K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-31- 41.33% |
$3.2K - $3.31K
|
44
$4.49K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-50- 1.08% |
$5.17K - $5.33K
|
4.6K
$470K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-67- 47.52% |
$6.93K - $7.14K
|
74
$7.56K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-109- 2.96% |
$11.3K - $11.6K
|
3.57K
$365K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-294- 12.44% |
$30.4K - $31.4K
|
2.07K
$211K
|
|
|
Aug 03, 2023
Q2 2023
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-311- 1.24% |
$32.2K - $33.2K
|
24.7K
$2.52M
|
|
|
Jul 17, 2023
Q2 2023
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-321- 3.27% |
$33.2K - $34.2K
|
9.48K
$968K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-408- 10.15% |
$42.2K - $43.5K
|
3.61K
$369K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-409- 87.21% |
$42.3K - $43.6K
|
60
$6.13K
|
|
|
Aug 11, 2023
Q2 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-554- 20.07% |
$57.3K - $59.1K
|
2.21K
$225K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-659- 4.63% |
$68.1K - $70.3K
|
13.6K
$1.39M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-666- 16.09% |
$68.9K - $71K
|
3.47K
$355K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-1.07K- 2.42% |
$111K - $114K
|
43.2K
$4.41M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.44K- 14.42% |
$149K - $154K
|
8.57K
$875K
|
|
|
Aug 14, 2023
Q2 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-1.55K- 9.15% |
$160K - $165K
|
15.4K
$1.57M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.76K- 10.51% |
$181K - $187K
|
14.9K
$1.53M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-1.85K- 19.87% |
$191K - $197K
|
7.46K
$762K
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.06K- 11.06% |
$213K - $220K
|
16.6K
$1.69M
|