Purchases and Sales Made in Q3 2023 in Ishares Tr (GBF)

This table provides information about the institutional ownership of Ishares Tr (GBF) 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
Oct 27, 2023 Q3 2023	Assetmark, Inc	BUY	-	1.03M + 1991.56%	$103M - $107M	1.08M $112M
Nov 01, 2023 Q3 2023	Modera Wealth Management, LLC	BUY	-	585K New	$58.4M - $61.1M	585K $60.5M
Nov 14, 2023 Q3 2023	Jpmorgan Chase & CO New York, NY	BUY	-	536K New	$53.5M - $55.9M	536K $55.4M
Nov 14, 2023 Q3 2023	Resources Investment Advisors, Llc. Overland Park, KS	BUY	-	182K + 3143.38%	$18.2M - $19M	188K $19.4M
Nov 13, 2023 Q3 2023	Advisor Group Holdings, Inc. Phoenix, AZ	BUY	-	149K + 897.34%	$14.8M - $15.5M	165K $17.1M
Nov 14, 2023 Q3 2023	Jane Street Group, LLC New York, NY	BUY	-	48.7K + 204.68%	$4.87M - $5.09M	72.5K $7.5M
Nov 13, 2023 Q3 2023	Envestnet Asset Management Inc	BUY	-	37.1K + 433.36%	$3.71M - $3.88M	45.7K $4.73M
Nov 06, 2023 Q3 2023	Aveo Capital Partners, LLC	BUY	-	35K + 980.99%	$3.5M - $3.66M	38.6K $3.99M
Nov 01, 2023 Q3 2023	Csenge Advisory Group	BUY	-	27K New	$2.69M - $2.82M	27K $2.79M
Nov 14, 2023 Q3 2023	Ascent Group, LLC	BUY	-	13.4K New	$1.34M - $1.4M	13.4K $1.38M
Nov 14, 2023 Q3 2023	Destination Wealth Management	BUY	-	10.8K + 7.16%	$1.08M - $1.13M	161K $16.7M
Nov 09, 2023 Q3 2023	Beaumont Capital Management, LLC Boston, MA	BUY	-	9.39K + 38.04%	$938K - $981K	34.1K $3.52M
Jul 22, 2024 Q3 2023	World Equity Group, Inc. Schaumburg, IL	BUY	-	7.66K New	$764K - $800K	7.66K $792K
Oct 10, 2023 Q3 2023	Affinity Capital Advisors, LLC	BUY	-	7.34K New	$733K - $767K	7.34K $759K
Nov 07, 2023 Q3 2023	Merit Financial Group, LLC	BUY	-	7.01K New	$700K - $733K	7.01K $725K
Oct 17, 2023 Q3 2023	Creative One Wealth, LLC Overland Park, KS	BUY	-	6.81K New	$680K - $711K	6.81K $704K
Oct 10, 2023 Q3 2023	Dentgroup LLC	BUY	-	5.64K New	$563K - $589K	5.64K $583K
Nov 15, 2023 Q3 2023	Integrated Wealth Concepts LLC	BUY	-	5.25K New	$524K - $548K	5.25K $543K
Oct 18, 2023 Q3 2023	Hanlon Investment Management, Inc.	BUY	-	5.19K New	$518K - $542K	5.19K $537K
Nov 13, 2023 Q3 2023	Envestnet Portfolio Solutions, Inc. Berwyn, PA	BUY	-	5.15K New	$514K - $537K	5.15K $532K
Nov 13, 2023 Q3 2023	Kickstand Ventures, Llc. Pittsford, NY	BUY	-	4.99K New	$499K - $521K	4.99K $516K
Oct 13, 2023 Q3 2023	Cypress Wealth Services, LLC	BUY	-	4.84K New	$483K - $505K	4.84K $500K
Oct 24, 2023 Q3 2023	Stratos Wealth Partners, Ltd.	BUY	-	4.8K New	$479K - $501K	4.8K $496K
Oct 24, 2023 Q3 2023	Horst & Graben Wealth Management LLC	BUY	-	4.45K New	$445K - $465K	4.45K $461K
Nov 14, 2023 Q3 2023	Cetera Advisor Networks LLC El Segundo, CA	BUY	-	4.08K + 117.36%	$407K - $426K	7.55K $781K
Oct 10, 2023 Q3 2023	Ignite Planners, LLC	BUY	-	3.97K New	$397K - $415K	3.97K $411K
Nov 09, 2023 Q3 2023	Wealth Alliance Mellville, NY	BUY	-	3.74K New	$373K - $390K	3.74K $386K
Feb 14, 2024 Q3 2023	Bartlett & Co. Wealth Management LLC Cincinnati, OH	BUY	-	3.5K + 185.19%	$350K - $366K	5.39K $557K
Oct 10, 2023 Q3 2023	Bartlett & Co. LLC	BUY	-	3.5K + 185.19%	$350K - $366K	5.39K $557K
Nov 13, 2023 Q3 2023	Continuum Advisory, LLC Eagle, ID	BUY	-	3.33K New	$333K - $348K	3.33K $344K
Oct 25, 2023 Q3 2023	Oldfather Financial Services, LLC	BUY	-	2.91K New	$290K - $303K	2.91K $300K
Nov 14, 2023 Q3 2023	Mml Investors Services, LLC Springfield, MA	BUY	-	2.84K New	$283K - $296K	2.84K $294K
Nov 02, 2023 Q3 2023	Rcs Financial Planning, LLC Annapolis, MD	BUY	-	2.83K New	$283K - $296K	2.83K $293K
Oct 23, 2023 Q3 2023	Colton Groome Financial Advisors, LLC	BUY	-	2.81K + 14.96%	$281K - $294K	21.6K $2.23M
Oct 17, 2023 Q3 2023	Firethorn Wealth Partners, LLC	BUY	-	2.65K New	$264K - $276K	2.65K $274K
Nov 01, 2023 Q3 2023	One Wealth Advisors, LLC San Francisco, CA	BUY	-	2.59K New	$259K - $271K	2.59K $268K
Nov 01, 2023 Q3 2023	Beaumont Financial Advisors, LLC Needham, DE	BUY	-	2.58K New	$257K - $269K	2.58K $267K
Nov 03, 2023 Q3 2023	Us Bancorp \De\	BUY	-	1.4K + 2.0%	$140K - $147K	71.7K $7.41M
Nov 09, 2023 Q3 2023	Biondo Investment Advisors, LLC Milford, PA	BUY	-	1.18K + 13.16%	$118K - $123K	10.1K $1.05M
Nov 13, 2023 Q3 2023	Lpl Financial LLC Fort Mill, SC	BUY	-	1.06K + 5.88%	$106K - $111K	19.2K $1.98M
Oct 13, 2023 Q3 2023	Global Retirement Partners, LLC	BUY	-	907 + 1511.67%	$90.6K - $94.7K	967 $100K
Nov 14, 2023 Q3 2023	Hilltop Holdings Inc. Dallas, TX	BUY	-	696 + 9.27%	$69.5K - $72.7K	8.21K $849K
Nov 07, 2023 Q3 2023	Avantax Advisory Services, Inc.	BUY	-	586 + 16.23%	$58.5K - $61.2K	4.2K $434K
Oct 24, 2023 Q3 2023	Cambridge Investment Research Advisors, Inc.	BUY	-	531 + 13.13%	$53K - $55.5K	4.58K $473K
Nov 13, 2023 Q3 2023	Farther Finance Advisors, LLC San Francisco, CA	BUY	-	496 + 670.27%	$49.5K - $51.8K	570 $58.9K
Nov 09, 2023 Q3 2023	Blair William & CO Chicago, IL	BUY	-	466 + 172.59%	$46.5K - $48.7K	736 $76.1K
Nov 06, 2023 Q3 2023	Buck Wealth Strategies, LLC Denver, CO	BUY	-	346 New	$34.6K - $36.1K	346 $35.8K
Nov 02, 2023 Q3 2023	Family Asset Management, LLC Charleston, SC	BUY	-	299 New	$29.9K - $31.2K	299 $30.9K
Dec 11, 2023 Q3 2023	Wesbanco Bank Inc	BUY	-	174 + 1.42%	$17.4K - $18.2K	12.5K $1.29M
Nov 09, 2023 Q3 2023	Citigroup Inc	BUY	-	150 New	$15K - $15.7K	150 $15.5K

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Account

Purchases and Sales Made in Q3 2023 in Ishares Tr (GBF)

1.03M

585K

536K

182K

149K

48.7K

37.1K

35K

27K

13.4K

10.8K

9.39K

7.66K

7.34K

7.01K

6.81K

5.64K

5.25K

5.19K

5.15K

4.99K

4.84K

4.8K

4.45K

4.08K

3.97K

3.74K

3.5K

3.5K

3.33K

2.91K

2.84K

2.83K

2.81K

2.65K

2.59K

2.58K

1.4K

1.18K

1.06K

907

696

586

531

496

466

346

299

174

150

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