Purchases and Sales Made in Q4 2023 in Ishares Tr (GBF)
This table provides information about the institutional ownership of Ishares Tr (GBF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
29.2K+ 40.7% |
$2.85M - $3.08M
|
101K
$10.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
20KNew |
$1.95M - $2.11M
|
20K
$2.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.4K+ 14.72% |
$1.21M - $1.31M
|
96.8K
$9.88M
|
|
|
Feb 09, 2024
Q4 2023
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
12KNew |
$1.17M - $1.26M
|
12K
$1.22M
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
10.8K+ 50.05% |
$1.06M - $1.14M
|
32.4K
$3.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
9.7KNew |
$948K - $1.03M
|
9.7K
$990K
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
8.17KNew |
$799K - $864K
|
8.17K
$835K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8.08K+ 98.62% |
$790K - $854K
|
16.3K
$1.66M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4.98K+ 4979.0% |
$486K - $526K
|
5.08K
$519K
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
4.92KNew |
$481K - $520K
|
4.92K
$503K
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
4.07K+ 44.96% |
$398K - $430K
|
13.1K
$1.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.33KNew |
$326K - $352K
|
3.33K
$340K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
2.89KNew |
$282K - $305K
|
2.89K
$295K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.27KNew |
$222K - $240K
|
2.27K
$232K
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
BUY
|
- |
1.99KNew |
$195K - $211K
|
1.99K
$203K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
1.93KNew |
$189K - $204K
|
1.93K
$197K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.92KNew |
$187K - $202K
|
1.92K
$196K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
1.19KNew |
$117K - $126K
|
1.19K
$122K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.11KNew |
$108K - $117K
|
1.11K
$113K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
983+ 40.96% |
$96K - $104K
|
3.38K
$345K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
937+ 11.42% |
$91.5K - $99.1K
|
9.14K
$933K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
623New |
$60.9K - $65.9K
|
623
$63.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
543+ 11.83% |
$53K - $57.4K
|
5.13K
$524K
|
|
|
Jan 22, 2024
Q4 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
414+ 12.56% |
$40.4K - $43.8K
|
3.71K
$379K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
251+ 34.1% |
$24.5K - $26.5K
|
987
$101K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
235New |
$23K - $24.8K
|
235
$24K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
226+ 1.69% |
$22.1K - $23.9K
|
13.6K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
206+ 1.58% |
$20.1K - $21.8K
|
13.2K
$1.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
200+ 4.37% |
$19.5K - $21.1K
|
4.78K
$488K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
190+ 3.53% |
$18.6K - $20.1K
|
5.58K
$570K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
190+ 3.53% |
$18.6K - $20.1K
|
5.58K
$570K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
165New |
$16.1K - $17.4K
|
165
$16.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
98New |
$9.57K - $10.4K
|
98
$10K
|
|
|
Feb 12, 2024
Q4 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
55+ 0.54% |
$5.37K - $5.81K
|
10.2K
$1.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
55New |
$5.37K - $5.81K
|
55
$5.62K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
51+ 1.28% |
$4.98K - $5.39K
|
4.02K
$411K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
32+ 0.77% |
$3.13K - $3.38K
|
4.17K
$426K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
20New |
$1.95K - $2.11K
|
20
$2.04K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-14- 1.45% |
$1.37K - $1.48K
|
953
$97.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-54- 0.05% |
$5.28K - $5.71K
|
115K
$11.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-71- 10.71% |
$6.94K - $7.51K
|
592
$60.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-153- 2.91% |
$14.9K - $16.2K
|
5.1K
$521K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-158- 4.74% |
$15.4K - $16.7K
|
3.17K
$324K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-229- 1.19% |
$22.4K - $24.2K
|
18.9K
$1.93M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-263- 1.84% |
$25.7K - $27.8K
|
14K
$1.43M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-288- 5.6% |
$28.1K - $30.4K
|
4.86K
$496K
|
|
|
Jan 18, 2024
Q4 2023
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-317- 3.57% |
$31K - $33.5K
|
8.56K
$874K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-363- 92.13% |
$35.5K - $38.4K
|
31
$3.17K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-429- 75.26% |
$41.9K - $45.4K
|
141
$14.4K
|