Purchases and Sales Made in Q2 2023 in Ishares Tr Us Broker Dealers & (IAI)
This table provides information about the institutional ownership of Ishares Tr Us Broker Dealers & (IAI) during Q2 2023. The information is specifically focused on institutions that hold shares of ISHARES TR US BROKER-DEALERS &.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
219KNew |
$18.8M - $20.5M
|
219K
$31.6M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
215K+ 38.9% |
$18.5M - $20.2M
|
769K
$111M
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
57.1K+ 6.87% |
$4.91M - $5.35M
|
889K
$128M
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
20.7KNew |
$1.78M - $1.94M
|
20.7K
$2.99M
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
13KNew |
$1.11M - $1.22M
|
13K
$1.87M
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
12.9KNew |
$1.11M - $1.21M
|
12.9K
$1.87M
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.09KNew |
$695K - $758K
|
8.09K
$1.17M
|
|
Aug 11, 2023
Q2 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
3.81K+ 6.81% |
$327K - $357K
|
59.7K
$8.61M
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
2.97KNew |
$255K - $278K
|
2.97K
$429K
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
2.46K+ 18.58% |
$211K - $231K
|
15.7K
$2.26M
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.44KNew |
$210K - $229K
|
2.44K
$352K
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
232New |
$19.9K - $21.7K
|
232
$33.5K
|
|
Jul 17, 2023
Q2 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
191+ 2.67% |
$16.4K - $17.9K
|
7.33K
$1.06M
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
190New |
$16.3K - $17.8K
|
190
$27.4K
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
127+ 2.77% |
$10.9K - $11.9K
|
4.7K
$678K
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$8.59K - $9.37K
|
100
$14.4K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
75New |
$6.44K - $7.03K
|
75
$10.8K
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
71+ 1.73% |
$6.1K - $6.65K
|
4.17K
$601K
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
BUY
|
- |
51+ 0.78% |
$4.38K - $4.78K
|
6.6K
$952K
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
46+ 1.69% |
$3.95K - $4.31K
|
2.77K
$399K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
41+ 132.26% |
$3.52K - $3.84K
|
72
$10.4K
|
|
Aug 04, 2023
Q2 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
40+ 0.12% |
$3.44K - $3.75K
|
32.5K
$4.69M
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
40+ 0.53% |
$3.44K - $3.75K
|
7.57K
$1.09M
|
|
Aug 08, 2023
Q2 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
12+ 0.49% |
$1.03K - $1.12K
|
2.47K
$356K
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.42% |
$172 - $187
|
483
$69.7K
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 2.56% |
$85.9 - $93.7
|
40
$5.77K
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.04% |
$85.9 - $93.7
|
2.29K
$330K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 10, 2023
Q2 2023
|
Gunderson Capital Management Inc.
|
SELL
|
- |
-18- 0.76% |
$1.55K - $1.69K
|
2.35K
$339K
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-19- 6.4% |
$1.63K - $1.78K
|
278
$40.1K
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-22- 0.31% |
$1.89K - $2.06K
|
7K
$1.01M
|
|
Jul 31, 2023
Q2 2023
|
Corbyn Investment Management Inc
|
SELL
|
- |
-47- 2.08% |
$4.04K - $4.4K
|
2.21K
$319K
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-84- 0.19% |
$7.22K - $7.87K
|
43.2K
$6.23M
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-94- 8.62% |
$8.07K - $8.81K
|
996
$144K
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-182- 39.31% |
$15.6K - $17.1K
|
281
$40.5K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-195- 88.64% |
$16.8K - $18.3K
|
25
$3.61K
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-200- 58.82% |
$17.2K - $18.7K
|
140
$20.2K
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-387- 27.08% |
$33.2K - $36.3K
|
1.04K
$150K
|
|
Aug 18, 2023
Q2 2023
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-852- 1.67% |
$73.2K - $79.8K
|
50K
$7.22M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-982- 11.15% |
$84.4K - $92K
|
7.83K
$1.13M
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.04K- 42.06% |
$89.6K - $97.7K
|
1.44K
$207K
|
|
Jul 20, 2023
Q2 2023
|
Well Done, LLC
|
SELL
|
- |
-1.09K- 2.46% |
$93.5K - $102K
|
43.2K
$6.23M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.62K- 39.82% |
$139K - $152K
|
2.45K
$354K
|
|
Jul 18, 2023
Q2 2023
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-1.83K- 4.95% |
$157K - $172K
|
35.1K
$5.07M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.18K- 5.25% |
$188K - $205K
|
39.4K
$5.68M
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.88K- 3.23% |
$247K - $270K
|
86.3K
$12.4M
|
|
Aug 03, 2023
Q2 2023
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-2.92K- 33.51% |
$250K - $273K
|
5.78K
$834K
|
|
Aug 14, 2023
Q2 2023
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
SELL
|
- |
-3.01K- 9.64% |
$259K - $282K
|
28.2K
$4.07M
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.28K- 13.41% |
$282K - $308K
|
21.2K
$3.06M
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.51K- 45.02% |
$388K - $423K
|
5.51K
$795K
|