Purchases and Sales Made in Q2 2023 in Ishares Tr (IAK)
This table provides information about the institutional ownership of Ishares Tr (IAK) 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 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
33.9KNew |
$2.8M - $3.01M
|
33.9K
$4.35M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
20.1KNew |
$1.65M - $1.78M
|
20.1K
$2.57M
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
19.6KNew |
$1.62M - $1.74M
|
19.6K
$2.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
14.3KNew |
$1.18M - $1.27M
|
14.3K
$1.83M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.19K+ 20.37% |
$675K - $725K
|
48.4K
$6.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
6.34KNew |
$523K - $562K
|
6.34K
$813K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.34K+ 2.22% |
$358K - $385K
|
200K
$25.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
BUY
|
- |
4.08K+ 2.06% |
$337K - $362K
|
202K
$25.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.93K+ 9.15% |
$324K - $348K
|
46.8K
$6M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.93K+ 9.15% |
$324K - $348K
|
46.8K
$6M
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.23KNew |
$267K - $286K
|
3.23K
$414K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.16KNew |
$260K - $280K
|
3.16K
$405K
|
|
|
Jul 13, 2023
Q2 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2.81K+ 31.38% |
$232K - $249K
|
11.8K
$1.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.57KNew |
$212K - $228K
|
2.57K
$329K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.06K+ 14.86% |
$170K - $182K
|
15.9K
$2.04M
|
|
|
Aug 09, 2023
Q2 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
1.91K+ 3.45% |
$157K - $169K
|
57.3K
$7.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
1.4K+ 51.51% |
$115K - $124K
|
4.11K
$526K
|
|
|
Jul 25, 2023
Q2 2023
|
Wt Wealth Management
|
BUY
|
- |
1.26K+ 3.98% |
$104K - $111K
|
32.9K
$4.21M
|
|
|
Aug 10, 2023
Q2 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
1.22K+ 15.83% |
$101K - $108K
|
8.95K
$1.15M
|
|
|
Aug 04, 2023
Q2 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
1.04K+ 27.14% |
$85.4K - $91.7K
|
4.85K
$621K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
742+ 345.12% |
$61.2K - $65.7K
|
957
$123K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
521+ 21.11% |
$43K - $46.2K
|
2.99K
$383K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
510+ 10.21% |
$42.1K - $45.2K
|
5.51K
$705K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
376+ 0.63% |
$31K - $33.3K
|
59.7K
$7.64M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
340New |
$28K - $30.1K
|
340
$43.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
286+ 0.24% |
$23.6K - $25.3K
|
118K
$15.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
235+ 3.28% |
$19.4K - $20.8K
|
7.41K
$949K
|
|
|
Jul 17, 2023
Q2 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
168+ 2.25% |
$13.9K - $14.9K
|
7.64K
$979K
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
142+ 3.5% |
$11.7K - $12.6K
|
4.2K
$538K
|
|
|
Jul 18, 2023
Q2 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
73+ 0.21% |
$6.02K - $6.47K
|
34.1K
$4.37M
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
BUY
|
- |
61+ 1.04% |
$5.03K - $5.4K
|
5.95K
$762K
|
|
|
Aug 03, 2023
Q2 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
47+ 0.24% |
$3.88K - $4.16K
|
19.9K
$2.55M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
46+ 0.32% |
$3.79K - $4.08K
|
14.6K
$1.87M
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2+ 0.46% |
$165 - $177
|
440
$56.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-26- 0.18% |
$2.14K - $2.3K
|
14.7K
$1.88M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-40- 2.16% |
$3.3K - $3.54K
|
1.81K
$232K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-43- 63.24% |
$3.55K - $3.81K
|
25
$3.2K
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-55- 0.54% |
$4.54K - $4.87K
|
10.1K
$1.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-77- 33.62% |
$6.35K - $6.82K
|
152
$19.5K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-77- 1.82% |
$6.35K - $6.82K
|
4.16K
$533K
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-87- 1.65% |
$7.17K - $7.71K
|
5.19K
$665K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-104- 1.68% |
$8.58K - $9.21K
|
6.07K
$778K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-182- 0.81% |
$15K - $16.1K
|
22.4K
$2.86M
|
|
|
Jul 13, 2023
Q2 2023
|
Milestone Advisory Partners
|
SELL
|
- |
-206- 6.38% |
$17K - $18.3K
|
3.02K
$387K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-363- 3.06% |
$29.9K - $32.2K
|
11.5K
$1.47M
|
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-450- 2.79% |
$37.1K - $39.9K
|
15.7K
$2.01M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-562- 25.03% |
$46.3K - $49.8K
|
1.68K
$216K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-733- 11.13% |
$60.5K - $64.9K
|
5.85K
$749K
|
|
|
Jul 20, 2023
Q2 2023
|
Well Done, LLC
|
SELL
|
- |
-967- 2.05% |
$79.7K - $85.7K
|
46.2K
$5.91M
|