Purchases and Sales Made in Q3 2023 in Ishares Tr (IAK)
This table provides information about the institutional ownership of Ishares Tr (IAK) 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 | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
135K+ 169.26% |
$11.6M - $12.8M
|
215K
$27M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.8K+ 6.91% |
$1.19M - $1.31M
|
214K
$26.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
11.6KNew |
$998K - $1.1M
|
11.6K
$1.46M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
11.3KNew |
$978K - $1.08M
|
11.3K
$1.43M
|
|
|
Oct 10, 2023
Q3 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
8.98K+ 26.29% |
$775K - $852K
|
43.1K
$5.43M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.51KNew |
$648K - $713K
|
7.51K
$946K
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
6.19KNew |
$534K - $588K
|
6.19K
$780K
|
|
|
Oct 27, 2023
Q3 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
3.84KNew |
$331K - $364K
|
3.84K
$483K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
3.4KNew |
$293K - $323K
|
3.4K
$428K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.17K+ 2.69% |
$274K - $301K
|
121K
$15.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.16K+ 6069.23% |
$272K - $300K
|
3.21K
$404K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.02KNew |
$260K - $287K
|
3.02K
$380K
|
|
|
Nov 03, 2023
Q3 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
2.34K+ 48.24% |
$202K - $222K
|
7.19K
$906K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.21KNew |
$191K - $210K
|
2.21K
$279K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.48K+ 10.67% |
$128K - $141K
|
15.4K
$1.94M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.15KNew |
$99.2K - $109K
|
1.15K
$145K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
756+ 3.77% |
$65.2K - $71.8K
|
20.8K
$2.62M
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
720+ 3.67% |
$62.1K - $68.3K
|
20.3K
$2.56M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
708+ 23.44% |
$61.1K - $67.2K
|
3.73K
$470K
|
|
|
Nov 03, 2023
Q3 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
697+ 7.79% |
$60.1K - $66.2K
|
9.65K
$1.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
639+ 420.39% |
$55.1K - $60.6K
|
791
$99.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
293+ 0.51% |
$25.3K - $27.8K
|
57.5K
$7.25M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
166+ 17.35% |
$14.3K - $15.8K
|
1.12K
$142K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
105New |
$9.06K - $9.97K
|
105
$13.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$8.63K - $9.49K
|
100
$12.6K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
87+ 12.89% |
$7.51K - $8.26K
|
762
$96K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
70New |
$6.04K - $6.64K
|
70
$8.82K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
38New |
$3.28K - $3.61K
|
38
$4.79K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
20+ 0.32% |
$1.73K - $1.9K
|
6.36K
$802K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-73- 1.33% |
$6.3K - $6.93K
|
5.43K
$685K
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-86- 1.47% |
$7.42K - $8.16K
|
5.76K
$726K
|
|
|
Nov 03, 2023
Q3 2023
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-100- 0.5% |
$8.63K - $9.49K
|
19.8K
$2.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-128- 0.82% |
$11K - $12.1K
|
15.6K
$1.96M
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-144- 3.43% |
$12.4K - $13.7K
|
4.05K
$511K
|
|
|
Nov 02, 2023
Q3 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-161- 0.39% |
$13.9K - $15.3K
|
40.8K
$5.14M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-203- 4.88% |
$17.5K - $19.3K
|
3.96K
$498K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-212- 0.23% |
$18.3K - $20.1K
|
91K
$11.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-219- 0.47% |
$18.9K - $20.8K
|
46.6K
$5.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-406- 1.3% |
$35K - $38.5K
|
30.7K
$3.87M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-475- 2.98% |
$41K - $45.1K
|
15.4K
$1.95M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-478- 4.06% |
$41.2K - $45.4K
|
11.3K
$1.42M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-734- 5.0% |
$63.3K - $69.7K
|
13.9K
$1.76M
|
|
|
Oct 24, 2023
Q3 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-799- 10.46% |
$68.9K - $75.8K
|
6.84K
$862K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-840- 46.41% |
$72.5K - $79.7K
|
970
$122K
|
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
SELL
|
- |
-965- 2.09% |
$83.3K - $91.6K
|
45.2K
$5.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-1.39K- 26.76% |
$120K - $132K
|
3.8K
$479K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.17K- 14.52% |
$187K - $206K
|
12.8K
$1.61M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.35K- 22.97% |
$289K - $318K
|
11.2K
$1.42M
|