Purchases and Sales Made in Q2 2023 in Ishares Tr (IAT)
This table provides information about the institutional ownership of Ishares Tr (IAT) 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 08, 2023
Q2 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
709KNew |
$21.1M - $26M
|
709K
$35.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
243K+ 99.43% |
$7.23M - $8.9M
|
487K
$24.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
172K+ 266.9% |
$5.1M - $6.29M
|
236K
$11.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
131K+ 57.07% |
$3.89M - $4.79M
|
359K
$18.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
120K+ 26.91% |
$3.57M - $4.4M
|
566K
$28.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
118KNew |
$3.51M - $4.33M
|
118K
$5.93M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
114K+ 55.13% |
$3.4M - $4.19M
|
322K
$16.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
91.3K+ 272.96% |
$2.72M - $3.35M
|
125K
$6.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
81.8K+ 1441.83% |
$2.43M - $3M
|
87.5K
$4.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
69.5K+ 27.07% |
$2.07M - $2.55M
|
326K
$16.4M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
62.7K+ 322.26% |
$1.87M - $2.3M
|
82.1K
$4.13M
|
|
|
Jul 26, 2023
Q2 2023
|
Bell Bank
|
BUY
|
- |
61K+ 27.38% |
$1.82M - $2.24M
|
284K
$14.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
57.1K+ 151.37% |
$1.7M - $2.09M
|
94.9K
$4.77M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
56.7K+ 16.47% |
$1.69M - $2.08M
|
401K
$20.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
55.2K+ 578.84% |
$1.64M - $2.02M
|
64.7K
$3.25M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
40.3K+ 251.5% |
$1.2M - $1.48M
|
56.3K
$2.83M
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
40.2KNew |
$1.2M - $1.47M
|
40.2K
$2.02M
|
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
BUY
|
- |
37.8KNew |
$1.13M - $1.39M
|
37.8K
$1.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
29.8KNew |
$887K - $1.09M
|
29.8K
$1.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
24.3K+ 42.36% |
$722K - $889K
|
81.5K
$4.1M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
22.7K+ 147.58% |
$674K - $830K
|
38K
$1.91M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
22.5KNew |
$668K - $823K
|
22.5K
$1.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
22.3K+ 142.36% |
$663K - $817K
|
37.9K
$1.91M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
22.2K+ 170.27% |
$662K - $815K
|
35.3K
$1.77M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
20.5K+ 10.21% |
$609K - $750K
|
221K
$11.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
15.7KNew |
$467K - $576K
|
15.7K
$790K
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
15K+ 51.74% |
$447K - $550K
|
44K
$2.21M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
13.4K+ 830.02% |
$398K - $490K
|
15K
$754K
|
|
|
Jul 25, 2023
Q2 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
13.4KNew |
$398K - $490K
|
13.4K
$672K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
11.5K+ 98.62% |
$343K - $423K
|
23.2K
$1.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
11.2KNew |
$333K - $410K
|
11.2K
$563K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.1K+ 61.58% |
$332K - $408K
|
29.2K
$1.47M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
11.1KNew |
$330K - $407K
|
11.1K
$558K
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.6KNew |
$315K - $388K
|
10.6K
$532K
|
|
|
Aug 15, 2023
Q2 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
9.44KNew |
$281K - $346K
|
9.44K
$474K
|
|
|
Jul 27, 2023
Q2 2023
|
Sage Financial Group Inc
|
BUY
|
- |
9.42KNew |
$280K - $345K
|
9.42K
$474K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
9.28KNew |
$276K - $340K
|
9.28K
$467K
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.7KNew |
$259K - $319K
|
8.7K
$437K
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
8.65KNew |
$257K - $317K
|
8.65K
$435K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.36K+ 6.64% |
$249K - $306K
|
134K
$6.75M
|
|
|
Aug 02, 2023
Q2 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
7.19K+ 2.62% |
$214K - $263K
|
281K
$14.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
6.2KNew |
$184K - $227K
|
6.2K
$312K
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
6KNew |
$179K - $220K
|
6K
$302K
|
|
|
Jul 24, 2023
Q2 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
5.95K+ 58.85% |
$177K - $218K
|
16.1K
$807K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.93K+ 22.26% |
$176K - $217K
|
32.6K
$1.64M
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
BUY
|
- |
5.63K+ 21.74% |
$168K - $206K
|
31.5K
$1.59M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
5.15KNew |
$153K - $189K
|
5.15K
$259K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.79K+ 6.72% |
$142K - $176K
|
76K
$3.82M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.85K+ 57.95% |
$114K - $141K
|
10.5K
$527K
|
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
3.81K+ 14.09% |
$113K - $139K
|
30.8K
$1.55M
|