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 09, 2023
Q2 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
3.79KNew |
$113K - $139K
|
3.79K
$191K
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3.67KNew |
$109K - $134K
|
3.67K
$184K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.48K+ 22.01% |
$104K - $128K
|
19.3K
$970K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2.93K+ 127.1% |
$87.2K - $107K
|
5.24K
$263K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.91K+ 40.12% |
$86.5K - $107K
|
10.2K
$511K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.7K+ 21.87% |
$80.4K - $99K
|
15.1K
$757K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.4K+ 21.36% |
$71.4K - $88K
|
13.6K
$686K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.18K+ 17.36% |
$65K - $80K
|
14.8K
$742K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2K+ 92.0% |
$59.6K - $73.4K
|
4.18K
$210K
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.94K+ 23.89% |
$57.7K - $71.1K
|
10.1K
$506K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
1.32K+ 11.76% |
$39.2K - $48.3K
|
12.5K
$630K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.31K+ 9.96% |
$38.9K - $48K
|
14.5K
$727K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.11KNew |
$33K - $40.6K
|
1.11K
$55.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.03K+ 11.97% |
$30.6K - $37.7K
|
9.64K
$485K
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.01KNew |
$30K - $37K
|
1.01K
$50.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.01K+ 43.83% |
$29.9K - $36.9K
|
3.3K
$166K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
851New |
$25.3K - $31.2K
|
851
$42.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
750+ 187.5% |
$22.3K - $27.5K
|
1.15K
$57.8K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
742+ 24.15% |
$22.1K - $27.2K
|
3.82K
$192K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
593+ 8.86% |
$17.6K - $21.7K
|
7.29K
$366K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
445New |
$13.2K - $16.3K
|
445
$22.4K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
345New |
$10.3K - $12.6K
|
345
$17.3K
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
BUY
|
- |
300+ 2.98% |
$8.93K - $11K
|
10.4K
$521K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
289New |
$8.6K - $10.6K
|
289
$14.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
252+ 55.02% |
$7.5K - $9.24K
|
710
$35.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
210+ 3.54% |
$6.25K - $7.7K
|
6.15K
$309K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
201+ 12.08% |
$5.98K - $7.37K
|
1.87K
$93.8K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
200+ 15.69% |
$5.95K - $7.33K
|
1.48K
$74.2K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
151New |
$4.49K - $5.53K
|
151
$7.59K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
148+ 1.4% |
$4.4K - $5.42K
|
10.7K
$537K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
134+ 8.38% |
$3.99K - $4.91K
|
1.73K
$87.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
106New |
$3.15K - $3.88K
|
106
$5.33K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
74+ 10.01% |
$2.2K - $2.71K
|
813
$40.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
27New |
$803 - $990
|
27
$1.36K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
25+ 0.9% |
$744 - $916
|
2.79K
$140K
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
19+ 0.86% |
$565 - $696
|
2.23K
$112K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
16New |
$476 - $586
|
16
$804
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
4New |
$119 - $147
|
4
$201
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.63% |
$29.8 - $36.7
|
161
$8.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1+ 0.52% |
$29.8 - $36.7
|
193
$9.7K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
1+ 0.69% |
$29.8 - $36.7
|
145
$7.29K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-14- 18.67% |
$417 - $513
|
61
$3.07K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-20- 51.28% |
$595 - $733
|
19
$955
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-34- 79.07% |
$1.01K - $1.25K
|
9
$453
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-155- 6.47% |
$4.61K - $5.68K
|
2.24K
$113K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-214- 14.33% |
$6.37K - $7.84K
|
1.28K
$64.3K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-214- 14.33% |
$6.37K - $7.84K
|
1.28K
$64.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-223- 2.5% |
$6.63K - $8.17K
|
8.71K
$438K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-250- 11.21% |
$7.44K - $9.16K
|
1.98K
$99.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-266- 30.93% |
$7.91K - $9.75K
|
594
$29.9K
|