Purchases and Sales Made in Q3 2022 in Ishares Tr (IAT)
This table provides information about the institutional ownership of Ishares Tr (IAT) during Q3 2022. 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 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-13- 0.61% |
$619 - $736
|
2.12K
$106K
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-18- 22.22% |
$857 - $1.02K
|
63
$3.17K
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-26- 0.2% |
$1.24K - $1.47K
|
13.1K
$660K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-41- 7.58% |
$1.95K - $2.32K
|
500
$25.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-70- 6.73% |
$3.33K - $3.97K
|
970
$48.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-70- 0.53% |
$3.33K - $3.97K
|
13.2K
$663K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-82- 0.49% |
$3.91K - $4.65K
|
16.5K
$829K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-83- 4.73% |
$3.95K - $4.7K
|
1.67K
$84K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-100- 3.51% |
$4.76K - $5.67K
|
2.75K
$138K
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-112- 2.58% |
$5.33K - $6.34K
|
4.24K
$213K
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-150- 61.22% |
$7.14K - $8.5K
|
95
$4.78K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-301- 0.49% |
$14.3K - $17.1K
|
60.5K
$3.04M
|
|
|
Oct 17, 2022
Q3 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-330- 6.55% |
$15.7K - $18.7K
|
4.71K
$237K
|
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-350- 5.09% |
$16.7K - $19.8K
|
6.53K
$328K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Effects LLC
|
SELL
|
- |
-399- 8.64% |
$19K - $22.6K
|
4.22K
$212K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-400- 6.48% |
$19.1K - $22.7K
|
5.77K
$290K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-462- 4.26% |
$22K - $26.2K
|
10.4K
$522K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-506- 76.44% |
$24.1K - $28.7K
|
156
$7.84K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-519- 6.11% |
$24.7K - $29.4K
|
7.98K
$401K
|
|
|
Oct 28, 2022
Q3 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-600- 9.09% |
$28.6K - $34K
|
6K
$302K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-611- 37.93% |
$29.1K - $34.6K
|
1K
$50.3K
|
|
|
Oct 04, 2022
Q3 2022
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-650- 7.34% |
$31K - $36.8K
|
8.2K
$412K
|
|
|
Oct 19, 2022
Q3 2022
|
Arcadia Investment Management Corp
|
SELL
|
- |
-656- 21.47% |
$31.2K - $37.2K
|
2.4K
$121K
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-710- 29.61% |
$33.8K - $40.2K
|
1.69K
$84.9K
|
|
|
Oct 11, 2022
Q3 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-725- 2.37% |
$34.5K - $41.1K
|
29.9K
$1.5M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-748- 3.97% |
$35.6K - $42.4K
|
18.1K
$911K
|
|
|
Oct 11, 2022
Q3 2022
|
Ballew Advisors, Inc
|
SELL
|
- |
-753- 12.04% |
$35.9K - $42.7K
|
5.5K
$276K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-759- 5.94% |
$36.2K - $43K
|
12K
$605K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-988- 25.68% |
$47.1K - $56K
|
2.86K
$144K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.01K- 14.91% |
$48.1K - $57.2K
|
5.76K
$289K
|
|
|
Nov 15, 2022
Q3 2022
|
Family Firm, Inc.
|
SELL
|
- |
-1.01K- 5.27% |
$48.1K - $57.2K
|
18.1K
$912K
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-1.06K- 2.71% |
$50.5K - $60K
|
38K
$1.91M
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.13K- 10.34% |
$54K - $64.2K
|
9.83K
$494K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.52K- 3.78% |
$72.3K - $85.9K
|
38.7K
$1.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.59K- 0.98% |
$75.5K - $89.8K
|
160K
$8.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.89K- 1.79% |
$90.2K - $107K
|
104K
$5.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.99K- 12.37% |
$94.9K - $113K
|
14.1K
$710K
|
|
|
Nov 01, 2022
Q3 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-2.18K- 3.05% |
$104K - $124K
|
69.5K
$3.49M
|
|
|
Oct 26, 2022
Q3 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-2.32K- 34.67% |
$110K - $131K
|
4.36K
$219K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-2.33K- 1.06% |
$111K - $132K
|
217K
$10.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.68K- 36.14% |
$223K - $265K
|
8.28K
$416K
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.68K- 36.14% |
$223K - $265K
|
8.28K
$416K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.92K- 8.66% |
$234K - $279K
|
51.9K
$2.61M
|
|
|
Oct 06, 2022
Q3 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-11.7KClosed |
$555K - $660K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-16.8K- 16.44% |
$801K - $952K
|
85.5K
$4.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-31.2K- 86.71% |
$1.49M - $1.77M
|
4.79K
$241K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-89.7K- 54.16% |
$4.27M - $5.08M
|
75.9K
$3.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-120K- 40.0% |
$5.73M - $6.82M
|
181K
$9.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-261K- 45.07% |
$12.4M - $14.8M
|
318K
$16M
|