Purchases and Sales Made in Q3 2023 in Ishares Tr (IAT)
This table provides information about the institutional ownership of Ishares Tr (IAT) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2023
Q3 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
132K+ 7561.77% |
$4.34M - $5.18M
|
134K
$6.74M
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
88.8KNew |
$2.92M - $3.48M
|
88.8K
$4.46M
|
|
|
Oct 30, 2023
Q3 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
86.4KNew |
$2.84M - $3.38M
|
86.4K
$4.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
76.2K+ 93.51% |
$2.5M - $2.98M
|
158K
$7.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
55KNew |
$1.81M - $2.15M
|
55K
$2.77M
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
55KNew |
$1.81M - $2.15M
|
55K
$2.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
46.9KNew |
$1.54M - $1.84M
|
46.9K
$2.36M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
32.8K+ 27.71% |
$1.08M - $1.28M
|
151K
$7.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
31.9KNew |
$1.05M - $1.25M
|
31.9K
$1.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
27.5K+ 8.45% |
$904K - $1.08M
|
354K
$17.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
26.5K+ 303.94% |
$869K - $1.04M
|
35.2K
$1.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
18.5K+ 24.34% |
$608K - $724K
|
94.5K
$4.75M
|
|
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
18.5KNew |
$606K - $723K
|
18.5K
$929K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
18.2K+ 81.08% |
$598K - $713K
|
40.7K
$2.04M
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
17.6K+ 14.93% |
$579K - $690K
|
136K
$6.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.3K+ 55.83% |
$536K - $639K
|
45.6K
$2.29M
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
BUY
|
- |
15.1K+ 39.8% |
$494K - $589K
|
52.9K
$2.66M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
14KNew |
$460K - $549K
|
14K
$705K
|
|
|
Nov 13, 2023
Q3 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
10.3K+ 3.66% |
$338K - $403K
|
292K
$14.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Coerente Capital Management
|
BUY
|
- |
10.3KNew |
$337K - $401K
|
10.3K
$515K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.84K+ 201.39% |
$323K - $385K
|
14.7K
$741K
|
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
8.07K+ 26.18% |
$265K - $316K
|
38.9K
$1.95M
|
|
|
Oct 26, 2023
Q3 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
7.99KNew |
$262K - $313K
|
7.99K
$402K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.78KNew |
$256K - $305K
|
7.78K
$391K
|
|
|
Nov 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
7.74K+ 20.4% |
$254K - $303K
|
45.7K
$2.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
6.92KNew |
$227K - $271K
|
6.92K
$348K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.08KNew |
$200K - $238K
|
6.08K
$306K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
5.39KNew |
$177K - $211K
|
5.39K
$271K
|
|
|
Nov 13, 2023
Q3 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
5.26K+ 13.08% |
$173K - $206K
|
45.5K
$2.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
4.72K+ 50.06% |
$155K - $185K
|
14.2K
$712K
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
4K+ 4705.88% |
$131K - $157K
|
4.09K
$205K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.92K+ 12.04% |
$129K - $153K
|
36.5K
$1.83M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.28K+ 5.99% |
$74.7K - $89K
|
40.3K
$2.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.12K+ 29.08% |
$69.6K - $83K
|
9.41K
$473K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.85K+ 0.78% |
$60.7K - $72.3K
|
238K
$12M
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
1.51K+ 736.59% |
$49.6K - $59.1K
|
1.72K
$86.2K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.43KNew |
$46.9K - $56K
|
1.43K
$71.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.33K+ 3.02% |
$43.6K - $52K
|
45.4K
$2.28M
|
|
|
Oct 05, 2023
Q3 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1K+ 16.67% |
$32.8K - $39.1K
|
7K
$352K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
787New |
$25.8K - $30.8K
|
787
$39.6K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
720+ 18.87% |
$23.6K - $28.2K
|
4.54K
$228K
|
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
691+ 5.51% |
$22.7K - $27K
|
13.2K
$665K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
664+ 7.15% |
$21.8K - $26K
|
9.95K
$500K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
645New |
$21.2K - $25.2K
|
645
$32.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
552New |
$18.1K - $21.6K
|
552
$27.8K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
493New |
$16.2K - $19.3K
|
493
$24.8K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
410+ 3.91% |
$13.5K - $16K
|
10.9K
$548K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
403+ 21.61% |
$13.2K - $15.8K
|
2.27K
$114K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
351New |
$11.5K - $13.7K
|
351
$17.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
300+ 42.25% |
$9.85K - $11.7K
|
1.01K
$50.8K
|