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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
300+ 2.98% |
$9.85K - $11.7K
|
10.4K
$521K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
274+ 0.42% |
$9K - $10.7K
|
65K
$3.27M
|
|
|
Oct 23, 2023
Q3 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
255+ 1.59% |
$8.37K - $9.98K
|
16.3K
$820K
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
117New |
$3.84K - $4.58K
|
117
$5.88K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
50+ 0.97% |
$1.64K - $1.96K
|
5.2K
$261K
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
47New |
$1.54K - $1.84K
|
47
$2.36K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
46New |
$1.51K - $1.8K
|
46
$2.31K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
37+ 5.94% |
$1.21K - $1.45K
|
660
$33.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1+ 0.01% |
$32.8 - $39.1
|
13.6K
$686K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-20- 1.35% |
$657 - $783
|
1.46K
$73.4K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-27Closed |
$886 - $1.06K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-87- 14.65% |
$2.86K - $3.41K
|
507
$25.5K
|
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-100- 6.78% |
$3.28K - $3.91K
|
1.38K
$69.1K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-100- 0.54% |
$3.28K - $3.91K
|
18.5K
$929K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-105- 12.92% |
$3.45K - $4.11K
|
708
$35.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-109- 3.17% |
$3.58K - $4.27K
|
3.33K
$167K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-125- 36.23% |
$4.1K - $4.89K
|
220
$11.1K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
SELL
|
- |
-151- 17.74% |
$4.96K - $5.91K
|
700
$35.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-162- 9.44% |
$5.32K - $6.34K
|
1.55K
$78.1K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-208- 3.72% |
$6.83K - $8.14K
|
5.39K
$271K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-222- 17.36% |
$7.29K - $8.69K
|
1.06K
$53.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-222- 17.36% |
$7.29K - $8.69K
|
1.06K
$53.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-250- 71.43% |
$8.21K - $9.79K
|
100
$5.03K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-279- 1.21% |
$9.16K - $10.9K
|
22.8K
$1.15M
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-290- 12.95% |
$9.52K - $11.4K
|
1.95K
$98K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-330- 2.41% |
$10.8K - $12.9K
|
13.4K
$672K
|
|
|
Nov 02, 2023
Q3 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-348- 0.51% |
$11.4K - $13.6K
|
67.5K
$3.39M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-400- 34.78% |
$13.1K - $15.7K
|
750
$37.7K
|
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
SELL
|
- |
-404- 3.85% |
$13.3K - $15.8K
|
10.1K
$507K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-465- 4.66% |
$15.3K - $18.2K
|
9.52K
$479K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-602- 5.42% |
$19.8K - $23.6K
|
10.5K
$528K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-742- 42.79% |
$24.4K - $29K
|
992
$49.9K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-927- 12.62% |
$30.4K - $36.3K
|
6.42K
$323K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-989- 5.13% |
$32.5K - $38.7K
|
18.3K
$920K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.01K- 0.81% |
$33.1K - $39.5K
|
124K
$6.22M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.01K- 9.43% |
$33.1K - $39.5K
|
9.68K
$487K
|
|
|
Nov 13, 2023
Q3 2023
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-1.06K- 0.15% |
$34.9K - $41.6K
|
708K
$35.6M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.29K- 12.71% |
$42.4K - $50.5K
|
8.87K
$446K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.55K- 37.05% |
$50.8K - $60.6K
|
2.63K
$132K
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.6K- 4.53% |
$52.5K - $62.6K
|
33.7K
$1.69M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-1.63K- 44.87% |
$53.5K - $63.8K
|
2K
$101K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.85K- 0.84% |
$60.7K - $72.4K
|
219K
$11M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.03K- 13.55% |
$66.7K - $79.5K
|
13K
$652K
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-2.32K- 26.84% |
$76.2K - $90.9K
|
6.33K
$318K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.33K- 15.8% |
$76.6K - $91.3K
|
12.4K
$625K
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
SELL
|
- |
-3.83K- 12.15% |
$126K - $150K
|
27.7K
$1.39M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.33K- 28.76% |
$142K - $170K
|
10.7K
$539K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-4.64K- 19.52% |
$152K - $182K
|
19.1K
$962K
|
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-5.7K- 23.57% |
$187K - $223K
|
18.5K
$929K
|