Purchases and Sales Made in Q4 2022 in Ishares Tr (IAT)
This table provides information about the institutional ownership of Ishares Tr (IAT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
41.8KNew |
$1.91M - $2.17M
|
41.8K
$2.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
31.5K+ 219.56% |
$1.44M - $1.64M
|
45.9K
$2.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
25K+ 11.54% |
$1.15M - $1.3M
|
242K
$12.2M
|
|
|
Jan 17, 2023
Q4 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
17.6KNew |
$804K - $914K
|
17.6K
$884K
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
16.6K+ 267.74% |
$759K - $863K
|
22.8K
$1.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.4KNew |
$613K - $697K
|
13.4K
$674K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.2KNew |
$512K - $582K
|
11.2K
$563K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
11K+ 39.34% |
$503K - $572K
|
39K
$1.96M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.74K+ 16.08% |
$445K - $506K
|
70.3K
$3.53M
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
7.74KNew |
$354K - $402K
|
7.74K
$389K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
7.37KNew |
$337K - $383K
|
7.37K
$371K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.6KNew |
$302K - $343K
|
6.6K
$332K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
6.55K+ 7.68% |
$299K - $340K
|
91.8K
$4.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.99K+ 33.06% |
$274K - $311K
|
24.1K
$1.21M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.4K+ 32.75% |
$247K - $281K
|
21.9K
$1.1M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.33K+ 53.73% |
$244K - $277K
|
15.2K
$767K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.7KNew |
$215K - $244K
|
4.7K
$236K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.46K+ 23.89% |
$204K - $232K
|
23.1K
$1.16M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.37K+ 64.46% |
$154K - $175K
|
8.6K
$432K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3K+ 2.9% |
$137K - $156K
|
107K
$5.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.71K+ 32.79% |
$124K - $141K
|
11K
$552K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.27KNew |
$104K - $118K
|
2.27K
$114K
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.1K+ 200.0% |
$95.9K - $109K
|
3.15K
$158K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.07KNew |
$94.7K - $108K
|
2.07K
$104K
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
1.88KNew |
$86K - $97.7K
|
1.88K
$94.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
1.87K+ 2.68% |
$85.4K - $97K
|
71.5K
$3.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.74KNew |
$79.7K - $90.6K
|
1.74K
$87.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.61KNew |
$73.7K - $83.8K
|
1.61K
$81.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.57K+ 27.31% |
$71.9K - $81.7K
|
7.33K
$369K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.39K+ 0.87% |
$63.6K - $72.3K
|
161K
$8.09M
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.03K+ 7.1% |
$47.1K - $53.5K
|
15.5K
$781K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
992+ 4.29% |
$45.4K - $51.6K
|
24.1K
$1.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
806New |
$36.9K - $41.9K
|
806
$40.5K
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
800+ 800.0% |
$36.6K - $41.6K
|
900
$45.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
702+ 16.57% |
$32.1K - $36.5K
|
4.94K
$248K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
604+ 7.8% |
$27.6K - $31.4K
|
8.35K
$420K
|
|
|
Feb 01, 2023
Q4 2022
|
Patten & Patten Inc
|
BUY
|
- |
480+ 5.01% |
$22K - $25K
|
10.1K
$506K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
369+ 7.3% |
$16.9K - $19.2K
|
5.42K
$273K
|
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
BUY
|
- |
347+ 1.91% |
$15.9K - $18K
|
18.5K
$930K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
304+ 2.95% |
$13.9K - $15.8K
|
10.6K
$534K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
232+ 2.28% |
$10.6K - $12.1K
|
10.4K
$523K
|
|
|
Jan 13, 2023
Q4 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
215+ 4.56% |
$9.83K - $11.2K
|
4.93K
$248K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
200New |
$9.15K - $10.4K
|
200
$10.1K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
200+ 14.29% |
$9.15K - $10.4K
|
1.6K
$80.4K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
147+ 1.61% |
$6.72K - $7.64K
|
9.28K
$467K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
106New |
$4.85K - $5.51K
|
106
$5.33K
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
84New |
$3.84K - $4.37K
|
84
$4.22K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
39New |
$1.78K - $2.03K
|
39
$1.96K
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
25+ 0.54% |
$1.14K - $1.3K
|
4.63K
$233K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
24+ 0.3% |
$1.1K - $1.25K
|
8K
$402K
|