Purchases and Sales Made in Q4 2023 in Ishares Tr (IAT)
This table provides information about the institutional ownership of Ishares Tr (IAT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
3.03KNew |
$93.7K - $131K
|
3.03K
$151K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.58K+ 19.29% |
$79.9K - $111K
|
16K
$798K
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.1K+ 4.64% |
$65.2K - $90.8K
|
47.5K
$2.37M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.58KNew |
$49K - $68.3K
|
1.58K
$79.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
1.43K+ 26.48% |
$44.2K - $61.7K
|
6.82K
$341K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.35KNew |
$41.8K - $58.3K
|
1.35K
$67.5K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.32KNew |
$41K - $57.1K
|
1.32K
$66.1K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.21K+ 13.66% |
$37.5K - $52.3K
|
10.1K
$504K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.17KNew |
$36.2K - $50.5K
|
1.17K
$58.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.15K+ 177.98% |
$35.6K - $49.6K
|
1.79K
$89.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
1.09K+ 2.8% |
$33.8K - $47.1K
|
40K
$2M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
860+ 8.3% |
$26.6K - $37.2K
|
11.2K
$562K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
766+ 5.61% |
$23.7K - $33.1K
|
14.4K
$721K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
711New |
$22K - $30.7K
|
711
$35.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
663New |
$20.5K - $28.6K
|
663
$33.2K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
663New |
$20.5K - $28.6K
|
663
$33.2K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
637+ 2.79% |
$19.7K - $27.5K
|
23.5K
$1.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
580New |
$18K - $25.1K
|
580
$29K
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
553New |
$17.1K - $23.9K
|
553
$27.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
534+ 16.05% |
$16.5K - $23.1K
|
3.86K
$193K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
526New |
$16.3K - $22.7K
|
526
$26.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
395New |
$12.2K - $17.1K
|
395
$19.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
368New |
$11.4K - $15.9K
|
368
$18.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
336New |
$10.4K - $14.5K
|
336
$16.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
321+ 4.12% |
$9.94K - $13.9K
|
8.1K
$405K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
276+ 6.09% |
$8.55K - $11.9K
|
4.81K
$241K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
234New |
$7.25K - $10.1K
|
234
$11.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
BUY
|
- |
219+ 2.32% |
$6.78K - $9.46K
|
9.64K
$482K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
200+ 28.57% |
$6.2K - $8.64K
|
900
$45K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
198New |
$6.13K - $8.55K
|
198
$9.9K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
191New |
$5.92K - $8.25K
|
191
$9.55K
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
140+ 2.0% |
$4.34K - $6.05K
|
7.14K
$357K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
104New |
$3.22K - $4.49K
|
104
$5.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
100+ 0.15% |
$3.1K - $4.32K
|
65.1K
$3.26M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
95New |
$2.94K - $4.1K
|
95
$4.75K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
81+ 1.26% |
$2.51K - $3.5K
|
6.5K
$325K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
75+ 2.69% |
$2.32K - $3.24K
|
2.87K
$143K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
61+ 2.73% |
$1.89K - $2.64K
|
2.29K
$115K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
60+ 1.15% |
$1.86K - $2.59K
|
5.26K
$263K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
51+ 7.73% |
$1.58K - $2.2K
|
711
$35.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
50+ 2.5% |
$1.55K - $2.16K
|
2.05K
$103K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
41+ 2.64% |
$1.27K - $1.77K
|
1.6K
$79.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
27New |
$836 - $1.17K
|
27
$1.35K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
27+ 2.68% |
$836 - $1.17K
|
1.04K
$51.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
11+ 0.49% |
$341 - $475
|
2.28K
$114K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
10+ 1.97% |
$310 - $432
|
517
$25.9K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
8+ 2.77% |
$248 - $346
|
297
$14.9K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
6+ 3.11% |
$186 - $259
|
199
$9.95K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6+ 0.01% |
$186 - $259
|
40.3K
$2.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 2.0% |
$155 - $216
|
255
$12.8K
|