Purchases and Sales Made in Q4 2023 in Ishares U S ETF Tr (IETC)
This table provides information about the institutional ownership of Ishares U S ETF Tr (IETC) during Q4 2023. The information is specifically focused on institutions that hold shares of ISHARES U S ETF TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
45.8K+ 215.16% |
$2.36M - $2.87M
|
67.1K
$5.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
43.7K+ 7.59% |
$2.25M - $2.74M
|
619K
$54.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
38.4KNew |
$1.97M - $2.41M
|
38.4K
$3.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
24.7KNew |
$1.27M - $1.55M
|
24.7K
$2.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
24K+ 169.01% |
$1.23M - $1.5M
|
38.2K
$3.36M
|
|
|
Jan 18, 2024
Q4 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
23.7K+ 628.95% |
$1.22M - $1.49M
|
27.5K
$2.42M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14.8K+ 63.07% |
$759K - $925K
|
38.2K
$3.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
9.45KNew |
$486K - $593K
|
9.45K
$831K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
8.79K+ 10.49% |
$452K - $551K
|
92.5K
$8.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Lansing Street Advisors
|
BUY
|
- |
7.1KNew |
$365K - $445K
|
7.1K
$624K
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
5.13KNew |
$264K - $322K
|
5.13K
$451K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.93KNew |
$253K - $309K
|
4.93K
$433K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
608+ 4.71% |
$31.3K - $38.1K
|
13.5K
$1.19M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
472+ 17.29% |
$24.3K - $29.6K
|
3.2K
$282K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
428+ 5.22% |
$22K - $26.8K
|
8.63K
$759K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
370+ 4.19% |
$19K - $23.2K
|
9.2K
$810K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
300New |
$15.4K - $18.8K
|
300
$26.4K
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
233+ 2.21% |
$12K - $14.6K
|
10.8K
$947K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
111+ 3.84% |
$5.71K - $6.96K
|
3K
$264K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
29New |
$1.49K - $1.82K
|
29
$2.55K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
10+ 0.23% |
$514 - $627
|
4.41K
$388K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$51.4 - $62.7
|
1
$88
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-20- 0.18% |
$1.03K - $1.25K
|
11.2K
$984K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-79- 1.04% |
$4.06K - $4.95K
|
7.54K
$663K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-129- 4.12% |
$6.63K - $8.09K
|
3K
$264K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-480- 3.99% |
$24.7K - $30.1K
|
11.5K
$1.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.38K- 11.81% |
$122K - $149K
|
17.7K
$1.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.8K- 89.03% |
$401K - $489K
|
962
$84.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-17.3K- 79.76% |
$891K - $1.09M
|
4.4K
$387K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-26.4K- 76.55% |
$1.36M - $1.65M
|
8.08K
$711K
|