Purchases and Sales Made in Q1 2023 in Ishares Tr (INTF)
This table provides information about the institutional ownership of Ishares Tr (INTF) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
892K+ 80.28% |
$22M - $24M
|
2M
$58.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
BUY
|
- |
468KNew |
$11.6M - $12.6M
|
468K
$13.7M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
363KNew |
$8.97M - $9.77M
|
363K
$10.6M
|
|
|
May 02, 2023
Q1 2023
|
Meridian Management CO
|
BUY
|
- |
208K+ 17.18% |
$5.13M - $5.58M
|
1.42M
$41.5M
|
|
|
Apr 12, 2023
Q1 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
188KNew |
$4.63M - $5.05M
|
188K
$5.5M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
163K+ 239.71% |
$4.02M - $4.38M
|
231K
$6.76M
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
132KNew |
$3.25M - $3.54M
|
132K
$3.86M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
130K+ 215.52% |
$3.22M - $3.51M
|
191K
$5.6M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
101K+ 24.52% |
$2.49M - $2.71M
|
512K
$15M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
85K+ 22.94% |
$2.1M - $2.29M
|
456K
$13.4M
|
|
|
May 05, 2023
Q1 2023
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
77.1K+ 18.66% |
$1.9M - $2.07M
|
490K
$14.4M
|
|
|
Apr 06, 2023
Q1 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
52.4K+ 3.35% |
$1.29M - $1.41M
|
1.61M
$47.3M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
37.5K+ 1.56% |
$926K - $1.01M
|
2.44M
$71.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
24.2K+ 0.84% |
$598K - $652K
|
2.89M
$84.8M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
24.2K+ 45.05% |
$598K - $652K
|
78K
$2.29M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
19.9K+ 70.26% |
$491K - $534K
|
48.1K
$1.41M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
18.7K+ 28.22% |
$463K - $504K
|
85.1K
$2.5M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
16.2KNew |
$400K - $435K
|
16.2K
$474K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
14.8K+ 3.24% |
$365K - $398K
|
471K
$13.8M
|
|
|
May 03, 2023
Q1 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
13.3KNew |
$329K - $358K
|
13.3K
$390K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.41KNew |
$232K - $253K
|
9.41K
$276K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.1KNew |
$200K - $218K
|
8.1K
$237K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.07K+ 1.09% |
$175K - $190K
|
654K
$19.2M
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
6.63K+ 12.69% |
$164K - $178K
|
58.9K
$1.73M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.32K+ 23.73% |
$156K - $170K
|
33K
$966K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.97K+ 24.27% |
$147K - $161K
|
30.6K
$896K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.94K+ 4.14% |
$97.2K - $106K
|
99.1K
$2.9M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
3.73K+ 6.98% |
$92.1K - $100K
|
57.1K
$1.67M
|
|
|
Apr 20, 2023
Q1 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
3.46K+ 12.97% |
$85.3K - $92.9K
|
30.1K
$882K
|
|
|
Apr 13, 2023
Q1 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
3.36K+ 15.1% |
$83.1K - $90.5K
|
25.6K
$752K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.32KNew |
$81.9K - $89.2K
|
3.32K
$97.2K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
3.24K+ 102.14% |
$80.1K - $87.3K
|
6.42K
$188K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.17K+ 0.27% |
$53.5K - $58.2K
|
819K
$24M
|
|
|
May 08, 2023
Q1 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
2K+ 5.92% |
$49.4K - $53.8K
|
35.8K
$1.05M
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.51K+ 12.73% |
$37.3K - $40.6K
|
13.4K
$392K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
995+ 0.92% |
$24.6K - $26.8K
|
109K
$3.2M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
960New |
$23.7K - $25.8K
|
960
$28.1K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
832+ 1.13% |
$20.6K - $22.4K
|
74.7K
$2.19M
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
749+ 9.02% |
$18.5K - $20.1K
|
9.05K
$265K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
730New |
$18K - $19.6K
|
730
$21.4K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
567New |
$14K - $15.3K
|
567
$16.6K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
296+ 0.38% |
$7.31K - $7.96K
|
78.1K
$2.29M
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
276+ 0.67% |
$6.82K - $7.42K
|
41.7K
$1.22M
|
|
|
May 02, 2023
Q1 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
200+ 1.39% |
$4.94K - $5.38K
|
14.6K
$428K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
197New |
$4.87K - $5.3K
|
197
$5.77K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
105+ 0.41% |
$2.59K - $2.82K
|
25.8K
$755K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
45+ 0.56% |
$1.11K - $1.21K
|
8.15K
$239K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
38+ 0.57% |
$939 - $1.02K
|
6.69K
$196K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
17+ 0.21% |
$420 - $457
|
8.29K
$243K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|