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 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-12- 0.25% |
$296 - $323
|
4.8K
$141K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-45- 0.55% |
$1.11K - $1.21K
|
8.1K
$237K
|
|
|
Apr 20, 2023
Q1 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-86- 0.13% |
$2.12K - $2.31K
|
65.4K
$1.92M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-205- 4.63% |
$5.06K - $5.51K
|
4.23K
$124K
|
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-330- 0.11% |
$8.15K - $8.88K
|
293K
$8.6M
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-353- 9.39% |
$8.72K - $9.5K
|
3.41K
$99.9K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-353- 9.39% |
$8.72K - $9.5K
|
3.41K
$99.9K
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-366- 19.44% |
$9.04K - $9.85K
|
1.52K
$44.5K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-452- 13.38% |
$11.2K - $12.2K
|
2.93K
$85.7K
|
|
|
Apr 20, 2023
Q1 2023
|
Lincoln Capital Corp
|
SELL
|
- |
-489- 0.34% |
$12.1K - $13.2K
|
143K
$4.19M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-510- 66.67% |
$12.6K - $13.7K
|
255
$7.47K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-607- 2.69% |
$15K - $16.3K
|
22K
$645K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
SELL
|
- |
-690- 1.65% |
$17K - $18.6K
|
41.1K
$1.2M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-785- 0.74% |
$19.4K - $21.1K
|
105K
$3.08M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1K- 4.24% |
$24.7K - $26.9K
|
22.6K
$661K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.13K- 6.73% |
$28K - $30.5K
|
15.7K
$460K
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.55K- 15.0% |
$38.3K - $41.7K
|
8.78K
$257K
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1.59K- 0.38% |
$39.4K - $42.9K
|
416K
$12.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.6K- 6.1% |
$39.6K - $43.1K
|
24.7K
$723K
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.65K- 8.39% |
$40.7K - $44.3K
|
18K
$527K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.95K- 0.75% |
$48.1K - $52.4K
|
257K
$7.52M
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-2.08K- 7.28% |
$51.3K - $55.8K
|
26.4K
$775K
|
|
|
May 03, 2023
Q1 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-2.44K- 1.55% |
$60.3K - $65.6K
|
155K
$4.54M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.45K- 7.09% |
$60.6K - $66K
|
32.2K
$942K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.74K- 4.76% |
$67.7K - $73.7K
|
54.9K
$1.61M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-3.1K- 10.8% |
$76.7K - $83.5K
|
25.6K
$751K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.8K- 12.58% |
$93.8K - $102K
|
26.4K
$773K
|
|
|
May 03, 2023
Q1 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.42K- 3.29% |
$109K - $119K
|
130K
$3.8M
|
|
|
May 04, 2023
Q1 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-4.42K- 2.26% |
$109K - $119K
|
191K
$5.61M
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-5K- 73.39% |
$124K - $135K
|
1.81K
$53.2K
|
|
|
May 10, 2023
Q1 2023
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-5.28K- 24.65% |
$130K - $142K
|
16.2K
$473K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-7.98K- 92.15% |
$197K - $215K
|
680
$19.9K
|
|
|
May 01, 2023
Q1 2023
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-11.2K- 47.16% |
$276K - $300K
|
12.5K
$366K
|
|
|
May 10, 2023
Q1 2023
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-12.6K- 11.08% |
$312K - $340K
|
101K
$2.97M
|
|
|
Apr 07, 2023
Q1 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-16.7K- 5.4% |
$413K - $450K
|
293K
$8.59M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-22.4K- 4.88% |
$553K - $602K
|
437K
$12.8M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-22.6K- 3.86% |
$557K - $607K
|
562K
$16.5M
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-25.3K- 3.85% |
$625K - $680K
|
631K
$18.5M
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-29.3K- 2.84% |
$723K - $787K
|
1M
$29.3M
|
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-29.9K- 2.9% |
$737K - $803K
|
1M
$29.3M
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-36.1K- 4.29% |
$893K - $972K
|
807K
$23.7M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-36.9K- 41.54% |
$912K - $993K
|
51.9K
$1.52M
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-42.6K- 2.4% |
$1.05M - $1.15M
|
1.74M
$50.9M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-46.7K- 11.03% |
$1.15M - $1.26M
|
377K
$11M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-57.3K- 54.33% |
$1.41M - $1.54M
|
48.1K
$1.41M
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-102K- 8.38% |
$2.51M - $2.74M
|
1.11M
$32.6M
|
|
|
May 12, 2023
Q1 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-685K- 9.93% |
$16.9M - $18.4M
|
6.21M
$182M
|