Purchases and Sales Made in Q2 2023 in Ishares Tr (INTF)
This table provides information about the institutional ownership of Ishares Tr (INTF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
22+ 1.45% |
$572 - $599
|
1.54K
$44.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-59- 0.08% |
$1.53K - $1.61K
|
78K
$2.24M
|
|
|
Aug 08, 2023
Q2 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-99- 0.43% |
$2.57K - $2.7K
|
23K
$662K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-107- 0.42% |
$2.78K - $2.91K
|
25.6K
$737K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-153- 5.23% |
$3.97K - $4.17K
|
2.77K
$79.7K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-215- 0.39% |
$5.59K - $5.86K
|
54.6K
$1.57M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-391- 1.22% |
$10.2K - $10.7K
|
31.8K
$913K
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-585- 3.25% |
$15.2K - $15.9K
|
17.4K
$500K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-733- 8.84% |
$19K - $20K
|
7.56K
$217K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-840- 2.92% |
$21.8K - $22.9K
|
27.9K
$802K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-969- 3.17% |
$25.2K - $26.4K
|
29.6K
$851K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.33K- 6.05% |
$34.6K - $36.2K
|
20.7K
$594K
|
|
|
Jul 24, 2023
Q2 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.4K- 0.9% |
$36.4K - $38.1K
|
153K
$4.41M
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.42K- 15.66% |
$36.8K - $38.6K
|
7.63K
$219K
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.51K- 83.24% |
$39.2K - $41.1K
|
304
$8.74K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-1.65K- 4.01% |
$42.8K - $44.8K
|
39.4K
$1.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.3K- 10.19% |
$59.8K - $62.7K
|
20.3K
$583K
|
|
|
Jul 12, 2023
Q2 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-2.41K- 9.38% |
$62.5K - $65.5K
|
23.2K
$668K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.41K- 0.51% |
$62.6K - $65.6K
|
469K
$13.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.69K- 3.45% |
$69.9K - $73.2K
|
75.3K
$2.17M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-3.38K- 13.19% |
$87.8K - $92.1K
|
22.2K
$639K
|
|
|
Jul 27, 2023
Q2 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.39K- 2.61% |
$88K - $92.3K
|
126K
$3.63M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.88K- 14.69% |
$101K - $106K
|
22.5K
$647K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.31K- 16.32% |
$112K - $117K
|
22.1K
$636K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.57K- 0.81% |
$119K - $124K
|
558K
$16M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-6K- 1.32% |
$156K - $163K
|
450K
$12.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.81K- 40.36% |
$177K - $185K
|
10.1K
$289K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-7.16K- 13.78% |
$186K - $195K
|
44.8K
$1.29M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-7.22K- 44.66% |
$188K - $197K
|
8.95K
$257K
|
|
|
Aug 14, 2023
Q2 2023
|
Meridian Management CO
|
SELL
|
- |
-8.41K- 0.59% |
$218K - $229K
|
1.41M
$40.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-8.6K- 2.07% |
$224K - $234K
|
407K
$11.7M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.94K- 3.48% |
$232K - $244K
|
248K
$7.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-10.1K- 1.54% |
$262K - $274K
|
644K
$18.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-12K- 4.08% |
$311K - $326K
|
281K
$8.09M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-12.2K- 0.71% |
$318K - $333K
|
1.72M
$49.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-18.8K- 0.3% |
$487K - $511K
|
6.19M
$178M
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-19.9K- 3.15% |
$516K - $541K
|
611K
$17.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-22.5K- 2.02% |
$585K - $613K
|
1.09M
$31.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-60.1K- 7.44% |
$1.56M - $1.64M
|
747K
$21.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-109K- 10.93% |
$2.84M - $2.98M
|
891K
$25.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-182K- 79.11% |
$4.74M - $4.97M
|
48.1K
$1.38M
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-302K- 59.0% |
$7.85M - $8.23M
|
210K
$6.04M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-339K- 93.22% |
$8.8M - $9.22M
|
24.6K
$708K
|
|
|
Jul 10, 2023
Q2 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-1.31M- 81.31% |
$34.1M - $35.8M
|
302K
$8.68M
|