Purchases and Sales Made in Q3 2023 in Ishares Tr (INTF)
This table provides information about the institutional ownership of Ishares Tr (INTF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1M+ 2988.64% |
$25.7M - $27.7M
|
1.03M
$30.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
111KNew |
$2.86M - $3.08M
|
111K
$3.26M
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
BUY
|
- |
97.8K+ 12.45% |
$2.51M - $2.7M
|
883K
$25.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
87.5K+ 585.66% |
$2.25M - $2.42M
|
102K
$3M
|
|
|
Nov 14, 2023
Q3 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
87.1K+ 3.92% |
$2.24M - $2.41M
|
2.31M
$67.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
70.7KNew |
$1.82M - $1.96M
|
70.7K
$2.07M
|
|
|
Nov 06, 2023
Q3 2023
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
62.6K+ 1.01% |
$1.61M - $1.73M
|
6.26M
$183M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
61K+ 2.49% |
$1.57M - $1.69M
|
2.51M
$73.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
57.4K+ 10.18% |
$1.47M - $1.59M
|
621K
$18.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
47.3KNew |
$1.22M - $1.31M
|
47.3K
$1.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
34.3K+ 52.82% |
$881K - $949K
|
99.3K
$2.91M
|
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
33.4K+ 10.2% |
$859K - $924K
|
361K
$10.6M
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
24.5K+ 17.84% |
$628K - $676K
|
162K
$4.74M
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
23.6K+ 277.34% |
$607K - $653K
|
32.1K
$942K
|
|
|
Nov 03, 2023
Q3 2023
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
23.4K+ 4.75% |
$601K - $646K
|
515K
$15.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
21.3KNew |
$548K - $590K
|
21.3K
$625K
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
20.5K+ 14.54% |
$528K - $568K
|
162K
$4.74M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.2K+ 1.41% |
$313K - $337K
|
878K
$25.7M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
9.74KNew |
$250K - $269K
|
9.74K
$285K
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Management CO
|
BUY
|
- |
9K+ 0.64% |
$231K - $249K
|
1.42M
$41.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.07K+ 2.03% |
$207K - $223K
|
406K
$11.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
7.86K+ 1.93% |
$202K - $217K
|
415K
$12.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
7.33K+ 10.86% |
$188K - $203K
|
74.8K
$2.19M
|
|
|
Oct 27, 2023
Q3 2023
|
Brio Consultants, LLC
|
BUY
|
- |
6.96K+ 3.59% |
$179K - $192K
|
201K
$5.88M
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
5.21K+ 6.67% |
$134K - $144K
|
83.2K
$2.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.79K+ 4.71% |
$123K - $132K
|
107K
$3.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.34K+ 20.99% |
$111K - $120K
|
25K
$733K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.3K+ 41.41% |
$111K - $119K
|
14.7K
$431K
|
|
|
Oct 24, 2023
Q3 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
4.06K+ 0.24% |
$104K - $112K
|
1.73M
$50.6M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.21K+ 1352.74% |
$82.4K - $88.6K
|
3.44K
$101K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.77K+ 3.44% |
$71.2K - $76.6K
|
83.2K
$2.44M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.76K+ 2.77% |
$70.9K - $76.3K
|
103K
$3.01M
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
1.95KNew |
$50.2K - $54K
|
1.95K
$57.2K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.65K+ 0.67% |
$42.5K - $45.7K
|
249K
$7.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.63K+ 7.26% |
$42K - $45.2K
|
24.1K
$708K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.45K+ 56.81% |
$37.2K - $40K
|
4K
$117K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.3K+ 14.26% |
$33.5K - $36K
|
10.4K
$306K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.16KNew |
$29.8K - $32.1K
|
1.16K
$34K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.12K+ 14.84% |
$28.8K - $31K
|
8.68K
$254K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.05KNew |
$26.9K - $28.9K
|
1.05K
$30.7K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
966+ 71.77% |
$24.8K - $26.7K
|
2.31K
$67.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
872+ 7.58% |
$22.4K - $24.1K
|
12.4K
$363K
|
|
|
Oct 26, 2023
Q3 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
725+ 2.35% |
$18.6K - $20K
|
31.6K
$926K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
472+ 1.59% |
$12.1K - $13.1K
|
30.1K
$881K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
438New |
$11.3K - $12.1K
|
438
$12.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
389+ 2.96% |
$9.99K - $10.8K
|
13.5K
$396K
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
342+ 0.82% |
$8.79K - $9.46K
|
42.1K
$1.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
339+ 0.7% |
$8.71K - $9.37K
|
48.5K
$1.42M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
304+ 1.37% |
$7.81K - $8.41K
|
22.5K
$661K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
145New |
$3.73K - $4.01K
|
145
$4.25K
|