Purchases and Sales Made in Q1 2022 in Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA) during Q1 2022. 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, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.93KNew |
$388K - $444K
|
3.93K
$580K
|
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.85K+ 24.0% |
$380K - $435K
|
19.9K
$2.94M
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.85KNew |
$380K - $434K
|
3.85K
$568K
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.81K+ 23.35% |
$376K - $430K
|
20.1K
$2.97M
|
|
|
May 10, 2022
Q1 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
3.8KNew |
$376K - $429K
|
3.8K
$561K
|
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
3.45KNew |
$341K - $390K
|
3.45K
$509K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.2K+ 84.18% |
$316K - $361K
|
7K
$1.03M
|
|
|
May 16, 2022
Q1 2022
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
3.2KNew |
$316K - $361K
|
3.2K
$472K
|
|
|
Apr 07, 2022
Q1 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
3.19KNew |
$315K - $360K
|
3.19K
$470K
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
3.16K+ 197.75% |
$312K - $357K
|
4.76K
$703K
|
|
|
May 16, 2022
Q1 2022
|
Telemetry Investments, L.L.C.
New York, NY |
BUY
|
- |
3KNew |
$296K - $339K
|
3K
$443K
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.99K+ 25.11% |
$295K - $337K
|
14.9K
$2.2M
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.98KNew |
$294K - $336K
|
2.98K
$440K
|
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.92K+ 124.09% |
$289K - $330K
|
5.28K
$779K
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.84KNew |
$280K - $320K
|
2.84K
$419K
|
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.8K+ 86.88% |
$277K - $316K
|
6.02K
$889K
|
|
|
May 16, 2022
Q1 2022
|
Alpha Square Group S, LLC
New York, NY |
BUY
|
- |
2.67KNew |
$264K - $302K
|
2.67K
$395K
|
|
|
May 03, 2022
Q1 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
2.67KNew |
$264K - $301K
|
2.67K
$394K
|
|
|
Apr 21, 2022
Q1 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.65KNew |
$262K - $299K
|
2.65K
$391K
|
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.61KNew |
$258K - $295K
|
2.61K
$386K
|
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.56K+ 64.98% |
$253K - $289K
|
6.51K
$961K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2.54K+ 23.85% |
$251K - $287K
|
13.2K
$1.95M
|
|
|
May 04, 2022
Q1 2022
|
Rollins Financial
|
BUY
|
- |
2.49KNew |
$246K - $281K
|
2.49K
$368K
|
|
|
Apr 27, 2022
Q1 2022
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
2.42KNew |
$239K - $274K
|
2.42K
$358K
|
|
|
May 16, 2022
Q1 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
2.39KNew |
$236K - $269K
|
2.39K
$352K
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.38KNew |
$235K - $269K
|
2.38K
$352K
|
|
|
May 16, 2022
Q1 2022
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
2.35KNew |
$232K - $265K
|
2.35K
$347K
|
|
|
May 13, 2022
Q1 2022
|
Rmr Wealth Builders
|
BUY
|
- |
2.35KNew |
$232K - $265K
|
2.35K
$347K
|
|
|
May 02, 2022
Q1 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
2.35KNew |
$232K - $265K
|
2.35K
$347K
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
2.24KNew |
$221K - $253K
|
2.24K
$330K
|
|
|
Apr 19, 2022
Q1 2022
|
Graypoint LLC
|
BUY
|
- |
2.17KNew |
$215K - $246K
|
2.17K
$321K
|
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.17KNew |
$215K - $245K
|
2.17K
$321K
|
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
BUY
|
- |
2.14KNew |
$211K - $241K
|
2.14K
$315K
|
|
|
May 13, 2022
Q1 2022
|
Spreng Capital Management, Inc.
|
BUY
|
- |
2.13K+ 34.61% |
$210K - $241K
|
8.28K
$1.22M
|
|
|
May 16, 2022
Q1 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.13KNew |
$210K - $241K
|
2.13K
$314K
|
|
|
May 10, 2022
Q1 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
2.04KNew |
$201K - $230K
|
2.04K
$300K
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
2K+ 28.62% |
$198K - $226K
|
9K
$1.33M
|
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.97KNew |
$195K - $223K
|
1.97K
$291K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.96K+ 72.56% |
$193K - $221K
|
4.65K
$687K
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.92KNew |
$190K - $217K
|
1.92K
$284K
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.9KNew |
$188K - $214K
|
1.9K
$280K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.9KNew |
$187K - $214K
|
1.9K
$280K
|
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.86KNew |
$184K - $210K
|
1.86K
$274K
|
|
|
Apr 21, 2022
Q1 2022
|
Moseley Investment Management Inc
|
BUY
|
- |
1.84KNew |
$182K - $208K
|
1.84K
$272K
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.84KNew |
$182K - $207K
|
1.84K
$271K
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.83KNew |
$181K - $207K
|
1.83K
$270K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.81K+ 149.55% |
$179K - $205K
|
3.03K
$447K
|
|
|
Apr 18, 2022
Q1 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
1.8KNew |
$178K - $204K
|
1.8K
$266K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.77K+ 38.05% |
$175K - $200K
|
6.43K
$948K
|
|
|
May 12, 2022
Q1 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.68K+ 24.25% |
$166K - $190K
|
8.6K
$1.27M
|