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 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.63K+ 9.81% |
$161K - $185K
|
18.3K
$2.7M
|
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.63K+ 31.03% |
$161K - $184K
|
6.89K
$1.02M
|
|
|
May 13, 2022
Q1 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.57K+ 12.04% |
$155K - $177K
|
14.6K
$2.15M
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.51K+ 30.96% |
$149K - $171K
|
6.39K
$943K
|
|
|
May 16, 2022
Q1 2022
|
Peconic Partners LLC
New York, NY |
BUY
|
- |
1.5KNew |
$148K - $169K
|
1.5K
$221K
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.44K+ 6.59% |
$142K - $162K
|
23.2K
$3.43M
|
|
|
Apr 14, 2022
Q1 2022
|
Cutler Group LP
|
BUY
|
- |
1.4K+ 103.47% |
$138K - $158K
|
2.75K
$406K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.34K+ 20.3% |
$133K - $152K
|
7.96K
$1.17M
|
|
|
Jun 08, 2022
Q1 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.28K+ 10.71% |
$126K - $144K
|
13.2K
$1.95M
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.27K+ 28.03% |
$126K - $144K
|
5.81K
$857K
|
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.22K+ 13.54% |
$121K - $138K
|
10.2K
$1.51M
|
|
|
May 09, 2022
Q1 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.18K+ 105.36% |
$117K - $133K
|
2.3K
$340K
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.13K+ 31.02% |
$112K - $128K
|
4.78K
$705K
|
|
|
May 09, 2022
Q1 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1.07K+ 4.93% |
$105K - $120K
|
22.7K
$3.35M
|
|
|
May 05, 2022
Q1 2022
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
1.01K+ 158.28% |
$100K - $114K
|
1.65K
$244K
|
|
|
May 03, 2022
Q1 2022
|
West Branch Capital LLC
|
BUY
|
- |
1KNew |
$98.8K - $113K
|
1K
$148K
|
|
|
Apr 18, 2022
Q1 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
830+ 18.0% |
$82K - $93.7K
|
5.44K
$803K
|
|
|
Apr 14, 2022
Q1 2022
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
784+ 30.08% |
$77.5K - $88.6K
|
3.39K
$500K
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
779+ 3.99% |
$77K - $88K
|
20.3K
$3M
|
|
|
Apr 28, 2022
Q1 2022
|
Bank Hapoalim Bm
|
BUY
|
- |
776+ 34.19% |
$76.7K - $87.6K
|
3.05K
$450K
|
|
|
May 12, 2022
Q1 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
751+ 6.04% |
$74.2K - $84.8K
|
13.2K
$1.95M
|
|
|
May 19, 2022
Q1 2022
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
731+ 3.78% |
$72.2K - $82.6K
|
20.1K
$2.96M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
703+ 2.46% |
$69.5K - $79.4K
|
29.3K
$4.33M
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
690+ 690.0% |
$68.2K - $77.9K
|
790
$117K
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
681+ 35.12% |
$67.3K - $76.9K
|
2.62K
$387K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
676+ 8.13% |
$66.8K - $76.4K
|
8.99K
$1.33M
|
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
637+ 100.31% |
$62.9K - $71.9K
|
1.27K
$188K
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
623+ 26.44% |
$61.6K - $70.4K
|
2.98K
$440K
|
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
615+ 15.83% |
$60.8K - $69.5K
|
4.5K
$664K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
612+ 14.25% |
$60.5K - $69.1K
|
4.91K
$725K
|
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
539+ 17.57% |
$53.3K - $60.9K
|
3.61K
$532K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
500New |
$49.4K - $56.5K
|
500
$73.8K
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
440+ 33.74% |
$43.5K - $49.7K
|
1.74K
$257K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
410+ 16.61% |
$40.5K - $46.3K
|
2.88K
$425K
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
410+ 186.36% |
$40.5K - $46.3K
|
630
$93K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
409+ 9.09% |
$40.4K - $46.2K
|
4.91K
$725K
|
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
400New |
$39.5K - $45.2K
|
400
$59K
|
|
|
Apr 19, 2022
Q1 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
387+ 2.87% |
$38.2K - $43.7K
|
13.9K
$2.04M
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
385+ 2.04% |
$38K - $43.5K
|
19.3K
$2.84M
|
|
|
May 04, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
351+ 17.04% |
$34.7K - $39.6K
|
2.41K
$356K
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
315+ 24.8% |
$31.1K - $35.6K
|
1.59K
$234K
|
|
|
May 13, 2022
Q1 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
312+ 14.69% |
$30.8K - $35.2K
|
2.44K
$360K
|
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
303+ 12.39% |
$29.9K - $34.2K
|
2.75K
$406K
|
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
301+ 231.54% |
$29.7K - $34K
|
431
$63.6K
|
|
|
May 16, 2022
Q1 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
300New |
$29.6K - $33.9K
|
300
$44.3K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
298New |
$29.4K - $33.7K
|
298
$44K
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
290+ 5.66% |
$28.7K - $32.8K
|
5.41K
$799K
|
|
|
Apr 14, 2022
Q1 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
290New |
$28.7K - $32.8K
|
290
$42.8K
|
|
|
May 16, 2022
Q1 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
276+ 1.06% |
$27.3K - $31.2K
|
26.3K
$3.88M
|
|
|
May 04, 2022
Q1 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
263New |
$26K - $29.7K
|
263
$38.8K
|