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
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
250New |
$24.7K - $28.2K
|
250
$36.9K
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
238+ 2.61% |
$23.5K - $26.9K
|
9.37K
$1.38M
|
|
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
236+ 59.3% |
$23.3K - $26.7K
|
634
$93.6K
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
225+ 11.35% |
$22.2K - $25.4K
|
2.21K
$326K
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
210+ 7.69% |
$20.8K - $23.7K
|
2.94K
$434K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
205+ 110.22% |
$20.3K - $23.2K
|
391
$57.7K
|
|
|
May 09, 2022
Q1 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
200New |
$19.8K - $22.6K
|
200
$29.5K
|
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
200New |
$19.8K - $22.6K
|
200
$29.5K
|
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
200+ 21.21% |
$19.8K - $22.6K
|
1.14K
$169K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
199+ 0.17% |
$19.7K - $22.5K
|
119K
$17.6M
|
|
|
May 05, 2022
Q1 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
181New |
$17.9K - $20.4K
|
181
$26.7K
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
179+ 122.6% |
$17.7K - $20.2K
|
325
$48K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
176+ 7.06% |
$17.4K - $19.9K
|
2.67K
$394K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
165+ 179.35% |
$16.3K - $18.6K
|
257
$37.9K
|
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
164New |
$16.2K - $18.5K
|
164
$24.2K
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
152New |
$15K - $17.2K
|
152
$22.4K
|
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
BUY
|
- |
150New |
$14.8K - $16.9K
|
150
$22.1K
|
|
|
May 12, 2022
Q1 2022
|
Antonetti Capital Management LLC
|
BUY
|
- |
120+ 1.85% |
$11.9K - $13.6K
|
6.61K
$975K
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
109+ 99.09% |
$10.8K - $12.3K
|
219
$32.3K
|
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
101+ 3.42% |
$9.98K - $11.4K
|
3.05K
$450K
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
100New |
$9.88K - $11.3K
|
100
$14.8K
|
|
|
Apr 20, 2022
Q1 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
91+ 3.25% |
$8.99K - $10.3K
|
2.9K
$427K
|
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
84New |
$8.3K - $9.49K
|
84
$12.4K
|
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
83+ 34.87% |
$8.2K - $9.37K
|
321
$47.4K
|
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
62+ 2.32% |
$6.13K - $7K
|
2.73K
$403K
|
|
|
Apr 26, 2022
Q1 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
55+ 183.33% |
$5.44K - $6.21K
|
85
$12.5K
|
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
50New |
$4.94K - $5.65K
|
50
$7.38K
|
|
|
May 16, 2022
Q1 2022
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
50New |
$4.94K - $5.65K
|
50
$7.38K
|
|
|
Apr 15, 2022
Q1 2022
|
City Holding CO
|
BUY
|
- |
45+ 0.32% |
$4.45K - $5.08K
|
14.3K
$2.11M
|
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
BUY
|
- |
30+ 71.43% |
$2.96K - $3.39K
|
72
$10.6K
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
28New |
$2.77K - $3.16K
|
28
$4.13K
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
BUY
|
- |
25New |
$2.47K - $2.82K
|
25
$3.69K
|
|
|
May 09, 2022
Q1 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
22+ 0.62% |
$2.17K - $2.48K
|
3.59K
$530K
|
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
21+ 0.46% |
$2.08K - $2.37K
|
4.56K
$673K
|
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
20+ 0.78% |
$1.98K - $2.26K
|
2.59K
$382K
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
20New |
$1.98K - $2.26K
|
20
$2.95K
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
20New |
$1.98K - $2.26K
|
20
$2.95K
|
|
|
May 11, 2022
Q1 2022
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
15+ 0.22% |
$1.48K - $1.69K
|
6.94K
$1.02M
|
|
|
May 12, 2022
Q1 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
15+ 0.68% |
$1.48K - $1.69K
|
2.23K
$329K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
14New |
$1.38K - $1.58K
|
14
$2.07K
|
|
|
Apr 26, 2022
Q1 2022
|
Crestmont Private Wealth LLC
|
BUY
|
- |
12New |
$1.19K - $1.36K
|
12
$1.77K
|
|
|
May 16, 2022
Q1 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
11+ 0.05% |
$1.09K - $1.24K
|
21.8K
$3.21M
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10+ 0.33% |
$988 - $1.13K
|
3.07K
$453K
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
7+ 0.14% |
$692 - $791
|
4.89K
$722K
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6+ 1.56% |
$593 - $678
|
390
$57.6K
|
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
5+ 0.1% |
$494 - $565
|
4.89K
$722K
|
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4+ 50.0% |
$395 - $452
|
12
$1.77K
|
|
|
May 06, 2022
Q1 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
2+ 0.07% |
$198 - $226
|
3.04K
$449K
|
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2+ 0.09% |
$198 - $226
|
2.28K
$336K
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1+ 0.06% |
$98.8 - $113
|
1.81K
$268K
|