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 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
1+ 1.25% |
$98.8 - $113
|
81
$12K
|
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1+ 0.06% |
$98.8 - $113
|
1.55K
$229K
|
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
SELL
|
- |
-1- 1.67% |
$98.8 - $113
|
59
$8.71K
|
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1- 0.56% |
$98.8 - $113
|
176
$26K
|
|
|
May 13, 2022
Q1 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-11- 0.18% |
$1.09K - $1.24K
|
6.13K
$905K
|
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-15- 0.34% |
$1.48K - $1.69K
|
4.44K
$656K
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-16- 0.22% |
$1.58K - $1.81K
|
7.32K
$1.08M
|
|
|
May 10, 2022
Q1 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-18- 18.37% |
$1.78K - $2.03K
|
80
$11.8K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-23Closed |
$2.27K - $2.6K
|
0
$0
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-26- 1.78% |
$2.57K - $2.94K
|
1.43K
$212K
|
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-36- 1.0% |
$3.56K - $4.07K
|
3.58K
$528K
|
|
|
Dec 11, 2023
Q1 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-40- 0.9% |
$3.95K - $4.52K
|
4.41K
$651K
|
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-40- 80.0% |
$3.95K - $4.52K
|
10
$1.48K
|
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-47- 0.63% |
$4.64K - $5.31K
|
7.37K
$1.09M
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-50- 16.67% |
$4.94K - $5.65K
|
250
$36.9K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-51- 2.23% |
$5.04K - $5.76K
|
2.23K
$330K
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-60Closed |
$5.93K - $6.78K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-60- 1.26% |
$5.93K - $6.78K
|
4.69K
$692K
|
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-62- 2.03% |
$6.13K - $7K
|
2.99K
$441K
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-70Closed |
$6.92K - $7.91K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-74- 1.0% |
$7.31K - $8.36K
|
7.31K
$1.08M
|
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-75Closed |
$7.41K - $8.47K
|
0
$0
|
|
|
Jun 01, 2022
Q1 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-82- 14.09% |
$8.1K - $9.26K
|
500
$73.8K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-85- 1.94% |
$8.4K - $9.6K
|
4.29K
$634K
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-86- 0.44% |
$8.5K - $9.71K
|
19.4K
$2.86M
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-93- 3.42% |
$9.19K - $10.5K
|
2.63K
$388K
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-96- 1.02% |
$9.49K - $10.8K
|
9.3K
$1.37M
|
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-100Closed |
$9.88K - $11.3K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-101- 2.36% |
$9.98K - $11.4K
|
4.17K
$616K
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-107Closed |
$10.6K - $12.1K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-113- 1.79% |
$11.2K - $12.8K
|
6.19K
$914K
|
|
|
Apr 26, 2022
Q1 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-115- 5.11% |
$11.4K - $13K
|
2.14K
$315K
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-118- 4.77% |
$11.7K - $13.3K
|
2.36K
$348K
|
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-137- 1.54% |
$13.5K - $15.5K
|
8.78K
$1.3M
|
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
SELL
|
- |
-140Closed |
$13.8K - $15.8K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-145- 0.37% |
$14.3K - $16.4K
|
38.6K
$5.7M
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-147- 3.1% |
$14.5K - $16.6K
|
4.59K
$678K
|
|
|
Apr 22, 2022
Q1 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-150- 6.26% |
$14.8K - $16.9K
|
2.25K
$331K
|
|
|
May 05, 2022
Q1 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-152- 1.64% |
$15K - $17.2K
|
9.1K
$1.34M
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-158- 5.53% |
$15.6K - $17.8K
|
2.7K
$398K
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-158- 2.56% |
$15.6K - $17.8K
|
6.01K
$886K
|
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-177- 2.65% |
$17.5K - $20K
|
6.49K
$958K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-179- 7.03% |
$17.7K - $20.2K
|
2.37K
$350K
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-191- 76.4% |
$18.9K - $21.6K
|
59
$8.71K
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-200- 2.78% |
$19.8K - $22.6K
|
7K
$1.03M
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-200Closed |
$19.8K - $22.6K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-238- 4.42% |
$23.5K - $26.9K
|
5.15K
$760K
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-266- 2.34% |
$26.3K - $30K
|
11.1K
$1.64M
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-270Closed |
$26.7K - $30.5K
|
0
$0
|