Purchases and Sales Made in Q2 2022 in Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.69KNew |
$626K - $753K
|
6.69K
$986K
|
|
Aug 10, 2022
Q2 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
6.52KNew |
$611K - $735K
|
6.52K
$962K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
6.43KNew |
$602K - $724K
|
6.43K
$948K
|
|
Aug 15, 2022
Q2 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
6.39KNew |
$598K - $720K
|
6.39K
$942K
|
|
Jul 18, 2022
Q2 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
6.29K+ 87.17% |
$589K - $708K
|
13.5K
$1.99M
|
|
Aug 11, 2022
Q2 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
6.01K+ 75.74% |
$563K - $677K
|
14K
$2.06M
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.66KNew |
$530K - $637K
|
5.66K
$834K
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.62K+ 134.71% |
$527K - $633K
|
9.8K
$1.45M
|
|
Aug 08, 2022
Q2 2022
|
Bck Capital Management LP
Stamford, CT |
BUY
|
- |
5.26K+ 50.0% |
$492K - $592K
|
15.8K
$2.33M
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.2KNew |
$487K - $586K
|
5.2K
$767K
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.88K+ 4.09% |
$457K - $550K
|
124K
$18.3M
|
|
Aug 12, 2022
Q2 2022
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
4.75KNew |
$445K - $535K
|
4.75K
$701K
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.67K+ 31.38% |
$437K - $526K
|
19.6K
$2.88M
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.57KNew |
$428K - $515K
|
4.57K
$674K
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
BUY
|
- |
4.43KNew |
$415K - $499K
|
4.43K
$653K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.36KNew |
$408K - $491K
|
4.36K
$643K
|
|
Aug 08, 2022
Q2 2022
|
Truepoint, Inc.
|
BUY
|
- |
4.1KNew |
$384K - $462K
|
4.1K
$604K
|
|
Aug 04, 2022
Q2 2022
|
Patron Partners, LLC
|
BUY
|
- |
3.75KNew |
$351K - $423K
|
3.75K
$554K
|
|
Aug 15, 2022
Q2 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
3.56KNew |
$334K - $401K
|
3.56K
$526K
|
|
Aug 15, 2022
Q2 2022
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
3.45KNew |
$323K - $389K
|
3.45K
$509K
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
3.43K+ 1054.77% |
$321K - $386K
|
3.75K
$554K
|
|
Aug 15, 2022
Q2 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
3.37K+ 61.69% |
$316K - $380K
|
8.84K
$1.3M
|
|
Aug 09, 2022
Q2 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
3.36KNew |
$314K - $378K
|
3.36K
$495K
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.35KNew |
$314K - $377K
|
3.35K
$494K
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.3K+ 5.47% |
$309K - $372K
|
63.7K
$9.4M
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
3.19K+ 92.61% |
$299K - $360K
|
6.64K
$980K
|
|
Jul 27, 2022
Q2 2022
|
Hms Capital Management, LLC
|
BUY
|
- |
3.06KNew |
$286K - $344K
|
3.06K
$451K
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.05KNew |
$286K - $343K
|
3.05K
$450K
|
|
Aug 12, 2022
Q2 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
3.04K+ 23.02% |
$285K - $343K
|
16.3K
$2.4M
|
|
Aug 10, 2022
Q2 2022
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
3K+ 16.0% |
$281K - $338K
|
21.8K
$3.21M
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.97K+ 113.43% |
$278K - $334K
|
5.58K
$823K
|
|
Aug 04, 2022
Q2 2022
|
Citizens & Northern Corp
|
BUY
|
- |
2.85KNew |
$267K - $321K
|
2.85K
$421K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.76K+ 3.02% |
$259K - $311K
|
94.2K
$13.9M
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.74KNew |
$257K - $309K
|
2.74K
$405K
|
|
Aug 08, 2022
Q2 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2.62K+ 10.74% |
$246K - $296K
|
27.1K
$3.99M
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.6K+ 67.6% |
$244K - $293K
|
6.45K
$951K
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.55KNew |
$239K - $287K
|
2.55K
$376K
|
|
Aug 15, 2022
Q2 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
2.49K+ 122.41% |
$233K - $281K
|
4.53K
$668K
|
|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.45KNew |
$229K - $276K
|
2.45K
$361K
|
|
Aug 08, 2022
Q2 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
2.43KNew |
$228K - $274K
|
2.43K
$358K
|
|
Jul 12, 2022
Q2 2022
|
Lake Street Financial LLC
|
BUY
|
- |
2.39KNew |
$224K - $270K
|
2.39K
$353K
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
2.37K+ 5.88% |
$222K - $267K
|
42.7K
$6.3M
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
2.36KNew |
$221K - $265K
|
2.36K
$348K
|
|
Jul 29, 2022
Q2 2022
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
2.3KNew |
$215K - $259K
|
2.3K
$339K
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.27KNew |
$213K - $256K
|
2.27K
$335K
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
2.2K+ 40.72% |
$206K - $248K
|
7.61K
$1.12M
|
|
Aug 12, 2022
Q2 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.17K+ 13537.5% |
$203K - $244K
|
2.18K
$322K
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.17K+ 24.66% |
$203K - $244K
|
10.9K
$1.61M
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.16KNew |
$202K - $243K
|
2.16K
$318K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
2.15KNew |
$201K - $242K
|
2.15K
$317K
|