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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
2.1KNew |
$197K - $237K
|
2.1K
$325K
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.09K+ 18.78% |
$196K - $235K
|
13.2K
$2.04M
|
|
|
Aug 10, 2022
Q2 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
2.08K+ 9.16% |
$195K - $234K
|
24.8K
$3.83M
|
|
|
Aug 12, 2022
Q2 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
2.03K+ 9.31% |
$190K - $228K
|
23.8K
$3.68M
|
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2KNew |
$187K - $225K
|
2K
$309K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.7K+ 8.44% |
$159K - $191K
|
21.8K
$3.37M
|
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
BUY
|
- |
1.68K+ 59.86% |
$158K - $189K
|
4.49K
$695K
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
1.68K+ 49.44% |
$157K - $189K
|
5.07K
$784K
|
|
|
Jan 12, 2023
Q2 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.63K+ 40.0% |
$152K - $183K
|
5.69K
$880K
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.59K+ 27.37% |
$149K - $179K
|
7.4K
$1.14M
|
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
BUY
|
- |
1.55K+ 3.91% |
$145K - $174K
|
41.1K
$6.36M
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.33K+ 60.08% |
$124K - $149K
|
3.53K
$547K
|
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.24K+ 22.73% |
$116K - $139K
|
6.68K
$1.03M
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.22K+ 475.1% |
$114K - $138K
|
1.48K
$229K
|
|
|
Aug 02, 2022
Q2 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.21K+ 9.16% |
$113K - $136K
|
14.4K
$2.23M
|
|
|
Aug 08, 2022
Q2 2022
|
Rollins Financial
|
BUY
|
- |
1.2K+ 48.09% |
$112K - $135K
|
3.69K
$571K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.11K+ 8.41% |
$104K - $125K
|
14.3K
$2.21M
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.05K+ 13.15% |
$98.1K - $118K
|
9.01K
$1.39M
|
|
|
Aug 12, 2022
Q2 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
1.02K+ 7.81% |
$95.7K - $115K
|
14.1K
$2.18M
|
|
|
Jan 11, 2023
Q2 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.02K+ 3.63% |
$95.7K - $115K
|
29.2K
$4.51M
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.02K+ 5.38% |
$95.6K - $115K
|
20K
$3.09M
|
|
|
Jul 14, 2022
Q2 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
1.02K+ 32.03% |
$95.5K - $115K
|
4.21K
$650K
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
955+ 33.69% |
$89.4K - $108K
|
3.79K
$586K
|
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
BUY
|
- |
824New |
$77.2K - $92.8K
|
824
$127K
|
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
791+ 30.55% |
$74.1K - $89.1K
|
3.38K
$523K
|
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
791+ 30.55% |
$74.1K - $89.1K
|
3.38K
$523K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
789+ 34.62% |
$73.9K - $88.9K
|
3.07K
$475K
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
752+ 13.34% |
$70.4K - $84.7K
|
6.39K
$988K
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
727New |
$68.1K - $81.9K
|
727
$112K
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
712+ 11.15% |
$66.7K - $80.2K
|
7.1K
$1.1M
|
|
|
Jul 27, 2022
Q2 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
643+ 31.21% |
$60.2K - $72.4K
|
2.7K
$418K
|
|
|
Jul 20, 2022
Q2 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
625+ 1.62% |
$58.5K - $70.4K
|
39.2K
$6.06M
|
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
612New |
$57.3K - $68.9K
|
612
$94.7K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
590New |
$55.3K - $66.5K
|
590
$91.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
536+ 27.87% |
$50.2K - $60.4K
|
2.46K
$380K
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
529+ 22.21% |
$49.5K - $59.6K
|
2.91K
$450K
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
509+ 5.47% |
$47.7K - $57.3K
|
9.81K
$1.52M
|
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
491+ 26.44% |
$46K - $55.3K
|
2.35K
$363K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
486New |
$45.5K - $54.7K
|
486
$75.2K
|
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
482+ 5.61% |
$45.1K - $54.3K
|
9.08K
$1.4M
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
480New |
$45K - $54.1K
|
480
$74.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
478+ 7.94% |
$44.8K - $53.8K
|
6.5K
$1.01M
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
467+ 4.98% |
$43.7K - $52.6K
|
9.84K
$1.52M
|
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
462+ 2.4% |
$43.3K - $52K
|
19.7K
$3.05M
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
460+ 2.96% |
$43.1K - $51.8K
|
16K
$2.47M
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
454+ 0.4% |
$42.5K - $51.1K
|
114K
$17.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
454+ 2.48% |
$42.5K - $51.1K
|
18.7K
$2.9M
|
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
451New |
$42.2K - $50.8K
|
451
$69.8K
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
444+ 4.94% |
$41.6K - $50K
|
9.44K
$1.46M
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
432+ 6.66% |
$40.5K - $48.7K
|
6.92K
$1.07M
|