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 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
20New |
$1.87K - $2.25K
|
20
$2.95K
|
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
16+ 0.59% |
$1.5K - $1.8K
|
2.75K
$405K
|
|
|
Aug 10, 2022
Q2 2022
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
15+ 0.22% |
$1.4K - $1.69K
|
6.95K
$1.03M
|
|
|
Aug 03, 2022
Q2 2022
|
Gould Capital, LLC
|
BUY
|
- |
12New |
$1.12K - $1.35K
|
12
$1.77K
|
|
|
Dec 11, 2023
Q2 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
10+ 0.23% |
$937 - $1.13K
|
4.42K
$652K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
10New |
$937 - $1.13K
|
10
$1.48K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
10New |
$937 - $1.13K
|
10
$1.48K
|
|
|
Jul 26, 2022
Q2 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
9+ 0.2% |
$843 - $1.01K
|
4.45K
$657K
|
|
|
Jul 18, 2022
Q2 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
6+ 0.26% |
$562 - $676
|
2.36K
$348K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6+ 0.2% |
$562 - $676
|
2.95K
$435K
|
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4+ 0.18% |
$375 - $451
|
2.28K
$337K
|
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
BUY
|
- |
3+ 0.14% |
$281 - $338
|
2.14K
$316K
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$187 - $225
|
2.36K
$348K
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$187 - $225
|
4.78K
$705K
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 0.01% |
$187 - $225
|
19.4K
$2.86M
|
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.17% |
$93.7 - $113
|
587
$86.6K
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.57% |
$93.7 - $113
|
177
$26.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.26% |
$93.7 - $113
|
392
$57.8K
|
|
|
Aug 11, 2022
Q2 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.55% |
$93.7 - $113
|
182
$26.9K
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.66% |
$93.7 - $113
|
153
$22.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.24% |
$93.7 - $113
|
424
$62.6K
|
|
|
Jul 14, 2022
Q2 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.44% |
$93.7 - $113
|
227
$33.5K
|
|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
1+ 0.03% |
$93.7 - $113
|
3.88K
$573K
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.47% |
$93.7 - $113
|
212
$31.3K
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-1- 0.03% |
$93.7 - $113
|
3.04K
$448K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-3- 5.08% |
$281 - $338
|
56
$8.26K
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-4- 1.65% |
$375 - $451
|
238
$35.1K
|
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-4- 14.29% |
$375 - $451
|
24
$3.54K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-8- 0.16% |
$749 - $901
|
4.9K
$723K
|
|
|
Jul 13, 2022
Q2 2022
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-12Closed |
$1.12K - $1.35K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-15- 0.67% |
$1.4K - $1.69K
|
2.21K
$327K
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-20Closed |
$1.87K - $2.25K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-28Closed |
$2.62K - $3.15K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-31- 0.45% |
$2.9K - $3.49K
|
6.86K
$1.01M
|
|
|
Aug 12, 2022
Q2 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-33- 0.67% |
$3.09K - $3.72K
|
4.91K
$724K
|
|
|
Jul 22, 2022
Q2 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-33- 1.34% |
$3.09K - $3.72K
|
2.44K
$360K
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-34- 1.26% |
$3.18K - $3.83K
|
2.66K
$393K
|
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-34- 53.13% |
$3.18K - $3.83K
|
30
$4.43K
|
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-39- 1.01% |
$3.65K - $4.39K
|
3.83K
$564K
|
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
SELL
|
- |
-41- 0.48% |
$3.84K - $4.62K
|
8.44K
$1.25M
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-50- 20.0% |
$4.68K - $5.63K
|
200
$29.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-50Closed |
$4.68K - $5.63K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-50Closed |
$4.68K - $5.63K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-53- 1.99% |
$4.96K - $5.97K
|
2.62K
$386K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
SELL
|
- |
-53- 1.11% |
$4.96K - $5.97K
|
4.71K
$695K
|
|
|
Aug 03, 2022
Q2 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-57- 0.49% |
$5.34K - $6.42K
|
11.5K
$1.69M
|
|
|
Aug 05, 2022
Q2 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-57- 2.14% |
$5.34K - $6.42K
|
2.61K
$385K
|
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-62- 88.57% |
$5.81K - $6.98K
|
8
$1.18K
|
|
|
Aug 15, 2022
Q2 2022
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-69- 0.06% |
$6.46K - $7.77K
|
114K
$16.9M
|