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 |
---|---|---|---|---|---|---|---|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
SELL
|
- |
-72Closed |
$6.74K - $8.11K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Iam Advisory, LLC
|
SELL
|
- |
-76- 0.65% |
$7.12K - $8.56K
|
11.6K
$1.79M
|
|
Jul 18, 2022
Q2 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-80- 2.76% |
$7.49K - $9.01K
|
2.82K
$435K
|
|
Apr 06, 2023
Q2 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-92- 4.27% |
$8.62K - $10.4K
|
2.07K
$319K
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-100- 12.66% |
$9.37K - $11.3K
|
690
$107K
|
|
Aug 12, 2022
Q2 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-100- 33.33% |
$9.37K - $11.3K
|
200
$30.9K
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-107Closed |
$10K - $12.1K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-112- 5.01% |
$10.5K - $12.6K
|
2.12K
$328K
|
|
Jul 15, 2022
Q2 2022
|
Ars Investment Partners, LLC
|
SELL
|
- |
-121- 0.88% |
$11.3K - $13.6K
|
13.7K
$2.12M
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-124- 17.13% |
$11.6K - $14K
|
600
$92.8K
|
|
Aug 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-154Closed |
$14.4K - $17.3K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-164- 5.51% |
$15.4K - $18.5K
|
2.82K
$435K
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-164- 5.51% |
$15.4K - $18.5K
|
2.82K
$435K
|
|
Jul 05, 2022
Q2 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-165- 23.74% |
$15.5K - $18.6K
|
530
$82K
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-191- 2.59% |
$17.9K - $21.5K
|
7.17K
$1.11M
|
|
Jul 15, 2022
Q2 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-194- 1.72% |
$18.2K - $21.9K
|
11.1K
$1.72M
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-195- 0.67% |
$18.3K - $22K
|
29.1K
$4.5M
|
|
Jul 26, 2022
Q2 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-200Closed |
$18.7K - $22.5K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-204- 5.05% |
$19.1K - $23K
|
3.84K
$593K
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-211- 13.6% |
$19.8K - $23.8K
|
1.34K
$207K
|
|
Aug 10, 2022
Q2 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-250Closed |
$23.4K - $28.2K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-254- 2.79% |
$23.8K - $28.6K
|
8.84K
$1.37M
|
|
Jul 22, 2022
Q2 2022
|
Family Legacy, Inc.
|
SELL
|
- |
-262- 1.98% |
$24.5K - $29.5K
|
13K
$2M
|
|
Aug 11, 2022
Q2 2022
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-272- 0.74% |
$25.5K - $30.6K
|
36.7K
$5.68M
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-278- 2.46% |
$26K - $31.3K
|
11K
$1.7M
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-290Closed |
$27.2K - $32.7K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-298- 6.94% |
$27.9K - $33.6K
|
3.99K
$618K
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-304- 7.74% |
$28.5K - $34.2K
|
3.62K
$560K
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-311- 10.42% |
$29.1K - $35K
|
2.68K
$414K
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-315Closed |
$29.5K - $35.5K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-316- 5.1% |
$29.6K - $35.6K
|
5.88K
$909K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-329- 16.38% |
$30.8K - $37.1K
|
1.68K
$260K
|
|
Aug 10, 2022
Q2 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-369- 7.54% |
$34.6K - $41.6K
|
4.52K
$700K
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-407- 63.59% |
$38.1K - $45.8K
|
233
$36K
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-431Closed |
$40.4K - $48.6K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-431- 11.95% |
$40.4K - $48.6K
|
3.18K
$491K
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-435- 7.26% |
$40.7K - $49K
|
5.56K
$860K
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-498- 16.33% |
$46.6K - $56.1K
|
2.55K
$395K
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-500Closed |
$46.8K - $56.3K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-518- 2.58% |
$48.5K - $58.4K
|
19.6K
$3.03M
|
|
Jul 27, 2022
Q2 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-524- 17.2% |
$49.1K - $59K
|
2.52K
$390K
|
|
Aug 02, 2022
Q2 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-570- 24.78% |
$53.4K - $64.2K
|
1.73K
$268K
|
|
Jul 27, 2022
Q2 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-598- 4.1% |
$56K - $67.4K
|
14K
$2.17M
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-599- 4.4% |
$56.1K - $67.5K
|
13K
$2.01M
|
|
Jul 25, 2022
Q2 2022
|
Godsey & Gibb Associates
|
SELL
|
- |
-620Closed |
$58.1K - $69.8K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-635- 49.92% |
$59.5K - $71.5K
|
637
$98.5K
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-708- 3.49% |
$66.3K - $79.8K
|
19.6K
$3.03M
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-709- 1.71% |
$66.4K - $79.9K
|
40.7K
$6.29M
|
|
Aug 05, 2022
Q2 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-716- 20.03% |
$67.1K - $80.7K
|
2.86K
$442K
|
|
Jul 14, 2022
Q2 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-781- 6.9% |
$73.1K - $88K
|
10.5K
$1.63M
|