Purchases and Sales Made in Q2 2023 in Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA) during Q2 2023. 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 10, 2023
Q2 2023
|
Gunderson Capital Management Inc.
|
BUY
|
- |
1.9KNew |
$206K - $223K
|
1.9K
$280K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.88K+ 46.29% |
$204K - $221K
|
5.94K
$877K
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
1.87K+ 17.9% |
$204K - $220K
|
12.3K
$1.82M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.86K+ 86.48% |
$202K - $218K
|
4K
$590K
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.81K+ 46.2% |
$196K - $212K
|
5.71K
$843K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.8KNew |
$196K - $211K
|
1.8K
$266K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
1.8KNew |
$196K - $211K
|
1.8K
$266K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.76KNew |
$191K - $206K
|
1.76K
$259K
|
|
|
Jul 13, 2023
Q2 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.72KNew |
$187K - $202K
|
1.72K
$254K
|
|
|
Aug 04, 2023
Q2 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
1.64K+ 91.85% |
$178K - $192K
|
3.42K
$504K
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.62K+ 8.91% |
$176K - $191K
|
19.8K
$2.93M
|
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.51K+ 39.53% |
$164K - $177K
|
5.33K
$787K
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.4K+ 22.6% |
$152K - $164K
|
7.59K
$1.12M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.34KNew |
$146K - $158K
|
1.34K
$198K
|
|
|
Jul 28, 2023
Q2 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
1.34K+ 7.06% |
$145K - $157K
|
20.3K
$2.99M
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.21K+ 56.89% |
$131K - $142K
|
3.33K
$491K
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
1.15KNew |
$125K - $135K
|
1.15K
$170K
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
1.11K+ 39.81% |
$121K - $130K
|
3.9K
$575K
|
|
|
Jul 10, 2023
Q2 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
1.11K+ 6.73% |
$120K - $130K
|
17.5K
$2.59M
|
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
960+ 25.38% |
$104K - $113K
|
4.74K
$700K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
905+ 8.68% |
$98.3K - $106K
|
11.3K
$1.67M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
905+ 8.68% |
$98.3K - $106K
|
11.3K
$1.67M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
905+ 3.89% |
$98.3K - $106K
|
24.2K
$3.57M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
883+ 5.97% |
$95.9K - $104K
|
15.7K
$2.31M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
830+ 22.49% |
$90.2K - $97.5K
|
4.52K
$667K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
745+ 361.65% |
$81K - $87.5K
|
951
$140K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
669+ 6.27% |
$72.7K - $78.5K
|
11.3K
$1.67M
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
655+ 3852.94% |
$71.2K - $76.9K
|
672
$99.2K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
632+ 17.87% |
$68.7K - $74.2K
|
4.17K
$615K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
625+ 0.3% |
$67.9K - $73.4K
|
211K
$31.2M
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
610+ 983.87% |
$66.3K - $71.6K
|
672
$99.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
597+ 3.94% |
$64.9K - $70.1K
|
15.7K
$2.32M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
581+ 14.21% |
$63.1K - $68.2K
|
4.67K
$689K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
575+ 383.33% |
$62.5K - $67.5K
|
725
$107K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
571+ 21.07% |
$62K - $67K
|
3.28K
$484K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
557+ 214.23% |
$60.5K - $65.4K
|
817
$121K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
554+ 9.71% |
$60.2K - $65K
|
6.26K
$924K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
553+ 9.36% |
$60.1K - $64.9K
|
6.46K
$954K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
543New |
$59K - $63.8K
|
543
$80.2K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
533+ 17.81% |
$57.9K - $62.6K
|
3.53K
$520K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
528+ 3.12% |
$57.4K - $62K
|
17.4K
$2.57M
|
|
|
Jul 31, 2023
Q2 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
519+ 0.4% |
$56.4K - $60.9K
|
130K
$19.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
481New |
$52.3K - $56.5K
|
481
$71K
|
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
470+ 11.73% |
$51.1K - $55.2K
|
4.48K
$661K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
457+ 3.36% |
$49.7K - $53.7K
|
14.1K
$2.07M
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
450+ 215.31% |
$48.9K - $52.8K
|
659
$97.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
449+ 3.14% |
$48.8K - $52.7K
|
14.8K
$2.18M
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
430+ 41.35% |
$46.7K - $50.5K
|
1.47K
$217K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
430+ 6.39% |
$46.7K - $50.5K
|
7.16K
$1.06M
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
416+ 24.91% |
$45.2K - $48.8K
|
2.09K
$308K
|