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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
100+ 4.81% |
$10.9K - $11.7K
|
2.18K
$322K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
100New |
$10.9K - $11.7K
|
100
$14.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
95+ 2.87% |
$10.3K - $11.2K
|
3.4K
$502K
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
95New |
$10.3K - $11.2K
|
95
$14K
|
|
|
Jul 18, 2023
Q2 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
93+ 2.19% |
$10.1K - $10.9K
|
4.33K
$639K
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
84+ 3.71% |
$9.13K - $9.86K
|
2.35K
$347K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
80+ 1.12% |
$8.69K - $9.39K
|
7.23K
$1.07M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
80+ 34.78% |
$8.69K - $9.39K
|
310
$45.8K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
77+ 3.6% |
$8.37K - $9.04K
|
2.22K
$327K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
72+ 1.3% |
$7.82K - $8.45K
|
5.59K
$826K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
68New |
$7.39K - $7.98K
|
68
$10K
|
|
|
Jul 13, 2023
Q2 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
67+ 0.08% |
$7.28K - $7.87K
|
87.7K
$12.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
65+ 17.02% |
$7.06K - $7.63K
|
447
$66K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
63+ 0.97% |
$6.85K - $7.4K
|
6.54K
$966K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
50New |
$5.43K - $5.87K
|
50
$7.38K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
46+ 11.56% |
$5K - $5.4K
|
444
$65.5K
|
|
|
Jul 13, 2023
Q2 2023
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
45+ 0.59% |
$4.89K - $5.28K
|
7.63K
$1.13M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
44+ 1.67% |
$4.78K - $5.17K
|
2.69K
$397K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
43+ 1.12% |
$4.67K - $5.05K
|
3.87K
$571K
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
41+ 1.3% |
$4.46K - $4.81K
|
3.19K
$471K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
41+ 14.39% |
$4.46K - $4.81K
|
326
$48.1K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
40New |
$4.35K - $4.7K
|
40
$5.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
39New |
$4.24K - $4.58K
|
39
$5.76K
|
|
|
Aug 10, 2023
Q2 2023
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
37+ 0.53% |
$4.02K - $4.34K
|
7K
$1.03M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
36New |
$3.91K - $4.23K
|
36
$5.31K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
33+ 1.96% |
$3.59K - $3.87K
|
1.71K
$253K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
28+ 2.35% |
$3.04K - $3.29K
|
1.22K
$180K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
26+ 3.25% |
$2.83K - $3.05K
|
826
$122K
|
|
|
Jul 17, 2023
Q2 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
25+ 0.25% |
$2.72K - $2.94K
|
10K
$1.48M
|
|
|
Aug 01, 2023
Q2 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
25+ 0.54% |
$2.72K - $2.94K
|
4.65K
$687K
|
|
|
Aug 02, 2023
Q2 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
24+ 0.09% |
$2.61K - $2.82K
|
25.4K
$3.75M
|
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
24+ 1.24% |
$2.61K - $2.82K
|
1.96K
$289K
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
22+ 0.47% |
$2.39K - $2.58K
|
4.74K
$699K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
21+ 0.59% |
$2.28K - $2.47K
|
3.55K
$524K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
20New |
$2.17K - $2.35K
|
20
$2.95K
|
|
|
Aug 03, 2023
Q2 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
18+ 0.26% |
$1.96K - $2.11K
|
6.89K
$1.02M
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
17New |
$1.85K - $2K
|
17
$2.51K
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.53% |
$1.63K - $1.76K
|
2.83K
$418K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
15New |
$1.63K - $1.76K
|
15
$2.21K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
12New |
$1.3K - $1.41K
|
12
$1.77K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
10+ 0.21% |
$1.09K - $1.17K
|
4.75K
$701K
|
|
|
Aug 04, 2023
Q2 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
6+ 0.2% |
$652 - $704
|
3.01K
$445K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
5New |
$543 - $587
|
5
$738
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
4+ 0.08% |
$435 - $470
|
5.1K
$753K
|
|
|
Jul 12, 2023
Q2 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
3+ 0.12% |
$326 - $352
|
2.45K
$362K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3+ 0.13% |
$326 - $352
|
2.3K
$339K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3+ 0.37% |
$326 - $352
|
809
$119K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3+ 0.16% |
$326 - $352
|
1.85K
$273K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2+ 1.74% |
$217 - $235
|
117
$17.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$217 - $235
|
3.14K
$464K
|