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 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-100- 3.53% |
$10.9K - $11.7K
|
2.73K
$403K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-113- 12.38% |
$12.3K - $13.3K
|
800
$118K
|
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
SELL
|
- |
-121- 3.22% |
$13.1K - $14.2K
|
3.64K
$537K
|
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-125- 1.7% |
$13.6K - $14.7K
|
7.24K
$1.07M
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-125- 3.2% |
$13.6K - $14.7K
|
3.78K
$558K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
SELL
|
- |
-143- 10.87% |
$15.5K - $16.8K
|
1.17K
$173K
|
|
|
Aug 09, 2023
Q2 2023
|
Providence First Trust CO
|
SELL
|
- |
-150- 7.5% |
$16.3K - $17.6K
|
1.85K
$273K
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
SELL
|
- |
-151- 2.7% |
$16.4K - $17.7K
|
5.45K
$804K
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-159- 1.43% |
$17.3K - $18.7K
|
11K
$1.62M
|
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-163- 1.86% |
$17.7K - $19.1K
|
8.59K
$1.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-171- 47.9% |
$18.6K - $20.1K
|
186
$27.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-172- 0.8% |
$18.7K - $20.2K
|
21.4K
$3.15M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-174- 6.89% |
$18.9K - $20.4K
|
2.35K
$347K
|
|
|
Jul 12, 2023
Q2 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-177- 1.93% |
$19.2K - $20.8K
|
9.01K
$1.33M
|
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-177- 1.55% |
$19.2K - $20.8K
|
11.3K
$1.66M
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-180- 2.99% |
$19.6K - $21.1K
|
5.85K
$864K
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
SELL
|
- |
-180- 1.63% |
$19.6K - $21.1K
|
10.9K
$1.61M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-181- 1.36% |
$19.7K - $21.3K
|
13.1K
$1.93M
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-193- 96.98% |
$21K - $22.7K
|
6
$886
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-200- 1.79% |
$21.7K - $23.5K
|
11K
$1.62M
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-201- 2.92% |
$21.8K - $23.6K
|
6.68K
$987K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-225- 6.88% |
$24.4K - $26.4K
|
3.05K
$450K
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-226- 7.34% |
$24.6K - $26.5K
|
2.85K
$421K
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-230- 80.7% |
$25K - $27K
|
55
$8.12K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-254- 11.79% |
$27.6K - $29.8K
|
1.9K
$280K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-254- 4.03% |
$27.6K - $29.8K
|
6.05K
$893K
|
|
|
Aug 07, 2023
Q2 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-256- 4.02% |
$27.8K - $30.1K
|
6.11K
$902K
|
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-260- 11.38% |
$28.3K - $30.5K
|
2.03K
$299K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-275- 0.98% |
$29.9K - $32.3K
|
27.7K
$4.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-295- 11.77% |
$32.1K - $34.6K
|
2.21K
$326K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-305- 5.17% |
$33.1K - $35.8K
|
5.59K
$825K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-313- 8.73% |
$34K - $36.7K
|
3.27K
$483K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-350- 55.56% |
$38K - $41.1K
|
280
$41.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-359- 2.86% |
$39K - $42.2K
|
12.2K
$1.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-393- 8.97% |
$42.7K - $46.1K
|
3.99K
$589K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-410- 1.02% |
$44.6K - $48.1K
|
39.7K
$5.86M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-412- 97.63% |
$44.8K - $48.4K
|
10
$1.48K
|
|
|
Jul 20, 2023
Q2 2023
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-416- 2.17% |
$45.2K - $48.8K
|
18.8K
$2.77M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-433- 2.88% |
$47K - $50.8K
|
14.6K
$2.16M
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-463- 2.82% |
$50.3K - $54.4K
|
15.9K
$2.35M
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-466- 10.64% |
$50.6K - $54.7K
|
3.91K
$577K
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-467- 3.38% |
$50.7K - $54.8K
|
13.3K
$1.97M
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-471- 10.74% |
$51.2K - $55.3K
|
3.91K
$578K
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-511- 15.91% |
$55.5K - $60K
|
2.7K
$399K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-517- 2.35% |
$56.2K - $60.7K
|
21.5K
$3.17M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-534- 8.82% |
$58K - $62.7K
|
5.52K
$815K
|
|
|
Jul 11, 2023
Q2 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-541- 15.73% |
$58.8K - $63.5K
|
2.9K
$428K
|
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-575- 53.99% |
$62.5K - $67.5K
|
490
$72.3K
|
|
|
Jul 24, 2023
Q2 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-584- 15.91% |
$63.5K - $68.6K
|
3.09K
$456K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-604- 29.65% |
$65.6K - $70.9K
|
1.43K
$212K
|