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 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-622- 15.33% |
$67.6K - $73K
|
3.44K
$507K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-637- 7.74% |
$69.2K - $74.8K
|
7.6K
$1.12M
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-639- 2.46% |
$69.4K - $75K
|
25.3K
$3.74M
|
|
|
Aug 04, 2023
Q2 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-685- 9.41% |
$74.4K - $80.4K
|
6.6K
$974K
|
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-719- 10.51% |
$78.1K - $84.4K
|
6.12K
$904K
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-727- 15.82% |
$79K - $85.4K
|
3.87K
$571K
|
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-756- 3.21% |
$82.1K - $88.8K
|
22.8K
$3.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-778- 19.69% |
$84.5K - $91.3K
|
3.17K
$469K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-820- 89.42% |
$89.1K - $96.3K
|
97
$14.3K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-820- 89.42% |
$89.1K - $96.3K
|
97
$14.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-950- 4.26% |
$103K - $112K
|
21.4K
$3.15M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-992- 3.57% |
$108K - $116K
|
26.8K
$3.95M
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-997- 92.57% |
$108K - $117K
|
80
$11.8K
|
|
|
Jul 06, 2023
Q2 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-1.06K- 19.68% |
$115K - $124K
|
4.33K
$638K
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.13K- 7.66% |
$123K - $132K
|
13.6K
$2.01M
|
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.13K- 7.66% |
$123K - $132K
|
13.6K
$2.01M
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.13K- 12.5% |
$123K - $133K
|
7.93K
$1.17M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.2K- 7.79% |
$131K - $141K
|
14.2K
$2.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-1.21K- 1.53% |
$132K - $143K
|
78.1K
$11.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.33K- 3.42% |
$144K - $156K
|
37.5K
$5.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-1.33K- 2.9% |
$144K - $156K
|
44.5K
$6.57M
|
|
|
Jul 21, 2023
Q2 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-1.41K- 3.67% |
$153K - $165K
|
36.9K
$5.44M
|
|
|
Aug 07, 2023
Q2 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-1.5K- 83.99% |
$163K - $176K
|
286
$42.2K
|
|
|
Jul 20, 2023
Q2 2023
|
Well Done, LLC
|
SELL
|
- |
-1.52K- 4.23% |
$165K - $178K
|
34.3K
$5.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.59K- 45.06% |
$173K - $187K
|
1.94K
$287K
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.7K- 36.39% |
$185K - $200K
|
2.98K
$440K
|
|
|
Jul 31, 2023
Q2 2023
|
First National Corp
|
SELL
|
- |
-1.8K- 9.45% |
$195K - $211K
|
17.2K
$2.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.82K- 6.39% |
$197K - $213K
|
26.6K
$3.93M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.87K- 47.09% |
$203K - $219K
|
2.1K
$310K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.89K- 2.12% |
$205K - $221K
|
86.9K
$12.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-1.92K- 39.77% |
$208K - $225K
|
2.91K
$429K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.94K- 96.32% |
$210K - $227K
|
74
$10.9K
|
|
|
Aug 02, 2023
Q2 2023
|
Narwhal Capital Management
|
SELL
|
- |
-2K- 50.51% |
$217K - $235K
|
1.96K
$289K
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.09K- 36.5% |
$227K - $245K
|
3.63K
$536K
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.25K- 22.83% |
$244K - $264K
|
7.59K
$1.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.27K- 16.47% |
$247K - $267K
|
11.5K
$1.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.54K- 14.56% |
$276K - $298K
|
14.9K
$2.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-2.86K- 11.36% |
$310K - $335K
|
22.3K
$3.29M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3K- 12.45% |
$326K - $352K
|
21.1K
$3.11M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.5K- 46.02% |
$380K - $411K
|
4.11K
$606K
|
|
|
Jul 31, 2023
Q2 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-3.62K- 15.59% |
$393K - $425K
|
19.6K
$2.89M
|
|
|
Aug 07, 2023
Q2 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-3.9K- 11.94% |
$424K - $458K
|
28.8K
$4.25M
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-4.03K- 8.53% |
$437K - $473K
|
43.1K
$6.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-4.06K- 44.18% |
$441K - $477K
|
5.13K
$757K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.44K- 12.32% |
$482K - $521K
|
31.6K
$4.66M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-4.55K- 3.05% |
$494K - $534K
|
145K
$21.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-4.79K- 67.41% |
$520K - $562K
|
2.31K
$341K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-5.3K- 26.3% |
$576K - $623K
|
14.9K
$2.19M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-5.34K- 44.22% |
$580K - $626K
|
6.73K
$993K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.47K- 16.35% |
$595K - $643K
|
28K
$4.13M
|