Purchases and Sales Made in Q3 2021 in Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
864New |
$87.2K - $95.3K
|
864
$128K
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
841+ 3234.62% |
$84.9K - $92.8K
|
867
$128K
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
754New |
$76.1K - $83.2K
|
754
$111K
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
699+ 11.22% |
$70.6K - $77.1K
|
6.93K
$1.02M
|
|
|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
641+ 18.06% |
$64.7K - $70.7K
|
4.19K
$619K
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
631New |
$63.7K - $69.6K
|
631
$93.1K
|
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
585New |
$59.1K - $64.5K
|
585
$86.4K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
530New |
$53.5K - $58.5K
|
530
$78.2K
|
|
|
Oct 29, 2021
Q3 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
435+ 4.01% |
$43.9K - $48K
|
11.3K
$1.66M
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
412+ 2.23% |
$41.6K - $45.5K
|
18.9K
$2.79M
|
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
410New |
$41.4K - $45.2K
|
410
$60.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
391New |
$39.5K - $43.1K
|
391
$57.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
371+ 3.63% |
$37.5K - $40.9K
|
10.6K
$1.56M
|
|
|
Nov 02, 2021
Q3 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
368+ 7.47% |
$37.2K - $40.6K
|
5.29K
$782K
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
344+ 4.7% |
$34.7K - $38K
|
7.67K
$1.13M
|
|
|
Oct 12, 2021
Q3 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
340+ 8.59% |
$34.3K - $37.5K
|
4.3K
$634K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
329+ 0.6% |
$33.2K - $36.3K
|
55.3K
$8.16M
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
321+ 153.59% |
$32.4K - $35.4K
|
530
$78.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
283+ 2.27% |
$28.6K - $31.2K
|
12.8K
$1.89M
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
238New |
$24K - $26.3K
|
238
$35.1K
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
211New |
$21.3K - $23.3K
|
211
$31.1K
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
200+ 5.2% |
$20.2K - $22.1K
|
4.05K
$598K
|
|
|
Nov 03, 2021
Q3 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
200+ 1.74% |
$20.2K - $22.1K
|
11.7K
$1.73M
|
|
|
Nov 02, 2021
Q3 2021
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
199+ 1.54% |
$20.1K - $22K
|
13.1K
$1.93M
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
172+ 5.19% |
$17.4K - $19K
|
3.48K
$514K
|
|
|
Oct 12, 2021
Q3 2021
|
Family Legacy, Inc.
|
BUY
|
- |
164+ 1.17% |
$16.6K - $18.1K
|
14.1K
$2.09M
|
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
BUY
|
- |
162+ 0.82% |
$16.4K - $17.9K
|
20K
$2.95M
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
148New |
$14.9K - $16.3K
|
148
$21.8K
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
148New |
$14.9K - $16.3K
|
148
$21.8K
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
137New |
$13.8K - $15.1K
|
137
$20.2K
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
131+ 1.39% |
$13.2K - $14.5K
|
9.58K
$1.41M
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
122+ 4.08% |
$12.3K - $13.5K
|
3.11K
$460K
|
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
113+ 2.68% |
$11.4K - $12.5K
|
4.32K
$638K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
110+ 2.43% |
$11.1K - $12.1K
|
4.64K
$685K
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
BUY
|
- |
110New |
$11.1K - $12.1K
|
110
$16.2K
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
102+ 6.9% |
$10.3K - $11.3K
|
1.58K
$233K
|
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
100+ 1.37% |
$10.1K - $11K
|
7.4K
$1.09M
|
|
|
Nov 15, 2021
Q3 2021
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
100+ 3.85% |
$10.1K - $11K
|
2.7K
$399K
|
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
93+ 2.97% |
$9.39K - $10.3K
|
3.22K
$476K
|
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
92+ 4.14% |
$9.29K - $10.2K
|
2.32K
$342K
|
|
|
Oct 26, 2021
Q3 2021
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
90New |
$9.09K - $9.93K
|
90
$13.3K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
68+ 2.74% |
$6.87K - $7.5K
|
2.55K
$376K
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
62+ 0.31% |
$6.26K - $6.84K
|
19.9K
$2.94M
|
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
60+ 1.54% |
$6.06K - $6.62K
|
3.94K
$582K
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
50New |
$5.05K - $5.52K
|
50
$7.38K
|
|
|
Oct 27, 2021
Q3 2021
|
Bank Hapoalim Bm
|
BUY
|
- |
46+ 1.64% |
$4.64K - $5.08K
|
2.85K
$420K
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
23+ 0.21% |
$2.32K - $2.54K
|
11.2K
$1.66M
|
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
21+ 1.39% |
$2.12K - $2.32K
|
1.53K
$226K
|
|
|
Oct 26, 2021
Q3 2021
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
20+ 0.14% |
$2.02K - $2.21K
|
14.8K
$2.18M
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
10New |
$1.01K - $1.1K
|
10
$1.48K
|