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 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
BUY
|
- |
8+ 10.0% |
$808 - $883
|
88
$13K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2+ 0.09% |
$202 - $221
|
2.31K
$341K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.17% |
$202 - $221
|
1.15K
$170K
|
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.16% |
$101 - $110
|
634
$93.6K
|
|
|
Oct 20, 2021
Q3 2021
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1+ 0.03% |
$101 - $110
|
3.56K
$526K
|
|
|
Nov 02, 2021
Q3 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1+ 0.03% |
$101 - $110
|
3.04K
$448K
|
|
|
Nov 02, 2021
Q3 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
1+ 0.42% |
$101 - $110
|
241
$35.6K
|
|
|
Oct 07, 2021
Q3 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-2- 0.11% |
$202 - $221
|
1.87K
$276K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-3Closed |
$303 - $331
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-15- 0.73% |
$1.51K - $1.65K
|
2.03K
$300K
|
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-20Closed |
$2.02K - $2.21K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
True Wealth Advisors, LLC
|
SELL
|
- |
-22- 1.01% |
$2.22K - $2.43K
|
2.15K
$317K
|
|
|
Nov 12, 2021
Q3 2021
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-24Closed |
$2.42K - $2.65K
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
M&R Capital Management Inc
|
SELL
|
- |
-25- 3.47% |
$2.52K - $2.76K
|
695
$103K
|
|
|
Nov 08, 2021
Q3 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-25- 0.95% |
$2.52K - $2.76K
|
2.6K
$383K
|
|
|
Oct 28, 2021
Q3 2021
|
Avitas Wealth Management LLC
|
SELL
|
- |
-30- 0.7% |
$3.03K - $3.31K
|
4.26K
$629K
|
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
SELL
|
- |
-30- 1.06% |
$3.03K - $3.31K
|
2.81K
$415K
|
|
|
Nov 15, 2021
Q3 2021
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-38- 1.29% |
$3.84K - $4.19K
|
2.92K
$431K
|
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
SELL
|
- |
-39- 1.41% |
$3.94K - $4.3K
|
2.74K
$404K
|
|
|
Oct 28, 2021
Q3 2021
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-49- 0.73% |
$4.95K - $5.41K
|
6.68K
$987K
|
|
|
Nov 03, 2021
Q3 2021
|
Nvwm, LLC
|
SELL
|
- |
-50Closed |
$5.05K - $5.52K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-60- 14.49% |
$6.06K - $6.62K
|
354
$52.3K
|
|
|
Nov 12, 2021
Q3 2021
|
9258 Wealth Management, LLC
|
SELL
|
- |
-78- 3.09% |
$7.87K - $8.61K
|
2.45K
$361K
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-88Closed |
$8.88K - $9.71K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-99- 1.93% |
$10K - $10.9K
|
5.02K
$741K
|
|
|
Oct 28, 2021
Q3 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-100Closed |
$10.1K - $11K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-103- 2.57% |
$10.4K - $11.4K
|
3.91K
$576K
|
|
|
Nov 09, 2021
Q3 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-105- 1.93% |
$10.6K - $11.6K
|
5.35K
$789K
|
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-107Closed |
$10.8K - $11.8K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-115- 0.4% |
$11.6K - $12.7K
|
28.4K
$4.19M
|
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-119- 1.79% |
$12K - $13.1K
|
6.53K
$964K
|
|
|
Oct 13, 2021
Q3 2021
|
Burns J W & CO Inc
|
SELL
|
- |
-125- 1.06% |
$12.6K - $13.8K
|
11.7K
$1.73M
|
|
|
Nov 10, 2021
Q3 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-125Closed |
$12.6K - $13.8K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-126- 5.25% |
$12.7K - $13.9K
|
2.27K
$336K
|
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-136Closed |
$13.7K - $15K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-148- 0.81% |
$14.9K - $16.3K
|
18.1K
$2.67M
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-156- 8.44% |
$15.7K - $17.2K
|
1.69K
$250K
|
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-163Closed |
$16.5K - $18K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-200- 9.76% |
$20.2K - $22.1K
|
1.85K
$273K
|
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-200- 6.75% |
$20.2K - $22.1K
|
2.76K
$408K
|
|
|
Nov 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-200- 5.97% |
$20.2K - $22.1K
|
3.15K
$465K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-206- 3.97% |
$20.8K - $22.7K
|
4.99K
$736K
|
|
|
Nov 12, 2021
Q3 2021
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-220- 6.91% |
$22.2K - $24.3K
|
2.97K
$438K
|
|
|
Oct 12, 2021
Q3 2021
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-222- 7.3% |
$22.4K - $24.5K
|
2.82K
$416K
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-229- 3.34% |
$23.1K - $25.3K
|
6.63K
$979K
|
|
|
Nov 12, 2021
Q3 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-245- 37.98% |
$24.7K - $27K
|
400
$59K
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-255- 1.67% |
$25.7K - $28.1K
|
15K
$2.22M
|
|
|
Oct 13, 2021
Q3 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-275- 2.66% |
$27.8K - $30.3K
|
10.1K
$1.48M
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-298- 10.64% |
$30.1K - $32.9K
|
2.5K
$369K
|