Purchases and Sales Made in Q3 2023 in Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
924+ 7.49% |
$97.4K - $109K
|
13.3K
$2.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
810+ 37.16% |
$85.4K - $95.7K
|
2.99K
$463K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
706+ 33.84% |
$74.4K - $83.4K
|
2.79K
$432K
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
693+ 3.23% |
$73K - $81.9K
|
22.2K
$3.43M
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
678New |
$71.5K - $80.1K
|
678
$105K
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
671New |
$70.7K - $79.3K
|
671
$104K
|
|
|
Nov 06, 2023
Q3 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
669+ 0.86% |
$70.5K - $79.1K
|
78.8K
$12.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
662+ 10.58% |
$69.8K - $78.2K
|
6.92K
$1.07M
|
|
|
Oct 13, 2023
Q3 2023
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
640+ 8.39% |
$67.5K - $75.6K
|
8.27K
$1.28M
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
608+ 15.54% |
$64.1K - $71.8K
|
4.52K
$699K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
606+ 2.87% |
$63.9K - $71.6K
|
21.7K
$3.35M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
585+ 4.16% |
$61.7K - $69.1K
|
14.6K
$2.26M
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
582+ 4.27% |
$61.3K - $68.8K
|
14.2K
$2.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
575+ 7.39% |
$60.6K - $67.9K
|
8.36K
$1.29M
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
545+ 12.5% |
$57.4K - $64.4K
|
4.9K
$759K
|
|
|
Nov 13, 2023
Q3 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
531+ 3.6% |
$56K - $62.7K
|
15.3K
$2.37M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
514+ 4.54% |
$54.2K - $60.7K
|
11.8K
$1.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
514+ 4.54% |
$54.2K - $60.7K
|
11.8K
$1.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
498+ 68.69% |
$52.5K - $58.8K
|
1.22K
$189K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
489+ 27.75% |
$51.5K - $57.8K
|
2.25K
$348K
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
486+ 4.38% |
$51.2K - $57.4K
|
11.6K
$1.79M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
464+ 72.16% |
$48.9K - $54.8K
|
1.11K
$171K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
420+ 8.85% |
$44.3K - $49.6K
|
5.17K
$799K
|
|
|
Oct 17, 2023
Q3 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
408+ 15.44% |
$43K - $48.2K
|
3.05K
$472K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
404+ 5.59% |
$42.6K - $47.7K
|
7.64K
$1.18M
|
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
397+ 10.99% |
$41.8K - $46.9K
|
4.01K
$620K
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
394+ 7.27% |
$41.5K - $46.6K
|
5.82K
$900K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
393+ 2.64% |
$41.4K - $46.4K
|
15.3K
$2.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
385+ 1.8% |
$40.6K - $45.5K
|
21.7K
$3.36M
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
372+ 11.66% |
$39.2K - $44K
|
3.56K
$551K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
362+ 1.62% |
$38.2K - $42.8K
|
22.6K
$3.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
356+ 5.04% |
$37.5K - $42.1K
|
7.43K
$1.15M
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
353+ 2.21% |
$37.2K - $41.7K
|
16.3K
$2.52M
|
|
|
Nov 13, 2023
Q3 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
350+ 6.5% |
$36.9K - $41.4K
|
5.74K
$887K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
350+ 1.11% |
$36.9K - $41.4K
|
31.9K
$4.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
345+ 627.27% |
$36.4K - $40.8K
|
400
$61.9K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
323New |
$34K - $38.2K
|
323
$50K
|
|
|
Nov 09, 2023
Q3 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
312+ 2.23% |
$32.9K - $36.9K
|
14.3K
$2.21M
|
|
|
Oct 16, 2023
Q3 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
305+ 0.72% |
$32.1K - $36K
|
42.8K
$6.62M
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
300New |
$31.6K - $35.5K
|
300
$46.4K
|
|
|
Nov 14, 2023
Q3 2023
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
BUY
|
- |
295+ 3.54% |
$31.1K - $34.9K
|
8.64K
$1.34M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
289+ 4.47% |
$30.5K - $34.2K
|
6.75K
$1.04M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
278+ 22.81% |
$29.3K - $32.9K
|
1.5K
$232K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
275+ 283.51% |
$29K - $32.5K
|
372
$57.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
262+ 11.41% |
$27.6K - $31K
|
2.56K
$396K
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
250New |
$26.4K - $29.5K
|
250
$38.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
250+ 8.24% |
$26.4K - $29.5K
|
3.28K
$508K
|
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
237+ 3.27% |
$25K - $28K
|
7.48K
$1.16M
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
227New |
$23.9K - $26.8K
|
227
$35.1K
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
BUY
|
- |
220+ 5.22% |
$23.2K - $26K
|
4.43K
$686K
|