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 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
22New |
$2.32K - $2.6K
|
22
$3.4K
|
|
|
Oct 16, 2023
Q3 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
19+ 0.06% |
$2K - $2.25K
|
32.3K
$5M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
19New |
$2K - $2.25K
|
19
$2.94K
|
|
|
Nov 13, 2023
Q3 2023
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
16+ 0.47% |
$1.69K - $1.89K
|
3.42K
$529K
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
14+ 0.36% |
$1.48K - $1.65K
|
3.93K
$608K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
14New |
$1.48K - $1.65K
|
14
$2.17K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
13+ 3.25% |
$1.37K - $1.54K
|
413
$63.9K
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
11+ 2.75% |
$1.16K - $1.3K
|
411
$63.6K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
11+ 1.83% |
$1.16K - $1.3K
|
613
$94.8K
|
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
10+ 1.34% |
$1.05K - $1.18K
|
755
$117K
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.28% |
$843 - $945
|
2.84K
$439K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
7New |
$738 - $827
|
7
$1.08K
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
5New |
$527 - $591
|
5
$773
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
4+ 0.34% |
$422 - $473
|
1.18K
$182K
|
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
1+ 0.05% |
$105 - $118
|
1.96K
$303K
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-1- 5.88% |
$105 - $118
|
16
$2.48K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-2- 50.0% |
$211 - $236
|
2
$309
|
|
|
Jan 12, 2024
Q3 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-2- 0.04% |
$211 - $236
|
4.47K
$691K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-2- 0.83% |
$211 - $236
|
240
$37.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-2- 0.6% |
$211 - $236
|
329
$50.9K
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-5- 0.19% |
$527 - $591
|
2.68K
$415K
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-7- 0.26% |
$738 - $827
|
2.71K
$419K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-8- 34.78% |
$843 - $945
|
15
$2.32K
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-9- 25.0% |
$949 - $1.06K
|
27
$4.18K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-9- 0.1% |
$949 - $1.06K
|
9.42K
$1.46M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-12- 2.68% |
$1.26K - $1.42K
|
435
$67.3K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-17- 0.87% |
$1.79K - $2.01K
|
1.95K
$301K
|
|
|
Oct 04, 2023
Q3 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-17- 0.25% |
$1.79K - $2.01K
|
6.82K
$1.06M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-20- 0.39% |
$2.11K - $2.36K
|
5.08K
$786K
|
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-20- 0.18% |
$2.11K - $2.36K
|
11.2K
$1.74M
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-26- 0.23% |
$2.74K - $3.07K
|
11.2K
$1.74M
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-27- 3.24% |
$2.85K - $3.19K
|
807
$125K
|
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-28- 0.53% |
$2.95K - $3.31K
|
5.31K
$821K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-41- 1.32% |
$4.32K - $4.84K
|
3.06K
$474K
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-45- 1.0% |
$4.74K - $5.32K
|
4.43K
$686K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-46- 10.36% |
$4.85K - $5.44K
|
398
$61.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-47- 1.92% |
$4.95K - $5.55K
|
2.4K
$372K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-47- 3.28% |
$4.95K - $5.55K
|
1.39K
$214K
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-49- 2.17% |
$5.16K - $5.79K
|
2.21K
$342K
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-60- 5.97% |
$6.32K - $7.09K
|
945
$146K
|
|
|
Oct 12, 2023
Q3 2023
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-66- 1.07% |
$6.96K - $7.8K
|
6.09K
$942K
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-73- 2.58% |
$7.69K - $8.63K
|
2.75K
$426K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-76- 1.28% |
$8.01K - $8.98K
|
5.87K
$907K
|
|
|
Nov 08, 2023
Q3 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-76- 26.12% |
$8.01K - $8.98K
|
215
$33.3K
|
|
|
Nov 01, 2023
Q3 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-90- 1.94% |
$9.49K - $10.6K
|
4.56K
$706K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-100- 10.96% |
$10.5K - $11.8K
|
812
$126K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-101- 15.33% |
$10.6K - $11.9K
|
558
$86.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-115- 4.21% |
$12.1K - $13.6K
|
2.62K
$405K
|
|
|
Nov 13, 2023
Q3 2023
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-119- 1.7% |
$12.5K - $14.1K
|
6.88K
$1.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-120- 44.44% |
$12.6K - $14.2K
|
150
$23.2K
|