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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-120- 12.62% |
$12.6K - $14.2K
|
831
$129K
|
|
|
Nov 13, 2023
Q3 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-121- 1.34% |
$12.8K - $14.3K
|
8.89K
$1.38M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-125- 1.75% |
$13.2K - $14.8K
|
7.04K
$1.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-131- 0.83% |
$13.8K - $15.5K
|
15.6K
$2.42M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-139- 6.62% |
$14.7K - $16.4K
|
1.96K
$303K
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-150- 6.78% |
$15.8K - $17.7K
|
2.06K
$319K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-151- 6.32% |
$15.9K - $17.8K
|
2.24K
$346K
|
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-155- 1.8% |
$16.3K - $18.3K
|
8.44K
$1.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-158- 2.36% |
$16.7K - $18.7K
|
6.53K
$1.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-161- 4.31% |
$17K - $19K
|
3.57K
$552K
|
|
|
Oct 23, 2023
Q3 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-164- 5.31% |
$17.3K - $19.4K
|
2.92K
$452K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-165- 3.02% |
$17.4K - $19.5K
|
5.3K
$820K
|
|
|
Nov 13, 2023
Q3 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-172- 7.68% |
$18.1K - $20.3K
|
2.07K
$320K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-173- 27.12% |
$18.2K - $20.4K
|
465
$71.9K
|
|
|
Oct 19, 2023
Q3 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-176- 0.51% |
$18.6K - $20.8K
|
34.6K
$5.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-180- 9.47% |
$19K - $21.3K
|
1.72K
$266K
|
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
SELL
|
- |
-183- 5.03% |
$19.3K - $21.6K
|
3.45K
$534K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-200- 28.17% |
$21.1K - $23.6K
|
510
$78.9K
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-206- 5.71% |
$21.7K - $24.3K
|
3.4K
$526K
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-206- 2.5% |
$21.7K - $24.3K
|
8.03K
$1.24M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-222- 1.93% |
$23.4K - $26.2K
|
11.3K
$1.75M
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-238- 48.37% |
$25.1K - $28.1K
|
254
$39.3K
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-240- 1.21% |
$25.3K - $28.4K
|
19.6K
$3.03M
|
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-249- 10.6% |
$26.2K - $29.4K
|
2.1K
$325K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-255- 5.38% |
$26.9K - $30.1K
|
4.48K
$693K
|
|
|
Oct 13, 2023
Q3 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-258- 2.14% |
$27.2K - $30.5K
|
11.8K
$1.82M
|
|
|
Oct 10, 2023
Q3 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-263- 6.75% |
$27.7K - $31.1K
|
3.64K
$562K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-275- 3.76% |
$29K - $32.5K
|
7.04K
$1.09M
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-275- 25.11% |
$29K - $32.5K
|
820
$127K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-333- 1.73% |
$35.1K - $39.4K
|
18.9K
$2.92M
|
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
SELL
|
- |
-341- 0.99% |
$35.9K - $40.3K
|
34K
$5.26M
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-344- 41.65% |
$36.3K - $40.7K
|
482
$74.6K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-367- 11.91% |
$38.7K - $43.4K
|
2.71K
$420K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-374- 8.91% |
$39.4K - $44.2K
|
3.82K
$591K
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-378- 13.35% |
$39.8K - $44.7K
|
2.45K
$379K
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-398- 6.8% |
$41.9K - $47K
|
5.45K
$843K
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-398- 2.98% |
$41.9K - $47K
|
12.9K
$2M
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-400- 6.04% |
$42.2K - $47.3K
|
6.22K
$962K
|
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-400- 8.96% |
$42.2K - $47.3K
|
4.07K
$629K
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-400- 2.94% |
$42.2K - $47.3K
|
13.2K
$2.04M
|
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-400- 2.94% |
$42.2K - $47.3K
|
13.2K
$2.04M
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-405- 4.15% |
$42.7K - $47.9K
|
9.36K
$1.45M
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-414- 2.25% |
$43.6K - $48.9K
|
18K
$2.78M
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-444- 14.58% |
$46.8K - $52.5K
|
2.6K
$403K
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-446- 10.75% |
$47K - $52.7K
|
3.7K
$573K
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-450- 11.11% |
$47.4K - $53.2K
|
3.6K
$557K
|
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
SELL
|
- |
-459- 8.43% |
$48.4K - $54.2K
|
4.99K
$772K
|
|
|
Oct 30, 2023
Q3 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-473- 7.74% |
$49.9K - $55.9K
|
5.64K
$872K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-478- 41.57% |
$50.4K - $56.5K
|
672
$104K
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-510- 75.89% |
$53.8K - $60.3K
|
162
$25.1K
|