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 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-512- 17.6% |
$54K - $60.5K
|
2.4K
$371K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-522- 50.39% |
$55K - $61.7K
|
514
$79.5K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-533- 15.12% |
$56.2K - $63K
|
2.99K
$463K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-541- 2.24% |
$57K - $63.9K
|
23.6K
$3.66M
|
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-542- 8.85% |
$57.1K - $64K
|
5.58K
$863K
|
|
|
Nov 13, 2023
Q3 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-561- 0.78% |
$59.1K - $66.3K
|
71K
$11M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-575- 15.09% |
$60.6K - $67.9K
|
3.24K
$501K
|
|
|
Oct 30, 2023
Q3 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-588- 12.4% |
$62K - $69.5K
|
4.16K
$643K
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-594- 9.08% |
$62.6K - $70.2K
|
5.95K
$920K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-639- 11.98% |
$67.4K - $75.5K
|
4.69K
$726K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-662- 1.38% |
$69.8K - $78.2K
|
47.3K
$7.32M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-667- 19.41% |
$70.3K - $78.8K
|
2.77K
$428K
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-683- 15.11% |
$72K - $80.7K
|
3.84K
$594K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-773- 18.54% |
$81.5K - $91.3K
|
3.4K
$525K
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-950- 33.3% |
$100K - $112K
|
1.9K
$294K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-964- 4.51% |
$102K - $114K
|
20.4K
$3.16M
|
|
|
Oct 16, 2023
Q3 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-968- 1.1% |
$102K - $114K
|
86.8K
$13.4M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.02K- 7.49% |
$107K - $120K
|
12.6K
$1.94M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.04K- 29.14% |
$109K - $122K
|
2.52K
$389K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.18K- 9.64% |
$124K - $139K
|
11K
$1.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-1.21K- 4.21% |
$128K - $143K
|
27.6K
$4.26M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.33K- 33.33% |
$140K - $157K
|
2.66K
$411K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.34K- 40.23% |
$141K - $158K
|
1.99K
$308K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.57K- 28.34% |
$165K - $185K
|
3.96K
$612K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.68K- 38.19% |
$177K - $199K
|
2.72K
$421K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.72K- 15.63% |
$181K - $203K
|
9.28K
$1.44M
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-2.11K- 13.42% |
$223K - $250K
|
13.6K
$2.11M
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.36K- 8.52% |
$249K - $279K
|
25.3K
$3.92M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.43K- 21.55% |
$256K - $287K
|
8.83K
$1.37M
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.43K- 52.03% |
$256K - $287K
|
2.24K
$347K
|
|
|
Nov 15, 2023
Q3 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-2.5K- 20.36% |
$264K - $295K
|
9.78K
$1.51M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-2.54K- 17.0% |
$267K - $300K
|
12.4K
$1.92M
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-2.56K- 10.09% |
$269K - $302K
|
22.8K
$3.52M
|
|
|
Oct 20, 2023
Q3 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-2.56K- 52.47% |
$270K - $303K
|
2.32K
$359K
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-2.98K- 17.09% |
$314K - $352K
|
14.4K
$2.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.98K- 7.96% |
$314K - $352K
|
34.5K
$5.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-3.22K- 7.24% |
$340K - $381K
|
41.3K
$6.39M
|
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
SELL
|
- |
-3.24K- 37.46% |
$341K - $382K
|
5.4K
$835K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-3.34K- 29.8% |
$352K - $395K
|
7.87K
$1.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.36K- 13.31% |
$354K - $397K
|
21.9K
$3.39M
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-3.37K- 37.99% |
$355K - $398K
|
5.5K
$851K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.51K- 23.59% |
$369K - $414K
|
11.4K
$1.76M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.63K- 19.65% |
$382K - $429K
|
14.8K
$2.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3.8K- 95.0% |
$401K - $449K
|
200
$30.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.91K- 28.08% |
$412K - $462K
|
10K
$1.55M
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-4.2K- 5.17% |
$443K - $497K
|
77.2K
$11.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.63K- 6.23% |
$488K - $547K
|
69.7K
$10.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-5.42K- 45.54% |
$571K - $640K
|
6.48K
$1M
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-5.74K- 20.94% |
$604K - $678K
|
21.7K
$3.35M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-6.14K- 54.18% |
$647K - $725K
|
5.19K
$803K
|