Purchases and Sales Made in Q4 2022 in Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
611KNew |
$56.9M - $69.8M
|
611K
$90.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
449K+ 12.66% |
$41.8M - $51.3M
|
4M
$590M
|
|
|
Feb 14, 2023
Q4 2022
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
394K+ 13126.67% |
$36.7M - $44.9M
|
397K
$58.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
215KNew |
$20M - $24.6M
|
215K
$31.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
215KNew |
$20M - $24.6M
|
215K
$31.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
172K+ 323.58% |
$16M - $19.6M
|
225K
$33.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
166K+ 22.86% |
$15.4M - $18.9M
|
891K
$132M
|
|
|
Feb 14, 2023
Q4 2022
|
Main Management Fund Advisors LLC
San Francisco, CA |
BUY
|
- |
145KNew |
$13.4M - $16.5M
|
145K
$21.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
142K+ 36.0% |
$13.2M - $16.2M
|
536K
$79.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
130K+ 172.91% |
$12.1M - $14.9M
|
206K
$30.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
126K+ 25.62% |
$11.7M - $14.4M
|
618K
$91.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
120K+ 119900.0% |
$11.2M - $13.7M
|
120K
$17.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
102K+ 13.43% |
$9.45M - $11.6M
|
858K
$127M
|
|
|
Jan 13, 2023
Q4 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
85.6K+ 71.38% |
$7.97M - $9.77M
|
206K
$30.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
BUY
|
- |
75.9KNew |
$7.06M - $8.66M
|
75.9K
$11.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
67K+ 23.07% |
$6.24M - $7.65M
|
357K
$52.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
64.1KNew |
$5.97M - $7.32M
|
64.1K
$9.47M
|
|
|
Jan 17, 2023
Q4 2022
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
60.9KNew |
$5.67M - $6.95M
|
60.9K
$8.99M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
60.1KNew |
$5.6M - $6.86M
|
60.1K
$8.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
57.3KNew |
$5.33M - $6.54M
|
57.3K
$8.46M
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
50.8KNew |
$4.72M - $5.79M
|
50.8K
$7.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
49.1K+ 19.86% |
$4.57M - $5.6M
|
296K
$43.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
47.1K+ 21.83% |
$4.38M - $5.37M
|
263K
$38.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
43.8KNew |
$4.07M - $4.99M
|
43.8K
$6.46M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
43.1K+ 19.69% |
$4.01M - $4.92M
|
262K
$38.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
42.7K+ 2.75% |
$3.98M - $4.88M
|
1.59M
$235M
|
|
|
Jan 17, 2023
Q4 2022
|
Sterling Manor Financial, LLC
|
BUY
|
- |
40.3KNew |
$3.75M - $4.6M
|
40.3K
$5.95M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
39.1K+ 904.0% |
$3.64M - $4.46M
|
43.5K
$6.41M
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
37.9KNew |
$3.52M - $4.32M
|
37.9K
$5.59M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
35.3K+ 25.82% |
$3.28M - $4.02M
|
172K
$25.4M
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
34.7K+ 322.34% |
$3.23M - $3.96M
|
45.4K
$6.71M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
33.8K+ 161.04% |
$3.15M - $3.86M
|
54.8K
$8.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
33.7K+ 3.37% |
$3.13M - $3.84M
|
1.03M
$152M
|
|
|
Feb 14, 2023
Q4 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
33.6KNew |
$3.12M - $3.83M
|
33.6K
$4.96M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
33.3K+ 128.81% |
$3.09M - $3.79M
|
59.1K
$8.72M
|
|
|
Feb 07, 2023
Q4 2022
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
32.8KNew |
$3.06M - $3.75M
|
32.8K
$4.85M
|
|
|
Jan 20, 2023
Q4 2022
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
32.2KNew |
$3M - $3.68M
|
32.2K
$4.76M
|
|
|
Jan 30, 2023
Q4 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
32.2KNew |
$3M - $3.67M
|
32.2K
$4.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
28.5K+ 157.83% |
$2.65M - $3.25M
|
46.5K
$6.86M
|
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
28.5KNew |
$2.65M - $3.25M
|
28.5K
$4.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
26K+ 431.23% |
$2.42M - $2.97M
|
32.1K
$4.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
25.9K+ 26.37% |
$2.41M - $2.95M
|
124K
$18.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
23.6K+ 3.79% |
$2.2M - $2.7M
|
646K
$95.4M
|
|
|
Jan 10, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
23.6KNew |
$2.19M - $2.69M
|
23.6K
$3.48M
|
|
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
23.6KNew |
$2.19M - $2.69M
|
23.6K
$3.48M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
21.7KNew |
$2.02M - $2.48M
|
21.7K
$3.21M
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
21KNew |
$1.96M - $2.4M
|
21K
$3.1M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
20.3K+ 19.42% |
$1.89M - $2.31M
|
125K
$18.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
20.3K+ 19.42% |
$1.89M - $2.31M
|
125K
$18.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
19.2KNew |
$1.79M - $2.19M
|
19.2K
$2.84M
|