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 |
|---|---|---|---|---|---|---|---|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.12K+ 32.42% |
$476K - $584K
|
20.9K
$3.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
5.03KNew |
$468K - $574K
|
5.03K
$743K
|
|
|
Jan 19, 2023
Q4 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
4.84K+ 29.91% |
$450K - $552K
|
21K
$3.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
4.75KNew |
$442K - $542K
|
4.75K
$702K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
4.64KNew |
$432K - $530K
|
4.64K
$685K
|
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
4.27K+ 39.95% |
$398K - $487K
|
15K
$2.21M
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4.06K+ 13.55% |
$378K - $463K
|
34K
$5.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
4.05K+ 24.76% |
$376K - $462K
|
20.4K
$3.01M
|
|
|
Jan 25, 2023
Q4 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
3.84K+ 17.56% |
$358K - $439K
|
25.7K
$3.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.74K+ 3.85% |
$348K - $427K
|
101K
$14.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.72K+ 18.1% |
$346K - $424K
|
24.3K
$3.58M
|
|
|
Feb 06, 2023
Q4 2022
|
Rollins Financial
|
BUY
|
- |
3.71KNew |
$345K - $423K
|
3.71K
$548K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
3.66KNew |
$341K - $418K
|
3.66K
$541K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.42K+ 5.59% |
$318K - $390K
|
64.6K
$9.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
3.42KNew |
$318K - $390K
|
3.42K
$505K
|
|
|
Feb 28, 2023
Q4 2022
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
3.41K+ 69.85% |
$317K - $389K
|
8.28K
$1.22M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
3.35K+ 18.38% |
$311K - $382K
|
21.5K
$3.18M
|
|
|
Jan 26, 2023
Q4 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
3.34KNew |
$311K - $381K
|
3.34K
$493K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.32KNew |
$309K - $379K
|
3.32K
$490K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.28K+ 10.95% |
$305K - $374K
|
33.2K
$4.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.26K+ 5.9% |
$304K - $372K
|
58.6K
$8.65M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
3.2KNew |
$298K - $365K
|
3.2K
$473K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3K+ 54.16% |
$279K - $342K
|
8.54K
$1.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.99KNew |
$278K - $341K
|
2.99K
$441K
|
|
|
Jan 30, 2023
Q4 2022
|
Narwhal Capital Management
|
BUY
|
- |
2.96KNew |
$275K - $338K
|
2.96K
$437K
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.87K+ 31.22% |
$267K - $327K
|
12.1K
$1.78M
|
|
|
Jan 17, 2023
Q4 2022
|
Darwin Advisors, LLC
|
BUY
|
- |
2.87KNew |
$267K - $327K
|
2.87K
$423K
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
2.84K+ 122.16% |
$265K - $325K
|
5.17K
$763K
|
|
|
Jan 27, 2023
Q4 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
2.73KNew |
$254K - $312K
|
2.73K
$403K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.55K+ 78.85% |
$237K - $291K
|
5.78K
$854K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.54KNew |
$236K - $290K
|
2.54K
$375K
|
|
|
Jan 03, 2023
Q4 2022
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
2.52K+ 29.32% |
$235K - $288K
|
11.1K
$1.64M
|
|
|
Jan 12, 2023
Q4 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
2.44KNew |
$227K - $278K
|
2.44K
$360K
|
|
|
Feb 09, 2023
Q4 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2.42KNew |
$225K - $276K
|
2.42K
$357K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.41K+ 3045.57% |
$224K - $275K
|
2.49K
$367K
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.38KNew |
$222K - $272K
|
2.38K
$352K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.38KNew |
$221K - $271K
|
2.38K
$351K
|
|
|
Feb 15, 2023
Q4 2022
|
Rmr Wealth Builders
|
BUY
|
- |
2.35KNew |
$219K - $268K
|
2.35K
$347K
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.33KNew |
$217K - $266K
|
2.33K
$344K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
2.32K+ 5.68% |
$216K - $265K
|
43.2K
$6.37M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.24KNew |
$208K - $255K
|
2.24K
$330K
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.2KNew |
$204K - $251K
|
2.2K
$324K
|
|
|
Jan 03, 2023
Q4 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
2.19K+ 8.16% |
$204K - $250K
|
29K
$4.29M
|
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.16KNew |
$201K - $246K
|
2.16K
$318K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.15K+ 4.74% |
$200K - $245K
|
47.4K
$7M
|
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
2.14KNew |
$199K - $244K
|
2.14K
$316K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
2.12K+ 23.89% |
$198K - $242K
|
11K
$1.63M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.1KNew |
$195K - $239K
|
2.1K
$309K
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.09KNew |
$195K - $239K
|
2.09K
$309K
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.06KNew |
$192K - $235K
|
2.06K
$304K
|