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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
2.03KNew |
$189K - $231K
|
2.03K
$299K
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
2K+ 53.77% |
$186K - $229K
|
5.73K
$846K
|
|
|
Feb 09, 2023
Q4 2022
|
Independent Family Office, LLC
|
BUY
|
- |
2KNew |
$186K - $228K
|
2K
$295K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2KNew |
$186K - $228K
|
2K
$295K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.98KNew |
$184K - $226K
|
1.98K
$292K
|
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
1.98KNew |
$184K - $226K
|
1.98K
$292K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.97KNew |
$183K - $225K
|
1.97K
$291K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.94K+ 146.56% |
$180K - $221K
|
3.26K
$482K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.93K+ 35.81% |
$179K - $220K
|
7.3K
$1.08M
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.92KNew |
$179K - $219K
|
1.92K
$284K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.92K+ 15.69% |
$179K - $219K
|
14.1K
$2.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.91KNew |
$178K - $218K
|
1.91K
$282K
|
|
|
Feb 09, 2023
Q4 2022
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
1.9KNew |
$177K - $217K
|
1.9K
$280K
|
|
|
Jan 10, 2023
Q4 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
1.89KNew |
$176K - $216K
|
1.89K
$279K
|
|
|
Jan 30, 2023
Q4 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1.85KNew |
$172K - $211K
|
1.85K
$273K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.83KNew |
$170K - $209K
|
1.83K
$270K
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
1.8KNew |
$168K - $206K
|
1.8K
$266K
|
|
|
Feb 01, 2023
Q4 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
1.8KNew |
$168K - $205K
|
1.8K
$266K
|
|
|
Jan 20, 2023
Q4 2022
|
Diligent Investors, LLC
|
BUY
|
- |
1.8KNew |
$168K - $205K
|
1.8K
$266K
|
|
|
Feb 13, 2023
Q4 2022
|
Marco Investment Management LLC
|
BUY
|
- |
1.8KNew |
$168K - $205K
|
1.8K
$266K
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.77K+ 44.8% |
$164K - $202K
|
5.71K
$843K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
1.73K+ 37.74% |
$161K - $197K
|
6.31K
$931K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.72KNew |
$160K - $196K
|
1.72K
$254K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.72KNew |
$160K - $196K
|
1.72K
$254K
|
|
|
Feb 09, 2023
Q4 2022
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
1.7K+ 8.25% |
$158K - $194K
|
22.3K
$3.29M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.69KNew |
$157K - $192K
|
1.69K
$249K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.66K+ 8.96% |
$154K - $189K
|
20.2K
$2.98M
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
1.56K+ 19.36% |
$145K - $178K
|
9.63K
$1.42M
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.51K+ 25.72% |
$140K - $172K
|
7.38K
$1.09M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.45K+ 170.39% |
$135K - $165K
|
2.3K
$340K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.39K+ 57.37% |
$130K - $159K
|
3.82K
$564K
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.39K+ 56.47% |
$129K - $158K
|
3.85K
$568K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.36KNew |
$127K - $155K
|
1.36K
$201K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1.35KNew |
$125K - $154K
|
1.35K
$199K
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
1.34K+ 58.71% |
$125K - $153K
|
3.63K
$536K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.31KNew |
$122K - $149K
|
1.31K
$193K
|
|
|
Feb 24, 2023
Q4 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.23KNew |
$115K - $141K
|
1.23K
$182K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
1.22KNew |
$113K - $139K
|
1.22K
$180K
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.21K+ 4.76% |
$113K - $138K
|
26.7K
$3.94M
|
|
|
Jan 31, 2023
Q4 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.21K+ 42.06% |
$112K - $138K
|
4.07K
$601K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1.19K+ 904.58% |
$110K - $135K
|
1.32K
$194K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.15K+ 21.72% |
$107K - $131K
|
6.44K
$950K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.11KNew |
$103K - $126K
|
1.11K
$163K
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.07K+ 7.85% |
$99.7K - $122K
|
14.7K
$2.17M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.07K+ 9.55% |
$99.6K - $122K
|
12.3K
$1.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
1.01K+ 24.59% |
$94.3K - $116K
|
5.13K
$758K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.01K+ 109.9% |
$94K - $115K
|
1.93K
$285K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
999+ 13.89% |
$93K - $114K
|
8.19K
$1.21M
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
964+ 28.6% |
$89.7K - $110K
|
4.34K
$640K
|
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
932+ 4.04% |
$86.7K - $106K
|
24K
$3.54M
|