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 09, 2023
Q4 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
924+ 21.53% |
$86K - $105K
|
5.22K
$770K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
906+ 11.73% |
$84.3K - $103K
|
8.63K
$1.27M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
904+ 27.72% |
$84.1K - $103K
|
4.17K
$615K
|
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
902+ 36.68% |
$83.9K - $103K
|
3.36K
$496K
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
895New |
$83.3K - $102K
|
895
$132K
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
851+ 17.93% |
$79.2K - $97.1K
|
5.6K
$826K
|
|
|
Jan 24, 2023
Q4 2022
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
826+ 33.94% |
$76.9K - $94.3K
|
3.26K
$481K
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
825New |
$76.8K - $94.1K
|
825
$122K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
818+ 8.59% |
$76.1K - $93.3K
|
10.3K
$1.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
811+ 206.89% |
$75.5K - $92.5K
|
1.2K
$178K
|
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
760+ 1169.23% |
$70.7K - $86.7K
|
825
$122K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
748+ 25.19% |
$69.6K - $85.4K
|
3.72K
$549K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
742New |
$69.1K - $84.7K
|
742
$110K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
677+ 8.08% |
$63K - $77.3K
|
9.06K
$1.34M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
668+ 16.03% |
$62.2K - $76.2K
|
4.83K
$714K
|
|
|
Feb 13, 2023
Q4 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
605+ 2.46% |
$56.3K - $69K
|
25.2K
$3.72M
|
|
|
Feb 13, 2024
Q4 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
600New |
$55.8K - $68.5K
|
600
$88.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
600New |
$55.8K - $68.5K
|
600
$88.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
594New |
$55.3K - $67.8K
|
594
$87.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
593+ 19.33% |
$55.2K - $67.7K
|
3.66K
$540K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
586+ 2.62% |
$54.5K - $66.9K
|
23K
$3.39M
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
583New |
$54.3K - $66.5K
|
583
$86.1K
|
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
568New |
$52.9K - $64.8K
|
568
$83.8K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
510+ 17.33% |
$47.5K - $58.2K
|
3.45K
$510K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
505+ 12.0% |
$47K - $57.6K
|
4.71K
$696K
|
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
488+ 2.16% |
$45.4K - $55.7K
|
23.1K
$3.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
482+ 21.53% |
$44.9K - $55K
|
2.72K
$402K
|
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
BUY
|
- |
479+ 5.58% |
$44.6K - $54.7K
|
9.06K
$1.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
461+ 3.65% |
$42.9K - $52.6K
|
13.1K
$1.93M
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
451New |
$42K - $51.5K
|
451
$66.6K
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
448+ 21.65% |
$41.7K - $51.1K
|
2.52K
$372K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
431+ 14.03% |
$40.1K - $49.2K
|
3.5K
$517K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
428New |
$39.8K - $48.8K
|
428
$63.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
400New |
$37.2K - $45.6K
|
400
$59K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
380+ 15.3% |
$35.4K - $43.4K
|
2.86K
$423K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
375+ 12.1% |
$34.9K - $42.8K
|
3.48K
$513K
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
335+ 9.99% |
$31.2K - $38.2K
|
3.69K
$545K
|
|
|
Feb 14, 2023
Q4 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
320+ 12.87% |
$29.8K - $36.5K
|
2.81K
$414K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
318New |
$29.6K - $36.3K
|
318
$46.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
314+ 13.12% |
$29.2K - $35.8K
|
2.71K
$400K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
261New |
$24.3K - $29.8K
|
261
$38.5K
|
|
|
Feb 02, 2023
Q4 2022
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
257+ 0.61% |
$23.9K - $29.3K
|
42.4K
$6.26M
|
|
|
Feb 02, 2023
Q4 2022
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
255New |
$23.7K - $29.1K
|
255
$37.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
250New |
$23.3K - $28.5K
|
250
$36.9K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
246+ 8.86% |
$22.9K - $28.1K
|
3.02K
$446K
|
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
237+ 1.69% |
$22.1K - $27K
|
14.2K
$2.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
233+ 6.36% |
$21.7K - $26.6K
|
3.9K
$575K
|
|
|
Jan 25, 2023
Q4 2022
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
230+ 1.17% |
$21.4K - $26.2K
|
19.9K
$2.93M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
224New |
$20.8K - $25.6K
|
224
$33.1K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
210New |
$19.5K - $24K
|
210
$31K
|