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 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
205+ 3.39% |
$19.1K - $23.4K
|
6.25K
$922K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
202New |
$18.8K - $23.1K
|
202
$29.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
200+ 2.86% |
$18.6K - $22.8K
|
7.2K
$1.06M
|
|
|
Jan 10, 2023
Q4 2022
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
194+ 3.54% |
$18.1K - $22.1K
|
5.67K
$838K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
194+ 4.15% |
$18.1K - $22.1K
|
4.87K
$719K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
172+ 6.46% |
$16K - $19.6K
|
2.84K
$419K
|
|
|
Jan 20, 2023
Q4 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
166+ 2.36% |
$15.4K - $18.9K
|
7.19K
$1.06M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
158+ 4.12% |
$14.7K - $18K
|
4K
$590K
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
138+ 4.78% |
$12.8K - $15.7K
|
3.03K
$447K
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
136+ 3.11% |
$12.7K - $15.5K
|
4.51K
$665K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
115New |
$10.7K - $13.1K
|
115
$17K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
112+ 4.31% |
$10.4K - $12.8K
|
2.71K
$400K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
112New |
$10.4K - $12.8K
|
112
$16.5K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
109New |
$10.1K - $12.4K
|
109
$16.1K
|
|
|
Jan 26, 2023
Q4 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
106+ 4.29% |
$9.87K - $12.1K
|
2.58K
$381K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
105New |
$9.77K - $12K
|
105
$15.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
101+ 3.29% |
$9.4K - $11.5K
|
3.17K
$468K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
100New |
$9.31K - $11.4K
|
100
$14.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
98+ 2.44% |
$9.12K - $11.2K
|
4.11K
$606K
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
95+ 4.3% |
$8.84K - $10.8K
|
2.3K
$340K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
79+ 0.28% |
$7.35K - $9.01K
|
28.8K
$4.24M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
73+ 2.27% |
$6.79K - $8.33K
|
3.29K
$486K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
71New |
$6.61K - $8.1K
|
71
$10.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
65+ 1.36% |
$6.05K - $7.42K
|
4.83K
$713K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
65New |
$6.05K - $7.42K
|
65
$9.6K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
62New |
$5.77K - $7.07K
|
62
$9.15K
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
59+ 2.44% |
$5.49K - $6.73K
|
2.48K
$366K
|
|
|
Feb 02, 2023
Q4 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
58+ 0.23% |
$5.4K - $6.62K
|
25.6K
$3.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
53New |
$4.93K - $6.05K
|
53
$7.82K
|
|
|
Jan 27, 2023
Q4 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
51+ 1.5% |
$4.75K - $5.82K
|
3.45K
$510K
|
|
|
Jan 13, 2023
Q4 2022
|
Savior LLC
|
BUY
|
- |
50New |
$4.65K - $5.71K
|
50
$7.38K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
50New |
$4.65K - $5.71K
|
50
$7.38K
|
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
45+ 0.98% |
$4.19K - $5.13K
|
4.65K
$686K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
43+ 268.75% |
$4K - $4.91K
|
59
$8.71K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
43+ 2.0% |
$4K - $4.91K
|
2.19K
$323K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
41New |
$3.82K - $4.68K
|
41
$6.05K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
37+ 185.0% |
$3.44K - $4.22K
|
57
$8.41K
|
|
|
Jan 26, 2023
Q4 2022
|
Bank Hapoalim Bm
|
BUY
|
- |
31+ 1.41% |
$2.89K - $3.54K
|
2.23K
$330K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
31New |
$2.89K - $3.54K
|
31
$4.58K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
31+ 5.07% |
$2.89K - $3.54K
|
643
$94.9K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
30+ 5.66% |
$2.79K - $3.42K
|
560
$82.7K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
27+ 0.49% |
$2.51K - $3.08K
|
5.52K
$815K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
20+ 1.71% |
$1.86K - $2.28K
|
1.19K
$176K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
20New |
$1.86K - $2.28K
|
20
$2.95K
|
|
|
Feb 02, 2023
Q4 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
20+ 0.06% |
$1.86K - $2.28K
|
33.1K
$4.88M
|
|
|
Jan 18, 2023
Q4 2022
|
Purus Wealth Management, LLC
|
BUY
|
- |
19+ 0.46% |
$1.77K - $2.17K
|
4.18K
$617K
|
|
|
Feb 14, 2023
Q4 2022
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
19+ 0.57% |
$1.77K - $2.17K
|
3.33K
$491K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
18New |
$1.68K - $2.05K
|
18
$2.66K
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
14+ 3.03% |
$1.3K - $1.6K
|
476
$70.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
14+ 0.31% |
$1.3K - $1.6K
|
4.51K
$665K
|