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 10, 2023
Q4 2022
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
14+ 0.2% |
$1.3K - $1.6K
|
6.96K
$1.03M
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
13New |
$1.21K - $1.48K
|
13
$1.92K
|
|
|
Dec 06, 2023
Q4 2022
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
12New |
$1.12K - $1.37K
|
12
$1.77K
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
11+ 0.39% |
$1.02K - $1.26K
|
2.84K
$419K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
10New |
$931 - $1.14K
|
10
$1.48K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10+ 0.33% |
$931 - $1.14K
|
3.08K
$455K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
10New |
$931 - $1.14K
|
10
$1.48K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
8+ 1.13% |
$745 - $913
|
713
$105K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
5New |
$465 - $571
|
5
$738
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3+ 0.13% |
$279 - $342
|
2.29K
$338K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2+ 0.25% |
$186 - $228
|
805
$119K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.47% |
$186 - $228
|
426
$62.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.09% |
$93.1 - $114
|
1.14K
$169K
|
|
|
Jan 11, 2023
Q4 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.44% |
$93.1 - $114
|
228
$33.7K
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
1+ 0.01% |
$93.1 - $114
|
14.7K
$2.16M
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1+ 0.01% |
$93.1 - $114
|
7.27K
$1.07M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.01% |
$93.1 - $114
|
19.4K
$2.86M
|
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$93.1 - $114
|
2.82K
$416K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.65% |
$93.1 - $114
|
154
$22.7K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1+ 0.07% |
$93.1 - $114
|
1.34K
$198K
|
|
|
Jan 23, 2023
Q4 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.12% |
$93.1 - $114
|
802
$118K
|
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
1+ 0.03% |
$93.1 - $114
|
3.89K
$574K
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1+ 0.04% |
$93.1 - $114
|
2.28K
$336K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.67% |
$93.1 - $114
|
150
$22.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 4.17% |
$93.1 - $114
|
25
$3.69K
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-3- 0.11% |
$279 - $342
|
2.64K
$390K
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-4- 0.02% |
$372 - $456
|
18.4K
$2.72M
|
|
|
Jan 31, 2023
Q4 2022
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-4- 0.06% |
$372 - $456
|
6.85K
$1.01M
|
|
|
Feb 06, 2023
Q4 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-7- 0.1% |
$651 - $799
|
7.28K
$1.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-8- 0.12% |
$745 - $913
|
6.63K
$979K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-9- 0.37% |
$838 - $1.03K
|
2.45K
$361K
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-11- 57.89% |
$1.02K - $1.26K
|
8
$1.18K
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-12- 0.53% |
$1.12K - $1.37K
|
2.24K
$330K
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-17- 0.75% |
$1.58K - $1.94K
|
2.25K
$333K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-19- 8.3% |
$1.77K - $2.17K
|
210
$31K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-32- 0.51% |
$2.98K - $3.65K
|
6.28K
$927K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-39- 0.5% |
$3.63K - $4.45K
|
7.72K
$1.14M
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-53- 69.74% |
$4.93K - $6.05K
|
23
$3.4K
|
|
|
Jan 27, 2023
Q4 2022
|
Patron Partners, LLC
|
SELL
|
- |
-57- 1.62% |
$5.3K - $6.5K
|
3.46K
$510K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-62- 1.98% |
$5.77K - $7.07K
|
3.07K
$453K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-62- 2.3% |
$5.77K - $7.07K
|
2.64K
$389K
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-69- 2.83% |
$6.42K - $7.87K
|
2.37K
$350K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-81- 73.64% |
$7.54K - $9.24K
|
29
$4.28K
|
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-82- 3.67% |
$7.63K - $9.36K
|
2.15K
$318K
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-82- 0.85% |
$7.63K - $9.36K
|
9.53K
$1.41M
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-89- 1.37% |
$8.28K - $10.2K
|
6.41K
$947K
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-90- 2.0% |
$8.38K - $10.3K
|
4.41K
$651K
|
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-92- 0.59% |
$8.56K - $10.5K
|
15.4K
$2.28M
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-96- 2.55% |
$8.93K - $11K
|
3.67K
$542K
|
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-97- 3.72% |
$9.03K - $11.1K
|
2.51K
$371K
|