Purchases and Sales Made in Q4 2023 in Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA) during Q4 2023. 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 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
727K+ 9.17% |
$75M - $92.1M
|
8.66M
$1.28B
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
523KNew |
$54M - $66.3M
|
523K
$77.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
256K+ 14.68% |
$26.4M - $32.4M
|
2M
$295M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
187K+ 10.32% |
$19.3M - $23.7M
|
2M
$295M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
185K+ 63.07% |
$19.1M - $23.4M
|
478K
$70.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
109K+ 17.99% |
$11.3M - $13.9M
|
717K
$106M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
88.3K+ 99.35% |
$9.11M - $11.2M
|
177K
$26.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
73.1KNew |
$7.54M - $9.26M
|
73.1K
$10.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
70.5K+ 36.53% |
$7.27M - $8.93M
|
263K
$38.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
68.7KNew |
$7.09M - $8.71M
|
68.7K
$10.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
63.8K+ 112.31% |
$6.58M - $8.09M
|
121K
$17.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
59.3KNew |
$6.12M - $7.52M
|
59.3K
$8.75M
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
56.3KNew |
$5.8M - $7.13M
|
56.3K
$8.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
48.2K+ 5.05% |
$4.97M - $6.1M
|
1M
$148M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
42.6K+ 9.31% |
$4.4M - $5.4M
|
500K
$73.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
41K+ 72.22% |
$4.23M - $5.19M
|
97.7K
$14.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
40.3KNew |
$4.16M - $5.11M
|
40.3K
$5.95M
|
|
|
Feb 15, 2024
Q4 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
39.5KNew |
$4.07M - $5M
|
39.5K
$5.82M
|
|
|
Feb 05, 2024
Q4 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
38.6K+ 194.88% |
$3.98M - $4.89M
|
58.4K
$8.61M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
37.2K+ 528.01% |
$3.83M - $4.71M
|
44.2K
$6.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
35.1KNew |
$3.62M - $4.45M
|
35.1K
$5.18M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
30K+ 182.92% |
$3.1M - $3.8M
|
46.5K
$6.85M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
29.8K+ 25.07% |
$3.07M - $3.77M
|
149K
$21.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
25.1K+ 1116.48% |
$2.59M - $3.18M
|
27.4K
$4.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
24.6KNew |
$2.53M - $3.11M
|
24.6K
$3.62M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
23.8K+ 14.54% |
$2.45M - $3.01M
|
187K
$27.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
23.4KNew |
$2.41M - $2.96M
|
23.4K
$3.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20.2K+ 46.59% |
$2.08M - $2.56M
|
63.5K
$9.37M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
20.1K+ 12.86% |
$2.08M - $2.55M
|
177K
$26.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
19.7K+ 119.31% |
$2.03M - $2.5M
|
36.2K
$5.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
19.7KNew |
$2.03M - $2.49M
|
19.7K
$2.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
19.1K+ 7.19% |
$1.97M - $2.42M
|
285K
$42.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
18.7K+ 54.3% |
$1.93M - $2.37M
|
53.2K
$7.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
17.9KNew |
$1.85M - $2.27M
|
17.9K
$2.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
17.7K+ 170.29% |
$1.83M - $2.25M
|
28.1K
$4.15M
|
|
|
Jan 26, 2024
Q4 2023
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
17.7KNew |
$1.82M - $2.24M
|
17.7K
$2.61M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
17.3K+ 12.55% |
$1.78M - $2.19M
|
155K
$22.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
17.2KNew |
$1.78M - $2.18M
|
17.2K
$2.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
16.8K+ 626.38% |
$1.73M - $2.12M
|
19.4K
$2.87M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
16.2K+ 315.93% |
$1.67M - $2.05M
|
21.3K
$3.14M
|
|
|
Apr 18, 2024
Q4 2023
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
14.6KNew |
$1.51M - $1.85M
|
14.6K
$2.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
13.4K+ 41.93% |
$1.38M - $1.7M
|
45.3K
$6.69M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
13.3KNew |
$1.37M - $1.69M
|
13.3K
$1.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
12.7KNew |
$1.31M - $1.61M
|
12.7K
$1.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
12.6KNew |
$1.3M - $1.6M
|
12.6K
$1.87M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12.5KNew |
$1.29M - $1.58M
|
12.5K
$1.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
12.4KNew |
$1.28M - $1.57M
|
12.4K
$1.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
11.6K+ 14.22% |
$1.19M - $1.47M
|
93K
$13.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11.4K+ 13.09% |
$1.17M - $1.44M
|
98.1K
$14.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
11KNew |
$1.14M - $1.4M
|
11K
$1.63M
|