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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-573- 5.05% |
$59.1K - $72.6K
|
10.8K
$1.59M
|
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-583- 19.95% |
$60.1K - $73.9K
|
2.34K
$345K
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-598- 14.39% |
$61.7K - $75.8K
|
3.56K
$525K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-618- 3.45% |
$63.8K - $78.3K
|
17.3K
$2.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-640- 10.9% |
$66K - $81.1K
|
5.23K
$772K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-650- 37.95% |
$67.1K - $82.3K
|
1.06K
$157K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-766- 12.71% |
$79K - $97K
|
5.26K
$776K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-785- 5.43% |
$81K - $99.4K
|
13.7K
$2.02M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-827- 29.62% |
$85.3K - $105K
|
1.97K
$290K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-835- 8.92% |
$86.1K - $106K
|
8.53K
$1.26M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-841- 1.72% |
$86.8K - $107K
|
48.1K
$7.09M
|
|
|
Jun 10, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-900- 33.33% |
$92.8K - $114K
|
1.8K
$266K
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-932- 18.11% |
$96.1K - $118K
|
4.21K
$622K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-938- 12.28% |
$96.8K - $119K
|
6.7K
$988K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-970- 5.45% |
$100K - $123K
|
16.8K
$2.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-987- 14.28% |
$102K - $125K
|
5.92K
$874K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1K- 11.05% |
$103K - $127K
|
8.06K
$1.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.09K- 16.46% |
$113K - $138K
|
5.54K
$818K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.1K- 4.65% |
$113K - $139K
|
22.5K
$3.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-1.11K- 2.69% |
$115K - $141K
|
40.2K
$5.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-1.15K- 12.12% |
$119K - $146K
|
8.35K
$1.23M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.18K- 30.83% |
$122K - $150K
|
2.65K
$392K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.33K- 62.17% |
$137K - $169K
|
810
$119K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.36K- 10.49% |
$141K - $173K
|
11.6K
$1.72M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1.38K- 11.11% |
$142K - $174K
|
11K
$1.62M
|
|
|
Jan 16, 2024
Q4 2023
|
Magnolia Capital Management LTD
|
SELL
|
- |
-1.47K- 34.39% |
$152K - $186K
|
2.81K
$414K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.48K- 15.9% |
$152K - $187K
|
7.8K
$1.15M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-1.48K- 18.86% |
$153K - $188K
|
6.39K
$942K
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.58K- 29.73% |
$163K - $200K
|
3.73K
$550K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-1.65K- 89.19% |
$170K - $209K
|
200
$29.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.73K- 20.53% |
$178K - $219K
|
6.69K
$987K
|
|
|
Feb 05, 2024
Q4 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-1.75K- 17.88% |
$180K - $221K
|
8.03K
$1.18M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.78K- 36.45% |
$183K - $225K
|
3.1K
$457K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.91K- 7.55% |
$197K - $242K
|
23.4K
$3.45M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.91K- 37.68% |
$197K - $242K
|
3.17K
$467K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.97K- 2.82% |
$203K - $249K
|
67.7K
$9.99M
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
SELL
|
- |
-2.05K- 6.02% |
$211K - $259K
|
31.9K
$4.71M
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-2.33K- 1.68% |
$240K - $295K
|
136K
$20M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.44K- 4.78% |
$251K - $309K
|
48.6K
$7.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.61K- 2.95% |
$270K - $331K
|
85.9K
$12.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.74K- 6.25% |
$283K - $348K
|
41.1K
$6.07M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-3.14K- 96.05% |
$324K - $398K
|
129
$19K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-3.23K- 17.97% |
$334K - $410K
|
14.8K
$2.18M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.36K- 56.79% |
$346K - $425K
|
2.55K
$377K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.37K- 15.4% |
$348K - $427K
|
18.5K
$2.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.72K- 13.0% |
$383K - $471K
|
24.9K
$3.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.75K- 73.33% |
$490K - $602K
|
1.73K
$255K
|
|
|
Feb 09, 2024
Q4 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-4.96K- 18.01% |
$512K - $628K
|
22.6K
$3.33M
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-5.1K- 5.88% |
$526K - $646K
|
81.7K
$12M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-5.76K- 41.35% |
$594K - $729K
|
8.17K
$1.21M
|