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 07, 2024
Q4 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
11KNew |
$1.14M - $1.4M
|
11K
$1.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11K+ 99.91% |
$1.14M - $1.39M
|
22K
$3.38M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.6KNew |
$1.09M - $1.34M
|
10.6K
$1.63M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10.5KNew |
$1.08M - $1.33M
|
10.5K
$1.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.46K+ 8.05% |
$976K - $1.2M
|
127K
$19.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
9.21K+ 366.07% |
$951K - $1.17M
|
11.7K
$1.8M
|
|
|
Feb 20, 2024
Q4 2023
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
9KNew |
$929K - $1.14M
|
9K
$1.38M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
8.99K+ 301.75% |
$927K - $1.14M
|
12K
$1.84M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
8.85K+ 90.0% |
$913K - $1.12M
|
18.7K
$2.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
8.5KNew |
$876K - $1.08M
|
8.5K
$1.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
8.45KNew |
$871K - $1.07M
|
8.45K
$1.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.32K+ 3.25% |
$858K - $1.05M
|
264K
$40.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
8.28K+ 49.38% |
$854K - $1.05M
|
25K
$3.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Knoll Capital Management, LLC
Miami, FL |
BUY
|
- |
7.65KNew |
$789K - $969K
|
7.65K
$1.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
7.56K+ 28.26% |
$779K - $957K
|
34.3K
$5.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
7.25KNew |
$747K - $918K
|
7.25K
$1.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.23K+ 5.71% |
$746K - $916K
|
134K
$20.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.22K+ 23.47% |
$745K - $915K
|
38K
$5.83M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
7.03K+ 48.38% |
$725K - $891K
|
21.6K
$3.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Garnet Equity Capital Holdings, Inc.
|
BUY
|
- |
7K+ 30.43% |
$722K - $887K
|
30K
$4.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
6.58KNew |
$679K - $834K
|
6.58K
$1.01M
|
|
|
Mar 14, 2024
Q4 2023
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
6.53KNew |
$674K - $827K
|
6.53K
$1M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.48K+ 238.06% |
$668K - $821K
|
9.2K
$1.41M
|
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
6.1KNew |
$629K - $772K
|
6.1K
$936K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
6.03K+ 103.59% |
$622K - $763K
|
11.8K
$1.82M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.94K+ 14.37% |
$613K - $752K
|
47.3K
$7.26M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.61K+ 10.51% |
$578K - $710K
|
58.9K
$9.05M
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
5.14KNew |
$530K - $651K
|
5.14K
$789K
|
|
|
Feb 14, 2024
Q4 2023
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
4.93KNew |
$508K - $624K
|
4.93K
$757K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.68K+ 87.19% |
$483K - $593K
|
10.1K
$1.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
4.55KNew |
$469K - $576K
|
4.55K
$698K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
4.55KNew |
$469K - $576K
|
4.55K
$698K
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
4.49KNew |
$463K - $569K
|
4.49K
$690K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
4.49KNew |
$463K - $569K
|
4.49K
$690K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.44K+ 223.14% |
$458K - $562K
|
6.42K
$986K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.32K+ 23.61% |
$445K - $547K
|
22.6K
$3.47M
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
4.26KNew |
$440K - $540K
|
4.26K
$654K
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
4.12KNew |
$425K - $521K
|
4.12K
$632K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.84K+ 48.12% |
$396K - $487K
|
11.8K
$1.82M
|
|
|
Jan 23, 2024
Q4 2023
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
3.82KNew |
$394K - $484K
|
3.82K
$587K
|
|
|
Jan 24, 2024
Q4 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
3.8KNew |
$391K - $481K
|
3.8K
$583K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
3.7K+ 370.0% |
$382K - $469K
|
4.7K
$722K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
3.61K+ 18.9% |
$372K - $457K
|
22.7K
$3.48M
|
|
|
May 03, 2024
Q4 2023
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
3.5KNew |
$361K - $443K
|
3.5K
$537K
|
|
|
Jan 16, 2024
Q4 2023
|
Mason & Associates Inc
|
BUY
|
- |
3.45K+ 129.79% |
$356K - $437K
|
6.11K
$938K
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
3.44K+ 61.81% |
$355K - $436K
|
9K
$1.38M
|
|
|
Feb 08, 2024
Q4 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
3.44KNew |
$354K - $435K
|
3.44K
$528K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.4K+ 4.52% |
$350K - $430K
|
78.5K
$12.1M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.38K+ 29.89% |
$348K - $428K
|
14.7K
$2.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.32K+ 89.68% |
$342K - $420K
|
7.02K
$1.08M
|