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 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.82K+ 10.89% |
$187K - $230K
|
18.5K
$2.73M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.8K+ 17.06% |
$186K - $229K
|
12.4K
$1.83M
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1.8KNew |
$186K - $228K
|
1.8K
$266K
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
BUY
|
- |
1.8KNew |
$186K - $228K
|
1.8K
$266K
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.78K+ 45.1% |
$183K - $225K
|
5.71K
$843K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.77KNew |
$183K - $224K
|
1.77K
$261K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.77KNew |
$182K - $224K
|
1.77K
$261K
|
|
|
Jan 31, 2024
Q4 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
1.76KNew |
$182K - $223K
|
1.76K
$260K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.75KNew |
$180K - $221K
|
1.75K
$257K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.71K+ 21.33% |
$177K - $217K
|
9.75K
$1.44M
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.71KNew |
$177K - $217K
|
1.71K
$252K
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.68KNew |
$173K - $213K
|
1.68K
$248K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
BUY
|
- |
1.66KNew |
$172K - $211K
|
1.66K
$245K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.66KNew |
$171K - $210K
|
1.66K
$245K
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
1.6KNew |
$165K - $203K
|
1.6K
$237K
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1.6KNew |
$165K - $203K
|
1.6K
$236K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
1.6KNew |
$165K - $203K
|
1.6K
$236K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.58K+ 48.7% |
$163K - $200K
|
4.81K
$710K
|
|
|
Jan 29, 2024
Q4 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1.51K+ 38.83% |
$156K - $191K
|
5.4K
$796K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
1.5K+ 50.1% |
$155K - $190K
|
4.49K
$663K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
1.47K+ 17.4% |
$152K - $187K
|
9.94K
$1.47M
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
1.44K+ 39.67% |
$149K - $183K
|
5.08K
$749K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
1.42K+ 20.53% |
$147K - $180K
|
8.34K
$1.23M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.37K+ 10.93% |
$142K - $174K
|
13.9K
$2.05M
|
|
|
Jan 24, 2024
Q4 2023
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
1.33K+ 50.21% |
$137K - $168K
|
3.97K
$586K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.3K+ 6.63% |
$134K - $165K
|
20.9K
$3.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.28K+ 24.58% |
$132K - $162K
|
6.47K
$954K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.24KNew |
$128K - $157K
|
1.24K
$182K
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.23K+ 40.78% |
$127K - $156K
|
4.24K
$626K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.22K+ 198.69% |
$126K - $154K
|
1.83K
$270K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.19K+ 2.1% |
$123K - $150K
|
57.7K
$8.51M
|
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
1.18K+ 13.99% |
$122K - $149K
|
9.61K
$1.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.18K+ 18.05% |
$122K - $149K
|
7.7K
$1.14M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.18K+ 25.08% |
$121K - $149K
|
5.87K
$866K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.14K+ 43.77% |
$117K - $144K
|
3.74K
$552K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.1K+ 1772.58% |
$113K - $139K
|
1.16K
$171K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
1.07K+ 9.24% |
$110K - $135K
|
12.6K
$1.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.07K+ 29.45% |
$110K - $135K
|
4.68K
$691K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.06KNew |
$109K - $134K
|
1.06K
$156K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
978+ 10.37% |
$101K - $124K
|
10.4K
$1.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
975+ 2.63% |
$101K - $124K
|
38.1K
$5.62M
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
BUY
|
- |
972+ 18.0% |
$100K - $123K
|
6.37K
$940K
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
952New |
$98.2K - $121K
|
952
$140K
|
|
|
Feb 12, 2024
Q4 2023
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
950+ 4.37% |
$98K - $120K
|
22.7K
$3.35M
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
940New |
$97K - $119K
|
940
$139K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
940+ 33.95% |
$97K - $119K
|
3.71K
$547K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
935+ 23.8% |
$96.5K - $118K
|
4.86K
$717K
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
911+ 39.0% |
$94K - $115K
|
3.25K
$479K
|
|
|
Feb 02, 2024
Q4 2023
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
910+ 5.97% |
$93.9K - $115K
|
16.2K
$2.38M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
889+ 4.1% |
$91.7K - $113K
|
22.6K
$3.33M
|