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 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
851+ 5.45% |
$87.8K - $108K
|
16.5K
$2.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
850+ 274.19% |
$87.7K - $108K
|
1.16K
$171K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
835+ 40.51% |
$86.1K - $106K
|
2.9K
$427K
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
790New |
$81.5K - $100K
|
790
$117K
|
|
|
Jan 12, 2024
Q4 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
765+ 12.56% |
$78.9K - $96.9K
|
6.85K
$1.01M
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
727+ 3.83% |
$75K - $92.1K
|
19.7K
$2.91M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
719+ 2.28% |
$74.2K - $91.1K
|
32.3K
$4.76M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
713+ 3.15% |
$73.6K - $90.3K
|
23.4K
$3.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
710+ 3.28% |
$73.2K - $89.9K
|
22.4K
$3.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
700New |
$72.2K - $88.7K
|
700
$103K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
691+ 28.08% |
$71.3K - $87.5K
|
3.15K
$465K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
672+ 6.72% |
$69.3K - $85.1K
|
10.7K
$1.58M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
663+ 2.46% |
$68.4K - $84K
|
27.6K
$4.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
574+ 3.75% |
$59.2K - $72.7K
|
15.9K
$2.34M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
498+ 7.38% |
$51.4K - $63.1K
|
7.25K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
490+ 131.72% |
$50.5K - $62.1K
|
862
$127K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
488+ 17.88% |
$50.3K - $61.8K
|
3.22K
$475K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
479+ 43.27% |
$49.4K - $60.7K
|
1.59K
$234K
|
|
|
Feb 14, 2024
Q4 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
440New |
$45.4K - $55.7K
|
440
$64.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
435+ 11.98% |
$44.9K - $55.1K
|
4.07K
$600K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
427+ 26.69% |
$44K - $54.1K
|
2.03K
$299K
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
420+ 146.85% |
$43.3K - $53.2K
|
706
$104K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
372+ 4650.0% |
$38.4K - $47.1K
|
380
$56.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
350+ 4.83% |
$36.1K - $44.3K
|
7.6K
$1.12M
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
341+ 1.49% |
$35.2K - $43.2K
|
23.2K
$3.42M
|
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
320+ 47.06% |
$33K - $40.5K
|
1K
$148K
|
|
|
Feb 14, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
320+ 47.06% |
$33K - $40.5K
|
1K
$148K
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
318+ 7.04% |
$32.8K - $40.3K
|
4.84K
$714K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
315New |
$32.5K - $39.9K
|
315
$46.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
300New |
$30.9K - $38K
|
300
$44.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
286+ 2.0% |
$29.5K - $36.2K
|
14.6K
$2.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
285+ 1.36% |
$29.4K - $36.1K
|
21.2K
$3.13M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
283+ 10.96% |
$29.2K - $35.9K
|
2.87K
$423K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
268+ 15.58% |
$27.6K - $34K
|
1.99K
$293K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
266+ 10.4% |
$27.4K - $33.7K
|
2.82K
$417K
|
|
|
Jan 17, 2024
Q4 2023
|
Family Legacy, Inc.
|
BUY
|
- |
264+ 2.24% |
$27.2K - $33.4K
|
12K
$1.78M
|
|
|
Jan 23, 2024
Q4 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
260+ 4.53% |
$26.8K - $32.9K
|
6K
$885K
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
255+ 12.59% |
$26.3K - $32.3K
|
2.28K
$336K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
250New |
$25.8K - $31.7K
|
250
$36.9K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
249+ 24.13% |
$25.7K - $31.5K
|
1.28K
$189K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
241+ 6.4% |
$24.9K - $30.5K
|
4.01K
$591K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
238New |
$24.6K - $30.1K
|
238
$35.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
232+ 10.72% |
$23.9K - $29.4K
|
2.4K
$353K
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
225+ 6.25% |
$23.2K - $28.5K
|
3.82K
$564K
|
|
|
Feb 12, 2024
Q4 2023
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
224+ 3.25% |
$23.1K - $28.4K
|
7.11K
$1.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
BUY
|
- |
223+ 1.92% |
$23K - $28.2K
|
11.8K
$1.74M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
220+ 14.97% |
$22.7K - $27.9K
|
1.69K
$249K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
218+ 4.08% |
$22.5K - $27.6K
|
5.56K
$820K
|
|
|
Feb 14, 2024
Q4 2023
|
Ars Investment Partners, LLC
|
BUY
|
- |
204+ 1.24% |
$21K - $25.8K
|
16.7K
$2.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
204New |
$21K - $25.8K
|
204
$30.1K
|