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 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.12% |
$103 - $127
|
808
$124K
|
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 6.25% |
$103 - $127
|
17
$2.61K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.65% |
$103 - $127
|
155
$23.8K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.01% |
$103 - $127
|
19.3K
$2.97M
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$103 - $127
|
5.5K
$845K
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 6.25% |
$103 - $127
|
17
$2.61K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 0.44% |
$103 - $127
|
228
$35K
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-1- 1.82% |
$103 - $127
|
54
$8.29K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3- 0.15% |
$309 - $380
|
1.93K
$297K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-8- 0.28% |
$825 - $1.01K
|
2.83K
$435K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-12- 0.24% |
$1.24K - $1.52K
|
5.07K
$779K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-12- 0.07% |
$1.24K - $1.52K
|
16.6K
$2.55M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-13- 3.15% |
$1.34K - $1.65K
|
400
$61.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-15- 1.0% |
$1.55K - $1.9K
|
1.48K
$228K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-18- 3.5% |
$1.86K - $2.28K
|
496
$76.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-19- 0.28% |
$1.96K - $2.41K
|
6.74K
$1.03M
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-20- 74.07% |
$2.06K - $2.53K
|
7
$1.07K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-25- 29.41% |
$2.58K - $3.17K
|
60
$9.21K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-30- 0.25% |
$3.09K - $3.8K
|
11.8K
$1.81M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-33- 1.43% |
$3.4K - $4.18K
|
2.27K
$349K
|
|
|
Feb 05, 2024
Q4 2023
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-34- 10.33% |
$3.51K - $4.31K
|
295
$45.3K
|
|
|
Jan 18, 2024
Q4 2023
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-35- 0.42% |
$3.61K - $4.43K
|
8.24K
$1.26M
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-38- 43.18% |
$3.92K - $4.81K
|
50
$7.68K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-39- 8.39% |
$4.02K - $4.94K
|
426
$65.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-49- 6.13% |
$5.05K - $6.21K
|
751
$115K
|
|
|
Feb 09, 2024
Q4 2023
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-53- 2.54% |
$5.47K - $6.71K
|
2.03K
$312K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-54- 12.41% |
$5.57K - $6.84K
|
381
$58.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-60- 7.39% |
$6.19K - $7.6K
|
752
$115K
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-60- 37.04% |
$6.19K - $7.6K
|
102
$15.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-60- 37.04% |
$6.19K - $7.6K
|
102
$15.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-61- 1.38% |
$6.29K - $7.73K
|
4.37K
$671K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-63- 26.58% |
$6.5K - $7.98K
|
174
$26.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-65- 2.77% |
$6.71K - $8.23K
|
2.29K
$351K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-66- 0.51% |
$6.81K - $8.36K
|
12.9K
$1.98M
|
|
|
Jan 23, 2024
Q4 2023
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-69- 3.3% |
$7.12K - $8.74K
|
2.02K
$311K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-75- 44.12% |
$7.74K - $9.5K
|
95
$14.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-75- 3.06% |
$7.74K - $9.5K
|
2.38K
$365K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-75- 9.24% |
$7.74K - $9.5K
|
737
$113K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-84- 3.16% |
$8.67K - $10.6K
|
2.57K
$395K
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-98- 4.44% |
$10.1K - $12.4K
|
2.11K
$324K
|
|
|
Feb 28, 2024
Q4 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-100- 46.51% |
$10.3K - $12.7K
|
115
$17.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-100- 5.26% |
$10.3K - $12.7K
|
1.8K
$276K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-101- 19.2% |
$10.4K - $12.8K
|
425
$65.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-101- 3.72% |
$10.4K - $12.8K
|
2.61K
$401K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-102- 21.94% |
$10.5K - $12.9K
|
363
$55.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-102- 1.15% |
$10.5K - $12.9K
|
8.73K
$1.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-132- 0.6% |
$13.6K - $16.7K
|
22K
$3.38M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-134- 2.15% |
$13.8K - $17K
|
6.09K
$934K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-139- 0.95% |
$14.3K - $17.6K
|
14.5K
$2.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-145- 2.32% |
$15K - $18.4K
|
6.11K
$938K
|