Purchases and Sales Made in Q1 2022 in Ishares Tr (ITB)
This table provides information about the institutional ownership of Ishares Tr (ITB) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
100New |
$5.93K - $8.16K
|
100
$10.1K
|
|
|
May 16, 2022
Q1 2022
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
100New |
$5.93K - $8.16K
|
100
$10.1K
|
|
|
Oct 07, 2024
Q1 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
62New |
$3.67K - $5.06K
|
62
$6.24K
|
|
|
May 10, 2022
Q1 2022
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
51+ 0.18% |
$3.02K - $4.16K
|
27.9K
$2.8M
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
28+ 6.0% |
$1.66K - $2.29K
|
495
$49.8K
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
27+ 0.74% |
$1.6K - $2.2K
|
3.69K
$372K
|
|
|
May 13, 2022
Q1 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
24+ 0.21% |
$1.42K - $1.96K
|
11.5K
$1.15M
|
|
|
May 16, 2022
Q1 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
20+ 200.0% |
$1.19K - $1.63K
|
30
$3.02K
|
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4+ 0.11% |
$237 - $326
|
3.77K
$379K
|
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-20Closed |
$1.19K - $1.63K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-30- 5.37% |
$1.78K - $2.45K
|
529
$53.2K
|
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-38- 33.33% |
$2.25K - $3.1K
|
76
$7.65K
|
|
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-40Closed |
$2.37K - $3.26K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-61- 0.62% |
$3.61K - $4.98K
|
9.85K
$992K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-64Closed |
$3.79K - $5.22K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-68Closed |
$4.03K - $5.55K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-70- 35.9% |
$4.15K - $5.71K
|
125
$12.6K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-86- 1.6% |
$5.1K - $7.02K
|
5.28K
$531K
|
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-100Closed |
$5.93K - $8.16K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-110- 0.38% |
$6.52K - $8.98K
|
28.8K
$2.89M
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-121- 1.69% |
$7.17K - $9.88K
|
7.04K
$709K
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-126- 2.45% |
$7.47K - $10.3K
|
5.02K
$506K
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-128Closed |
$7.59K - $10.4K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-140- 9.44% |
$8.3K - $11.4K
|
1.34K
$135K
|
|
|
Apr 20, 2022
Q1 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-159- 2.59% |
$9.42K - $13K
|
5.97K
$601K
|
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
SELL
|
- |
-187- 1.3% |
$11.1K - $15.3K
|
14.2K
$1.43M
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-200- 1.48% |
$11.9K - $16.3K
|
13.3K
$1.34M
|
|
|
Apr 18, 2022
Q1 2022
|
Sol Capital Management CO
|
SELL
|
- |
-200- 0.57% |
$11.9K - $16.3K
|
34.8K
$3.5M
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-201- 96.17% |
$11.9K - $16.4K
|
8
$805
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-201Closed |
$11.9K - $16.4K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-246Closed |
$14.6K - $20.1K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-250Closed |
$14.8K - $20.4K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-251- 41.69% |
$14.9K - $20.5K
|
351
$35.3K
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-257Closed |
$15.2K - $21K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-270- 4.48% |
$16K - $22K
|
5.75K
$579K
|
|
|
Apr 22, 2022
Q1 2022
|
James Investment Research Inc
|
SELL
|
- |
-272Closed |
$16.1K - $22.2K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-292- 6.72% |
$17.3K - $23.8K
|
4.05K
$408K
|
|
|
May 09, 2022
Q1 2022
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-300Closed |
$17.8K - $24.5K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-336- 20.01% |
$19.9K - $27.4K
|
1.34K
$135K
|
|
|
May 16, 2022
Q1 2022
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-344- 1.42% |
$20.4K - $28.1K
|
23.9K
$2.41M
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-350Closed |
$20.7K - $28.6K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-370- 6.49% |
$21.9K - $30.2K
|
5.34K
$537K
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-384- 2.0% |
$22.8K - $31.3K
|
18.8K
$1.9M
|
|
|
May 06, 2022
Q1 2022
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
SELL
|
- |
-390Closed |
$23.1K - $31.8K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-399- 30.65% |
$23.6K - $32.6K
|
903
$90.9K
|
|
|
Apr 12, 2022
Q1 2022
|
Canton Hathaway, LLC
|
SELL
|
- |
-405Closed |
$24K - $33.1K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-460- 11.31% |
$27.3K - $37.5K
|
3.61K
$363K
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-480Closed |
$28.4K - $39.2K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-500Closed |
$29.6K - $40.8K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-549- 36.5% |
$32.5K - $44.8K
|
955
$96.1K
|