Purchases and Sales Made in Q1 2023 in Ishares Tr (ITB)

ITB Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr (ITB) during Q1 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
May 18, 2023 Q1 2023
Hnp Capital LLC

BUY
 -
320
+ 3.06%
$19.7K - $23.4K
10.8K $1.08M
May 15, 2023 Q1 2023
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
300
New
$18.4K - $22K
300 $30.2K
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
296
New
$18.2K - $21.7K
296 $29.8K
May 04, 2023 Q1 2023
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
259
+ 3.18%
$15.9K - $19K
8.39K $845K
May 11, 2023 Q1 2023
Y.D. More Investments LTD

Ramat Gan, L3
BUY
 -
200
+ 16.67%
$12.3K - $14.6K
1.4K $141K
Apr 25, 2023 Q1 2023
D.A. Davidson & Co.

BUY
 -
158
+ 1.19%
$9.71K - $11.6K
13.4K $1.35M
Apr 17, 2023 Q1 2023
All Season Financial Advisors, Inc.

BUY
 -
145
+ 1.81%
$8.91K - $10.6K
8.17K $823K
May 10, 2023 Q1 2023
Cnb Bank

Clearfield, PA
BUY
 -
126
New
$7.74K - $9.22K
126 $12.7K
May 15, 2023 Q1 2023
Okabena Investment Services Inc

Minneapolis, MN
BUY
 -
124
New
$7.62K - $9.08K
124 $12.5K
May 15, 2023 Q1 2023
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
103
+ 2.73%
$6.33K - $7.54K
3.88K $390K
Apr 28, 2023 Q1 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
81
+ 7.79%
$4.98K - $5.93K
1.12K $113K
May 15, 2023 Q1 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
63
+ 1.77%
$3.87K - $4.61K
3.63K $365K
May 16, 2023 Q1 2023
Hollencrest Capital Management

BUY
 -
45
+ 13.85%
$2.76K - $3.29K
370 $37.2K
Apr 19, 2023 Q1 2023
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
36
New
$2.21K - $2.64K
36 $3.62K
May 01, 2023 Q1 2023
Family Firm, Inc.

BUY
 -
29
+ 0.2%
$1.78K - $2.12K
14.2K $1.43M
May 15, 2023 Q1 2023
Horizon Investments, LLC

Charlotte, NC
BUY
 -
16
New
$983 - $1.17K
16 $1.61K
May 11, 2023 Q1 2023
Montag A & Associates Inc

Atlanta, GA
BUY
 -
3
+ 0.03%
$184 - $220
11.9K $1.2M
May 01, 2023 Q1 2023
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
2
+ 0.16%
$123 - $146
1.22K $123K
May 15, 2023 Q1 2023
Parallax Volatility Advisers, L.P.

San Francisco, CA
BUY
 -
1
New
$61.4 - $73.2
1 $101
Apr 26, 2023 Q1 2023
Sugarloaf Wealth Management, LLC

SELL
 -
-1
- 0.95%
$61.4 - $73.2
104 $10.5K
May 20, 2024 Q1 2023
Parallel Advisors, LLC

SELL
 -
-1
- 0.95%
$61.4 - $73.2
104 $10.5K
May 12, 2023 Q1 2023
Mission Creek Capital Partners, Inc.

San Francisco, CA
SELL
 -
-4
- 0.03%
$246 - $293
11.5K $1.16M
May 15, 2023 Q1 2023
Delos Wealth Advisors, LLC

Dallas, TX
SELL
 -
-20
- 66.67%
$1.23K - $1.46K
10 $1.01K
May 05, 2023 Q1 2023
Clifford Swan Investment Counsel LLC

SELL
 -
-48
- 0.53%
$2.95K - $3.51K
8.94K $900K
Apr 12, 2023 Q1 2023
Rda Financial Network

SELL
 -
-50
- 0.37%
$3.07K - $3.66K
13.4K $1.35M
Apr 18, 2023 Q1 2023
Allworth Financial LP

SELL
 -
-65
- 3.65%
$3.99K - $4.76K
1.71K $173K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-71
- 6.83%
$4.36K - $5.2K
969 $97.5K
May 05, 2023 Q1 2023
Truist Financial Corp

SELL
 -
-79
- 0.86%
$4.85K - $5.78K
9.11K $917K
Apr 11, 2023 Q1 2023
Sfg Wealth Management, Llc.

SELL
 -
-85
- 2.24%
$5.22K - $6.22K
3.71K $373K
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

SELL
 -
-96
- 0.92%
$5.9K - $7.03K
10.4K $1.04M
May 11, 2023 Q1 2023
Wilson & Boucher Capital Management, LLC

SELL
 -
-100
- 1.68%
$6.14K - $7.32K
5.86K $589K
Apr 24, 2023 Q1 2023
First Personal Financial Services

SELL
 -
-100
- 50.0%
$6.14K - $7.32K
100 $10.1K
Apr 21, 2023 Q1 2023
Retirement Planning CO Of New England, Inc.

Warwick, RI
SELL
 -
-103
- 0.95%
$6.33K - $7.54K
10.8K $1.08M
Apr 24, 2023 Q1 2023
Rothschild Investment Corp

SELL
 -
-110
- 0.3%
$6.76K - $8.05K
36.9K $3.72M
Apr 25, 2023 Q1 2023
Sterling Investment Advisors, Ltd.

SELL
 -
-124
- 2.14%
$7.62K - $9.08K
5.67K $571K
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

SELL
 -
-150
- 59.06%
$9.22K - $11K
104 $10.5K
May 09, 2023 Q1 2023
Aptus Capital Advisors, LLC

SELL
 -
-175
- 59.32%
$10.8K - $12.8K
120 $12.1K
May 15, 2023 Q1 2023
Guardian Wealth Advisors, LLC

Raleigh, NC
SELL
 -
-175
- 59.32%
$10.8K - $12.8K
120 $12.1K
May 05, 2023 Q1 2023
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-191
- 5.14%
$11.7K - $14K
3.52K $355K
Apr 25, 2023 Q1 2023
Geneos Wealth Management Inc.

SELL
 -
-198
- 15.29%
$12.2K - $14.5K
1.1K $110K
May 12, 2023 Q1 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-200
- 1.39%
$12.3K - $14.6K
14.2K $1.43M
Apr 07, 2023 Q1 2023
Armstrong Advisory Group, Inc

Needham, MA
SELL
 -
-272
- 27.23%
$16.7K - $19.9K
727 $73.2K
May 05, 2023 Q1 2023
Cottonwood Capital Advisors, LLC

SELL
 -
-273
- 0.56%
$16.8K - $20K
48.6K $4.89M
Apr 17, 2023 Q1 2023
Ignite Planners, LLC

SELL
 -
-294
- 3.88%
$18.1K - $21.5K
7.28K $733K
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
SELL
 -
-296
- 20.07%
$18.2K - $21.7K
1.18K $119K
Apr 19, 2023 Q1 2023
Sol Capital Management CO

SELL
 -
-300
- 0.85%
$18.4K - $22K
34.8K $3.5M
Aug 13, 2024 Q1 2023
Glen Eagle Advisors, LLC

Kingston, NJ
SELL
 -
-344
- 1.79%
$21.1K - $25.2K
18.8K $1.9M
Apr 04, 2023 Q1 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
SELL
 -
-404
- 9.77%
$24.8K - $29.6K
3.73K $375K
Apr 17, 2023 Q1 2023
Parsons Capital Management Inc

SELL
 -
-500
- 2.59%
$30.7K - $36.6K
18.8K $1.89M

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