Purchases and Sales Made in Q1 2023 in Ishares Tr (ITB)
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 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-519- 22.38% |
$31.9K - $38K
|
1.8K
$181K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-708- 11.23% |
$43.5K - $51.8K
|
5.6K
$563K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-734- 2.84% |
$45.1K - $53.7K
|
25.1K
$2.52M
|
|
|
Apr 25, 2023
Q1 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-752- 1.54% |
$46.2K - $55.1K
|
48.2K
$4.85M
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-780- 18.54% |
$47.9K - $57.1K
|
3.43K
$345K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-786- 2.48% |
$48.3K - $57.5K
|
30.9K
$3.11M
|
|
|
Apr 24, 2024
Q1 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-795- 0.39% |
$48.8K - $58.2K
|
204K
$20.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-800- 50.0% |
$49.2K - $58.6K
|
800
$80.5K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-820- 5.69% |
$50.4K - $60K
|
13.6K
$1.37M
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-875- 15.05% |
$53.8K - $64.1K
|
4.94K
$497K
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-875- 15.05% |
$53.8K - $64.1K
|
4.94K
$497K
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-881- 1.84% |
$54.1K - $64.5K
|
46.9K
$4.72M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-972- 68.31% |
$59.7K - $71.2K
|
451
$45.4K
|
|
|
Apr 26, 2023
Q1 2023
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-995- 8.94% |
$61.1K - $72.8K
|
10.1K
$1.02M
|
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-1.03K- 19.69% |
$63.3K - $75.5K
|
4.2K
$423K
|
|
|
Jul 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.12K- 9.91% |
$68.6K - $81.7K
|
10.1K
$1.02M
|
|
|
May 04, 2023
Q1 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-1.13K- 25.11% |
$69.4K - $82.7K
|
3.37K
$339K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.22K- 80.21% |
$75K - $89.3K
|
301
$30.3K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-1.68K- 41.52% |
$103K - $123K
|
2.37K
$239K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.69K- 10.99% |
$104K - $124K
|
13.7K
$1.38M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.7K- 25.74% |
$104K - $124K
|
4.9K
$493K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.73K- 5.09% |
$106K - $127K
|
32.2K
$3.24M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.82K- 8.06% |
$112K - $133K
|
20.8K
$2.09M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.87K- 16.68% |
$115K - $137K
|
9.32K
$938K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.87K- 61.04% |
$115K - $137K
|
1.19K
$120K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-2.03K- 10.67% |
$125K - $148K
|
17K
$1.71M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.23K- 10.6% |
$137K - $163K
|
18.8K
$1.89M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.25K- 34.48% |
$138K - $165K
|
4.28K
$431K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.39K- 17.35% |
$147K - $175K
|
11.4K
$1.15M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
SELL
|
- |
-2.65K- 17.58% |
$163K - $194K
|
12.4K
$1.25M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.7K- 4.92% |
$166K - $198K
|
52.2K
$5.25M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.74K- 47.95% |
$168K - $201K
|
2.98K
$300K
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-2.75K- 8.34% |
$169K - $201K
|
30.2K
$3.04M
|
|
|
May 12, 2023
Q1 2023
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-2.95K- 40.04% |
$181K - $216K
|
4.42K
$445K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.48K- 18.6% |
$214K - $255K
|
15.2K
$1.53M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-3.57K- 11.88% |
$219K - $261K
|
26.5K
$2.66M
|
|
|
May 11, 2023
Q1 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-3.81K- 25.57% |
$234K - $279K
|
11.1K
$1.12M
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-3.82K- 10.7% |
$235K - $280K
|
31.9K
$3.21M
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-4.01K- 4.91% |
$246K - $293K
|
77.6K
$7.82M
|
|
|
May 11, 2023
Q1 2023
|
X Square Capital, LLC
|
SELL
|
- |
-4.02K- 27.74% |
$247K - $294K
|
10.5K
$1.05M
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
SELL
|
- |
-4.56K- 5.67% |
$280K - $334K
|
75.8K
$7.63M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-4.71K- 29.46% |
$290K - $345K
|
11.3K
$1.14M
|
|
|
May 12, 2023
Q1 2023
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
SELL
|
- |
-5.64K- 53.48% |
$347K - $413K
|
4.91K
$494K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-6.35K- 56.98% |
$390K - $465K
|
4.79K
$483K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.73K- 12.24% |
$413K - $492K
|
48.2K
$4.85M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.04K- 27.29% |
$494K - $589K
|
21.4K
$2.16M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.47K- 50.38% |
$582K - $693K
|
9.32K
$938K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-11.6K- 99.31% |
$713K - $849K
|
81
$8.15K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-14.6K- 31.7% |
$898K - $1.07M
|
31.5K
$3.17M
|
|
|
May 15, 2023
Q1 2023
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-21.5K- 61.97% |
$1.32M - $1.57M
|
13.2K
$1.33M
|