Purchases and Sales Made in Q2 2023 in Ishares Tr (ITB)
This table provides information about the institutional ownership of Ishares Tr (ITB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
860K+ 237.89% |
$58.4M - $73.4M
|
1.22M
$123M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
524K+ 53.04% |
$35.6M - $44.8M
|
1.51M
$152M
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
450K+ 355.54% |
$30.6M - $38.4M
|
577K
$58M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
443K+ 131.27% |
$30.1M - $37.8M
|
780K
$78.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
398KNew |
$27M - $34M
|
398K
$40M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
392K+ 75.54% |
$26.6M - $33.5M
|
910K
$91.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
314K+ 138.5% |
$21.3M - $26.9M
|
541K
$54.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
241KNew |
$16.4M - $20.6M
|
241K
$24.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Portfolio Strategies, Inc.
|
BUY
|
- |
175KNew |
$11.9M - $15M
|
175K
$17.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
169K+ 12.88% |
$11.4M - $14.4M
|
1.48M
$149M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
169K+ 12.88% |
$11.4M - $14.4M
|
1.48M
$149M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
166K+ 76.82% |
$11.3M - $14.2M
|
382K
$38.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Surience Private Wealth LLC
|
BUY
|
- |
157KNew |
$10.6M - $13.4M
|
157K
$15.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
144K+ 151.28% |
$9.77M - $12.3M
|
239K
$24.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
125KNew |
$8.51M - $10.7M
|
125K
$12.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
114KNew |
$7.71M - $9.71M
|
114K
$11.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
113K+ 81.44% |
$7.67M - $9.65M
|
252K
$25.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
96.3KNew |
$6.54M - $8.23M
|
96.3K
$9.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
79.1K+ 383.58% |
$5.37M - $6.76M
|
99.7K
$10M
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
78.2K+ 3850.64% |
$5.31M - $6.69M
|
80.3K
$8.08M
|
|
|
Jul 14, 2023
Q2 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
53.7KNew |
$3.65M - $4.59M
|
53.7K
$5.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
48.5KNew |
$3.29M - $4.14M
|
48.5K
$4.88M
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
48.5KNew |
$3.29M - $4.14M
|
48.5K
$4.88M
|
|
|
Aug 11, 2023
Q2 2023
|
Pinnbrook Capital Management LP
|
BUY
|
- |
47.1KNew |
$3.2M - $4.02M
|
47.1K
$4.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
38.5KNew |
$2.61M - $3.29M
|
38.5K
$3.88M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
37K+ 16.0% |
$2.51M - $3.16M
|
268K
$27M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
36.9K+ 9.97% |
$2.51M - $3.16M
|
408K
$41M
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
34.6KNew |
$2.35M - $2.95M
|
34.6K
$3.48M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
34.6K+ 66.27% |
$2.35M - $2.95M
|
86.7K
$8.73M
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
34.3K+ 134.6% |
$2.33M - $2.93M
|
59.8K
$6.02M
|
|
|
Jul 19, 2023
Q2 2023
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
BUY
|
- |
31.4KNew |
$2.13M - $2.68M
|
31.4K
$3.16M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
30.7KNew |
$2.09M - $2.62M
|
30.7K
$3.09M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
30.4K+ 34.68% |
$2.06M - $2.6M
|
118K
$11.9M
|
|
|
Aug 16, 2023
Q2 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
27KNew |
$1.83M - $2.31M
|
27K
$2.72M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
26.1K+ 138.64% |
$1.77M - $2.23M
|
44.9K
$4.52M
|
|
|
Aug 10, 2023
Q2 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
23.7KNew |
$1.61M - $2.02M
|
23.7K
$2.38M
|
|
|
Aug 17, 2023
Q2 2023
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
22.7KNew |
$1.54M - $1.94M
|
22.7K
$2.29M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
22KNew |
$1.49M - $1.88M
|
22K
$2.21M
|
|
|
Jul 17, 2023
Q2 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
21.8K+ 230.05% |
$1.48M - $1.86M
|
31.3K
$3.15M
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
20.3K+ 46.97% |
$1.38M - $1.74M
|
63.6K
$6.4M
|
|
|
Jul 07, 2023
Q2 2023
|
Fulcrum Equity Management
|
BUY
|
- |
19.2KNew |
$1.3M - $1.64M
|
19.2K
$1.93M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
18.9K+ 67.92% |
$1.28M - $1.62M
|
46.7K
$4.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
18.5KNew |
$1.26M - $1.58M
|
18.5K
$1.86M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18.3K+ 37.93% |
$1.24M - $1.56M
|
66.5K
$6.69M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
17.7KNew |
$1.2M - $1.51M
|
17.7K
$1.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
16.8K+ 162.01% |
$1.14M - $1.43M
|
27.1K
$2.73M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.8K+ 9.19% |
$934K - $1.18M
|
163K
$16.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
12.6KNew |
$857K - $1.08M
|
12.6K
$1.27M
|
|
|
Aug 14, 2023
Q2 2023
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
12.2K+ 92.52% |
$827K - $1.04M
|
25.4K
$2.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
12.2KNew |
$827K - $1.04M
|
12.2K
$1.23M
|