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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2023
Q2 2023
|
Mainstay Capital Management LLC
|
BUY
|
- |
12.1KNew |
$822K - $1.03M
|
12.1K
$1.22M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
12K+ 54.83% |
$817K - $1.03M
|
34K
$3.42M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.8K+ 15.18% |
$801K - $1.01M
|
89.6K
$9.01M
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
11.2KNew |
$761K - $958K
|
11.2K
$1.13M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.9K+ 69.91% |
$740K - $931K
|
26.5K
$2.67M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.7KNew |
$729K - $917K
|
10.7K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.2K+ 3.51% |
$692K - $870K
|
301K
$30.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
9.76KNew |
$663K - $834K
|
9.76K
$983K
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
9.21KNew |
$625K - $787K
|
9.21K
$927K
|
|
|
Aug 07, 2023
Q2 2023
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
8.3K+ 169.05% |
$563K - $709K
|
13.2K
$1.33M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.99K+ 162.8% |
$543K - $683K
|
12.9K
$1.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
7.04KNew |
$478K - $602K
|
7.04K
$709K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
6.85K+ 97.5% |
$465K - $585K
|
13.9K
$1.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
6.7K+ 670000.0% |
$455K - $572K
|
6.7K
$675K
|
|
|
Aug 14, 2023
Q2 2023
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
6.55KNew |
$445K - $560K
|
6.55K
$659K
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
6.55KNew |
$444K - $559K
|
6.55K
$659K
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
6.51KNew |
$442K - $556K
|
6.51K
$656K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
6.51K+ 137.35% |
$442K - $556K
|
11.2K
$1.13M
|
|
|
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
5.93K+ 177.86% |
$403K - $507K
|
9.26K
$933K
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
5.38KNew |
$365K - $459K
|
5.38K
$541K
|
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
5.16KNew |
$350K - $441K
|
5.16K
$519K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.11K+ 29.39% |
$347K - $436K
|
22.5K
$2.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.5K+ 19.5% |
$306K - $385K
|
27.6K
$2.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.46K+ 26.67% |
$303K - $381K
|
21.2K
$2.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.27K+ 18.0% |
$290K - $364K
|
28K
$2.81M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.21K+ 98.27% |
$286K - $360K
|
8.49K
$855K
|
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
4.21K+ 95.48% |
$286K - $359K
|
8.61K
$867K
|
|
|
Aug 14, 2023
Q2 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
4.08KNew |
$277K - $349K
|
4.08K
$411K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.7KNew |
$251K - $316K
|
3.7K
$372K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.58K+ 26.1% |
$243K - $306K
|
17.3K
$1.74M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.27K+ 68.15% |
$222K - $279K
|
8.06K
$811K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.15K+ 85.82% |
$214K - $269K
|
6.83K
$687K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.14K+ 88.99% |
$213K - $268K
|
6.66K
$670K
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
2.91K+ 16.58% |
$198K - $249K
|
20.5K
$2.06M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
2.86KNew |
$194K - $244K
|
2.86K
$288K
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
2.79KNew |
$189K - $238K
|
2.79K
$280K
|
|
|
Jul 20, 2023
Q2 2023
|
Keudell
|
BUY
|
- |
2.77KNew |
$188K - $236K
|
2.77K
$279K
|
|
|
Aug 01, 2023
Q2 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
2.75KNew |
$187K - $235K
|
2.75K
$277K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2.75KNew |
$187K - $235K
|
2.75K
$277K
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.59KNew |
$176K - $221K
|
2.59K
$261K
|
|
|
Jul 21, 2023
Q2 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
2.53KNew |
$172K - $216K
|
2.53K
$255K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.45KNew |
$166K - $209K
|
2.45K
$246K
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
2.4KNew |
$163K - $205K
|
2.4K
$242K
|
|
|
Jul 27, 2023
Q2 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
2.37K+ 44.56% |
$161K - $202K
|
7.68K
$773K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2.36KNew |
$160K - $202K
|
2.36K
$238K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
2.32KNew |
$157K - $198K
|
2.32K
$233K
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
1.93KNew |
$131K - $165K
|
1.93K
$195K
|
|
|
Aug 10, 2023
Q2 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1.64KNew |
$112K - $140K
|
1.64K
$165K
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.6K+ 8.83% |
$108K - $136K
|
19.7K
$1.98M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.43K+ 0.96% |
$96.8K - $122K
|
151K
$15.2M
|