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 03, 2023
Q2 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1.3K+ 22.95% |
$88.4K - $111K
|
6.97K
$702K
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
1.21K+ 20233.33% |
$82.4K - $104K
|
1.22K
$123K
|
|
|
Jul 20, 2023
Q2 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
630New |
$42.8K - $53.8K
|
630
$63.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
605+ 9.64% |
$41.1K - $51.7K
|
6.88K
$693K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
514+ 3.38% |
$34.9K - $43.9K
|
15.7K
$1.58M
|
|
|
Aug 08, 2023
Q2 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
454+ 6.75% |
$30.8K - $38.8K
|
7.18K
$723K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
431+ 16.27% |
$29.3K - $36.8K
|
3.08K
$310K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
388+ 10.69% |
$26.3K - $33.2K
|
4.02K
$404K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
360New |
$24.4K - $30.8K
|
360
$36.2K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
355+ 9.52% |
$24.1K - $30.3K
|
4.09K
$411K
|
|
|
Jul 25, 2023
Q2 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
353+ 3.48% |
$24K - $30.2K
|
10.5K
$1.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
251New |
$17K - $21.4K
|
251
$25.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
250+ 5.48% |
$17K - $21.4K
|
4.82K
$485K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
249+ 10.46% |
$16.9K - $21.3K
|
2.63K
$265K
|
|
|
Aug 10, 2023
Q2 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
247New |
$16.8K - $21.1K
|
247
$24.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
238+ 0.17% |
$16.2K - $20.3K
|
144K
$14.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
211New |
$14.3K - $18K
|
211
$21.2K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
175New |
$11.9K - $15K
|
175
$17.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
170New |
$11.5K - $14.5K
|
170
$17.1K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
151+ 1.12% |
$10.3K - $12.9K
|
13.6K
$1.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
103New |
$6.99K - $8.8K
|
103
$10.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
66New |
$4.48K - $5.64K
|
66
$6.64K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
50New |
$3.4K - $4.27K
|
50
$5.03K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
49New |
$3.33K - $4.19K
|
49
$4.93K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
49New |
$3.33K - $4.19K
|
49
$4.93K
|
|
|
Jul 18, 2023
Q2 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
34+ 0.09% |
$2.31K - $2.9K
|
38.5K
$3.87M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
34+ 1.14% |
$2.31K - $2.9K
|
3.01K
$303K
|
|
|
Aug 09, 2023
Q2 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
30+ 0.51% |
$2.04K - $2.56K
|
5.89K
$592K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
27+ 0.93% |
$1.83K - $2.31K
|
2.92K
$294K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
20+ 1.7% |
$1.36K - $1.71K
|
1.2K
$121K
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
13+ 0.11% |
$883 - $1.11K
|
11.5K
$1.16M
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
11New |
$747 - $940
|
11
$1.11K
|
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
10+ 0.31% |
$679 - $854
|
3.29K
$331K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2+ 0.02% |
$136 - $171
|
11.9K
$1.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2+ 0.05% |
$136 - $171
|
3.88K
$391K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.16% |
$136 - $171
|
1.23K
$123K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.96% |
$67.9 - $85.4
|
105
$10.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$67.9 - $85.4
|
1
$101
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.11% |
$67.9 - $85.4
|
926
$93.2K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.01% |
$67.9 - $85.4
|
18.8K
$1.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.06% |
$67.9 - $85.4
|
1.72K
$173K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1- 6.25% |
$67.9 - $85.4
|
15
$1.51K
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
SELL
|
- |
-12- 2.29% |
$815 - $1.03K
|
513
$51.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-14- 4.65% |
$951 - $1.2K
|
287
$28.9K
|
|
|
Jul 14, 2023
Q2 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-25- 0.44% |
$1.7K - $2.14K
|
5.6K
$563K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-50- 2.77% |
$3.4K - $4.27K
|
1.76K
$177K
|
|
|
Aug 01, 2023
Q2 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-50- 1.48% |
$3.4K - $4.27K
|
3.32K
$334K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-54- 0.38% |
$3.67K - $4.61K
|
14.1K
$1.42M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-57- 1.23% |
$3.87K - $4.87K
|
4.59K
$462K
|
|
|
Aug 04, 2023
Q2 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-59- 10.09% |
$4.01K - $5.04K
|
526
$52.9K
|