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
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-80- 0.95% |
$5.43K - $6.84K
|
8.31K
$837K
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-85- 0.23% |
$5.77K - $7.26K
|
36.8K
$3.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-95- 79.17% |
$6.45K - $8.12K
|
25
$2.52K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-95- 79.17% |
$6.45K - $8.12K
|
25
$2.52K
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
SELL
|
- |
-100- 0.75% |
$6.79K - $8.54K
|
13.3K
$1.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-100- 3.14% |
$6.79K - $8.54K
|
3.09K
$311K
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-156- 1.45% |
$10.6K - $13.3K
|
10.6K
$1.07M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-162- 3.65% |
$11K - $13.8K
|
4.28K
$430K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-191- 4.54% |
$13K - $16.3K
|
4.01K
$404K
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-221- 0.93% |
$15K - $18.9K
|
23.5K
$2.37M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-232- 51.44% |
$15.8K - $19.8K
|
219
$22K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-258- 87.16% |
$17.5K - $22K
|
38
$3.83K
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-279- 38.38% |
$18.9K - $23.8K
|
448
$45.1K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-310- 2.75% |
$21.1K - $26.5K
|
11K
$1.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-321- 12.36% |
$21.8K - $27.4K
|
2.28K
$229K
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-328- 5.27% |
$22.3K - $28K
|
5.9K
$594K
|
|
|
Aug 09, 2023
Q2 2023
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-360- 2.56% |
$24.4K - $30.8K
|
13.7K
$1.38M
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-363- 4.99% |
$24.7K - $31K
|
6.92K
$696K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-365- 7.39% |
$24.8K - $31.2K
|
4.58K
$461K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-365- 7.39% |
$24.8K - $31.2K
|
4.58K
$461K
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-374- 3.01% |
$25.4K - $32K
|
12.1K
$1.21M
|
|
|
Jul 25, 2023
Q2 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-379- 4.64% |
$25.7K - $32.4K
|
7.79K
$784K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-401- 11.16% |
$27.2K - $34.3K
|
3.19K
$321K
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-430- 4.21% |
$29.2K - $36.7K
|
9.79K
$985K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-450- 46.39% |
$30.6K - $38.4K
|
520
$52.3K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-500- 15.63% |
$34K - $42.7K
|
2.7K
$272K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-512- 8.37% |
$34.8K - $43.7K
|
5.61K
$564K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-552- 56.97% |
$37.5K - $47.2K
|
417
$42K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-564- 16.11% |
$38.3K - $48.2K
|
2.94K
$296K
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-608- 2.61% |
$41.3K - $51.9K
|
22.7K
$2.28M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-624- 18.21% |
$42.4K - $53.3K
|
2.8K
$282K
|
|
|
Aug 11, 2023
Q2 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-700- 17.11% |
$47.5K - $59.8K
|
3.39K
$341K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-702- 11.59% |
$47.7K - $60K
|
5.36K
$539K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-723- 2.34% |
$49.1K - $61.8K
|
30.1K
$3.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-810- 11.36% |
$55K - $69.2K
|
6.32K
$636K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-811- 3.78% |
$55.1K - $69.3K
|
20.6K
$2.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-911- 1.05% |
$61.9K - $77.8K
|
85.6K
$8.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.05K- 23.23% |
$71.5K - $90K
|
3.48K
$350K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.1K- 3.43% |
$75K - $94.3K
|
31.1K
$3.13M
|
|
|
Jul 14, 2023
Q2 2023
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-1.18K- 31.95% |
$80.4K - $101K
|
2.52K
$254K
|
|
|
Aug 04, 2023
Q2 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.35K- 2.77% |
$91.5K - $115K
|
47.2K
$4.76M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-1.42K- 8.16% |
$96.7K - $122K
|
16K
$1.61M
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
SELL
|
- |
-1.55K- 10.91% |
$105K - $132K
|
12.6K
$1.27M
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-1.57K- 66.03% |
$106K - $134K
|
805
$81K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.64K- 18.05% |
$112K - $140K
|
7.46K
$751K
|
|
|
Aug 14, 2023
Q2 2023
|
X Square Capital, LLC
|
SELL
|
- |
-1.88K- 17.99% |
$128K - $161K
|
8.59K
$865K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-1.93K- 7.3% |
$131K - $165K
|
24.5K
$2.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
SELL
|
- |
-1.96K- 6.16% |
$133K - $167K
|
29.9K
$3.01M
|
|
|
Jul 20, 2023
Q2 2023
|
Well Done, LLC
|
SELL
|
- |
-2.04K- 3.5% |
$138K - $174K
|
56.1K
$5.65M
|
|
|
Aug 07, 2023
Q2 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-2.11K- 9.08% |
$143K - $180K
|
21.1K
$2.13M
|