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 26, 2023
Q2 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-2.3K- 3.09% |
$156K - $196K
|
72K
$7.25M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.45K- 17.98% |
$166K - $209K
|
11.2K
$1.12M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.63K- 4.65% |
$179K - $225K
|
53.9K
$5.43M
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2.69K- 3.47% |
$183K - $230K
|
75K
$7.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.76K- 13.29% |
$187K - $236K
|
18K
$1.81M
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.77K- 7.89% |
$188K - $237K
|
32.4K
$3.26M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.81K- 53.75% |
$191K - $240K
|
2.42K
$243K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.16K- 12.61% |
$215K - $270K
|
21.9K
$2.21M
|
|
|
Apr 24, 2024
Q2 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-3.26K- 1.6% |
$221K - $278K
|
200K
$20.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-3.51K- 32.27% |
$239K - $300K
|
7.37K
$742K
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-3.67K- 7.83% |
$249K - $314K
|
43.2K
$4.35M
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-4.12K- 13.61% |
$279K - $352K
|
26.1K
$2.63M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.25K- 27.52% |
$288K - $363K
|
11.2K
$1.13M
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-5.99K- 1.34% |
$407K - $512K
|
440K
$44.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-6.37K- 2.55% |
$432K - $544K
|
243K
$24.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-7.19K- 13.72% |
$488K - $614K
|
45.2K
$4.55M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-7.45K- 65.35% |
$506K - $636K
|
3.95K
$397K
|
|
|
Jul 26, 2023
Q2 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-11.3K- 23.54% |
$770K - $969K
|
36.8K
$3.71M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-15.8K- 83.92% |
$1.07M - $1.35M
|
3.03K
$305K
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-17.3K- 54.97% |
$1.17M - $1.48M
|
14.2K
$1.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-17.8K- 43.61% |
$1.21M - $1.52M
|
23K
$2.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-17.8K- 55.91% |
$1.21M - $1.52M
|
14K
$1.41M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-18K- 81.08% |
$1.22M - $1.54M
|
4.2K
$423K
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
SELL
|
- |
-21.6K- 28.45% |
$1.46M - $1.84M
|
54.2K
$5.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-23.4K- 69.95% |
$1.59M - $2M
|
10.1K
$1.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-370K- 18.93% |
$25.1M - $31.6M
|
1.59M
$160M
|
|
|
Aug 14, 2023
Q2 2023
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-406K- 97.23% |
$27.6M - $34.7M
|
11.6K
$1.17M
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-638K- 91.3% |
$43.3M - $54.5M
|
60.8K
$6.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-978K- 17.52% |
$66.4M - $83.5M
|
4.6M
$463M
|