Purchases and Sales Made in Q3 2023 in Ishares Tr (ITB)
This table provides information about the institutional ownership of Ishares Tr (ITB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-516- 0.85% |
$40.1K - $46.1K
|
60.3K
$6.07M
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-600- 3.19% |
$46.7K - $53.6K
|
18.2K
$1.83M
|
|
|
Oct 25, 2023
Q3 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-631- 17.54% |
$49.1K - $56.4K
|
2.97K
$299K
|
|
|
Nov 03, 2023
Q3 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-648- 1.37% |
$50.4K - $57.9K
|
46.6K
$4.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-762- 13.6% |
$59.3K - $68.1K
|
4.84K
$487K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-830- 2.75% |
$64.5K - $74.1K
|
29.3K
$2.95M
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-979- 50.62% |
$76.1K - $87.4K
|
955
$96.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.06K- 7.52% |
$82.6K - $94.8K
|
13.1K
$1.31M
|
|
|
Oct 26, 2023
Q3 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-1.09K- 9.03% |
$85K - $97.6K
|
11K
$1.11M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.16K- 5.61% |
$90K - $103K
|
19.5K
$1.96M
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.17K- 3.61% |
$91K - $104K
|
31.2K
$3.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.18K- 11.76% |
$92K - $106K
|
8.88K
$894K
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.24K- 10.42% |
$96.5K - $111K
|
10.7K
$1.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-1.24K- 0.71% |
$96.7K - $111K
|
174K
$17.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
SELL
|
- |
-1.26K- 9.96% |
$97.9K - $112K
|
11.4K
$1.15M
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.36K- 33.22% |
$106K - $121K
|
2.73K
$275K
|
|
|
Nov 07, 2023
Q3 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.48K- 14.08% |
$115K - $132K
|
9.02K
$908K
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-1.49K- 13.99% |
$115K - $133K
|
9.13K
$919K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-1.74K- 25.21% |
$136K - $156K
|
5.17K
$521K
|
|
|
Oct 24, 2023
Q3 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-2.01K- 6.42% |
$156K - $179K
|
29.3K
$2.95M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.03K- 1.72% |
$158K - $181K
|
116K
$11.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2.07K- 2.76% |
$161K - $185K
|
72.9K
$7.34M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.13K- 39.81% |
$166K - $190K
|
3.22K
$324K
|
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
SELL
|
- |
-2.15K- 3.83% |
$167K - $192K
|
53.9K
$5.43M
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-2.68K- 7.69% |
$208K - $239K
|
32.1K
$3.23M
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.81K- 47.7% |
$219K - $251K
|
3.08K
$310K
|
|
|
Oct 10, 2023
Q3 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-2.92K- 13.82% |
$227K - $261K
|
18.2K
$1.83M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.96K- 43.34% |
$230K - $264K
|
3.87K
$389K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-3.3K- 40.95% |
$257K - $295K
|
4.76K
$479K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-3.53K- 11.33% |
$274K - $315K
|
27.6K
$2.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-3.71K- 26.41% |
$288K - $331K
|
10.3K
$1.04M
|
|
|
Oct 23, 2023
Q3 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-3.75K- 48.16% |
$292K - $335K
|
4.04K
$407K
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
SELL
|
- |
-3.97K- 32.95% |
$309K - $355K
|
8.09K
$814K
|
|
|
Oct 24, 2023
Q3 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-4.36K- 11.83% |
$339K - $389K
|
32.5K
$3.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.73K- 55.65% |
$368K - $422K
|
3.77K
$379K
|
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-4.89K- 2.01% |
$380K - $437K
|
239K
$24M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.93K- 45.94% |
$383K - $440K
|
5.8K
$584K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.51K- 49.25% |
$428K - $492K
|
5.68K
$572K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-5.59K- 16.17% |
$435K - $499K
|
29K
$2.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-6.7K- 99.99% |
$521K - $598K
|
1
$101
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.95K- 31.74% |
$541K - $621K
|
15K
$1.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7.62K- 16.3% |
$592K - $680K
|
39.1K
$3.94M
|
|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-7.81K- 84.28% |
$607K - $697K
|
1.46K
$147K
|
|
|
Apr 24, 2024
Q3 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-8.06K- 4.02% |
$626K - $719K
|
192K
$19.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-10.4K- 58.98% |
$811K - $932K
|
7.25K
$730K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-10.7K- 7.14% |
$836K - $960K
|
140K
$14.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-11.2K- 41.13% |
$867K - $996K
|
16K
$1.61M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12.4K- 27.71% |
$967K - $1.11M
|
32.4K
$3.27M
|
|
|
Oct 16, 2023
Q3 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-13.1K- 5.22% |
$1.02M - $1.17M
|
239K
$24M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-14.6K- 10.12% |
$1.14M - $1.31M
|
130K
$13.1M
|