Purchases and Sales Made in Q4 2023 in Ishares Tr (ITB)
This table provides information about the institutional ownership of Ishares Tr (ITB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
5.37K+ 140.22% |
$384K - $551K
|
9.2K
$926K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.3K+ 4.09% |
$379K - $544K
|
135K
$13.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.27K+ 92.83% |
$376K - $541K
|
10.9K
$1.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
5.06K+ 187.3% |
$361K - $519K
|
7.76K
$781K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.03K+ 27.63% |
$359K - $516K
|
23.2K
$2.34M
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
5.01K+ 16.84% |
$358K - $514K
|
34.7K
$3.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
4.53K+ 42.49% |
$324K - $465K
|
15.2K
$1.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
4.2K+ 25.54% |
$300K - $431K
|
20.6K
$2.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
4.06K+ 186.72% |
$290K - $417K
|
6.24K
$628K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.71KNew |
$265K - $381K
|
3.71K
$374K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.52K+ 125.47% |
$251K - $361K
|
6.32K
$636K
|
|
|
Jan 29, 2024
Q4 2023
|
Q3 Asset Management
|
BUY
|
- |
3.37K+ 28.78% |
$241K - $346K
|
15.1K
$1.52M
|
|
|
Feb 06, 2024
Q4 2023
|
Leuthold Group, LLC
|
BUY
|
- |
2.9K+ 7.44% |
$207K - $298K
|
41.9K
$4.22M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.83K+ 58.19% |
$202K - $290K
|
7.69K
$774K
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
2.53KNew |
$181K - $259K
|
2.53K
$255K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2.46K+ 2.13% |
$175K - $252K
|
118K
$11.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
2.34KNew |
$167K - $240K
|
2.34K
$236K
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.31KNew |
$165K - $237K
|
2.31K
$232K
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
2.23KNew |
$159K - $229K
|
2.23K
$224K
|
|
|
May 03, 2024
Q4 2023
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
2.21KNew |
$157K - $226K
|
2.21K
$222K
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
2.2KNew |
$157K - $226K
|
2.2K
$222K
|
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
2.2KNew |
$157K - $226K
|
2.2K
$221K
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.2KNew |
$157K - $226K
|
2.2K
$221K
|
|
|
Feb 07, 2024
Q4 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
2.2KNew |
$157K - $226K
|
2.2K
$221K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.19K+ 7.56% |
$156K - $225K
|
31.2K
$3.14M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.18KNew |
$156K - $223K
|
2.18K
$219K
|
|
|
Feb 13, 2024
Q4 2023
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
2.14KNew |
$153K - $220K
|
2.14K
$215K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.13K+ 54.99% |
$152K - $218K
|
6K
$603K
|
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.05KNew |
$147K - $211K
|
2.05K
$207K
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
2.04KNew |
$146K - $209K
|
2.04K
$205K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.02KNew |
$145K - $208K
|
2.02K
$204K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.02K+ 5.79% |
$144K - $207K
|
36.8K
$3.71M
|
|
|
Jan 17, 2024
Q4 2023
|
D. Scott Neal, Inc.
|
BUY
|
- |
2KNew |
$143K - $205K
|
2K
$201K
|
|
|
Feb 05, 2024
Q4 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
2KNew |
$143K - $205K
|
2K
$201K
|
|
|
Feb 14, 2024
Q4 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
1.98KNew |
$141K - $203K
|
1.98K
$199K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.61K+ 10.08% |
$115K - $165K
|
17.6K
$1.77M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.52K+ 13.38% |
$108K - $155K
|
12.8K
$1.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Amundi
Paris, I0 |
BUY
|
- |
1.5KNew |
$107K - $154K
|
1.5K
$151K
|
|
|
Dec 03, 2024
Q4 2023
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
1.49K+ 26.13% |
$106K - $153K
|
7.19K
$724K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
1.44KNew |
$103K - $148K
|
1.44K
$145K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.33KNew |
$95K - $137K
|
1.33K
$134K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.17K+ 2.99% |
$83.7K - $120K
|
40.4K
$4.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.12K+ 37.21% |
$80K - $115K
|
4.13K
$416K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.05KNew |
$75.2K - $108K
|
1.05K
$106K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1K+ 89.21% |
$71.4K - $103K
|
2.12K
$213K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
841+ 28.62% |
$60K - $86.3K
|
3.78K
$380K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
745+ 25.51% |
$53.2K - $76.4K
|
3.67K
$369K
|
|
|
Feb 09, 2024
Q4 2023
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
715+ 5.12% |
$51.1K - $73.4K
|
14.7K
$1.48M
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
679+ 46.63% |
$48.5K - $69.7K
|
2.14K
$215K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
661+ 2644.0% |
$47.2K - $67.8K
|
686
$69.1K
|