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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
656+ 12.49% |
$46.8K - $67.3K
|
5.91K
$595K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
652New |
$46.6K - $66.9K
|
652
$65.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
620+ 26.79% |
$44.3K - $63.6K
|
2.93K
$295K
|
|
|
Feb 09, 2024
Q4 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
600+ 10.2% |
$42.8K - $61.6K
|
6.49K
$653K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
550+ 2.84% |
$39.3K - $56.4K
|
19.9K
$2M
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
537New |
$38.3K - $55.1K
|
537
$54.1K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
508New |
$36.3K - $52.1K
|
508
$51.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
482+ 4.38% |
$34.4K - $49.4K
|
11.5K
$1.16M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
473+ 228.5% |
$33.8K - $48.5K
|
680
$68.4K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
473+ 36.55% |
$33.8K - $48.5K
|
1.77K
$178K
|
|
|
Jan 29, 2024
Q4 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
458+ 1.57% |
$32.7K - $47K
|
29.7K
$2.99M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
450+ 3.26% |
$32.1K - $46.2K
|
14.2K
$1.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
440New |
$31.4K - $45.1K
|
440
$44.3K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
423New |
$30.2K - $43.4K
|
423
$42.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
385New |
$27.5K - $39.5K
|
385
$38.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
379+ 4.15% |
$27.1K - $38.9K
|
9.51K
$957K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
363New |
$25.9K - $37.2K
|
363
$36.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
335New |
$23.9K - $34.4K
|
335
$33.7K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
261+ 13050.0% |
$18.6K - $26.8K
|
263
$26.5K
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
200+ 10.0% |
$14.3K - $20.5K
|
2.2K
$221K
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
200+ 6.09% |
$14.3K - $20.5K
|
3.49K
$351K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
191+ 37.23% |
$13.6K - $19.6K
|
704
$70.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
171+ 2.36% |
$12.2K - $17.5K
|
7.43K
$747K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
164+ 4.56% |
$11.7K - $16.8K
|
3.76K
$378K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
162+ 1.08% |
$11.6K - $16.6K
|
15.1K
$1.52M
|
|
|
Jan 30, 2024
Q4 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
143+ 5.24% |
$10.2K - $14.7K
|
2.87K
$289K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
117+ 1.26% |
$8.35K - $12K
|
9.41K
$948K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
110+ 578.95% |
$7.85K - $11.3K
|
129
$13K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
110+ 3.44% |
$7.85K - $11.3K
|
3.31K
$333K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
103+ 936.36% |
$7.35K - $10.6K
|
114
$11.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
100New |
$7.14K - $10.3K
|
100
$10.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
100New |
$7.14K - $10.3K
|
100
$10.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
98+ 1.28% |
$7K - $10.1K
|
7.78K
$783K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
84+ 2.16% |
$6K - $8.62K
|
3.97K
$399K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
70+ 6.38% |
$5K - $7.18K
|
1.17K
$117K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
60New |
$4.28K - $6.16K
|
60
$6.04K
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
60New |
$4.28K - $6.16K
|
60
$6.04K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
53New |
$3.78K - $5.44K
|
53
$5.33K
|
|
|
Feb 08, 2024
Q4 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
51+ 0.73% |
$3.64K - $5.23K
|
7.05K
$709K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
42New |
$3K - $4.31K
|
42
$4.23K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
25New |
$1.79K - $2.56K
|
25
$2.52K
|
|
|
Feb 05, 2024
Q4 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
24+ 0.29% |
$1.71K - $2.46K
|
8.4K
$845K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7New |
$500 - $718
|
7
$705
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
6New |
$428 - $616
|
6
$604
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
5+ 0.13% |
$357 - $513
|
3.89K
$391K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3+ 0.09% |
$214 - $308
|
3.23K
$325K
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
3+ 0.09% |
$214 - $308
|
3.22K
$324K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.24% |
$214 - $308
|
1.23K
$124K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
2New |
$143 - $205
|
2
$201
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.08% |
$71.4 - $103
|
1.22K
$123K
|