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 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.26% |
$71.4 - $103
|
390
$39.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.96% |
$71.4 - $103
|
105
$10.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-3- 33.33% |
$214 - $308
|
6
$604
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-7- 4.14% |
$500 - $718
|
162
$16.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-8- 4.71% |
$571 - $821
|
162
$16.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-15- 30.0% |
$1.07K - $1.54K
|
35
$3.52K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-21- 0.24% |
$1.5K - $2.15K
|
8.89K
$895K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-44- 42.72% |
$3.14K - $4.51K
|
59
$5.94K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-45- 15.25% |
$3.21K - $4.62K
|
250
$25.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-58- 8.87% |
$4.14K - $5.95K
|
596
$60K
|
|
|
Feb 09, 2024
Q4 2023
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-87- 3.81% |
$6.21K - $8.93K
|
2.2K
$221K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-100- 5.0% |
$7.14K - $10.3K
|
1.9K
$191K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-114- 1.71% |
$8.14K - $11.7K
|
6.56K
$660K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-118- 55.92% |
$8.43K - $12.1K
|
93
$9.36K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-138- 1.06% |
$9.85K - $14.2K
|
12.9K
$1.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-140- 5.13% |
$10K - $14.4K
|
2.59K
$261K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-150- 5.8% |
$10.7K - $15.4K
|
2.44K
$245K
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-150- 30.0% |
$10.7K - $15.4K
|
350
$35.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
SELL
|
- |
-200- 1.52% |
$14.3K - $20.5K
|
13K
$1.31M
|
|
|
Jan 17, 2024
Q4 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-223- 0.49% |
$15.9K - $22.9K
|
45.3K
$4.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-261- 2.94% |
$18.6K - $26.8K
|
8.62K
$868K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-265- 8.02% |
$18.9K - $27.2K
|
3.04K
$306K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-284- 5.86% |
$20.3K - $29.1K
|
4.56K
$459K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-288- 2.94% |
$20.6K - $29.5K
|
9.5K
$956K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-296- 5.72% |
$21.1K - $30.4K
|
4.88K
$491K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-299- 3.62% |
$21.3K - $30.7K
|
7.97K
$802K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-318- 2.9% |
$22.7K - $32.6K
|
10.7K
$1.07M
|
|
|
Feb 05, 2024
Q4 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-319- 1.29% |
$22.8K - $32.7K
|
24.4K
$2.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-321- 8.52% |
$22.9K - $32.9K
|
3.45K
$347K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-350- 9.43% |
$25K - $35.9K
|
3.36K
$338K
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-361- 3.45% |
$25.8K - $37K
|
10.1K
$1.02M
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-375- 1.17% |
$26.8K - $38.5K
|
31.7K
$3.19M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-385- 1.87% |
$27.5K - $39.5K
|
20.2K
$2.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-400- 11.62% |
$28.6K - $41K
|
3.04K
$306K
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-420- 1.57% |
$30K - $43.1K
|
26.3K
$2.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-424- 4.78% |
$30.3K - $43.5K
|
8.45K
$851K
|
|
|
Jan 31, 2024
Q4 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-426- 14.36% |
$30.4K - $43.7K
|
2.54K
$256K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-450- 9.45% |
$32.1K - $46.2K
|
4.31K
$434K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-456- 6.63% |
$32.6K - $46.8K
|
6.43K
$647K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-471- 12.71% |
$33.6K - $48.3K
|
3.24K
$326K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-485- 15.73% |
$34.6K - $49.8K
|
2.6K
$262K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-535- 51.69% |
$38.2K - $54.9K
|
500
$50.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-569- 9.81% |
$40.6K - $58.4K
|
5.23K
$527K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-580- 21.48% |
$41.4K - $59.5K
|
2.12K
$213K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-660- 3.57% |
$47.1K - $67.7K
|
17.8K
$1.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-664- 2.79% |
$47.4K - $68.1K
|
23.1K
$2.33M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-683- 7.69% |
$48.8K - $70.1K
|
8.2K
$825K
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-789- 27.61% |
$56.3K - $80.9K
|
2.07K
$208K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-872- 5.24% |
$62.3K - $89.5K
|
15.8K
$1.59M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-896- 5.42% |
$64K - $91.9K
|
15.6K
$1.57M
|