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
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-1.04K- 9.08% |
$74.3K - $107K
|
10.4K
$1.05M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.09K- 3.94% |
$77.5K - $111K
|
26.5K
$2.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.16K- 8.93% |
$82.8K - $119K
|
11.8K
$1.19M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1.17K- 10.36% |
$83.7K - $120K
|
10.1K
$1.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-1.24K- 6.79% |
$88.4K - $127K
|
17K
$1.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-1.26K- 12.17% |
$89.8K - $129K
|
9.08K
$913K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-1.63K- 17.12% |
$117K - $167K
|
7.9K
$795K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.94K- 49.02% |
$139K - $199K
|
2.02K
$203K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-2K- 4.61% |
$143K - $206K
|
41.4K
$4.17M
|
|
|
Jan 11, 2024
Q4 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-2.03K- 3.8% |
$145K - $208K
|
51.3K
$5.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.14K- 12.09% |
$153K - $220K
|
15.6K
$1.57M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.61K- 4.15% |
$187K - $268K
|
60.4K
$6.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
SELL
|
- |
-2.73K- 23.95% |
$195K - $280K
|
8.65K
$871K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.82K- 26.34% |
$202K - $290K
|
7.89K
$795K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.85K- 73.54% |
$204K - $293K
|
1.03K
$103K
|
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-2.86K- 6.13% |
$204K - $293K
|
43.7K
$4.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-3.07K- 39.56% |
$219K - $315K
|
4.7K
$473K
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-3.25K- 37.9% |
$232K - $333K
|
5.32K
$536K
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-3.54K- 17.03% |
$253K - $363K
|
17.2K
$1.74M
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
SELL
|
- |
-3.65K- 6.77% |
$261K - $375K
|
50.3K
$5.06M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.7K- 51.13% |
$264K - $380K
|
3.54K
$356K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.86K- 2.76% |
$276K - $396K
|
136K
$13.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-3.93K- 12.59% |
$281K - $403K
|
27.3K
$2.75M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-4.43K- 27.02% |
$317K - $455K
|
12K
$1.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-5.42K- 38.5% |
$387K - $556K
|
8.66K
$872K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-5.86K- 58.53% |
$418K - $601K
|
4.15K
$418K
|
|
|
Feb 09, 2024
Q4 2023
|
X Square Capital, LLC
|
SELL
|
- |
-6.17K- 71.78% |
$440K - $632K
|
2.42K
$244K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.21K- 31.3% |
$515K - $740K
|
15.8K
$1.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-9.03K- 12.39% |
$645K - $926K
|
63.9K
$6.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-11.7K- 2.66% |
$836K - $1.2M
|
429K
$43.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-12.2K- 2.71% |
$874K - $1.26M
|
439K
$44.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-12.5K- 17.82% |
$890K - $1.28M
|
57.5K
$5.79M
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-14.9K- 24.78% |
$1.07M - $1.53M
|
45.3K
$4.56M
|
|
|
Feb 15, 2024
Q4 2023
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
SELL
|
- |
-14.9K- 50.0% |
$1.07M - $1.53M
|
14.9K
$1.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-15.1K- 46.37% |
$1.08M - $1.55M
|
17.4K
$1.75M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-16.3K- 11.36% |
$1.16M - $1.67M
|
127K
$12.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-16.8K- 85.6% |
$1.2M - $1.73M
|
2.83K
$285K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-19.3K- 14.43% |
$1.38M - $1.98M
|
114K
$11.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-21K- 8.8% |
$1.5M - $2.15M
|
218K
$21.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-24.7K- 45.51% |
$1.76M - $2.53M
|
29.6K
$2.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-28.1K- 43.53% |
$2.01M - $2.88M
|
36.5K
$3.67M
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-28.3K- 11.87% |
$2.02M - $2.91M
|
210K
$21.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-33K- 53.22% |
$2.35M - $3.38M
|
29K
$2.92M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-34.1K- 34.54% |
$2.44M - $3.5M
|
64.7K
$6.51M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-39.2K- 92.21% |
$2.8M - $4.02M
|
3.32K
$334K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-48.6K- 92.22% |
$3.47M - $4.99M
|
4.1K
$413K
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-59.1K- 92.85% |
$4.22M - $6.06M
|
4.55K
$458K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-62K- 90.61% |
$4.42M - $6.36M
|
6.42K
$646K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-74.7K- 21.51% |
$5.33M - $7.66M
|
273K
$27.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-82.6K- 20.48% |
$5.89M - $8.47M
|
321K
$32.3M
|