Purchases and Sales Made in Q1 2023 in Ishares Tr (IAT)
This table provides information about the institutional ownership of Ishares Tr (IAT) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
16New |
$539 - $858
|
16
$850
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.63% |
$33.7 - $53.6
|
160
$8.5K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-10- 0.17% |
$337 - $536
|
5.99K
$318K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-10- 0.67% |
$337 - $536
|
1.48K
$78.6K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-175- 3.03% |
$5.89K - $9.38K
|
5.6K
$297K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-255- 1.9% |
$8.59K - $13.7K
|
13.1K
$699K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-337- 81.8% |
$11.3K - $18.1K
|
75
$3.99K
|
|
|
Apr 04, 2023
Q1 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-375- 4.57% |
$12.6K - $20.1K
|
7.83K
$416K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-380Closed |
$12.8K - $20.4K
|
0
$0
|
|
|
May 05, 2023
Q1 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-519- 0.92% |
$17.5K - $27.8K
|
56.2K
$2.99M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-823- 8.73% |
$27.7K - $44.1K
|
8.61K
$457K
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-928- 5.98% |
$31.2K - $49.8K
|
14.6K
$776K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-993- 47.97% |
$33.4K - $53.2K
|
1.08K
$57.2K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1K- 1.72% |
$33.7K - $53.7K
|
57.3K
$3.04M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.1K- 13.2% |
$37.1K - $59.1K
|
7.25K
$385K
|
|
|
May 09, 2023
Q1 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.18K- 1.65% |
$39.6K - $63.1K
|
70.3K
$3.74M
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.25K- 59.18% |
$42K - $66.9K
|
860
$45.7K
|
|
|
May 11, 2023
Q1 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.33K- 4.68% |
$44.6K - $71K
|
27K
$1.44M
|
|
|
May 15, 2023
Q1 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-3.85K- 13.73% |
$130K - $206K
|
24.2K
$1.29M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-5.13K- 78.56% |
$173K - $275K
|
1.4K
$74.4K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-5.31K- 48.34% |
$179K - $285K
|
5.68K
$302K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.58K- 18.79% |
$188K - $299K
|
24.1K
$1.28M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.67K- 25.53% |
$225K - $358K
|
19.5K
$1.03M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.47K- 94.87% |
$285K - $454K
|
458
$24.3K
|
|
|
May 01, 2023
Q1 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-9.25K- 50.0% |
$311K - $496K
|
9.25K
$491K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-10.6K- 45.62% |
$355K - $566K
|
12.6K
$669K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-27.8K- 60.59% |
$937K - $1.49M
|
18.1K
$962K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-30.1K- 77.09% |
$1.01M - $1.61M
|
8.93K
$474K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-62.9K- 1.02% |
$2.12M - $3.37M
|
6.12M
$325M
|