Purchases and Sales Made in Q2 2023 in Ishares Tr (IAT)
This table provides information about the institutional ownership of Ishares Tr (IAT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-310- 4.05% |
$9.22K - $11.4K
|
7.35K
$389K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-697- 12.48% |
$20.7K - $25.5K
|
4.89K
$259K
|
|
|
Jul 06, 2023
Q2 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-700- 8.95% |
$20.8K - $25.7K
|
7.13K
$378K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-976- 8.9% |
$29K - $35.8K
|
9.99K
$530K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-992- 4.12% |
$29.5K - $36.4K
|
23.1K
$1.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.08K- 23.98% |
$32.2K - $39.7K
|
3.44K
$182K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.13K- 15.97% |
$33.5K - $41.2K
|
5.92K
$314K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-1.16K- 1.05% |
$34.6K - $42.6K
|
110K
$5.83M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-1.28K- 26.01% |
$38K - $46.8K
|
3.63K
$193K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.32KClosed |
$39.2K - $48.3K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.49K- 9.78% |
$44.2K - $54.5K
|
13.7K
$726K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.51K- 70.82% |
$45K - $55.4K
|
623
$33K
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
SELL
|
- |
-1.69K- 13.91% |
$50.4K - $62.1K
|
10.5K
$556K
|
|
|
Jan 15, 2025
Q2 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-1.85K- 19.26% |
$55.1K - $67.9K
|
7.76K
$412K
|
|
|
Aug 10, 2023
Q2 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-2.5K- 3.55% |
$74.3K - $91.5K
|
67.8K
$3.6M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.94K- 11.0% |
$87.4K - $108K
|
23.8K
$1.26M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.95K- 13.45% |
$147K - $181K
|
31.8K
$1.69M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-7.66K- 49.88% |
$228K - $281K
|
7.69K
$408K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11K- 18.05% |
$329K - $405K
|
50.2K
$2.66M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-49.3K- 29.39% |
$1.47M - $1.81M
|
118K
$6.28M
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-50.6K- 87.7% |
$1.51M - $1.86M
|
7.1K
$376K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-124K- 68.87% |
$3.69M - $4.55M
|
56.1K
$2.98M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-162K- 56.09% |
$4.83M - $5.95M
|
127K
$6.74M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-193K- 68.94% |
$5.75M - $7.09M
|
87.2K
$4.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-193K- 68.94% |
$5.75M - $7.09M
|
87.2K
$4.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.64M- 26.79% |
$48.8M - $60.1M
|
4.48M
$238M
|