Purchases and Sales Made in Q4 2023 in Ishares Tr (IAT)
This table provides information about the institutional ownership of Ishares Tr (IAT) 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
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.08% |
$124 - $173
|
5.24K
$276K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
4+ 2.48% |
$124 - $173
|
165
$8.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$92.9 - $130
|
14.6K
$770K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
2+ 1.38% |
$62 - $86.4
|
147
$7.75K
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 2.0% |
$62 - $86.4
|
102
$5.38K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-69- 4.83% |
$2.14K - $2.98K
|
1.36K
$71.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-124- 56.36% |
$3.84K - $5.36K
|
96
$5.06K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-144- 14.52% |
$4.46K - $6.22K
|
848
$44.7K
|
|
|
Jan 02, 2024
Q4 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-150- 2.11% |
$4.65K - $6.48K
|
6.98K
$368K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-167- 1.29% |
$5.17K - $7.21K
|
12.8K
$675K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-180- 12.33% |
$5.58K - $7.78K
|
1.28K
$67.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-192- 2.04% |
$5.95K - $8.29K
|
9.22K
$486K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-275- 27.23% |
$8.52K - $11.9K
|
735
$38.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-394- 3.17% |
$12.2K - $17K
|
12K
$635K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-426- 3.22% |
$13.2K - $18.4K
|
12.8K
$675K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-445- 90.26% |
$13.8K - $19.2K
|
48
$2.53K
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
SELL
|
- |
-480- 4.63% |
$14.9K - $20.7K
|
9.89K
$521K
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
SELL
|
- |
-500- 34.72% |
$15.5K - $21.6K
|
940
$49.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-749- 12.31% |
$23.2K - $32.4K
|
5.34K
$281K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-868- 7.75% |
$26.9K - $37.5K
|
10.3K
$545K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.03K- 10.79% |
$31.8K - $44.4K
|
8.5K
$448K
|
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-1.28K- 0.44% |
$39.7K - $55.4K
|
290K
$15.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.46K- 9.9% |
$45.2K - $63K
|
13.3K
$700K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.64K- 9.2% |
$50.9K - $71K
|
16.2K
$855K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.8K- 68.4% |
$55.7K - $77.7K
|
831
$43.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.25K- 11.75% |
$69.8K - $97.3K
|
16.9K
$893K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.34K- 9.26% |
$72.5K - $101K
|
22.9K
$1.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-2.46K- 3.65% |
$76.2K - $106K
|
65K
$3.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.76K- 3.05% |
$85.5K - $119K
|
87.7K
$4.63M
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-5.8K- 31.39% |
$180K - $251K
|
12.7K
$669K
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-5.97K- 6.73% |
$185K - $258K
|
82.8K
$4.37M
|
|
|
Jan 15, 2025
Q4 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-6.79KClosed |
$210K - $293K
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-7.76K- 14.33% |
$241K - $335K
|
46.4K
$2.45M
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-7.94K- 58.36% |
$246K - $343K
|
5.66K
$299K
|
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-7.95K- 56.12% |
$246K - $343K
|
6.21K
$328K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.03K- 17.12% |
$249K - $347K
|
38.9K
$2.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-9.08K- 2.32% |
$281K - $392K
|
382K
$20.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-9.5K- 23.36% |
$294K - $410K
|
31.2K
$1.64M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-10.3K- 98.34% |
$320K - $446K
|
174
$9.18K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.5K- 23.09% |
$326K - $454K
|
35K
$1.85M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.8K- 7.12% |
$333K - $465K
|
140K
$7.41M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-15.3K- 83.35% |
$473K - $659K
|
3.05K
$161K
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-15.6K- 34.22% |
$484K - $675K
|
30K
$1.58M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22.7K- 24.0% |
$703K - $980K
|
71.9K
$3.79M
|
|
|
Jan 02, 2024
Q4 2023
|
Dentgroup LLC
|
SELL
|
- |
-24.5K- 46.24% |
$758K - $1.06M
|
28.4K
$1.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-32.5K- 92.48% |
$1.01M - $1.41M
|
2.64K
$139K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-47.6K- 77.0% |
$1.47M - $2.06M
|
14.2K
$749K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-54.8K- 23.03% |
$1.7M - $2.37M
|
183K
$9.65M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-62.7K- 46.23% |
$1.94M - $2.71M
|
72.9K
$3.85M
|