Purchases and Sales Made in Q1 2023 in Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA) 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 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-100- 40.0% |
$10.8K - $11.8K
|
150
$23.5K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-100- 12.5% |
$10.8K - $11.8K
|
700
$110K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-109- 25.59% |
$11.8K - $12.8K
|
317
$49.6K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-114- 23.95% |
$12.4K - $13.4K
|
362
$56.7K
|
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-133- 5.16% |
$14.4K - $15.7K
|
2.45K
$383K
|
|
|
May 12, 2023
Q1 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-140- 4.19% |
$15.2K - $16.5K
|
3.2K
$501K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-142- 6.35% |
$15.4K - $16.7K
|
2.09K
$328K
|
|
|
May 12, 2023
Q1 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-146- 3.14% |
$15.8K - $17.2K
|
4.5K
$704K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-150- 12.61% |
$16.3K - $17.7K
|
1.04K
$163K
|
|
|
May 12, 2023
Q1 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-173- 0.53% |
$18.8K - $20.4K
|
32.7K
$5.11M
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-184- 13.69% |
$20K - $21.7K
|
1.16K
$182K
|
|
|
May 04, 2023
Q1 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-191- 0.75% |
$20.7K - $22.5K
|
25.4K
$3.98M
|
|
|
May 08, 2023
Q1 2023
|
Hudock, Inc.
|
SELL
|
- |
-195- 4.93% |
$21.1K - $23K
|
3.76K
$588K
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-196- 2.88% |
$21.3K - $23.1K
|
6.62K
$1.04M
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-209- 0.96% |
$22.7K - $24.6K
|
21.5K
$3.37M
|
|
|
May 15, 2023
Q1 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-217- 1.01% |
$23.5K - $25.5K
|
21.2K
$3.31M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-221- 8.38% |
$24K - $26K
|
2.42K
$378K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-222- 3.01% |
$24.1K - $26.1K
|
7.15K
$1.12M
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-228- 9.14% |
$24.7K - $26.8K
|
2.27K
$355K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-237- 3.86% |
$25.7K - $27.9K
|
5.91K
$925K
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-250- 2.19% |
$27.1K - $29.4K
|
11.2K
$1.75M
|
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-251- 10.54% |
$27.2K - $29.6K
|
2.13K
$334K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-254- 6.92% |
$27.5K - $29.9K
|
3.42K
$535K
|
|
|
May 09, 2023
Q1 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-256- 6.57% |
$27.8K - $30.1K
|
3.64K
$570K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-259- 13.43% |
$28.1K - $30.5K
|
1.67K
$261K
|
|
|
May 15, 2023
Q1 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-277- 48.77% |
$30K - $32.6K
|
291
$45.6K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-290- 12.6% |
$31.4K - $34.1K
|
2.01K
$315K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-297- 5.13% |
$32.2K - $35K
|
5.49K
$859K
|
|
|
May 02, 2023
Q1 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-309- 2.74% |
$33.5K - $36.4K
|
11K
$1.72M
|
|
|
Apr 27, 2023
Q1 2023
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-314- 4.37% |
$34K - $37K
|
6.88K
$1.08M
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-319- 5.92% |
$34.6K - $37.6K
|
5.07K
$794K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-336- 4.1% |
$36.4K - $39.6K
|
7.86K
$1.23M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-343- 6.31% |
$37.2K - $40.4K
|
5.1K
$798K
|
|
|
Apr 17, 2023
Q1 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-350- 3.67% |
$38K - $41.2K
|
9.19K
$1.44M
|
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-354- 0.67% |
$38.4K - $41.7K
|
52.4K
$8.21M
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-389- 10.63% |
$42.2K - $45.8K
|
3.27K
$512K
|
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-420- 5.78% |
$45.5K - $49.5K
|
6.84K
$1.07M
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-421- 16.57% |
$45.6K - $49.6K
|
2.12K
$332K
|
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
SELL
|
- |
-442- 7.32% |
$47.9K - $52K
|
5.6K
$877K
|
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-495- 21.06% |
$53.7K - $58.3K
|
1.86K
$290K
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
SELL
|
- |
-524- 14.13% |
$56.8K - $61.7K
|
3.19K
$499K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-562- 13.49% |
$60.9K - $66.2K
|
3.6K
$564K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-569- 9.34% |
$61.7K - $67K
|
5.52K
$864K
|
|
|
Feb 13, 2024
Q1 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-600Closed |
$65.1K - $70.6K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-600- 45.8% |
$65.1K - $70.6K
|
710
$111K
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-601- 9.06% |
$65.2K - $70.8K
|
6.03K
$944K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-601- 9.53% |
$65.2K - $70.8K
|
5.71K
$893K
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-629- 23.22% |
$68.2K - $74.1K
|
2.08K
$326K
|
|
|
May 15, 2023
Q1 2023
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-655- 3.3% |
$71K - $77.1K
|
19.2K
$3.01M
|
|
|
Apr 26, 2023
Q1 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-752- 3.14% |
$81.5K - $88.5K
|
23.2K
$3.64M
|