Purchases and Sales Made in Q2 2023 in Ishares Tr (ITA)

ITA Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr (ITA) 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 19, 2023 Q2 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
402
+ 182.73%
$43.7K - $47.2K
622 $97.4K
Jul 18, 2023 Q2 2023
Greystone Financial Group, LLC

BUY
 -
394
+ 6.35%
$42.8K - $46.3K
6.6K $1.03M
Aug 09, 2023 Q2 2023
Hcr Wealth Advisors

Los Angeles, CA
BUY
 -
389
+ 8.65%
$42.3K - $45.7K
4.89K $765K
Jul 10, 2023 Q2 2023
Castle Rock Wealth Management, LLC

BUY
 -
386
+ 7.61%
$41.9K - $45.3K
5.46K $855K
Aug 09, 2023 Q2 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
381
+ 4.85%
$41.4K - $44.7K
8.24K $1.29M
Aug 14, 2023 Q2 2023
Wedbush Securities Inc

BUY
 -
375
+ 3.21%
$40.7K - $44K
12.1K $1.89M
Aug 11, 2023 Q2 2023
Bay Colony Advisory Group, Inc D

BUY
 -
347
+ 10.25%
$37.7K - $40.7K
3.73K $584K
Aug 14, 2023 Q2 2023
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
344
+ 2.98%
$37.4K - $40.4K
11.9K $1.86M
Jul 31, 2023 Q2 2023
Brown Advisory Inc

BUY
 -
339
+ 4.75%
$36.8K - $39.8K
7.48K $1.17M
Aug 07, 2023 Q2 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
332
+ 3.53%
$36.1K - $39K
9.74K $1.53M
Aug 07, 2023 Q2 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
325
+ 8.4%
$35.3K - $38.2K
4.2K $657K
Aug 11, 2023 Q2 2023
Blair William & CO

Chicago, IL
BUY
 -
325
+ 0.68%
$35.3K - $38.2K
48K $7.51M
Jul 26, 2023 Q2 2023
National Bank Of Canada

BUY
 -
316
+ 2.9%
$34.3K - $37.1K
11.2K $1.76M
Aug 13, 2024 Q2 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
309
+ 20.22%
$33.6K - $36.3K
1.84K $288K
Aug 14, 2023 Q2 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
295
+ 14.09%
$32.1K - $34.6K
2.39K $374K
Jul 18, 2023 Q2 2023
Mc Guire Investment Group, LLC

BUY
 -
274
+ 4.66%
$29.8K - $32.2K
6.16K $964K
Jul 28, 2023 Q2 2023
Capital Investment Advisory Services, LLC

BUY
 -
267
+ 9.49%
$29K - $31.3K
3.08K $482K
Aug 09, 2023 Q2 2023
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
250
New
$27.2K - $29.4K
250 $39.1K
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

BUY
 -
222
+ 0.3%
$24.1K - $26.1K
74.3K $11.6M
Aug 04, 2023 Q2 2023
Family Legacy, Inc.

BUY
 -
220
+ 1.86%
$23.9K - $25.8K
12K $1.89M
Jul 18, 2023 Q2 2023
Cadent Capital Advisors, LLC

BUY
 -
219
+ 7.42%
$23.8K - $25.7K
3.17K $497K
Aug 14, 2023 Q2 2023
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
214
+ 4.9%
$23.3K - $25.1K
4.58K $718K
Jul 19, 2023 Q2 2023
Signature Estate & Investment Advisors LLC

BUY
 -
209
+ 4.91%
$22.7K - $24.5K
4.47K $699K
Aug 07, 2023 Q2 2023
Wealthfront Advisers LLC

BUY
 -
208
+ 5.77%
$22.6K - $24.4K
3.81K $597K
Apr 22, 2024 Q2 2023
Deane Retirement Strategies, Inc.

BUY
 -
207
+ 0.64%
$22.5K - $24.3K
32.7K $5.11M
Jul 06, 2023 Q2 2023
Deane Retirement Strategies, Inc.

BUY
 -
207
+ 0.64%
$22.5K - $24.3K
32.7K $5.11M
Jul 31, 2023 Q2 2023
Principle Wealth Partners LLC

BUY
 -
201
+ 1.3%
$21.8K - $23.6K
15.7K $2.45M
Jul 24, 2023 Q2 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
195
+ 44.02%
$21.2K - $22.9K
638 $99.9K
Dec 11, 2023 Q2 2023
Burns Matteson Capital Management, LLC

Corning, NY
BUY
 -
195
+ 4.56%
$21.2K - $22.9K
4.47K $700K
Jul 12, 2023 Q2 2023
Independent Wealth Network Inc.

BUY
 -
190
+ 4.05%
$20.6K - $22.3K
4.88K $765K
Jul 20, 2023 Q2 2023
Private Wealth Advisors, LLC

Fresno, CA
BUY
 -
189
+ 0.79%
$20.5K - $22.2K
24K $3.76M
Aug 14, 2023 Q2 2023
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
184
New
$20K - $21.6K
184 $28.8K
Jul 31, 2023 Q2 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
177
New
$19.2K - $20.8K
177 $27.7K
Aug 01, 2023 Q2 2023
Kistler Tiffany Companies, LLC

Berwyn, PA
BUY
 -
175
+ 15.09%
$19K - $20.5K
1.34K $209K
Jul 24, 2023 Q2 2023
Whittier Trust CO Of Nevada Inc

BUY
 -
170
New
$18.5K - $20K
170 $26.6K
Aug 11, 2023 Q2 2023
1832 Asset Management L.P.

Toronto, A6
BUY
 -
168
+ 24.78%
$18.3K - $19.7K
846 $132K
Aug 04, 2023 Q2 2023
Smith, Salley & Associates

BUY
 -
168
+ 4.15%
$18.3K - $19.7K
4.21K $660K
Jul 31, 2023 Q2 2023
Moloney Securities Asset Management, LLC

BUY
 -
164
+ 6.15%
$17.8K - $19.3K
2.83K $443K
Aug 14, 2023 Q2 2023
Industrial Alliance Investment Management Inc.

Quebec, A8
BUY
 -
163
New
$17.7K - $19.1K
163 $25.5K
Aug 14, 2023 Q2 2023
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
150
New
$16.3K - $17.6K
150 $23.5K
Aug 14, 2023 Q2 2023
Matrix Private Capital Group LLC

New York, NY
BUY
 -
150
New
$16.3K - $17.6K
150 $23.5K
Jul 20, 2023 Q2 2023
Charter Oak Capital Management, LLC

BUY
 -
127
+ 3.69%
$13.8K - $14.9K
3.57K $558K
Aug 07, 2023 Q2 2023
Ellis Investment Partners, LLC

BUY
 -
122
+ 0.78%
$13.3K - $14.3K
15.7K $2.47M
Aug 21, 2023 Q2 2023
Bokf, Na

Tulsa, OK
BUY
 -
120
+ 80.0%
$13K - $14.1K
270 $42.3K
Jul 12, 2023 Q2 2023
Beacon Capital Management, LLC

BUY
 -
116
+ 76.82%
$12.6K - $13.6K
267 $41.8K
Jul 24, 2023 Q2 2023
Vahanian & Associates Financial Planning Inc.

BUY
 -
115
+ 4.55%
$12.5K - $13.5K
2.64K $414K
Jul 17, 2023 Q2 2023
Atlas Financial Advisors, Inc.

BUY
 -
113
+ 3.27%
$12.3K - $13.3K
3.57K $558K
Jul 18, 2023 Q2 2023
Brown Miller Wealth Management, LLC

BUY
 -
109
+ 4.3%
$11.8K - $12.8K
2.64K $414K
Jul 26, 2023 Q2 2023
Schmidt P J Investment Management Inc

Cedarburg, WI
BUY
 -
105
+ 4.71%
$11.4K - $12.3K
2.34K $366K

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