Purchases and Sales Made in Q4 2022 in Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
18.6K+ 279.04% |
$1.73M - $2.12M
|
25.2K
$3.95M
|
|
|
Jan 23, 2023
Q4 2022
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
16.8KNew |
$1.57M - $1.92M
|
16.8K
$2.64M
|
|
|
Jan 12, 2023
Q4 2022
|
Peak Financial Advisors LLC
|
BUY
|
- |
15.3KNew |
$1.42M - $1.74M
|
15.3K
$2.39M
|
|
|
Jan 20, 2023
Q4 2022
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
14.8KNew |
$1.38M - $1.69M
|
14.8K
$2.32M
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
14.8K+ 134.0% |
$1.38M - $1.69M
|
25.9K
$4.05M
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
14.3K+ 31.46% |
$1.33M - $1.63M
|
59.7K
$9.35M
|
|
|
Jan 31, 2023
Q4 2022
|
Wespac Advisors, LLC
|
BUY
|
- |
14.1KNew |
$1.31M - $1.6M
|
14.1K
$2.2M
|
|
|
Feb 03, 2023
Q4 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
14KNew |
$1.3M - $1.6M
|
14K
$2.19M
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
13.9KNew |
$1.29M - $1.58M
|
13.9K
$2.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.3K+ 10.76% |
$1.24M - $1.52M
|
137K
$21.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.1K+ 9.72% |
$1.22M - $1.5M
|
148K
$23.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
13K+ 68.35% |
$1.21M - $1.49M
|
32.1K
$5.02M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.6K+ 8.76% |
$1.18M - $1.44M
|
157K
$24.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.4K+ 75.43% |
$1.15M - $1.41M
|
28.8K
$4.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12.4K+ 30.17% |
$1.15M - $1.41M
|
53.3K
$8.35M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
12.3KNew |
$1.14M - $1.4M
|
12.3K
$1.93M
|
|
|
Jan 10, 2025
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
10.8KNew |
$1M - $1.23M
|
10.8K
$1.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
10.8KNew |
$1M - $1.23M
|
10.8K
$1.69M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
10.7K+ 99.72% |
$999K - $1.22M
|
21.5K
$3.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
10.7K+ 277.46% |
$998K - $1.22M
|
14.6K
$2.28M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.3K+ 10.23% |
$962K - $1.18M
|
111K
$17.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Connective Portfolio Management, LLC
|
BUY
|
- |
10.1KNew |
$940K - $1.15M
|
10.1K
$1.58M
|
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
9.86KNew |
$917K - $1.12M
|
9.86K
$1.54M
|
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
9.31KNew |
$866K - $1.06M
|
9.31K
$1.46M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.17KNew |
$853K - $1.05M
|
9.17K
$1.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
8.69K+ 29.86% |
$809K - $992K
|
37.8K
$5.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
8.5K+ 27.78% |
$791K - $970K
|
39.1K
$6.12M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.28K+ 13.04% |
$771K - $945K
|
71.8K
$11.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
8.27KNew |
$769K - $943K
|
8.27K
$1.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.91K+ 8.73% |
$736K - $902K
|
98.5K
$15.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Ars Investment Partners, LLC
|
BUY
|
- |
7.54K+ 54.58% |
$702K - $860K
|
21.4K
$3.34M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.35K+ 69.35% |
$684K - $839K
|
17.9K
$2.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
7.26KNew |
$676K - $829K
|
7.26K
$1.14M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.03K+ 242.95% |
$654K - $802K
|
9.93K
$1.55M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6.91KNew |
$643K - $788K
|
6.91K
$1.08M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.89KNew |
$641K - $786K
|
6.89K
$1.08M
|
|
|
Jan 26, 2023
Q4 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
6.69KNew |
$623K - $764K
|
6.69K
$1.05M
|
|
|
Feb 10, 2023
Q4 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
6.52K+ 40.72% |
$607K - $744K
|
22.5K
$3.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
6.52K+ 2057.73% |
$607K - $744K
|
6.84K
$1.07M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.27K+ 25.38% |
$583K - $715K
|
31K
$4.85M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.18K+ 42.52% |
$575K - $706K
|
20.7K
$3.24M
|
|
|
Feb 09, 2023
Q4 2022
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
6.12K+ 52.42% |
$570K - $698K
|
17.8K
$2.79M
|
|
|
Jan 25, 2023
Q4 2022
|
Sfmg, LLC
|
BUY
|
- |
6.04KNew |
$562K - $689K
|
6.04K
$946K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
5.98K+ 39.37% |
$557K - $683K
|
21.2K
$3.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
5.94KNew |
$552K - $677K
|
5.94K
$929K
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
5.77KNew |
$537K - $658K
|
5.77K
$903K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.58K+ 14.45% |
$519K - $637K
|
44.2K
$6.92M
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
5.39KNew |
$502K - $615K
|
5.39K
$844K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
5.32K+ 48.4% |
$496K - $608K
|
16.3K
$2.56M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.18K+ 8.61% |
$482K - $591K
|
65.3K
$10.2M
|