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 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-97- 3.72% |
$9.03K - $11.1K
|
2.51K
$391K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-100- 8.23% |
$9.31K - $11.4K
|
1.12K
$173K
|
|
|
Jan 26, 2023
Q4 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-100- 0.88% |
$9.31K - $11.4K
|
11.3K
$1.76M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-105- 1.36% |
$9.77K - $12K
|
7.59K
$1.18M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-111- 47.64% |
$10.3K - $12.7K
|
122
$19K
|
|
|
Dec 11, 2023
Q4 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-118- 2.67% |
$11K - $13.5K
|
4.3K
$669K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-147- 1.39% |
$13.7K - $16.8K
|
10.4K
$1.62M
|
|
|
Feb 02, 2023
Q4 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-150- 1.31% |
$14K - $17.1K
|
11.3K
$1.75M
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-154- 3.11% |
$14.3K - $17.6K
|
4.79K
$745K
|
|
|
Feb 09, 2023
Q4 2022
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-157- 0.34% |
$14.6K - $17.9K
|
45.8K
$7.13M
|
|
|
Jan 23, 2023
Q4 2022
|
Greystone Financial Group, LLC
|
SELL
|
- |
-166- 2.58% |
$15.4K - $18.9K
|
6.26K
$974K
|
|
|
Jan 17, 2023
Q4 2022
|
Iam Advisory, LLC
|
SELL
|
- |
-184- 1.58% |
$17.1K - $21K
|
11.4K
$1.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-187- 2.09% |
$17.4K - $21.3K
|
8.76K
$1.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-190- 3.83% |
$17.7K - $21.7K
|
4.77K
$742K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-198- 1.51% |
$18.4K - $22.6K
|
12.9K
$2.01M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-199- 34.19% |
$18.5K - $22.7K
|
383
$59.6K
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-210- 3.79% |
$19.5K - $24K
|
5.34K
$830K
|
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-234- 4.14% |
$21.8K - $26.7K
|
5.41K
$842K
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-234- 10.26% |
$21.8K - $26.7K
|
2.05K
$318K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-240- 99.59% |
$22.3K - $27.4K
|
1
$156
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-279- 3.93% |
$26K - $31.8K
|
6.82K
$1.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-284- 5.76% |
$26.4K - $32.4K
|
4.64K
$723K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-287- 10.65% |
$26.7K - $32.7K
|
2.41K
$374K
|
|
|
Jan 13, 2023
Q4 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-295- 0.75% |
$27.5K - $33.7K
|
39.1K
$6.08M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-298- 24.73% |
$27.7K - $34K
|
907
$141K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-364- 2.92% |
$33.9K - $41.5K
|
12.1K
$1.89M
|
|
|
Jan 10, 2023
Q4 2022
|
Vigilare Wealth Management
|
SELL
|
- |
-390- 15.51% |
$36.3K - $44.5K
|
2.13K
$331K
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-550- 31.79% |
$51.2K - $62.8K
|
1.18K
$184K
|
|
|
Jan 13, 2023
Q4 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-556- 5.51% |
$51.7K - $63.4K
|
9.54K
$1.48M
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-673- 92.96% |
$62.6K - $76.8K
|
51
$7.93K
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-749- 11.56% |
$69.7K - $85.5K
|
5.73K
$892K
|
|
|
Jan 27, 2023
Q4 2022
|
Flc Capital Advisors
|
SELL
|
- |
-750- 7.8% |
$69.8K - $85.6K
|
8.86K
$1.38M
|
|
|
Feb 02, 2023
Q4 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-791- 2.71% |
$73.6K - $90.3K
|
28.4K
$4.42M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-811- 38.56% |
$75.5K - $92.5K
|
1.29K
$201K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-855- 15.69% |
$79.6K - $97.6K
|
4.6K
$715K
|
|
|
Feb 08, 2023
Q4 2022
|
Hudock, Inc.
|
SELL
|
- |
-891- 18.4% |
$82.9K - $102K
|
3.95K
$615K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-896- 24.85% |
$83.4K - $102K
|
2.71K
$421K
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-900- 25.51% |
$83.8K - $103K
|
2.63K
$409K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-921- 11.29% |
$85.7K - $105K
|
7.24K
$1.13M
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-968- 27.96% |
$90.1K - $110K
|
2.49K
$388K
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-994- 30.77% |
$92.5K - $113K
|
2.24K
$348K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.06K- 6.26% |
$98.2K - $120K
|
15.8K
$2.46M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-1.15K- 1.45% |
$107K - $131K
|
78K
$12.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.22K- 16.06% |
$114K - $140K
|
6.39K
$994K
|
|
|
Feb 14, 2023
Q4 2022
|
Family Legacy, Inc.
|
SELL
|
- |
-1.31K- 10.1% |
$122K - $150K
|
11.7K
$1.81M
|
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.74K- 12.35% |
$161K - $198K
|
12.3K
$1.92M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.74K- 13.76% |
$162K - $199K
|
10.9K
$1.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.81K- 25.01% |
$169K - $207K
|
5.44K
$846K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-2.02K- 64.01% |
$188K - $231K
|
1.14K
$177K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.48K- 22.93% |
$231K - $283K
|
8.33K
$1.3M
|