Purchases and Sales Made in Q4 2023 in Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-153- 0.86% |
$15.8K - $19.4K
|
17.6K
$2.75M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-175- 53.68% |
$18.1K - $22.2K
|
151
$23.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-176- 1.56% |
$18.2K - $22.3K
|
11.1K
$1.73M
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-178- 5.0% |
$18.4K - $22.5K
|
3.38K
$530K
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-179- 2.01% |
$18.5K - $22.7K
|
8.71K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-181- 8.09% |
$18.7K - $22.9K
|
2.06K
$322K
|
|
|
Jan 31, 2024
Q4 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-190- 0.24% |
$19.6K - $24.1K
|
78.6K
$12.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-195- 2.31% |
$20.1K - $24.7K
|
8.24K
$1.29M
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-200- 71.43% |
$20.6K - $25.3K
|
80
$12.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-200- 4.05% |
$20.6K - $25.3K
|
4.74K
$742K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-207- 17.6% |
$21.4K - $26.2K
|
969
$152K
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-214- 1.9% |
$22.1K - $27.1K
|
11K
$1.73M
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-215- 6.32% |
$22.2K - $27.2K
|
3.19K
$499K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
SELL
|
- |
-221- 4.43% |
$22.8K - $28K
|
4.77K
$746K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-225- 10.56% |
$23.2K - $28.5K
|
1.91K
$298K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-239- 8.83% |
$24.7K - $30.3K
|
2.47K
$386K
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-250- 30.49% |
$25.8K - $31.7K
|
570
$89.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-258- 5.77% |
$26.6K - $32.7K
|
4.21K
$659K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-260- 80.5% |
$26.8K - $32.9K
|
63
$9.86K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-260- 53.94% |
$26.8K - $32.9K
|
222
$34.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-265- 0.62% |
$27.3K - $33.6K
|
42.5K
$6.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-265- 2.42% |
$27.3K - $33.6K
|
10.7K
$1.67M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-272- 8.59% |
$28.1K - $34.5K
|
2.9K
$453K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-277- 3.86% |
$28.6K - $35.1K
|
6.9K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-278- 4.16% |
$28.7K - $35.2K
|
6.41K
$1M
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-289- 5.89% |
$29.8K - $36.6K
|
4.62K
$723K
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
SELL
|
- |
-292- 1.27% |
$30.1K - $37K
|
22.8K
$3.57M
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-300- 7.02% |
$30.9K - $38K
|
3.98K
$622K
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-311- 12.97% |
$32.1K - $39.4K
|
2.09K
$327K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-314- 0.6% |
$32.4K - $39.8K
|
52.1K
$8.16M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-319- 11.91% |
$32.9K - $40.4K
|
2.36K
$369K
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-343- 16.58% |
$35.4K - $43.5K
|
1.73K
$270K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-344- 10.64% |
$35.5K - $43.6K
|
2.89K
$452K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-347- 11.4% |
$35.8K - $44K
|
2.7K
$422K
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-350- 2.65% |
$36.1K - $44.3K
|
12.8K
$2.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-350- 99.72% |
$36.1K - $44.3K
|
1
$157
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-350- 2.65% |
$36.1K - $44.3K
|
12.8K
$2.01M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-379- 2.03% |
$39.1K - $48K
|
18.3K
$2.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-380- 9.94% |
$39.2K - $48.1K
|
3.44K
$539K
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-419- 6.96% |
$43.2K - $53.1K
|
5.6K
$877K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-432- 1.92% |
$44.6K - $54.7K
|
22K
$3.45M
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-445- 14.88% |
$45.9K - $56.4K
|
2.55K
$398K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-475- 12.79% |
$49K - $60.2K
|
3.24K
$507K
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-479- 2.94% |
$49.4K - $60.7K
|
15.8K
$2.48M
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-480- 22.85% |
$49.5K - $60.8K
|
1.62K
$254K
|
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
SELL
|
- |
-482- 5.57% |
$49.7K - $61.1K
|
8.18K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-496- 4.77% |
$51.2K - $62.8K
|
9.9K
$1.55M
|
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-497- 8.85% |
$51.3K - $63K
|
5.12K
$801K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-498- 9.64% |
$51.4K - $63.1K
|
4.67K
$731K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-516- 23.04% |
$53.2K - $65.4K
|
1.72K
$270K
|