Purchases and Sales Made in Q3 2023 in Ishares Tr (GBF)
This table provides information about the institutional ownership of Ishares Tr (GBF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
100New |
$9.99K - $10.4K
|
100
$10.4K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
56+ 2.21% |
$5.59K - $5.85K
|
2.6K
$270K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
38+ 0.44% |
$3.79K - $3.97K
|
8.74K
$909K
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
15+ 0.17% |
$1.5K - $1.57K
|
8.63K
$897K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7New |
$699 - $731
|
7
$728
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-7- 0.21% |
$699 - $731
|
3.3K
$343K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8- 0.17% |
$799 - $836
|
4.59K
$478K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-158- 19.24% |
$15.8K - $16.5K
|
663
$69K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-197- 71.12% |
$19.7K - $20.6K
|
80
$8.32K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-197- 4.42% |
$19.7K - $20.6K
|
4.26K
$443K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-224- 2.47% |
$22.4K - $23.4K
|
8.86K
$922K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-256- 39.38% |
$25.6K - $26.7K
|
394
$41K
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-271- 35.38% |
$27.1K - $28.3K
|
495
$51.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-494- 10.66% |
$49.3K - $51.6K
|
4.14K
$431K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-568- 4.18% |
$56.7K - $59.3K
|
13K
$1.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-570- 3.7% |
$56.9K - $59.5K
|
14.8K
$1.54M
|
|
|
Oct 27, 2023
Q3 2023
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-601- 6.34% |
$60K - $62.8K
|
8.88K
$924K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-603- 72.56% |
$60.2K - $63K
|
228
$23.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-626- 4.19% |
$62.5K - $65.4K
|
14.3K
$1.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-863- 14.29% |
$86.2K - $90.1K
|
5.18K
$538K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-3.38K- 28.09% |
$338K - $353K
|
8.65K
$900K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-3.93K- 9.1% |
$392K - $410K
|
39.2K
$4.08M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-4.51K- 35.49% |
$450K - $471K
|
8.2K
$852K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-65.4K- 86.17% |
$6.53M - $6.83M
|
10.5K
$1.09M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-67.6K- 36.97% |
$6.75M - $7.06M
|
115K
$12M
|