Purchases and Sales Made in Q1 2023 in Ishares U S ETF Tr (IETC)
This table provides information about the institutional ownership of Ishares U S ETF Tr (IETC) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES U S ETF TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.9KNew |
$600K - $705K
|
14.9K
$1.3M
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
12.6KNew |
$507K - $595K
|
12.6K
$1.1M
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
9.64KNew |
$387K - $454K
|
9.64K
$839K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.09K+ 22.75% |
$325K - $382K
|
43.6K
$3.8M
|
|
|
Apr 03, 2023
Q1 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
6.96K+ 1.3% |
$280K - $328K
|
543K
$47.3M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.37K+ 50.72% |
$256K - $300K
|
18.9K
$1.65M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.64K+ 46.39% |
$146K - $172K
|
11.5K
$1M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
2.45K+ 21.35% |
$98.4K - $116K
|
13.9K
$1.21M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2K+ 10.55% |
$80.2K - $94.2K
|
20.9K
$1.82M
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
551+ 5.51% |
$22.1K - $26K
|
10.6K
$919K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
426New |
$17.1K - $20.1K
|
426
$37.1K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
414New |
$16.6K - $19.5K
|
414
$36.1K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
213+ 12.28% |
$8.55K - $10K
|
1.95K
$170K
|
|
|
May 08, 2023
Q1 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
141+ 0.82% |
$5.66K - $6.65K
|
17.4K
$1.52M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
98+ 0.49% |
$3.94K - $4.62K
|
20K
$1.74M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
51New |
$2.05K - $2.41K
|
51
$4.44K
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
18+ 0.21% |
$723 - $849
|
8.72K
$760K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14+ 0.27% |
$562 - $660
|
5.16K
$449K
|
|
|
May 03, 2023
Q1 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$40.2 - $47.2
|
5.85K
$509K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1New |
$40.2 - $47.2
|
1
$87.1
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-7Closed |
$281 - $330
|
0
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-48- 0.42% |
$1.93K - $2.26K
|
11.4K
$995K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-100- 1.79% |
$4.02K - $4.72K
|
5.48K
$477K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-274- 69.9% |
$11K - $12.9K
|
118
$10.3K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-302- 71.9% |
$12.1K - $14.2K
|
118
$10.3K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-306- 1.6% |
$12.3K - $14.4K
|
18.9K
$1.64M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-656- 12.93% |
$26.3K - $30.9K
|
4.42K
$385K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-826- 15.18% |
$33.2K - $39K
|
4.62K
$402K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.73K- 8.79% |
$69.6K - $81.7K
|
18K
$1.57M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2K- 9.55% |
$80.2K - $94.2K
|
18.9K
$1.65M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.38K- 21.26% |
$95.5K - $112K
|
8.8K
$767K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.89K- 20.87% |
$116K - $136K
|
10.9K
$953K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.68K- 19.2% |
$188K - $221K
|
19.7K
$1.71M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.87K- 32.24% |
$276K - $324K
|
14.4K
$1.26M
|