Purchases and Sales Made in Q2 2022 in Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 25, 2022
Q2 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
393+ 1.49% |
$36.8K - $44.3K
|
26.7K
$4.13M
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
390+ 130.87% |
$36.5K - $43.9K
|
688
$106K
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
378+ 5.16% |
$35.4K - $42.6K
|
7.7K
$1.19M
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
375+ 20.41% |
$35.1K - $42.2K
|
2.21K
$342K
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
366+ 15.35% |
$34.3K - $41.2K
|
2.75K
$425K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
316+ 3.8% |
$29.6K - $35.6K
|
8.63K
$1.33M
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
307+ 4.29% |
$28.8K - $34.6K
|
7.47K
$1.15M
|
|
Jul 20, 2022
Q2 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
301+ 5.35% |
$28.2K - $33.9K
|
5.93K
$916K
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
300New |
$28.1K - $33.8K
|
300
$46.4K
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
288New |
$27K - $32.4K
|
288
$44.5K
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
268+ 68.72% |
$25.1K - $30.2K
|
658
$102K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
264+ 13.92% |
$24.7K - $29.7K
|
2.16K
$334K
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
240+ 24000.0% |
$22.5K - $27K
|
241
$37.3K
|
|
Jul 25, 2022
Q2 2022
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
235+ 9.7% |
$22K - $26.5K
|
2.66K
$411K
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
204+ 2.28% |
$19.1K - $23K
|
9.15K
$1.41M
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
200New |
$18.7K - $22.5K
|
200
$30.9K
|
|
Aug 11, 2022
Q2 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
200New |
$18.7K - $22.5K
|
200
$30.9K
|
|
Nov 14, 2022
Q2 2022
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
200New |
$18.7K - $22.5K
|
200
$30.9K
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
200+ 9.1% |
$18.7K - $22.5K
|
2.4K
$371K
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
196+ 1.29% |
$18.4K - $22.1K
|
15.4K
$2.37M
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
190+ 2.27% |
$17.8K - $21.4K
|
8.55K
$1.32M
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
168New |
$15.7K - $18.9K
|
168
$26K
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
160+ 2.66% |
$15K - $18K
|
6.17K
$953K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
158+ 0.84% |
$14.8K - $17.8K
|
19.1K
$2.95M
|
|
Jul 20, 2022
Q2 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
136+ 0.98% |
$12.7K - $15.3K
|
14K
$2.16M
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
131+ 1.01% |
$12.3K - $14.8K
|
13.1K
$2.03M
|
|
Aug 19, 2022
Q2 2022
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
127New |
$11.9K - $14.3K
|
127
$19.6K
|
|
Aug 12, 2022
Q2 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
125+ 4.63% |
$11.7K - $14.1K
|
2.83K
$437K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
112New |
$10.5K - $12.6K
|
112
$17.3K
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
100New |
$9.37K - $11.3K
|
100
$15.5K
|
|
Jul 29, 2022
Q2 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
100+ 2.63% |
$9.37K - $11.3K
|
3.9K
$603K
|
|
Jul 13, 2022
Q2 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
90+ 2.62% |
$8.43K - $10.1K
|
3.53K
$546K
|
|
Jul 26, 2022
Q2 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
85+ 1.16% |
$7.96K - $9.58K
|
7.39K
$1.14M
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
76New |
$7.12K - $8.56K
|
76
$11.7K
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
67+ 0.3% |
$6.28K - $7.55K
|
22.5K
$3.47M
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
60+ 2.53% |
$5.62K - $6.76K
|
2.43K
$375K
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
58New |
$5.43K - $6.53K
|
58
$8.97K
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
58+ 2.28% |
$5.43K - $6.53K
|
2.6K
$402K
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
51+ 0.82% |
$4.78K - $5.75K
|
6.24K
$964K
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
49New |
$4.59K - $5.52K
|
49
$7.57K
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
41+ 6.51% |
$3.84K - $4.62K
|
671
$104K
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
38+ 1.45% |
$3.56K - $4.28K
|
2.67K
$412K
|
|
Jul 18, 2022
Q2 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
37+ 1.52% |
$3.47K - $4.17K
|
2.47K
$382K
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
34+ 0.76% |
$3.18K - $3.83K
|
4.53K
$701K
|
|
Aug 11, 2022
Q2 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
30+ 0.78% |
$2.81K - $3.38K
|
3.89K
$601K
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
30+ 1.96% |
$2.81K - $3.38K
|
1.56K
$241K
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
BUY
|
- |
25+ 100.0% |
$2.34K - $2.82K
|
50
$7.73K
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
22+ 2.41% |
$2.06K - $2.48K
|
936
$145K
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
21+ 0.76% |
$1.97K - $2.37K
|
2.77K
$428K
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
BUY
|
- |
20+ 9.13% |
$1.87K - $2.25K
|
239
$36.9K
|