Purchases and Sales Made in Q3 2023 in Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA) 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 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.13K+ 66.64% |
$330K - $370K
|
7.83K
$1.21M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
3.12K+ 107.47% |
$329K - $369K
|
6.03K
$932K
|
|
|
Nov 13, 2023
Q3 2023
|
Gruss & Co., LLC
|
BUY
|
- |
3KNew |
$316K - $355K
|
3K
$464K
|
|
|
Oct 11, 2023
Q3 2023
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
2.88K+ 80.71% |
$303K - $340K
|
6.44K
$996K
|
|
|
Oct 25, 2023
Q3 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
2.8K+ 13.78% |
$295K - $330K
|
23.1K
$3.57M
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.72KNew |
$287K - $322K
|
2.72K
$421K
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
2.68KNew |
$282K - $316K
|
2.68K
$414K
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.68KNew |
$282K - $316K
|
2.68K
$414K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.54KNew |
$268K - $300K
|
2.54K
$392K
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.54K+ 121.11% |
$267K - $300K
|
4.63K
$716K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.52K+ 6.18% |
$266K - $298K
|
43.3K
$6.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.45K+ 101.41% |
$258K - $290K
|
4.87K
$753K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.39K+ 42.74% |
$252K - $283K
|
7.99K
$1.23M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.3KNew |
$243K - $272K
|
2.3K
$356K
|
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
BUY
|
- |
2.25KNew |
$237K - $266K
|
2.25K
$348K
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.25K+ 29.58% |
$237K - $265K
|
9.83K
$1.52M
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
2.2K+ 122.22% |
$232K - $260K
|
4K
$618K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.14KNew |
$226K - $253K
|
2.14K
$331K
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.13KNew |
$225K - $252K
|
2.13K
$329K
|
|
|
Oct 27, 2023
Q3 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
2.09KNew |
$220K - $247K
|
2.09K
$323K
|
|
|
Nov 01, 2023
Q3 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
2.08KNew |
$220K - $246K
|
2.08K
$322K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.05K+ 14.05% |
$216K - $243K
|
16.7K
$2.58M
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
2KNew |
$211K - $236K
|
2K
$309K
|
|
|
Nov 13, 2023
Q3 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.96KNew |
$207K - $232K
|
1.96K
$303K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
1.92KNew |
$203K - $227K
|
1.92K
$297K
|
|
|
Nov 03, 2023
Q3 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
1.83K+ 27.72% |
$193K - $216K
|
8.43K
$1.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.73K+ 4.32% |
$182K - $204K
|
41.7K
$6.44M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.69K+ 25.09% |
$178K - $199K
|
8.42K
$1.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.67K+ 1.93% |
$176K - $198K
|
88.6K
$13.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.62K+ 70.17% |
$171K - $192K
|
3.94K
$608K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.53K+ 3.09% |
$161K - $181K
|
51.1K
$7.89M
|
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.51K+ 5.98% |
$159K - $178K
|
26.7K
$4.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.49K+ 58.56% |
$157K - $176K
|
4.03K
$623K
|
|
|
Feb 09, 2024
Q3 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
1.47K+ 17.56% |
$155K - $173K
|
9.82K
$1.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
1.43K+ 9.5% |
$151K - $169K
|
16.5K
$2.55M
|
|
|
Oct 10, 2023
Q3 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
1.43K+ 3.86% |
$150K - $169K
|
38.4K
$5.94M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.4K+ 4.76% |
$147K - $165K
|
30.8K
$4.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Ars Investment Partners, LLC
|
BUY
|
- |
1.32K+ 8.73% |
$139K - $156K
|
16.4K
$2.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.29K+ 28.1% |
$136K - $152K
|
5.87K
$908K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.26K+ 30.76% |
$133K - $149K
|
5.37K
$830K
|
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
BUY
|
- |
1.24K+ 12.96% |
$130K - $146K
|
10.8K
$1.67M
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.21K+ 24.74% |
$127K - $143K
|
6.09K
$942K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.2K+ 5.65% |
$127K - $142K
|
22.4K
$3.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.2K+ 37.74% |
$126K - $142K
|
4.37K
$676K
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.15K+ 2.68% |
$121K - $136K
|
43.9K
$6.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.13K+ 14.28% |
$119K - $134K
|
9.06K
$1.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.1K+ 7.03% |
$116K - $130K
|
16.8K
$2.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.04K+ 38.15% |
$110K - $123K
|
3.77K
$582K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
985+ 13.17% |
$104K - $116K
|
8.46K
$1.31M
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
965+ 2.76% |
$102K - $114K
|
36K
$5.56M
|