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 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-5.74K- 20.94% |
$604K - $678K
|
21.7K
$3.35M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-6.14K- 54.18% |
$647K - $725K
|
5.19K
$803K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-6.25K- 4.32% |
$659K - $738K
|
138K
$21.4M
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-6.6K- 60.69% |
$696K - $780K
|
4.28K
$661K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.77K- 4.54% |
$713K - $800K
|
142K
$22M
|
|
|
Nov 13, 2023
Q3 2023
|
Garnet Equity Capital Holdings, Inc.
|
SELL
|
- |
-7K- 23.33% |
$738K - $827K
|
23K
$3.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-7.38K- 52.66% |
$778K - $872K
|
6.64K
$1.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-7.44K- 59.4% |
$784K - $879K
|
5.08K
$786K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-7.99K- 45.87% |
$842K - $945K
|
9.43K
$1.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.09K- 43.72% |
$852K - $955K
|
10.4K
$1.61M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-8.58K- 32.4% |
$905K - $1.01M
|
17.9K
$2.77M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-8.75K- 23.44% |
$922K - $1.03M
|
28.6K
$4.42M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.87K- 3.35% |
$934K - $1.05M
|
256K
$39.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-8.9K- 33.44% |
$938K - $1.05M
|
17.7K
$2.74M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.05K- 17.97% |
$954K - $1.07M
|
41.3K
$6.39M
|
|
|
Oct 24, 2023
Q3 2023
|
First National Corp
|
SELL
|
- |
-9.3K- 53.95% |
$980K - $1.1M
|
7.94K
$1.23M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.72K- 34.7% |
$1.02M - $1.15M
|
18.3K
$2.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-10.5K- 56.96% |
$1.11M - $1.25M
|
7.97K
$1.23M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11.7K- 17.95% |
$1.23M - $1.38M
|
53.3K
$8.24M
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-12.4K- 6.54% |
$1.3M - $1.46M
|
177K
$27.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-13.2K- 92.75% |
$1.39M - $1.56M
|
1.03K
$160K
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-13.8K- 72.96% |
$1.46M - $1.63M
|
5.12K
$791K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-14.4K- 10.79% |
$1.52M - $1.7M
|
119K
$18.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-15.1K- 22.8% |
$1.59M - $1.78M
|
51K
$7.88M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-15.5K- 14.88% |
$1.64M - $1.84M
|
88.9K
$13.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-17.6K- 1.81% |
$1.85M - $2.08M
|
955K
$148M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-18.2K- 46.55% |
$1.92M - $2.15M
|
20.9K
$3.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-19.6K- 25.66% |
$2.07M - $2.32M
|
56.8K
$8.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-20.4K- 6.51% |
$2.15M - $2.41M
|
293K
$45.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-26.8K- 35.41% |
$2.83M - $3.17M
|
48.9K
$7.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-28.6K- 66.31% |
$3.02M - $3.38M
|
14.5K
$2.25M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-33.4K- 16.96% |
$3.52M - $3.95M
|
164K
$25.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-34K- 17.85% |
$3.59M - $4.02M
|
157K
$24.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-34.7K- 94.03% |
$3.65M - $4.1M
|
2.2K
$340K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-35.8K- 90.07% |
$3.77M - $4.23M
|
3.95K
$610K
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-39.6K- 8.34% |
$4.17M - $4.67M
|
435K
$67.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-56.5K- 51.82% |
$5.95M - $6.67M
|
52.5K
$8.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-58.5K- 8.73% |
$6.16M - $6.91M
|
611K
$94.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-58.6K- 8.79% |
$6.17M - $6.92M
|
608K
$94M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-103K- 14.28% |
$10.9M - $12.2M
|
618K
$95.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-120K- 6.46% |
$12.7M - $14.2M
|
1.74M
$270M
|
|
|
Nov 13, 2023
Q3 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-125K- 99.92% |
$13.2M - $14.8M
|
100
$15.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-135K- 14.2% |
$14.3M - $16M
|
817K
$126M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-168K- 14.94% |
$17.7M - $19.8M
|
955K
$148M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-173K- 88.28% |
$18.2M - $20.5M
|
23K
$3.55M
|