Purchases and Sales Made in Q4 2022 in Ishares Tr Us Broker Dealers & (IAI)

This table provides information about the institutional ownership of Ishares Tr Us Broker Dealers & (IAI) during Q4 2022. The information is specifically focused on institutions that hold shares of ISHARES TR US BROKER-DEALERS &.

Report Date	Institution (Fund)	Operation	Option	Shares change	Value Range	Shares Held
Feb 10, 2023 Q4 2022	Assetmark, Inc	BUY	-	1.44M + 628237.81%	$124M - $149M	1.45M $221M
Feb 01, 2023 Q4 2022	Bank Of Montreal Toronto, A6	BUY	-	232K New	$19.9M - $23.9M	232K $35.4M
Feb 09, 2023 Q4 2022	Affinity Wealth Management LLC Wilmington, DE	BUY	-	141K New	$12.1M - $14.6M	141K $21.6M
Feb 14, 2023 Q4 2022	Morgan Stanley New York, NY	BUY	-	103K + 20.52%	$8.82M - $10.6M	603K $92.1M
Feb 10, 2023 Q4 2022	Advisor Group Holdings, Inc. Phoenix, AZ	BUY	-	91.3K + 125.68%	$7.84M - $9.41M	164K $25M
Feb 08, 2023 Q4 2022	Ubs Group Ag	BUY	-	76.6K + 90.18%	$6.58M - $7.9M	162K $24.7M
Feb 10, 2023 Q4 2022	Bank Of America Corp Charlotte, NC	BUY	-	59K + 53.82%	$5.06M - $6.08M	169K $25.7M
Feb 07, 2023 Q4 2022	Envestnet Asset Management Inc	BUY	-	58.2K + 30.6%	$5M - $6M	248K $37.9M
Jan 25, 2023 Q4 2022	Stephens Inc	BUY	-	42K + 1326.65%	$3.6M - $4.33M	45.1K $6.89M
Feb 10, 2023 Q4 2022	Jackson Wealth Management, LLC	BUY	-	40.4K New	$3.47M - $4.17M	40.4K $6.17M
Feb 09, 2023 Q4 2022	Beaumont Capital Management, LLC Boston, MA	BUY	-	36.1K New	$3.1M - $3.72M	36.1K $5.51M
Feb 14, 2023 Q4 2022	Cetera Advisor Networks LLC El Segundo, CA	BUY	-	29.8K + 1254.34%	$2.55M - $3.07M	32.1K $4.9M
Feb 03, 2023 Q4 2022	Aveo Capital Partners, LLC	BUY	-	28.1K New	$2.41M - $2.9M	28.1K $4.29M
Feb 16, 2023 Q4 2022	Ascent Group, LLC	BUY	-	24.2K New	$2.07M - $2.49M	24.2K $3.69M
Feb 13, 2023 Q4 2022	Mml Investors Services, LLC Springfield, MA	BUY	-	23.7K + 14.81%	$2.03M - $2.44M	184K $28M
Feb 08, 2023 Q4 2022	Raymond James Financial Services Advisors, Inc. St. Petersburg, FL	BUY	-	21K + 146.24%	$1.8M - $2.17M	35.4K $5.4M
Feb 10, 2023 Q4 2022	Csenge Advisory Group	BUY	-	18.5K + 607.43%	$1.59M - $1.91M	21.5K $3.29M
Feb 14, 2023 Q4 2022	True Private Wealth Advisors	BUY	-	14.7K New	$1.26M - $1.51M	14.7K $2.24M
Jan 31, 2023 Q4 2022	Ae Wealth Management LLC	BUY	-	13.9K New	$1.2M - $1.44M	13.9K $2.13M
Jan 17, 2023 Q4 2022	Teamwork Financial Advisors, LLC	BUY	-	13.7K New	$1.18M - $1.41M	13.7K $2.09M
Feb 14, 2023 Q4 2022	New Edge Advisors, LLC New Orleans, LA	BUY	-	13.5K + 184.6%	$1.16M - $1.39M	20.8K $3.18M
Feb 14, 2023 Q4 2022	Mariner, LLC Overland Park, KS	BUY	-	10.4K New	$895K - $1.08M	10.4K $1.59M
Feb 14, 2023 Q4 2022	Cetera Investment Advisers Schaumburg, IL	BUY	-	8.48K + 227.0%	$728K - $874K	12.2K $1.87M
Jan 09, 2023 Q4 2022	Brookstone Capital Management	BUY	-	7.03K New	$603K - $724K	7.03K $1.07M
Jan 17, 2023 Q4 2022	Well Done, LLC	BUY	-	6.26K + 17.31%	$537K - $645K	42.4K $6.48M
Feb 14, 2023 Q4 2022	Susquehanna International Group, LLP Bala Cynwyd, PA	BUY	-	5.96K + 41.84%	$511K - $614K	20.2K $3.08M
Jan 19, 2023 Q4 2022	Stratos Wealth Partners, Ltd.	BUY	-	5.76K New	$494K - $593K	5.76K $879K
Jan 31, 2023 Q4 2022	Kestra Advisory Services, LLC	BUY	-	4.96K + 41.97%	$425K - $511K	16.8K $2.56M
Aug 30, 2023 Q4 2022	Atria Wealth Solutions, Inc. New York, NY	BUY	-	4.83K New	$414K - $497K	4.83K $737K
Feb 02, 2023 Q4 2022	Ignite Planners, LLC	BUY	-	4.41K New	$379K - $455K	4.41K $674K
Feb 13, 2023 Q4 2022	Stifel Financial Corp St. Louis, MO	BUY	-	4.22K + 3.96%	$362K - $435K	111K $16.9M
Feb 10, 2023 Q4 2022	Continuum Advisory, LLC Eagle, ID	BUY	-	3.99K New	$342K - $411K	3.99K $608K
Dec 13, 2023 Q4 2022	Continuum Advisory, LLC Eagle, ID	BUY	-	3.99K New	$342K - $411K	3.99K $608K
Feb 13, 2023 Q4 2022	Atria Wealth Solutions, Inc. New York, NY	BUY	-	3.79K + 83.38%	$325K - $391K	8.34K $1.27M
Jan 25, 2023 Q4 2022	Hanlon Investment Management, Inc.	BUY	-	3.42K New	$294K - $353K	3.42K $522K
Jan 24, 2023 Q4 2022	Wealthpoint, LLC	BUY	-	3.39K New	$291K - $349K	3.39K $517K
Feb 01, 2023 Q4 2022	All Season Financial Advisors, Inc.	BUY	-	3.16K New	$271K - $326K	3.16K $482K
Feb 10, 2023 Q4 2022	Pnc Financial Services Group, Inc. Pittsburgh, PA	BUY	-	2.8K + 1248.21%	$240K - $288K	3.02K $461K
Feb 10, 2023 Q4 2022	Centaurus Financial, Inc.	BUY	-	2.76K New	$237K - $285K	2.76K $422K
Feb 13, 2023 Q4 2022	Gunderson Capital Management Inc.	BUY	-	2.51K New	$216K - $259K	2.51K $384K
Feb 01, 2023 Q4 2022	Corbyn Investment Management Inc	BUY	-	2.24K New	$192K - $231K	2.24K $342K
Jan 10, 2023 Q4 2022	Avitas Wealth Management LLC	BUY	-	2.23K New	$191K - $230K	2.23K $341K
Feb 13, 2023 Q4 2022	Garden State Investment Advisory Services LLC Red Bank, NJ	BUY	-	2.2K New	$189K - $227K	2.2K $336K
Feb 07, 2023 Q4 2022	Paul Damon & Associates, Inc. Grand Rapids, MI	BUY	-	2.13K New	$183K - $220K	2.13K $325K
Jan 31, 2023 Q4 2022	Atria Investments LLC Charlotte, NC	BUY	-	1.72K + 12.52%	$148K - $178K	15.5K $2.37M
Jan 11, 2023 Q4 2022	North Star Investment Management Corp. Chicago, IL	BUY	-	1.65K New	$141K - $170K	1.65K $251K
Feb 13, 2023 Q4 2022	Barometer Capital Management Inc. Toronto, A6	BUY	-	1.2K + 18.18%	$103K - $124K	7.8K $1.19M
Jan 09, 2023 Q4 2022	Minich Mac Gregor Wealth Management, LLC	BUY	-	1.15K New	$98.7K - $119K	1.15K $176K
Feb 08, 2023 Q4 2022	Capital Analysts, LLC Fort Washington, PA	BUY	-	1.13K New	$96.9K - $116K	1.13K $172K
Feb 06, 2023 Q4 2022	Cottonwood Capital Advisors, LLC	BUY	-	873 + 2.8%	$74.9K - $90K	32K $4.89M

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Account

Purchases and Sales Made in Q4 2022 in Ishares Tr Us Broker Dealers & (IAI)

1.44M

232K

141K

103K

91.3K

76.6K

59K

58.2K

42K

40.4K

36.1K

29.8K

28.1K

24.2K

23.7K

21K

18.5K

14.7K

13.9K

13.7K

13.5K

10.4K

8.48K

7.03K

6.26K

5.96K

5.76K

4.96K

4.83K

4.41K

4.22K

3.99K

3.99K

3.79K

3.42K

3.39K

3.16K

2.8K

2.76K

2.51K

2.24K

2.23K

2.2K

2.13K

1.72K

1.65K

1.2K

1.15K

1.13K

873

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