Purchases and Sales Made in Q4 2022 in Ishares Tr (IAK)
This table provides information about the institutional ownership of Ishares Tr (IAK) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.67KNew |
$136K - $158K
|
1.67K
$219K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.31K+ 47.55% |
$106K - $124K
|
4.06K
$533K
|
|
|
Feb 03, 2023
Q4 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
1.14K+ 2.68% |
$93K - $108K
|
43.8K
$5.75M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
994+ 13.26% |
$80.8K - $93.8K
|
8.49K
$1.11M
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
945+ 11.34% |
$76.8K - $89.2K
|
9.28K
$1.22M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
899+ 5.67% |
$73.1K - $84.8K
|
16.8K
$2.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Cs Group, LLC
|
BUY
|
- |
736+ 4.04% |
$59.9K - $69.4K
|
18.9K
$2.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
628+ 0.56% |
$51.1K - $59.3K
|
113K
$14.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
609+ 1.63% |
$49.5K - $57.5K
|
37.9K
$4.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
509+ 6.41% |
$41.4K - $48K
|
8.45K
$1.11M
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
270New |
$22K - $25.5K
|
270
$35.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
123New |
$10K - $11.6K
|
123
$16.1K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
109New |
$8.86K - $10.3K
|
109
$14.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
100New |
$8.13K - $9.44K
|
100
$13.1K
|
|
|
Jan 20, 2023
Q4 2022
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
98+ 1.43% |
$7.97K - $9.25K
|
6.97K
$915K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
55New |
$4.47K - $5.19K
|
55
$7.22K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
31New |
$2.52K - $2.93K
|
31
$4.07K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
22New |
$1.79K - $2.08K
|
22
$2.89K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
20New |
$1.63K - $1.89K
|
20
$2.63K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
14+ 0.52% |
$1.14K - $1.32K
|
2.7K
$355K
|
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
11+ 0.11% |
$895 - $1.04K
|
10.1K
$1.33M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7+ 0.11% |
$569 - $661
|
6.14K
$806K
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2+ 0.46% |
$163 - $189
|
437
$57.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 2.22% |
$81.3 - $94.4
|
46
$6.04K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-22- 14.01% |
$1.79K - $2.08K
|
135
$17.7K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-32- 21.33% |
$2.6K - $3.02K
|
118
$15.5K
|
|
|
Jan 13, 2023
Q4 2022
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-37- 0.11% |
$3.01K - $3.49K
|
34.9K
$4.58M
|
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-56- 1.06% |
$4.55K - $5.28K
|
5.25K
$689K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-75- 1.74% |
$6.1K - $7.08K
|
4.24K
$556K
|
|
|
Feb 06, 2023
Q4 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-78- 0.47% |
$6.34K - $7.36K
|
16.6K
$2.18M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-278- 8.6% |
$22.6K - $26.2K
|
2.96K
$388K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-295- 0.3% |
$24K - $27.8K
|
99K
$13M
|
|
|
Jan 30, 2023
Q4 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-415- 0.74% |
$33.7K - $39.2K
|
55.4K
$7.27M
|
|
|
Jan 20, 2023
Q4 2022
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-810- 9.38% |
$65.9K - $76.4K
|
7.82K
$1.03M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.03K- 7.32% |
$83.9K - $97.4K
|
13.1K
$1.72M
|
|
|
Jan 31, 2023
Q4 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-1.16K- 0.59% |
$94.2K - $109K
|
195K
$25.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.24K- 33.93% |
$100K - $117K
|
2.41K
$316K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.8K- 87.8% |
$146K - $170K
|
250
$32.8K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.88K- 29.55% |
$234K - $272K
|
6.87K
$902K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.32K- 45.2% |
$270K - $313K
|
4.02K
$528K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-24.3K- 13.41% |
$1.97M - $2.29M
|
157K
$20.6M
|