Purchases and Sales Made in Q4 2022 in Ishares Tr Genomics Immunology (IDNA)
This table provides information about the institutional ownership of Ishares Tr Genomics Immunology (IDNA) during Q4 2022. The information is specifically focused on institutions that hold shares of ISHARES TR GENOMICS IMMUNOLOGY.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
62.8K+ 50.16% |
$1.52M - $1.82M
|
188K
$4.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
56.8K+ 206.46% |
$1.38M - $1.65M
|
84.4K
$1.94M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
42K+ 23.9% |
$1.02M - $1.22M
|
218K
$5.01M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
40.7KNew |
$987K - $1.18M
|
40.7K
$937K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.8KNew |
$552K - $661K
|
22.8K
$524K
|
|
|
Feb 15, 2023
Q4 2022
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
22.3K+ 95.99% |
$541K - $648K
|
45.6K
$1.05M
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
21.8KNew |
$527K - $631K
|
21.8K
$500K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
21.4K+ 123.11% |
$519K - $622K
|
38.8K
$893K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
20.7KNew |
$501K - $601K
|
20.7K
$476K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.8KNew |
$481K - $576K
|
19.8K
$456K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
18.6KNew |
$451K - $540K
|
18.6K
$428K
|
|
|
Feb 06, 2023
Q4 2022
|
Wolf Group Capital Advisors
|
BUY
|
- |
15.2KNew |
$369K - $442K
|
15.2K
$351K
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.72K+ 82.86% |
$235K - $282K
|
21.4K
$493K
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.72K+ 82.86% |
$235K - $282K
|
21.4K
$493K
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
8.47KNew |
$205K - $246K
|
8.47K
$195K
|
|
|
Jan 17, 2023
Q4 2022
|
Papp L Roy & Associates
|
BUY
|
- |
5.82K+ 35.83% |
$141K - $169K
|
22K
$507K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
5.3KNew |
$128K - $154K
|
5.3K
$122K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
4.51KNew |
$109K - $131K
|
4.51K
$104K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.88K+ 1.32% |
$69.7K - $83.5K
|
222K
$5.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.97K+ 43.47% |
$47.7K - $57.2K
|
6.51K
$150K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.87K+ 4.88% |
$45.3K - $54.3K
|
40.2K
$925K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.83KNew |
$44.4K - $53.2K
|
1.83K
$42.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.72K+ 10.43% |
$41.6K - $49.8K
|
18.2K
$418K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.48KNew |
$35.8K - $42.9K
|
1.48K
$34K
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1KNew |
$24.2K - $29K
|
1K
$23K
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
824New |
$20K - $23.9K
|
824
$19K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
700New |
$17K - $20.3K
|
700
$16.1K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
691New |
$16.7K - $20K
|
691
$15.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
670+ 10.55% |
$16.2K - $19.4K
|
7.02K
$161K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
627+ 2.17% |
$15.2K - $18.2K
|
29.6K
$680K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
279New |
$6.76K - $8.09K
|
279
$6.42K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
240New |
$5.81K - $6.96K
|
240
$5.52K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
50New |
$1.21K - $1.45K
|
50
$1.15K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
46New |
$1.11K - $1.33K
|
46
$1.06K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-80- 3.1% |
$1.94K - $2.32K
|
2.5K
$57.6K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-98- 31.51% |
$2.37K - $2.84K
|
213
$4.9K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-100- 33.33% |
$2.42K - $2.9K
|
200
$4.6K
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-101- 15.71% |
$2.45K - $2.93K
|
542
$12.5K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-258- 83.77% |
$6.25K - $7.48K
|
50
$1.15K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-415- 73.32% |
$10.1K - $12K
|
151
$3.47K
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-700- 66.67% |
$17K - $20.3K
|
350
$8.05K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-710- 6.05% |
$17.2K - $20.6K
|
11K
$254K
|
|
|
Feb 10, 2023
Q4 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.46K- 5.94% |
$35.3K - $42.3K
|
23.1K
$531K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.35K- 34.91% |
$57K - $68.3K
|
4.39K
$101K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.51K- 6.84% |
$60.7K - $72.8K
|
34.2K
$786K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.86K- 17.85% |
$69.3K - $83K
|
13.2K
$303K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.11K- 4.99% |
$75.3K - $90.3K
|
59.2K
$1.36M
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-4.4K- 63.61% |
$107K - $128K
|
2.52K
$57.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-4.5K- 95.02% |
$109K - $131K
|
236
$5.43K
|