Purchases and Sales Made in Q2 2022 in Ishares Tr (IFRA)
This table provides information about the institutional ownership of Ishares Tr (IFRA) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
8.94KNew |
$294K - $357K
|
8.94K
$433K
|
|
Aug 05, 2022
Q2 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
8.91KNew |
$293K - $356K
|
8.91K
$432K
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
8.82K+ 79.29% |
$290K - $352K
|
20K
$966K
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
8.77KNew |
$288K - $350K
|
8.77K
$425K
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.62KNew |
$283K - $344K
|
8.62K
$418K
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
8.39KNew |
$276K - $335K
|
8.39K
$406K
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
8.32KNew |
$273K - $332K
|
8.32K
$403K
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
8.32KNew |
$273K - $332K
|
8.32K
$403K
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
8.29KNew |
$272K - $331K
|
8.29K
$402K
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.13K+ 17.88% |
$267K - $325K
|
53.6K
$2.6M
|
|
Aug 11, 2022
Q2 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
7.83KNew |
$257K - $313K
|
7.83K
$379K
|
|
Jul 22, 2022
Q2 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
7.43KNew |
$244K - $297K
|
7.43K
$360K
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
7.21KNew |
$237K - $288K
|
7.21K
$349K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.09K+ 24.66% |
$233K - $283K
|
35.8K
$1.74M
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
BUY
|
- |
7.05KNew |
$232K - $281K
|
7.05K
$341K
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
6.62KNew |
$217K - $264K
|
6.62K
$320K
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.37K+ 11.28% |
$209K - $254K
|
62.9K
$3.05M
|
|
Aug 26, 2022
Q2 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
6.23KNew |
$205K - $249K
|
6.23K
$302K
|
|
Aug 12, 2022
Q2 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
6.21KNew |
$204K - $248K
|
6.21K
$301K
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.96KNew |
$196K - $238K
|
5.96K
$289K
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.94KNew |
$195K - $237K
|
5.94K
$288K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.88KNew |
$193K - $235K
|
5.88K
$285K
|
|
Aug 10, 2022
Q2 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
5.87K+ 16.86% |
$193K - $234K
|
40.7K
$1.97M
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.4K+ 29.62% |
$178K - $216K
|
23.6K
$1.15M
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.23K+ 789.14% |
$172K - $209K
|
5.9K
$286K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.18K+ 306.39% |
$170K - $207K
|
6.87K
$333K
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
4.24KNew |
$139K - $169K
|
4.24K
$205K
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
3.86KNew |
$127K - $154K
|
3.86K
$187K
|
|
Jul 15, 2022
Q2 2022
|
Bg Investment Services, Inc.
|
BUY
|
- |
3.77K+ 6.53% |
$124K - $150K
|
61.4K
$2.98M
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.74KNew |
$123K - $149K
|
3.74K
$181K
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.22KNew |
$106K - $128K
|
3.22K
$156K
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.22K+ 16.47% |
$106K - $128K
|
22.7K
$1.1M
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.01K+ 43.21% |
$99K - $120K
|
9.98K
$483K
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.85K+ 412.92% |
$93.5K - $114K
|
3.53K
$171K
|
|
Aug 05, 2022
Q2 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
2.75K+ 22.2% |
$90.3K - $110K
|
15.1K
$733K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.01K+ 40.39% |
$66K - $80.2K
|
6.98K
$338K
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.84K+ 14.56% |
$60.5K - $73.5K
|
14.5K
$702K
|
|
Feb 13, 2024
Q2 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.8KNew |
$59.1K - $71.8K
|
1.8K
$87.1K
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.67K+ 3.4% |
$54.8K - $66.6K
|
50.8K
$2.46M
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1.6KNew |
$52.5K - $63.8K
|
1.6K
$77.4K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.55K+ 2.29% |
$50.8K - $61.7K
|
69K
$3.34M
|
|
Aug 12, 2022
Q2 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
1.5K+ 2.29% |
$49.4K - $60K
|
67.1K
$3.25M
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.25K+ 34.48% |
$41K - $49.8K
|
4.86K
$236K
|
|
Aug 15, 2022
Q2 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.17K+ 20.64% |
$38.4K - $46.6K
|
6.82K
$330K
|
|
Aug 09, 2022
Q2 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.05K+ 3.78% |
$34.6K - $42.1K
|
29K
$1.4M
|
|
Aug 12, 2022
Q2 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1K+ 25.0% |
$32.9K - $39.9K
|
5K
$242K
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
996+ 0.51% |
$32.7K - $39.8K
|
198K
$9.59M
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
962+ 4.45% |
$31.6K - $38.4K
|
22.6K
$1.09M
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
900+ 360.0% |
$29.6K - $35.9K
|
1.15K
$55.7K
|
|
Oct 11, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
773+ 1.95% |
$25.4K - $30.9K
|
40.4K
$1.96M
|