Purchases and Sales Made in Q3 2022 in Ishares Tr (IFRA)
This table provides information about the institutional ownership of Ishares Tr (IFRA) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Jan 04, 2023
Q3 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
8.79KNew |
$283K - $345K
|
8.79K
$417K
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
8.77K+ 154.73% |
$283K - $344K
|
14.4K
$685K
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
8.75KNew |
$282K - $343K
|
8.75K
$415K
|
|
|
Nov 08, 2022
Q3 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
8.71KNew |
$281K - $342K
|
8.71K
$413K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
8.16K+ 422.54% |
$263K - $320K
|
10.1K
$478K
|
|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
7.67K+ 55.03% |
$247K - $301K
|
21.6K
$1.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
BUY
|
- |
7.25KNew |
$234K - $284K
|
7.25K
$344K
|
|
|
Nov 14, 2022
Q3 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
6.91KNew |
$223K - $271K
|
6.91K
$328K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.74K+ 2.44% |
$217K - $264K
|
283K
$13.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
6.45KNew |
$208K - $253K
|
6.45K
$306K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
6.4KNew |
$206K - $251K
|
6.4K
$304K
|
|
|
Oct 21, 2022
Q3 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
5.5K+ 26.59% |
$177K - $216K
|
26.2K
$1.24M
|
|
|
Oct 18, 2022
Q3 2022
|
Apeiron Ria LLC
|
BUY
|
- |
5.38K+ 30.66% |
$174K - $211K
|
22.9K
$1.09M
|
|
|
Oct 31, 2022
Q3 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
5.3K+ 26.0% |
$171K - $208K
|
25.7K
$1.22M
|
|
|
Nov 10, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
4.72KNew |
$152K - $185K
|
4.72K
$224K
|
|
|
Jan 10, 2025
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
4.72KNew |
$152K - $185K
|
4.72K
$224K
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
4.31K+ 62.44% |
$139K - $169K
|
11.2K
$531K
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.96K+ 8.51% |
$128K - $155K
|
50.5K
$2.4M
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
3.89K+ 7944.9% |
$126K - $153K
|
3.94K
$187K
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.82K+ 17.03% |
$123K - $150K
|
26.3K
$1.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
3.42K+ 8.52% |
$110K - $134K
|
43.5K
$2.06M
|
|
|
Oct 24, 2022
Q3 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
3.37K+ 7.11% |
$109K - $132K
|
50.8K
$2.41M
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
3.11KNew |
$100K - $122K
|
3.11K
$147K
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
3.07K+ 524.44% |
$98.9K - $120K
|
3.65K
$173K
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.97KNew |
$95.7K - $117K
|
2.97K
$141K
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.73K+ 45.76% |
$88K - $107K
|
8.69K
$412K
|
|
|
Oct 19, 2022
Q3 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
2.67K+ 8.88% |
$85.9K - $105K
|
32.7K
$1.55M
|
|
|
Nov 08, 2022
Q3 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2.65K+ 9.15% |
$85.5K - $104K
|
31.6K
$1.5M
|
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2.63KNew |
$84.6K - $103K
|
2.63K
$124K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.59K+ 0.34% |
$83.5K - $102K
|
773K
$36.6M
|
|
|
Nov 07, 2022
Q3 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.11KNew |
$68K - $82.8K
|
2.11K
$100K
|
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.96K+ 25.78% |
$63.1K - $76.8K
|
9.55K
$453K
|
|
|
Oct 26, 2022
Q3 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
1.92K+ 10.87% |
$62K - $75.4K
|
19.6K
$929K
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.8K+ 20.12% |
$58K - $70.6K
|
10.7K
$509K
|
|
|
Oct 17, 2022
Q3 2022
|
Lantz Financial LLC
|
BUY
|
- |
1.66K+ 15.25% |
$53.5K - $65.1K
|
12.5K
$594K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.51K+ 1.17% |
$48.7K - $59.3K
|
130K
$6.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.43KNew |
$46K - $56K
|
1.43K
$67.7K
|
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
1.39K+ 3.42% |
$44.8K - $54.6K
|
42.1K
$1.99M
|
|
|
Nov 09, 2022
Q3 2022
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1.37K+ 3.52% |
$44.3K - $53.9K
|
40.5K
$1.92M
|
|
|
Oct 25, 2022
Q3 2022
|
Ma Private Wealth
|
BUY
|
- |
1.33K+ 1.11% |
$42.9K - $52.2K
|
121K
$5.73M
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.31K+ 22.31% |
$42.3K - $51.5K
|
7.19K
$341K
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
1.06K+ 16.05% |
$34.2K - $41.7K
|
7.68K
$364K
|
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
BUY
|
- |
1.03KNew |
$33.3K - $40.5K
|
1.03K
$49K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
977+ 6.97% |
$31.5K - $38.3K
|
15K
$711K
|
|
|
Jan 12, 2023
Q3 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
925+ 6.61% |
$29.8K - $36.3K
|
14.9K
$707K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
776+ 388.0% |
$25K - $30.5K
|
976
$46.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
749+ 2.3% |
$24.1K - $29.4K
|
33.3K
$1.58M
|
|
|
Oct 28, 2022
Q3 2022
|
Keystone Financial Services
|
BUY
|
- |
740+ 1.79% |
$23.9K - $29K
|
42.1K
$2M
|
|
|
Oct 13, 2022
Q3 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
704+ 2.92% |
$22.7K - $27.6K
|
24.8K
$1.17M
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
521New |
$16.8K - $20.4K
|
521
$24.7K
|