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 |
---|---|---|---|---|---|---|---|
Nov 23, 2022
Q3 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
492+ 1.14% |
$15.9K - $19.3K
|
43.8K
$2.12M
|
|
Nov 02, 2022
Q3 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
452+ 0.51% |
$14.6K - $17.7K
|
89.7K
$4.35M
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
435+ 27.24% |
$14K - $17.1K
|
2.03K
$98.4K
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
408New |
$13.2K - $16K
|
408
$19.8K
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
400New |
$12.9K - $15.7K
|
400
$19.4K
|
|
Oct 06, 2022
Q3 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
393+ 1.37% |
$12.7K - $15.4K
|
29.2K
$1.41M
|
|
Nov 07, 2022
Q3 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
369+ 4.71% |
$11.9K - $14.5K
|
8.2K
$397K
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
323+ 2.94% |
$10.4K - $12.7K
|
11.3K
$548K
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
286+ 2.14% |
$9.22K - $11.2K
|
13.6K
$660K
|
|
Nov 02, 2022
Q3 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
267+ 1.59% |
$8.61K - $10.5K
|
17K
$826K
|
|
Nov 04, 2022
Q3 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
245+ 2.61% |
$7.9K - $9.61K
|
9.64K
$467K
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
237+ 4.87% |
$7.64K - $9.3K
|
5.1K
$247K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
229+ 0.69% |
$7.38K - $8.99K
|
33.3K
$1.61M
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
117+ 0.64% |
$3.77K - $4.59K
|
18.3K
$885K
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
109+ 16.15% |
$3.51K - $4.28K
|
784
$38K
|
|
Nov 14, 2022
Q3 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
100+ 0.92% |
$3.22K - $3.92K
|
11K
$533K
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
99New |
$3.19K - $3.88K
|
99
$4.8K
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
93+ 91.18% |
$3K - $3.65K
|
195
$9.45K
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
92New |
$2.97K - $3.61K
|
92
$4.46K
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
63New |
$2.03K - $2.47K
|
63
$3.05K
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
51New |
$1.64K - $2K
|
51
$2.47K
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
43+ 2.08% |
$1.39K - $1.69K
|
2.11K
$102K
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
36New |
$1.16K - $1.41K
|
36
$1.74K
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
26New |
$838 - $1.02K
|
26
$1.26K
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
19New |
$613 - $746
|
19
$920
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
18+ 0.01% |
$580 - $706
|
187K
$9.07M
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
BUY
|
- |
16New |
$516 - $628
|
16
$775
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
16+ 0.45% |
$516 - $628
|
3.55K
$172K
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
14+ 0.06% |
$451 - $549
|
22.6K
$1.1M
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
6New |
$193 - $235
|
6
$291
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2+ 0.67% |
$64.5 - $78.5
|
302
$14.6K
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2+ 0.36% |
$64.5 - $78.5
|
559
$27.1K
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 8.33% |
$32.2 - $39.2
|
13
$630
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 0.49% |
$32.2 - $39.2
|
206
$9.98K
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-1- 0.49% |
$32.2 - $39.2
|
203
$9.83K
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-73- 80.22% |
$2.35K - $2.86K
|
18
$872
|
|
Nov 14, 2022
Q3 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-92- 0.16% |
$2.97K - $3.61K
|
59K
$2.86M
|
|
Oct 07, 2022
Q3 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-103- 2.68% |
$3.32K - $4.04K
|
3.74K
$181K
|
|
Nov 14, 2022
Q3 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-149- 2.18% |
$4.8K - $5.85K
|
6.67K
$323K
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-160- 1.91% |
$5.16K - $6.28K
|
8.23K
$398K
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-177Closed |
$5.71K - $6.95K
|
0
$0
|
|
Nov 07, 2022
Q3 2022
|
Donoghue Forlines LLC
|
SELL
|
- |
-188- 0.38% |
$6.06K - $7.38K
|
48.7K
$2.36M
|
|
Nov 10, 2022
Q3 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-217- 48.44% |
$7K - $8.52K
|
231
$11.2K
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-391- 1.96% |
$12.6K - $15.3K
|
19.6K
$947K
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-416- 1.73% |
$13.4K - $16.3K
|
23.6K
$1.14M
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-463- 40.26% |
$14.9K - $18.2K
|
687
$33.3K
|
|
Nov 04, 2022
Q3 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-469- 2.72% |
$15.1K - $18.4K
|
16.8K
$813K
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-471- 0.86% |
$15.2K - $18.5K
|
54K
$2.62M
|
|
Nov 09, 2022
Q3 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-540- 4.35% |
$17.4K - $21.2K
|
11.9K
$575K
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-550- 12.98% |
$17.7K - $21.6K
|
3.69K
$179K
|