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 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-605- 4.17% |
$19.5K - $23.7K
|
13.9K
$673K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-690- 0.37% |
$22.2K - $27.1K
|
185K
$8.97M
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-823- 5.61% |
$26.5K - $32.3K
|
13.8K
$670K
|
|
|
Nov 10, 2022
Q3 2022
|
Momentum Advisors, LLC
|
SELL
|
- |
-957- 12.87% |
$30.9K - $37.6K
|
6.48K
$314K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-999- 31.05% |
$32.2K - $39.2K
|
2.22K
$107K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1K- 4.27% |
$32.2K - $39.2K
|
22.4K
$1.09M
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.1K- 11.04% |
$35.5K - $43.2K
|
8.88K
$430K
|
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.12K- 12.14% |
$36.1K - $43.9K
|
8.1K
$392K
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.39K- 10.68% |
$44.7K - $54.5K
|
11.6K
$562K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.5K- 21.81% |
$48.3K - $58.8K
|
5.37K
$260K
|
|
|
Oct 21, 2022
Q3 2022
|
Provence Wealth Management Group
|
SELL
|
- |
-1.54K- 8.85% |
$49.5K - $60.2K
|
15.8K
$766K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.54K- 3.04% |
$49.6K - $60.4K
|
49K
$2.38M
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.57K- 12.58% |
$50.6K - $61.6K
|
10.9K
$528K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.59K- 4.23% |
$51.2K - $62.4K
|
36K
$1.74M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.64K- 23.52% |
$52.9K - $64.4K
|
5.34K
$259K
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.72K- 47.37% |
$55.4K - $67.5K
|
1.91K
$92.5K
|
|
|
Oct 31, 2022
Q3 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.79K- 20.07% |
$57.7K - $70.2K
|
7.12K
$345K
|
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.79K- 46.42% |
$57.7K - $70.3K
|
2.07K
$100K
|
|
|
Feb 13, 2024
Q3 2022
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.8KClosed |
$58K - $70.6K
|
0
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.84K- 11.85% |
$59.5K - $72.4K
|
13.7K
$664K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.95K- 52.26% |
$63K - $76.7K
|
1.79K
$86.5K
|
|
|
Nov 01, 2022
Q3 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.99K- 8.27% |
$64.2K - $78.1K
|
22.1K
$1.07M
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2.04K- 23.29% |
$65.9K - $80.2K
|
6.73K
$326K
|
|
|
Nov 14, 2022
Q3 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.09K- 16.82% |
$67.4K - $82.1K
|
10.3K
$501K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.13K- 14.59% |
$68.7K - $83.6K
|
12.5K
$604K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.44K- 4.56% |
$78.8K - $95.9K
|
51.2K
$2.48M
|
|
|
Oct 21, 2022
Q3 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-2.49K- 2.66% |
$80.1K - $97.6K
|
91K
$4.41M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.57K- 10.85% |
$82.7K - $101K
|
21.1K
$1.02M
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.61K- 18.0% |
$84.2K - $102K
|
11.9K
$576K
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.61K- 18.0% |
$84.2K - $102K
|
11.9K
$576K
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.86K- 16.02% |
$92.3K - $112K
|
15K
$727K
|
|
|
Oct 24, 2022
Q3 2022
|
Bg Investment Services, Inc.
|
SELL
|
- |
-2.88K- 4.69% |
$93K - $113K
|
58.6K
$2.84M
|
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-3.02K- 18.23% |
$97.4K - $119K
|
13.6K
$656K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-3.04K- 19.37% |
$98.1K - $119K
|
12.7K
$614K
|
|
|
Oct 31, 2022
Q3 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-3.16K- 20.21% |
$102K - $124K
|
12.5K
$604K
|
|
|
Oct 20, 2022
Q3 2022
|
Mcia Inc
|
SELL
|
- |
-3.2K- 16.22% |
$103K - $125K
|
16.5K
$800K
|
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-4K- 29.46% |
$129K - $157K
|
9.56K
$463K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-4.14K- 37.95% |
$133K - $162K
|
6.77K
$328K
|
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-4.19K- 15.51% |
$135K - $165K
|
22.8K
$1.11M
|
|
|
Oct 26, 2022
Q3 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-4.55K- 24.5% |
$147K - $179K
|
14K
$680K
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.59K- 13.07% |
$148K - $180K
|
30.6K
$1.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.74K- 4.35% |
$153K - $186K
|
104K
$5.04M
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-5.35K- 25.5% |
$173K - $210K
|
15.6K
$758K
|
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-5.45K- 19.16% |
$176K - $214K
|
23K
$1.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-5.55K- 31.14% |
$179K - $218K
|
12.3K
$595K
|
|
|
Jan 25, 2023
Q3 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-5.61K- 42.32% |
$181K - $220K
|
7.65K
$370K
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.87K- 8.51% |
$189K - $230K
|
63.2K
$3.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-6.01K- 23.43% |
$194K - $236K
|
19.7K
$952K
|
|
|
Nov 14, 2022
Q3 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-6.1K- 14.07% |
$197K - $240K
|
37.3K
$1.81M
|
|
|
Nov 10, 2022
Q3 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.23K- 31.27% |
$201K - $245K
|
13.7K
$664K
|