Purchases and Sales Made in Q4 2022 in Ishares Tr (IFRA)
This table provides information about the institutional ownership of Ishares Tr (IFRA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
13.1KNew |
$426K - $501K
|
13.1K
$623K
|
|
|
Feb 07, 2023
Q4 2022
|
Brio Consultants, LLC
|
BUY
|
- |
13K+ 5.77% |
$420K - $495K
|
238K
$11.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.6K+ 4.44% |
$407K - $479K
|
295K
$14M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12K+ 9.19% |
$388K - $457K
|
142K
$6.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
11.6KNew |
$375K - $442K
|
11.6K
$549K
|
|
|
Feb 13, 2023
Q4 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
11.2K+ 18.99% |
$364K - $428K
|
70.3K
$3.33M
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
10.3KNew |
$334K - $393K
|
10.3K
$488K
|
|
|
Jan 20, 2023
Q4 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
9.48KNew |
$308K - $362K
|
9.48K
$450K
|
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
8.9K+ 33.96% |
$288K - $339K
|
35.1K
$1.66M
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
8.82K+ 63.73% |
$286K - $337K
|
22.7K
$1.07M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.71K+ 35.05% |
$282K - $332K
|
33.6K
$1.59M
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
8.26KNew |
$268K - $315K
|
8.26K
$392K
|
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
8.25K+ 15.61% |
$267K - $315K
|
61.1K
$2.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
8.19KNew |
$266K - $312K
|
8.19K
$388K
|
|
|
Feb 13, 2023
Q4 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
8.17KNew |
$265K - $312K
|
8.17K
$388K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
8.16K+ 1.11% |
$265K - $311K
|
746K
$35.4M
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.99K+ 4.76% |
$259K - $305K
|
176K
$8.35M
|
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
7.82KNew |
$253K - $298K
|
7.82K
$371K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
7.81K+ 263.12% |
$253K - $298K
|
10.8K
$511K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
7.69K+ 15.69% |
$250K - $294K
|
56.7K
$2.69M
|
|
|
Feb 01, 2023
Q4 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
7.66K+ 41.9% |
$248K - $292K
|
25.9K
$1.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
7.5KNew |
$243K - $286K
|
7.5K
$356K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
7.44K+ 38.03% |
$241K - $284K
|
27K
$1.28M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
7.19KNew |
$233K - $274K
|
7.19K
$341K
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
6.97K+ 30.4% |
$226K - $266K
|
29.9K
$1.42M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.76K+ 8.29% |
$219K - $258K
|
88.3K
$4.19M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
6.75KNew |
$219K - $258K
|
6.75K
$320K
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
6.55K+ 74.57% |
$213K - $250K
|
15.3K
$727K
|
|
|
Jan 25, 2023
Q4 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
6.18KNew |
$200K - $236K
|
6.18K
$293K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
6.16KNew |
$200K - $235K
|
6.16K
$292K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
6.13KNew |
$199K - $234K
|
6.13K
$291K
|
|
|
Jan 30, 2023
Q4 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
6.1K+ 12.0% |
$198K - $233K
|
56.9K
$2.7M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
5.97KNew |
$193K - $228K
|
5.97K
$283K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
5.97KNew |
$193K - $228K
|
5.97K
$283K
|
|
|
Jan 30, 2023
Q4 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
5.94KNew |
$193K - $227K
|
5.94K
$282K
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
5.94KNew |
$193K - $227K
|
5.94K
$282K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
5.88KNew |
$191K - $225K
|
5.88K
$279K
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
5.71KNew |
$185K - $218K
|
5.71K
$271K
|
|
|
Feb 01, 2023
Q4 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
5.71K+ 6.36% |
$185K - $218K
|
95.4K
$4.53M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.65KNew |
$183K - $216K
|
5.65K
$268K
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
5.6KNew |
$181K - $214K
|
5.6K
$265K
|
|
|
Feb 02, 2023
Q4 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
5.5K+ 9.26% |
$178K - $210K
|
64.9K
$3.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
5.46KNew |
$177K - $208K
|
5.46K
$259K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.92K+ 9.11% |
$160K - $188K
|
59K
$2.8M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
4.82K+ 22.51% |
$156K - $184K
|
26.2K
$1.24M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.75K+ 34.17% |
$154K - $181K
|
18.6K
$884K
|
|
|
Jan 10, 2025
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
4.59K+ 97.37% |
$149K - $175K
|
9.31K
$441K
|
|
|
Feb 14, 2023
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
4.59K+ 97.37% |
$149K - $175K
|
9.31K
$441K
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
4.56K+ 238.95% |
$148K - $174K
|
6.47K
$307K
|
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.43K+ 29.93% |
$144K - $169K
|
19.2K
$912K
|