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 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
4.35KNew |
$141K - $166K
|
4.35K
$211K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.97K+ 3.82% |
$129K - $152K
|
108K
$5.24M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.96K+ 8.97% |
$128K - $151K
|
48.1K
$2.33M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.69K+ 8.52% |
$120K - $141K
|
47K
$2.28M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.33K+ 15.39% |
$108K - $127K
|
24.9K
$1.21M
|
|
|
Feb 09, 2023
Q4 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
3.32K+ 10.5% |
$108K - $127K
|
34.9K
$1.69M
|
|
|
Jan 13, 2023
Q4 2022
|
Stewardship Advisors, LLC
|
BUY
|
- |
3.24K+ 4.93% |
$105K - $124K
|
69.1K
$3.34M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
3.13KNew |
$102K - $120K
|
3.13K
$152K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3.07KNew |
$99.5K - $117K
|
3.07K
$149K
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
2.86K+ 39.45% |
$92.7K - $109K
|
10.1K
$490K
|
|
|
Feb 09, 2023
Q4 2022
|
Bg Investment Services, Inc.
|
BUY
|
- |
2.75K+ 4.69% |
$89.1K - $105K
|
61.3K
$2.97M
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2.73K+ 16.0% |
$88.5K - $104K
|
19.8K
$958K
|
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
2.57K+ 1.24% |
$83.3K - $98K
|
209K
$10.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
2.52K+ 2543.43% |
$81.7K - $96.1K
|
2.62K
$127K
|
|
|
Feb 09, 2023
Q4 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
2.34K+ 7.63% |
$76K - $89.4K
|
33.1K
$1.6M
|
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2.31K+ 4.56% |
$74.9K - $88.1K
|
53K
$2.57M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.3K+ 1.19% |
$74.7K - $87.8K
|
196K
$9.47M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
2.18K+ 32.14% |
$70.6K - $83K
|
8.95K
$433K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.07K+ 5.93% |
$67.2K - $79K
|
37K
$1.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2K+ 4.88% |
$65K - $76.5K
|
43.1K
$2.09M
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.99K+ 9.02% |
$64.6K - $76K
|
24.1K
$1.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.99K+ 24.52% |
$64.4K - $75.7K
|
10.1K
$488K
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.84K+ 451.23% |
$59.7K - $70.3K
|
2.25K
$109K
|
|
|
Feb 07, 2023
Q4 2022
|
Tnf LLC
|
BUY
|
- |
1.76K+ 6.58% |
$56.9K - $67K
|
28.4K
$1.38M
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
1.71KNew |
$55.4K - $65.2K
|
1.71K
$82.7K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.51K+ 11.94% |
$49.1K - $57.7K
|
14.2K
$687K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.48KNew |
$48.1K - $56.6K
|
1.48K
$71.8K
|
|
|
Jan 25, 2023
Q4 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.44K+ 4.93% |
$46.6K - $54.8K
|
30.6K
$1.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.42K+ 4.25% |
$45.9K - $54K
|
34.7K
$1.68M
|
|
|
Feb 07, 2023
Q4 2022
|
Ma Private Wealth
|
BUY
|
- |
1.38K+ 1.14% |
$44.8K - $52.7K
|
122K
$5.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.26K+ 23.66% |
$41K - $48.2K
|
6.6K
$320K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.26K+ 23.66% |
$41K - $48.2K
|
6.6K
$320K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
1.24K+ 10.95% |
$40.2K - $47.4K
|
12.6K
$609K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.21K+ 3.79% |
$39.3K - $46.2K
|
33.2K
$1.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.19K+ 4.61% |
$38.7K - $45.5K
|
27.1K
$1.31M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
1.19K+ 32.63% |
$38.7K - $45.5K
|
4.85K
$235K
|
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.16K+ 3.12% |
$37.7K - $44.4K
|
38.4K
$1.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.12K+ 2.22% |
$36.4K - $42.8K
|
51.6K
$2.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.07K+ 21.0% |
$34.7K - $40.9K
|
6.17K
$299K
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.04K+ 10.86% |
$33.7K - $39.6K
|
10.6K
$514K
|
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
973+ 7.09% |
$31.6K - $37.1K
|
14.7K
$711K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
962+ 3.74% |
$31.2K - $36.7K
|
26.7K
$1.29M
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
920+ 6.17% |
$29.8K - $35.1K
|
15.8K
$767K
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
887+ 3.88% |
$28.8K - $33.8K
|
23.7K
$1.15M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
843+ 2.76% |
$27.3K - $32.2K
|
31.4K
$1.52M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
838+ 7.8% |
$27.2K - $32K
|
11.6K
$561K
|
|
|
Jan 10, 2023
Q4 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
832+ 3.24% |
$27K - $31.7K
|
26.5K
$1.28M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
831+ 10.82% |
$26.9K - $31.7K
|
8.51K
$412K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
816New |
$26.5K - $31.1K
|
816
$39.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
800+ 7.27% |
$25.9K - $30.5K
|
11.8K
$572K
|