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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2023
Q4 2022
|
Mcia Inc
|
BUY
|
- |
787+ 4.76% |
$25.5K - $30K
|
17.3K
$838K
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
717New |
$23.3K - $27.4K
|
717
$34.7K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
681+ 4.35% |
$22.1K - $26K
|
16.3K
$790K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
656+ 17.79% |
$21.3K - $25K
|
4.34K
$210K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
635New |
$20.6K - $24.2K
|
635
$30.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
633+ 8.8% |
$20.5K - $24.2K
|
7.83K
$379K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
600+ 1.67% |
$19.5K - $22.9K
|
36.6K
$1.77M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
587+ 1.16% |
$19K - $22.4K
|
51.1K
$2.47M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
586+ 28.84% |
$19K - $22.4K
|
2.62K
$127K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
583New |
$18.9K - $22.2K
|
583
$28.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
561+ 1.32% |
$18.2K - $21.4K
|
43.1K
$2.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
519+ 3.83% |
$16.8K - $19.8K
|
14.1K
$682K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
500New |
$16.2K - $19.1K
|
500
$24.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
481+ 26.95% |
$15.6K - $18.4K
|
2.27K
$110K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
456+ 0.89% |
$14.8K - $17.4K
|
51.6K
$2.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
443+ 3.91% |
$14.4K - $16.9K
|
11.8K
$570K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
430New |
$13.9K - $16.4K
|
430
$20.8K
|
|
|
Jan 24, 2023
Q4 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
428+ 1.94% |
$13.9K - $16.3K
|
22.5K
$1.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
416New |
$13.5K - $15.9K
|
416
$20.2K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
400New |
$13K - $15.3K
|
400
$19.4K
|
|
|
Jan 18, 2023
Q4 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
397+ 1.69% |
$12.9K - $15.1K
|
23.9K
$1.16M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
350New |
$11.4K - $13.4K
|
350
$17K
|
|
|
Jan 17, 2023
Q4 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
309+ 1.98% |
$10K - $11.8K
|
15.9K
$772K
|
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
300+ 1.06% |
$9.73K - $11.4K
|
28.6K
$1.39M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
300+ 5.33% |
$9.73K - $11.4K
|
5.93K
$287K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
290New |
$9.4K - $11.1K
|
290
$14K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
271+ 1.2% |
$8.79K - $10.3K
|
22.9K
$1.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
260New |
$8.43K - $9.92K
|
260
$12.6K
|
|
|
Jan 25, 2023
Q4 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
244+ 0.87% |
$7.91K - $9.31K
|
28.4K
$1.37M
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
161New |
$5.22K - $6.14K
|
161
$7.8K
|
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
157+ 1.15% |
$5.09K - $5.99K
|
13.9K
$671K
|
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
122+ 1.71% |
$3.96K - $4.66K
|
7.25K
$351K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
113New |
$3.66K - $4.31K
|
113
$5.47K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
107+ 0.1% |
$3.47K - $4.08K
|
103K
$4.99M
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
103New |
$3.34K - $3.93K
|
103
$4.99K
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
100+ 1.32% |
$3.24K - $3.82K
|
7.65K
$371K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
100+ 25.0% |
$3.24K - $3.82K
|
500
$24.2K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
92+ 11.73% |
$2.98K - $3.51K
|
876
$42.4K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
82New |
$2.66K - $3.13K
|
82
$3.97K
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
75+ 2.95% |
$2.43K - $2.86K
|
2.62K
$127K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
68New |
$2.21K - $2.59K
|
68
$3.29K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
45+ 0.47% |
$1.46K - $1.72K
|
9.6K
$465K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
43+ 18.61% |
$1.39K - $1.64K
|
274
$13.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
43New |
$1.39K - $1.64K
|
43
$2.08K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
35New |
$1.14K - $1.34K
|
35
$1.7K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
35+ 1.36% |
$1.14K - $1.34K
|
2.61K
$127K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
28+ 30.43% |
$908 - $1.07K
|
120
$5.81K
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
20+ 0.23% |
$649 - $763
|
8.9K
$431K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
17New |
$551 - $649
|
17
$823
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
12New |
$389 - $458
|
12
$581
|