Purchases and Sales Made in Q2 2022 in Ishares Tr (IHF)
This table provides information about the institutional ownership of Ishares Tr (IHF) during Q2 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 16, 2023
Q2 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
600+ 58.82% |
$144K - $178K
|
1.62K
$88.2K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
521New |
$125K - $154K
|
521
$28.4K
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
439+ 8.83% |
$105K - $130K
|
5.41K
$295K
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
423+ 21.71% |
$101K - $125K
|
2.37K
$129K
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
423+ 7.37% |
$101K - $125K
|
6.16K
$336K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
417New |
$99.8K - $123K
|
417
$22.7K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
393+ 53.69% |
$94.1K - $116K
|
1.13K
$61.2K
|
|
Aug 19, 2022
Q2 2022
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
387New |
$92.6K - $115K
|
387
$21.1K
|
|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
360New |
$86.2K - $107K
|
360
$19.6K
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
329+ 8.75% |
$78.7K - $97.3K
|
4.09K
$223K
|
|
Jul 22, 2022
Q2 2022
|
Terra Nova Asset Management LLC
|
BUY
|
- |
313+ 8.07% |
$74.9K - $92.6K
|
4.19K
$228K
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
258+ 8.96% |
$61.8K - $76.3K
|
3.14K
$171K
|
|
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
237+ 10.84% |
$56.7K - $70.1K
|
2.42K
$132K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
175+ 85.78% |
$41.9K - $51.8K
|
379
$20.6K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
167+ 6.64% |
$40K - $49.4K
|
2.68K
$146K
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
161+ 5.78% |
$38.5K - $47.6K
|
2.95K
$160K
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
121+ 4.67% |
$29K - $35.8K
|
2.71K
$148K
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
120New |
$28.7K - $35.5K
|
120
$6.53K
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
119+ 15.14% |
$28.5K - $35.2K
|
905
$49.3K
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
118+ 5.99% |
$28.2K - $34.9K
|
2.09K
$114K
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
100+ 10.91% |
$23.9K - $29.6K
|
1.02K
$55.4K
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
98+ 5.39% |
$23.5K - $29K
|
1.92K
$104K
|
|
Aug 12, 2022
Q2 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
88New |
$21.1K - $26K
|
88
$4.79K
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
88+ 32.84% |
$21.1K - $26K
|
356
$19.4K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
86+ 1.13% |
$20.6K - $25.4K
|
7.69K
$419K
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
72New |
$17.2K - $21.3K
|
72
$3.92K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
59+ 15.25% |
$14.1K - $17.5K
|
446
$24.3K
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
58+ 3.98% |
$13.9K - $17.2K
|
1.51K
$82.4K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
40+ 0.75% |
$9.57K - $11.8K
|
5.39K
$293K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
31+ 1.01% |
$7.42K - $9.17K
|
3.11K
$169K
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
25+ 14.29% |
$5.98K - $7.4K
|
200
$10.9K
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
24+ 2.61% |
$5.74K - $7.1K
|
943
$51.3K
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
23+ 1.77% |
$5.51K - $6.81K
|
1.32K
$72K
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
23+ 2.81% |
$5.51K - $6.81K
|
841
$45.8K
|
|
Jul 19, 2022
Q2 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
17+ 22.08% |
$4.07K - $5.03K
|
94
$5.12K
|
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
15+ 214.29% |
$3.59K - $4.44K
|
22
$1.2K
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
14+ 1.09% |
$3.35K - $4.14K
|
1.3K
$71K
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
13New |
$3.11K - $3.85K
|
13
$708
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
12New |
$2.87K - $3.55K
|
12
$653
|
|
Aug 03, 2022
Q2 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
10+ 0.28% |
$2.39K - $2.96K
|
3.56K
$194K
|
|
Jul 20, 2022
Q2 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
7+ 0.44% |
$1.68K - $2.07K
|
1.61K
$87.6K
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
6New |
$1.44K - $1.78K
|
6
$327
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3New |
$718 - $888
|
3
$163
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$239 - $296
|
1
$54.4
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
BUY
|
- |
1+ 0.1% |
$239 - $296
|
1K
$54.6K
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1- 0.07% |
$239 - $296
|
1.53K
$83.3K
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-3- 4.05% |
$718 - $888
|
71
$3.86K
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
SELL
|
- |
-5Closed |
$1.2K - $1.48K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-8- 0.09% |
$1.91K - $2.37K
|
9.38K
$510K
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-8Closed |
$1.91K - $2.37K
|
0
$0
|