Purchases and Sales Made in Q4 2022 in Ishares Tr (IHF)
This table provides information about the institutional ownership of Ishares Tr (IHF) 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
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1+ 0.1% |
$50.8 - $279
|
1.02K
$50.9K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
1+ 0.06% |
$50.8 - $279
|
1.77K
$88.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1- 0.81% |
$50.8 - $279
|
122
$6.09K
|
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-5- 0.38% |
$254 - $1.4K
|
1.32K
$65.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-5- 0.46% |
$254 - $1.4K
|
1.09K
$54.4K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-5- 1.95% |
$254 - $1.4K
|
251
$12.5K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-10- 14.08% |
$508 - $2.79K
|
61
$3.05K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-19- 0.97% |
$964 - $5.31K
|
1.93K
$96.3K
|
|
|
Jan 26, 2023
Q4 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-31- 0.89% |
$1.57K - $8.66K
|
3.47K
$173K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-33- 0.54% |
$1.68K - $9.21K
|
6.13K
$306K
|
|
|
Jan 13, 2023
Q4 2022
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-43- 0.38% |
$2.18K - $12K
|
11.3K
$564K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-45- 25.57% |
$2.28K - $12.6K
|
131
$6.54K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-47- 1.63% |
$2.39K - $13.1K
|
2.83K
$141K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-48- 4.34% |
$2.44K - $13.4K
|
1.06K
$52.8K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-52- 14.61% |
$2.64K - $14.5K
|
304
$15.2K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
SELL
|
- |
-55- 2.1% |
$2.79K - $15.4K
|
2.56K
$128K
|
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-73- 0.76% |
$3.71K - $20.4K
|
9.5K
$474K
|
|
|
Feb 13, 2023
Q4 2022
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-75- 0.11% |
$3.81K - $20.9K
|
67.1K
$3.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-78- 7.78% |
$3.96K - $21.8K
|
925
$46.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-107- 13.99% |
$5.43K - $29.9K
|
658
$32.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-115- 21.34% |
$5.84K - $32.1K
|
424
$21.2K
|
|
|
Jan 23, 2023
Q4 2022
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-127- 2.95% |
$6.45K - $35.5K
|
4.18K
$209K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-132- 0.94% |
$6.7K - $36.9K
|
13.9K
$693K
|
|
|
Jan 12, 2023
Q4 2022
|
Mason & Associates Inc
|
SELL
|
- |
-147- 1.09% |
$7.46K - $41K
|
13.4K
$669K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-170- 1.88% |
$8.63K - $47.5K
|
8.89K
$444K
|
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-176- 4.18% |
$8.93K - $49.1K
|
4.03K
$201K
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-237- 6.89% |
$12K - $66.2K
|
3.2K
$160K
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-240- 4.36% |
$12.2K - $67K
|
5.26K
$263K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-242- 20.35% |
$12.3K - $67.6K
|
947
$47.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-275- 10.64% |
$14K - $76.8K
|
2.31K
$115K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-279- 6.32% |
$14.2K - $77.9K
|
4.14K
$206K
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-316- 7.3% |
$16K - $88.2K
|
4.01K
$200K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-321- 2.06% |
$16.3K - $89.6K
|
15.2K
$761K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-351- 6.86% |
$17.8K - $98K
|
4.77K
$238K
|
|
|
Feb 06, 2023
Q4 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-371- 4.3% |
$18.8K - $104K
|
8.25K
$412K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-430- 2.85% |
$21.8K - $120K
|
14.6K
$731K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-604- 8.12% |
$30.7K - $169K
|
6.83K
$341K
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-792- 4.66% |
$40.2K - $221K
|
16.2K
$809K
|
|
|
Jan 18, 2023
Q4 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-819- 12.55% |
$41.6K - $229K
|
5.71K
$285K
|
|
|
Jan 24, 2023
Q4 2022
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-830- 3.49% |
$42.1K - $232K
|
23K
$1.15M
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-1.04K- 80.18% |
$53K - $292K
|
258
$12.9K
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.06K- 53.27% |
$53.7K - $295K
|
928
$46.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.3K- 8.83% |
$65.7K - $362K
|
13.4K
$667K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.54K- 45.36% |
$77.9K - $429K
|
1.85K
$92.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-1.54K- 24.49% |
$78.3K - $431K
|
4.76K
$237K
|
|
|
Jan 09, 2023
Q4 2022
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-1.74K- 27.56% |
$88.3K - $486K
|
4.57K
$228K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.28K- 43.87% |
$116K - $637K
|
2.92K
$146K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.27K- 38.17% |
$166K - $912K
|
5.29K
$264K
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-3.78K- 52.17% |
$192K - $1.06M
|
3.47K
$173K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.51K- 7.89% |
$229K - $1.26M
|
52.6K
$2.63M
|