Purchases and Sales Made in Q4 2022 in Ishares Tr (INTF)
This table provides information about the institutional ownership of Ishares Tr (INTF) 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
|
Aspire Private Capital, LLC
|
BUY
|
- |
943+ 33.46% |
$19.7K - $23.9K
|
3.76K
$119K
|
|
|
Feb 07, 2023
Q4 2022
|
Brio Consultants, LLC
|
BUY
|
- |
606+ 0.31% |
$12.7K - $15.3K
|
196K
$6.18M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
412+ 0.09% |
$8.6K - $10.4K
|
456K
$14.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
363+ 12.9% |
$7.58K - $9.19K
|
3.18K
$100K
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
353+ 10.36% |
$7.37K - $8.94K
|
3.76K
$119K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
297New |
$6.2K - $7.52K
|
297
$9.37K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
266New |
$5.55K - $6.74K
|
266
$8.39K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
237New |
$4.95K - $6K
|
237
$7.48K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
167New |
$3.49K - $4.23K
|
167
$5.27K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
114+ 1.19% |
$2.38K - $2.89K
|
9.73K
$307K
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
BUY
|
- |
99New |
$2.07K - $2.51K
|
99
$3.12K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
99New |
$2.07K - $2.51K
|
99
$3.12K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
83New |
$1.73K - $2.1K
|
83
$2.62K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
45+ 0.31% |
$940 - $1.14K
|
14.4K
$456K
|
|
|
Feb 13, 2023
Q4 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
33+ 0.14% |
$689 - $836
|
23.1K
$730K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
13+ 0.7% |
$271 - $329
|
1.88K
$59.4K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-40- 0.89% |
$835 - $1.01K
|
4.43K
$140K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-77- 25.93% |
$1.61K - $1.95K
|
220
$6.94K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-95- 1.93% |
$1.98K - $2.41K
|
4.82K
$152K
|
|
|
Mar 01, 2023
Q4 2022
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-235- 0.36% |
$4.91K - $5.95K
|
65.5K
$2.07M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-483- 1.38% |
$10.1K - $12.2K
|
34.6K
$1.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-600- 4.0% |
$12.5K - $15.2K
|
14.4K
$455K
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
SELL
|
- |
-1.33K- 3.09% |
$27.8K - $33.7K
|
41.7K
$1.32M
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.51K- 18.16% |
$31.6K - $38.3K
|
6.82K
$215K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.61K- 6.41% |
$33.7K - $40.9K
|
23.6K
$744K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.66K- 5.96% |
$34.7K - $42.1K
|
26.3K
$829K
|
|
|
Jan 17, 2023
Q4 2022
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-1.85K- 13.34% |
$38.6K - $46.9K
|
12K
$379K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-2.13K- 38.63% |
$44.4K - $53.9K
|
3.38K
$107K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.54KClosed |
$52.9K - $64.2K
|
0
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.01K- 3.07% |
$62.8K - $76.2K
|
95.2K
$3M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.08K- 10.42% |
$64.2K - $77.9K
|
26.4K
$834K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.72K- 3.4% |
$77.7K - $94.3K
|
106K
$3.34M
|
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-3.94K- 32.21% |
$82.3K - $99.9K
|
8.3K
$262K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.06K- 7.09% |
$106K - $128K
|
66.4K
$2.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-6.08K- 3.72% |
$127K - $154K
|
157K
$4.96M
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-6.25K- 37.68% |
$130K - $158K
|
10.3K
$326K
|
|
|
Jan 31, 2023
Q4 2022
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-6.61K- 21.83% |
$138K - $167K
|
23.7K
$747K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-9.28K- 8.98% |
$194K - $235K
|
94.1K
$2.97M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-11.5K- 31.87% |
$240K - $291K
|
24.6K
$776K
|
|
|
Feb 06, 2023
Q4 2022
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-12.1K- 11.14% |
$252K - $305K
|
96.2K
$3.04M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-13.8K- 32.43% |
$288K - $349K
|
28.7K
$907K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15.5K- 40.67% |
$323K - $392K
|
22.6K
$713K
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-28.8K- 3.31% |
$602K - $730K
|
843K
$26.6M
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-40.7K- 67.47% |
$850K - $1.03M
|
19.6K
$619K
|
|
|
Feb 09, 2023
Q4 2022
|
Meridian Management CO
|
SELL
|
- |
-56.1K- 4.44% |
$1.17M - $1.42M
|
1.21M
$38.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-79K- 57.83% |
$1.65M - $2M
|
57.6K
$1.82M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-92K- 3.11% |
$1.92M - $2.33M
|
2.87M
$90.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-109K- 80.31% |
$2.27M - $2.75M
|
26.7K
$841K
|