Purchases and Sales Made in Q1 2022 in Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2022
Q1 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
10+ 0.42% |
$786 - $913
|
2.39K
$284K
|
|
|
Apr 07, 2022
Q1 2022
|
Acg Wealth
|
BUY
|
- |
9+ 0.06% |
$708 - $822
|
14.8K
$1.76M
|
|
|
May 18, 2022
Q1 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
8+ 0.11% |
$629 - $731
|
7.26K
$862K
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.45% |
$236 - $274
|
674
$80K
|
|
|
May 13, 2022
Q1 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
3+ 0.41% |
$236 - $274
|
739
$87.7K
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.28% |
$157 - $183
|
727
$86.3K
|
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
BUY
|
- |
2+ 0.19% |
$157 - $183
|
1.05K
$125K
|
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 0.41% |
$157 - $183
|
485
$57.6K
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
2+ 0.37% |
$157 - $183
|
538
$63.8K
|
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
2+ 0.39% |
$157 - $183
|
519
$61.6K
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1+ 0.04% |
$78.6 - $91.3
|
2.72K
$323K
|
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1+ 0.32% |
$78.6 - $91.3
|
309
$36.7K
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 0.39% |
$78.6 - $91.3
|
260
$30.9K
|
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$78.6 - $91.3
|
3.93K
$467K
|
|
|
Apr 29, 2022
Q1 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
1+ 0.04% |
$78.6 - $91.3
|
2.81K
$333K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.06% |
$78.6 - $91.3
|
1.78K
$211K
|
|
|
May 04, 2022
Q1 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-7- 0.13% |
$550 - $639
|
5.42K
$643K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9- 0.09% |
$708 - $822
|
10.1K
$1.2M
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-9- 0.14% |
$708 - $822
|
6.63K
$787K
|
|
|
Apr 13, 2022
Q1 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-15- 0.39% |
$1.18K - $1.37K
|
3.86K
$458K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
SELL
|
- |
-16- 33.33% |
$1.26K - $1.46K
|
32
$3.8K
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-20- 0.13% |
$1.57K - $1.83K
|
15.9K
$1.88M
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-27- 0.54% |
$2.12K - $2.47K
|
4.97K
$590K
|
|
|
Apr 19, 2022
Q1 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-28- 0.23% |
$2.2K - $2.56K
|
12.3K
$1.46M
|
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-28- 0.99% |
$2.2K - $2.56K
|
2.79K
$331K
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-31- 0.37% |
$2.44K - $2.83K
|
8.4K
$997K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-34- 41.46% |
$2.67K - $3.1K
|
48
$5.7K
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-61- 61.62% |
$4.8K - $5.57K
|
38
$4.51K
|
|
|
Apr 14, 2022
Q1 2022
|
Pflug Koory, LLC
|
SELL
|
- |
-62Closed |
$4.87K - $5.66K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-92Closed |
$7.23K - $8.4K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-113- 1.27% |
$8.88K - $10.3K
|
8.79K
$1.04M
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-114- 4.69% |
$8.96K - $10.4K
|
2.32K
$275K
|
|
|
Apr 26, 2022
Q1 2022
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-115- 2.94% |
$9.04K - $10.5K
|
3.79K
$450K
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-118- 20.34% |
$9.28K - $10.8K
|
462
$54.8K
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-137- 1.75% |
$10.8K - $12.5K
|
7.68K
$912K
|
|
|
May 09, 2022
Q1 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-150- 2.88% |
$11.8K - $13.7K
|
5.05K
$599K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-162Closed |
$12.7K - $14.8K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-184- 1.1% |
$14.5K - $16.8K
|
16.6K
$1.97M
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-186Closed |
$14.6K - $17K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-194- 6.15% |
$15.3K - $17.7K
|
2.96K
$351K
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-196Closed |
$15.4K - $17.9K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-200- 3.23% |
$15.7K - $18.3K
|
5.99K
$710K
|
|
|
May 13, 2022
Q1 2022
|
Rice Partnership, LLC
|
SELL
|
- |
-200Closed |
$15.7K - $18.3K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-204Closed |
$16K - $18.6K
|
0
$0
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-208- 6.93% |
$16.4K - $19K
|
2.79K
$332K
|
|
|
Jun 21, 2022
Q1 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-213- 3.76% |
$16.7K - $19.5K
|
5.46K
$647K
|
|
|
May 13, 2022
Q1 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-219- 1.35% |
$17.2K - $20K
|
16K
$1.89M
|
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-225Closed |
$17.7K - $20.5K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-235- 5.79% |
$18.5K - $21.5K
|
3.82K
$453K
|
|
|
Nov 14, 2022
Q1 2022
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-240- 5.73% |
$18.9K - $21.9K
|
3.95K
$469K
|