Purchases and Sales Made in Q1 2022 in Ishares Tr Us Broker Dealers & (IAI)
This table provides information about the institutional ownership of Ishares Tr Us Broker Dealers & (IAI) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES TR US BROKER-DEALERS &.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 03, 2022
Q1 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
136+ 3.54% |
$12.8K - $15.6K
|
3.97K
$573K
|
|
|
May 16, 2022
Q1 2022
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
112+ 0.2% |
$10.6K - $12.8K
|
55.4K
$7.99M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
106+ 9.43% |
$10K - $12.1K
|
1.23K
$177K
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
89+ 3.45% |
$8.4K - $10.2K
|
2.67K
$385K
|
|
|
May 25, 2022
Q1 2022
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
82+ 1.17% |
$7.74K - $9.39K
|
7.08K
$1.02M
|
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
52+ 0.71% |
$4.91K - $5.96K
|
7.38K
$1.06M
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
37New |
$3.49K - $4.24K
|
37
$5.34K
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
34+ 0.41% |
$3.21K - $3.89K
|
8.27K
$1.19M
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
30New |
$2.83K - $3.44K
|
30
$4.33K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
16New |
$1.51K - $1.83K
|
16
$2.31K
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
13+ 0.7% |
$1.23K - $1.49K
|
1.88K
$271K
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
9+ 0.3% |
$850 - $1.03K
|
2.97K
$428K
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
6+ 0.8% |
$567 - $687
|
758
$109K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.79% |
$94.4 - $115
|
128
$18.5K
|
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 2.63% |
$94.4 - $115
|
39
$5.62K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-12- 11.88% |
$1.13K - $1.37K
|
89
$12.8K
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-14- 15.05% |
$1.32K - $1.6K
|
79
$11.4K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-34Closed |
$3.21K - $3.89K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-41Closed |
$3.87K - $4.7K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-48- 1.9% |
$4.53K - $5.5K
|
2.48K
$357K
|
|
|
May 17, 2022
Q1 2022
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-54- 0.85% |
$5.1K - $6.19K
|
6.3K
$909K
|
|
|
May 05, 2022
Q1 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-69- 3.2% |
$6.51K - $7.9K
|
2.09K
$301K
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-92Closed |
$8.69K - $10.5K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Cutler Group LP
|
SELL
|
- |
-100Closed |
$9.44K - $11.5K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
SELL
|
- |
-104- 1.97% |
$9.82K - $11.9K
|
5.17K
$745K
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-135- 1.68% |
$12.7K - $15.5K
|
7.91K
$1.14M
|
|
|
May 06, 2022
Q1 2022
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-186- 0.43% |
$17.6K - $21.3K
|
43.4K
$6.27M
|
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-201- 4.97% |
$19K - $23K
|
3.84K
$554K
|
|
|
May 03, 2022
Q1 2022
|
Corbyn Investment Management Inc
|
SELL
|
- |
-307- 11.19% |
$29K - $35.2K
|
2.44K
$351K
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-311Closed |
$29.4K - $35.6K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-315Closed |
$29.7K - $36.1K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-370- 10.76% |
$34.9K - $42.4K
|
3.07K
$442K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-479- 1.94% |
$45.2K - $54.9K
|
24.2K
$3.49M
|
|
|
Apr 26, 2022
Q1 2022
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-484- 0.86% |
$45.7K - $55.4K
|
56K
$8.07M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-521Closed |
$49.2K - $59.7K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-540Closed |
$51K - $61.9K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-565- 1.42% |
$53.3K - $64.7K
|
39.1K
$5.64M
|
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-572Closed |
$54K - $65.5K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-833- 6.41% |
$78.7K - $95.4K
|
12.2K
$1.75M
|
|
|
May 05, 2022
Q1 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-1.29K- 8.38% |
$122K - $148K
|
14.1K
$2.04M
|
|
|
Apr 18, 2022
Q1 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.67K- 10.3% |
$157K - $191K
|
14.5K
$2.09M
|
|
|
May 02, 2022
Q1 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.85KClosed |
$175K - $212K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-1.86KClosed |
$176K - $213K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Avitas Wealth Management LLC
|
SELL
|
- |
-2.04K- 50.27% |
$193K - $234K
|
2.02K
$291K
|
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.31KClosed |
$218K - $265K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.43KClosed |
$229K - $278K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-2.68K- 7.41% |
$253K - $307K
|
33.5K
$4.83M
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.03KClosed |
$286K - $347K
|
0
$0
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.89K- 4.02% |
$367K - $446K
|
92.9K
$13.4M
|