Purchases and Sales Made in Q2 2022 in Ishares Tr Us Broker Dealers & (IAI)
This table provides information about the institutional ownership of Ishares Tr Us Broker Dealers & (IAI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
61.4K+ 115.13% |
$4.99M - $6.14M
|
115K
$16.5M
|
|
|
Jul 26, 2022
Q2 2022
|
Jcsd Capital, LLC
|
BUY
|
- |
41KNew |
$3.33M - $4.1M
|
41K
$5.91M
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
33.6KNew |
$2.73M - $3.36M
|
33.6K
$4.84M
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
12.7K+ 3738.53% |
$1.03M - $1.27M
|
13.1K
$1.88M
|
|
|
Jul 27, 2022
Q2 2022
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
6.16K+ 26.14% |
$501K - $616K
|
29.7K
$4.29M
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.6KNew |
$374K - $460K
|
4.6K
$664K
|
|
|
Jul 18, 2022
Q2 2022
|
Well Done, LLC
|
BUY
|
- |
4.22K+ 14.8% |
$343K - $422K
|
32.8K
$4.72M
|
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
4.15KNew |
$338K - $415K
|
4.15K
$599K
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.98K+ 4.16% |
$323K - $398K
|
99.7K
$14.4M
|
|
|
Aug 01, 2022
Q2 2022
|
Leuthold Group, LLC
|
BUY
|
- |
3.81K+ 37.65% |
$310K - $381K
|
13.9K
$2.01M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.66K+ 3.23% |
$298K - $366K
|
117K
$16.9M
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
3.11K+ 3.34% |
$253K - $311K
|
96.1K
$13.9M
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.35KNew |
$191K - $235K
|
2.35K
$339K
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.03KNew |
$165K - $203K
|
2.03K
$293K
|
|
|
Aug 03, 2022
Q2 2022
|
Spc Financial, Inc.
|
BUY
|
- |
1.41K+ 0.65% |
$115K - $141K
|
220K
$31.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
962+ 19.33% |
$78.2K - $96.2K
|
5.94K
$857K
|
|
|
Aug 04, 2022
Q2 2022
|
Cavalier Investments, LLC
|
BUY
|
- |
939+ 1.59% |
$76.4K - $93.9K
|
60.2K
$8.68M
|
|
|
Jul 26, 2022
Q2 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
901+ 8.01% |
$73.3K - $90.1K
|
12.1K
$1.75M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
830New |
$67.5K - $83K
|
830
$120K
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
803+ 22.39% |
$65.3K - $80.3K
|
4.39K
$633K
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
740+ 4.7% |
$60.2K - $74K
|
16.5K
$2.38M
|
|
|
Aug 12, 2022
Q2 2022
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
706+ 11.21% |
$57.4K - $70.6K
|
7.01K
$1.01M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
458+ 19.76% |
$37.2K - $45.8K
|
2.78K
$400K
|
|
|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
443New |
$36K - $44.3K
|
443
$63.9K
|
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
BUY
|
- |
308New |
$25K - $30.8K
|
308
$44.4K
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
271New |
$22K - $27.1K
|
271
$39.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
204+ 5.06% |
$16.6K - $20.4K
|
4.24K
$611K
|
|
|
Aug 03, 2022
Q2 2022
|
Mcmillion Capital Management Inc
|
BUY
|
- |
190New |
$15.5K - $19K
|
190
$27.4K
|
|
|
Aug 09, 2022
Q2 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
71+ 1.46% |
$5.77K - $7.1K
|
4.93K
$710K
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
37+ 0.5% |
$3.01K - $3.7K
|
7.41K
$1.07M
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
35+ 116.67% |
$2.85K - $3.5K
|
65
$9.37K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
7+ 0.5% |
$569 - $700
|
1.4K
$202K
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3+ 0.49% |
$244 - $300
|
611
$88.1K
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
3+ 0.4% |
$244 - $300
|
761
$110K
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$81.3 - $100
|
2.97K
$428K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-16Closed |
$1.3K - $1.6K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-25- 0.94% |
$2.03K - $2.5K
|
2.65K
$382K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-51- 4.15% |
$4.15K - $5.1K
|
1.18K
$170K
|
|
|
Aug 11, 2022
Q2 2022
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-53- 0.1% |
$4.31K - $5.3K
|
55.3K
$7.98M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-58- 1.65% |
$4.72K - $5.8K
|
3.47K
$500K
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-83- 2.85% |
$6.75K - $8.3K
|
2.83K
$408K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-89Closed |
$7.24K - $8.9K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-100- 59.17% |
$8.13K - $10K
|
69
$9.95K
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-208- 0.53% |
$16.9K - $20.8K
|
39.2K
$5.65M
|
|
|
Jul 15, 2022
Q2 2022
|
David J Yvars Group
|
SELL
|
- |
-240- 4.9% |
$19.5K - $24K
|
4.66K
$672K
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-371- 4.69% |
$30.2K - $37.1K
|
7.54K
$1.09M
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-405- 93.1% |
$32.9K - $40.5K
|
30
$4.33K
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-423- 64.78% |
$34.4K - $42.3K
|
230
$33.2K
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-424- 10.24% |
$34.5K - $42.4K
|
3.72K
$536K
|