Purchases and Sales Made in Q3 2022 in Ishares Tr Us Broker Dealers & (IAI)
This table provides information about the institutional ownership of Ishares Tr Us Broker Dealers & (IAI) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 31, 2022
Q3 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
687K+ 1555.09% |
$56.2M - $68.4M
|
731K
$105M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
102K+ 116.08% |
$8.36M - $10.2M
|
190K
$27.4M
|
|
Nov 14, 2022
Q3 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
96.3KNew |
$7.88M - $9.59M
|
96.3K
$13.9M
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
54.7K+ 52.0% |
$4.48M - $5.45M
|
160K
$23.1M
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
51.3KNew |
$4.2M - $5.11M
|
51.3K
$7.41M
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
28.2K+ 10.91% |
$2.31M - $2.81M
|
287K
$41.3M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
18.6K+ 34.52% |
$1.53M - $1.86M
|
72.7K
$10.5M
|
|
Oct 12, 2022
Q3 2022
|
Capital Cs Group, LLC
|
BUY
|
- |
16.1KNew |
$1.31M - $1.6M
|
16.1K
$2.32M
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
13.8KNew |
$1.13M - $1.37M
|
13.8K
$1.99M
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.8KNew |
$966K - $1.18M
|
11.8K
$1.7M
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.9K+ 32.6% |
$895K - $1.09M
|
44.5K
$6.42M
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.9K+ 32.6% |
$895K - $1.09M
|
44.5K
$6.42M
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8.46K+ 7.38% |
$692K - $843K
|
123K
$17.8M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.07K+ 6.9% |
$578K - $704K
|
110K
$15.8M
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.8K+ 6.82% |
$556K - $677K
|
107K
$15.4M
|
|
Nov 14, 2022
Q3 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
6.6KNew |
$540K - $657K
|
6.6K
$952K
|
|
Oct 18, 2022
Q3 2022
|
Apeiron Ria LLC
|
BUY
|
- |
5.87KNew |
$480K - $585K
|
5.87K
$847K
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
4.69K+ 5.84% |
$383K - $467K
|
85K
$12.3M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.74KNew |
$306K - $372K
|
3.74K
$539K
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.49K+ 2.99% |
$286K - $348K
|
120K
$17.4M
|
|
Oct 14, 2022
Q3 2022
|
Well Done, LLC
|
BUY
|
- |
3.41K+ 10.42% |
$279K - $340K
|
36.2K
$5.22M
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
3.04KNew |
$249K - $303K
|
3.04K
$439K
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
2.73KNew |
$223K - $272K
|
2.73K
$394K
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.72K+ 59.2% |
$223K - $271K
|
7.33K
$1.06M
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.17K+ 9.68% |
$178K - $216K
|
24.6K
$3.54M
|
|
Nov 08, 2022
Q3 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.68K+ 34.15% |
$138K - $167K
|
6.61K
$953K
|
|
Nov 01, 2022
Q3 2022
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
1.43K+ 4.8% |
$117K - $142K
|
31.2K
$4.49M
|
|
Oct 20, 2022
Q3 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1.07K+ 3.79% |
$87.5K - $107K
|
29.3K
$4.23M
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
987+ 4.19% |
$80.7K - $98.3K
|
24.5K
$3.54M
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
BUY
|
- |
804New |
$65.8K - $80.1K
|
804
$116K
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
347New |
$28.4K - $34.6K
|
347
$50K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
340New |
$27.8K - $33.9K
|
340
$49K
|
|
Nov 09, 2022
Q3 2022
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
314+ 0.57% |
$25.7K - $31.3K
|
55.6K
$8.02M
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
313+ 7.39% |
$25.6K - $31.2K
|
4.55K
$656K
|
|
Oct 26, 2022
Q3 2022
|
Spc Financial, Inc.
|
BUY
|
- |
280+ 0.13% |
$22.9K - $27.9K
|
220K
$31.7M
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
265+ 10.01% |
$21.7K - $26.4K
|
2.91K
$420K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
234+ 28.19% |
$19.1K - $23.3K
|
1.06K
$153K
|
|
Oct 31, 2022
Q3 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
77+ 0.39% |
$6.3K - $7.67K
|
19.6K
$2.83M
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
47+ 7.69% |
$3.84K - $4.68K
|
658
$94.9K
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
41+ 0.55% |
$3.35K - $4.08K
|
7.45K
$1.08M
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
28+ 6.05% |
$2.29K - $2.79K
|
491
$70.8K
|
|
Nov 08, 2022
Q3 2022
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
11+ 0.16% |
$900 - $1.1K
|
7.02K
$1.01M
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
7+ 0.5% |
$573 - $697
|
1.41K
$203K
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
5+ 0.66% |
$409 - $498
|
766
$110K
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3+ 0.04% |
$245 - $299
|
7.54K
$1.09M
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.78% |
$81.8 - $99.6
|
129
$18.6K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-28- 0.64% |
$2.29K - $2.79K
|
4.36K
$629K
|
|
Oct 20, 2022
Q3 2022
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-52- 0.78% |
$4.25K - $5.18K
|
6.57K
$948K
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-56- 1.89% |
$4.58K - $5.58K
|
2.91K
$420K
|