Purchases and Sales Made in Q4 2022 in Ishares Tr Us Broker Dealers & (IAI)
This table provides information about the institutional ownership of Ishares Tr Us Broker Dealers & (IAI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
1.44M+ 628237.81% |
$124M - $149M
|
1.45M
$208M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
232KNew |
$19.9M - $23.9M
|
232K
$33.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
141KNew |
$12.1M - $14.6M
|
141K
$20.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
103K+ 20.52% |
$8.82M - $10.6M
|
603K
$87M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
91.3K+ 125.68% |
$7.84M - $9.41M
|
164K
$23.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
76.6K+ 90.18% |
$6.58M - $7.9M
|
162K
$23.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
59K+ 53.82% |
$5.06M - $6.08M
|
169K
$24.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
58.2K+ 30.6% |
$5M - $6M
|
248K
$35.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
42K+ 1326.65% |
$3.6M - $4.33M
|
45.1K
$6.51M
|
|
|
Feb 10, 2023
Q4 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
40.4KNew |
$3.47M - $4.17M
|
40.4K
$5.83M
|
|
|
Feb 09, 2023
Q4 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
36.1KNew |
$3.1M - $3.72M
|
36.1K
$5.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
29.8K+ 1254.34% |
$2.55M - $3.07M
|
32.1K
$4.63M
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
28.1KNew |
$2.41M - $2.9M
|
28.1K
$4.05M
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
24.2KNew |
$2.07M - $2.49M
|
24.2K
$3.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
23.7K+ 14.81% |
$2.03M - $2.44M
|
184K
$26.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
21K+ 146.24% |
$1.8M - $2.17M
|
35.4K
$5.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
18.5K+ 607.43% |
$1.59M - $1.91M
|
21.5K
$3.1M
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
14.7KNew |
$1.26M - $1.51M
|
14.7K
$2.12M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
13.9KNew |
$1.2M - $1.44M
|
13.9K
$2.01M
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
13.7KNew |
$1.18M - $1.41M
|
13.7K
$1.98M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.5K+ 184.6% |
$1.16M - $1.39M
|
20.8K
$3.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.4KNew |
$895K - $1.08M
|
10.4K
$1.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.48K+ 227.0% |
$728K - $874K
|
12.2K
$1.76M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
7.03KNew |
$603K - $724K
|
7.03K
$1.01M
|
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
BUY
|
- |
6.26K+ 17.31% |
$537K - $645K
|
42.4K
$6.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.96K+ 41.84% |
$511K - $614K
|
20.2K
$2.91M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.76KNew |
$494K - $593K
|
5.76K
$830K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.96K+ 41.97% |
$425K - $511K
|
16.8K
$2.42M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.83KNew |
$414K - $497K
|
4.83K
$696K
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
4.41KNew |
$379K - $455K
|
4.41K
$636K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.22K+ 3.96% |
$362K - $435K
|
111K
$16M
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.99KNew |
$342K - $411K
|
3.99K
$575K
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.99KNew |
$342K - $411K
|
3.99K
$575K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.79K+ 83.38% |
$325K - $391K
|
8.34K
$1.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
3.42KNew |
$294K - $353K
|
3.42K
$493K
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
BUY
|
- |
3.39KNew |
$291K - $349K
|
3.39K
$489K
|
|
|
Feb 01, 2023
Q4 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
3.16KNew |
$271K - $326K
|
3.16K
$456K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.8K+ 1248.21% |
$240K - $288K
|
3.02K
$436K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.76KNew |
$237K - $285K
|
2.76K
$398K
|
|
|
Feb 13, 2023
Q4 2022
|
Gunderson Capital Management Inc.
|
BUY
|
- |
2.51KNew |
$216K - $259K
|
2.51K
$363K
|
|
|
Feb 01, 2023
Q4 2022
|
Corbyn Investment Management Inc
|
BUY
|
- |
2.24KNew |
$192K - $231K
|
2.24K
$323K
|
|
|
Jan 10, 2023
Q4 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
2.23KNew |
$191K - $230K
|
2.23K
$322K
|
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
2.2KNew |
$189K - $227K
|
2.2K
$318K
|
|
|
Feb 07, 2023
Q4 2022
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
2.13KNew |
$183K - $220K
|
2.13K
$307K
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.72K+ 12.52% |
$148K - $178K
|
15.5K
$2.23M
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.65KNew |
$141K - $170K
|
1.65K
$237K
|
|
|
Feb 13, 2023
Q4 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
1.2K+ 18.18% |
$103K - $124K
|
7.8K
$1.12M
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.15KNew |
$98.7K - $119K
|
1.15K
$166K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.13KNew |
$96.9K - $116K
|
1.13K
$163K
|
|
|
Feb 06, 2023
Q4 2022
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
873+ 2.8% |
$74.9K - $90K
|
32K
$4.62M
|