Purchases and Sales Made in Q4 2022 in Ishares Tr Us Broker Dealers & (IAI)

IAI Quotes by TradingView

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 06, 2023 Q4 2022
Robinson Value Management, Ltd.

San Antonio, TX
BUY
 -
810
+ 11.54%
$69.5K - $83.5K
7.83K $1.15M
Jan 23, 2023 Q4 2022
Capital Cs Group, LLC

BUY
 -
751
+ 4.68%
$64.5K - $77.4K
16.8K $2.47M
Feb 07, 2023 Q4 2022
Ifp Advisors, Inc

BUY
 -
688
+ 64.66%
$59K - $70.9K
1.75K $257K
Feb 13, 2023 Q4 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
518
+ 563.04%
$44.5K - $53.4K
610 $89.5K
Feb 15, 2023 Q4 2022
Harbour Investments, Inc.

Madison, WI
BUY
 -
465
+ 1550.0%
$39.9K - $47.9K
495 $72.7K
Feb 14, 2023 Q4 2022
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
412
New
$35.4K - $42.5K
412 $60.5K
Jan 30, 2023 Q4 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
353
New
$30.3K - $36.4K
353 $51.8K
Feb 15, 2023 Q4 2022
Steward Partners Investment Advisory, LLC

BUY
 -
328
+ 1.34%
$28.1K - $33.8K
24.9K $3.65M
Feb 08, 2023 Q4 2022
Belpointe Asset Management LLC

BUY
 -
324
New
$27.8K - $33.4K
324 $47.6K
Feb 03, 2023 Q4 2022
Spire Wealth Management

BUY
 -
323
+ 40.17%
$27.7K - $33.3K
1.13K $165K
Aug 13, 2024 Q4 2022
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
204
+ 9.74%
$17.5K - $21K
2.3K $337K
Feb 10, 2023 Q4 2022
Blair William & CO

Chicago, IL
BUY
 -
203
+ 548.65%
$17.4K - $20.9K
240 $35.2K
Jan 27, 2023 Q4 2022
Paragon Wealth Strategies, LLC

BUY
 -
200
New
$17.2K - $20.6K
200 $29.4K
Feb 14, 2023 Q4 2022
J.W. Cole Advisors, Inc.

BUY
 -
159
+ 5.46%
$13.6K - $16.4K
3.07K $451K
Feb 14, 2023 Q4 2022
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
151
New
$13K - $15.6K
151 $22.2K
Jan 20, 2023 Q4 2022
Genesee Capital Advisors, LLC

BUY
 -
108
+ 1.64%
$9.27K - $11.1K
6.68K $981K
Feb 14, 2023 Q4 2022
Money Concepts Capital Corp

BUY
 -
92
New
$7.9K - $9.48K
92 $13.5K
Feb 21, 2023 Q4 2022
Northwestern Mutual Wealth Management CO

BUY
 -
57
+ 4.37%
$4.89K - $5.88K
1.36K $200K
Feb 06, 2023 Q4 2022
Synovus Financial Corp

Columbus, GA
BUY
 -
35
+ 0.47%
$3K - $3.61K
7.49K $1.1M
Jan 26, 2023 Q4 2022
Dumont & Blake Investment Advisors LLC

BUY
 -
26
+ 1.05%
$2.23K - $2.68K
2.5K $366K
Feb 13, 2023 Q4 2022
Global Retirement Partners, LLC

BUY
 -
7
+ 0.5%
$601 - $722
1.41K $207K
Jan 27, 2023 Q4 2022
Signaturefd, LLC

Atlanta, GA
BUY
 -
1
+ 0.78%
$85.8 - $103
130 $19.1K
Feb 10, 2023 Q4 2022
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
1
New
$85.8 - $103
1 $147
Feb 15, 2023 Q4 2022
Founders Financial Alliance, LLC

Raleigh, NC
SELL
 -
-13
- 1.98%
$1.12K - $1.34K
645 $94.7K
Feb 06, 2023 Q4 2022
Brinker Capital Investments, LLC

SELL
 -
-26
- 0.34%
$2.23K - $2.68K
7.52K $1.1M
Feb 01, 2023 Q4 2022
Great Diamond Partners, LLC

SELL
 -
-316
- 2.74%
$27.1K - $32.6K
11.2K $1.65M
Jan 10, 2023 Q4 2022
Mc Guire Investment Group, LLC

SELL
 -
-512
- 1.33%
$43.9K - $52.8K
38K $5.57M
Feb 13, 2023 Q4 2022
Avantax Advisory Services, Inc.

SELL
 -
-526
- 12.06%
$45.1K - $54.2K
3.84K $563K
Jan 31, 2023 Q4 2022
Ifg Advisory, LLC

SELL
 -
-644
- 23.57%
$55.3K - $66.4K
2.09K $306K
Jan 31, 2023 Q4 2022
Wealth Bridge Capital Management, LLC

Westerville, OH
SELL
 -
-784
- 13.2%
$67.3K - $80.8K
5.16K $757K
Feb 13, 2023 Q4 2022
Advisory Services Network, LLC

SELL
 -
-851
- 0.89%
$73K - $87.7K
94.4K $13.9M
Feb 08, 2023 Q4 2022
Cambridge Investment Research Advisors, Inc.

SELL
 -
-855
- 23.37%
$73.4K - $88.1K
2.8K $411K
Feb 08, 2023 Q4 2022
Raymond James & Associates

St Petersburg, FL
SELL
 -
-1.26K
- 10.47%
$108K - $130K
10.8K $1.58M
Feb 14, 2023 Q4 2022
Ken Griffin Citadel Advisors LLC | Chicago, Il
SELL
 -
-1.61K
- 6.54%
$138K - $166K
23K $3.37M
Feb 03, 2023 Q4 2022
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
SELL
 -
-1.64K
- 24.88%
$141K - $169K
4.96K $729K
Feb 10, 2023 Q4 2022
Sfi Advisors, LLC

Montclair, NJ
SELL
 -
-1.77K
- 3.17%
$151K - $182K
53.9K $7.91M
Feb 17, 2023 Q4 2022
Truist Financial Corp

SELL
 -
-1.95K
- 4.21%
$167K - $201K
44.3K $6.51M
Feb 10, 2023 Q4 2022
Cavalier Investments, LLC

SELL
 -
-2.73K
- 4.94%
$235K - $282K
52.6K $7.73M
Feb 14, 2023 Q4 2022
Clark Capital Management Group, Inc.

Philadelphia, PA
SELL
 -
-5.68K
- 5.9%
$487K - $585K
90.6K $13.3M
Feb 14, 2023 Q4 2022
Ameriprise Financial Inc

Minneapolis, MN
SELL
 -
-6.13K
- 10.5%
$526K - $632K
52.2K $7.67M
Feb 07, 2023 Q4 2022
Lpl Financial LLC

Fort Mill, SC
SELL
 -
-6.41K
- 11.53%
$550K - $661K
49.2K $7.22M
Feb 13, 2023 Q4 2022
Wells Fargo & Company

San Francisco, CA
SELL
 -
-8.44K
- 2.94%
$724K - $870K
278K $40.8M
Jan 31, 2023 Q4 2022
Spc Financial, Inc.

SELL
 -
-12.8K
- 5.82%
$1.1M - $1.32M
207K $30.4M
Jan 13, 2023 Q4 2022
Cadent Capital Advisors, LLC

SELL
 -
-14.6K
- 74.2%
$1.25M - $1.5M
5.06K $743K
Feb 10, 2023 Q4 2022
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-16.3K
- 99.88%
$1.4M - $1.69M
20 $2.94K
Jan 20, 2023 Q4 2022
Southern Capital Advisors, LLC

SELL
 -
-18.7K
- 63.83%
$1.61M - $1.93M
10.6K $1.56M
Feb 14, 2023 Q4 2022
Royal Bank Of Canada

Toronto, A6
SELL
 -
-19.4K
- 16.15%
$1.67M - $2M
101K $14.8M
Feb 13, 2023 Q4 2022
Goldman Sachs Group Inc

New York, NY
SELL
 -
-23.2K
- 52.07%
$1.99M - $2.39M
21.3K $3.13M
May 14, 2024 Q4 2022
Goldman Sachs Group Inc

New York, NY
SELL
 -
-23.2K
- 52.07%
$1.99M - $2.39M
21.3K $3.13M

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