Purchases and Sales Made in Q4 2022 in Ishares Tr (IAK)
This table provides information about the institutional ownership of Ishares Tr (IAK) during Q4 2022. The information is specifically focused on institutions that hold shares of ISHARES TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
516K+ 307.03% |
$41.9M - $48.7M
|
684K
$86.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
245K+ 34868.23% |
$19.9M - $23.1M
|
245K
$30.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Mainstay Capital Management LLC
|
BUY
|
- |
237KNew |
$19.3M - $22.3M
|
237K
$29.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
89.1K+ 20.34% |
$7.24M - $8.4M
|
527K
$66.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
79.7K+ 113.81% |
$6.48M - $7.52M
|
150K
$18.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Wt Wealth Management
|
BUY
|
- |
41.8KNew |
$3.4M - $3.95M
|
41.8K
$5.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
37K+ 13.82% |
$3.01M - $3.49M
|
305K
$38.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
33K+ 19.37% |
$2.68M - $3.11M
|
203K
$25.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
32.4KNew |
$2.64M - $3.06M
|
32.4K
$4.09M
|
|
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
28.9KNew |
$2.35M - $2.73M
|
28.9K
$3.65M
|
|
|
Jan 10, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
28.9KNew |
$2.35M - $2.73M
|
28.9K
$3.65M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
23.9K+ 169.92% |
$1.94M - $2.25M
|
37.9K
$4.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
23.9K+ 169.92% |
$1.94M - $2.25M
|
37.9K
$4.78M
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
21.4K+ 195.29% |
$1.74M - $2.02M
|
32.3K
$4.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
21.4KNew |
$1.74M - $2.02M
|
21.4K
$2.69M
|
|
|
Feb 01, 2023
Q4 2022
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
20.5KNew |
$1.66M - $1.93M
|
20.5K
$2.58M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19.5K+ 25.87% |
$1.59M - $1.84M
|
94.8K
$12M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
19.1K+ 47.33% |
$1.55M - $1.8M
|
59.5K
$7.5M
|
|
|
Jan 26, 2023
Q4 2022
|
Bank Hapoalim Bm
|
BUY
|
- |
17.6KNew |
$1.43M - $1.66M
|
17.6K
$2.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.8KNew |
$962K - $1.12M
|
11.8K
$1.49M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
10.9KNew |
$888K - $1.03M
|
10.9K
$1.38M
|
|
|
Jan 26, 2023
Q4 2022
|
Ttp Investments, Inc.
|
BUY
|
- |
10.1KNew |
$819K - $950K
|
10.1K
$1.27M
|
|
|
Jan 18, 2023
Q4 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
9.66K+ 297.08% |
$785K - $911K
|
12.9K
$1.63M
|
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
8.91KNew |
$724K - $841K
|
8.91K
$1.12M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
8.84KNew |
$719K - $834K
|
8.84K
$1.11M
|
|
|
Jan 31, 2023
Q4 2022
|
Leuthold Group, LLC
|
BUY
|
- |
8.15K+ 51.01% |
$663K - $769K
|
24.1K
$3.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.91K+ 98.38% |
$643K - $746K
|
16K
$2.01M
|
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
BUY
|
- |
6.86K+ 17.67% |
$558K - $647K
|
45.7K
$5.76M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.81K+ 31.91% |
$554K - $642K
|
28.1K
$3.55M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
6.76K+ 6.87% |
$550K - $638K
|
105K
$13.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
6K+ 53.14% |
$488K - $567K
|
17.3K
$2.18M
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
5.75K+ 52.79% |
$467K - $542K
|
16.6K
$2.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.67K+ 43.78% |
$379K - $440K
|
15.3K
$1.93M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.55K+ 70.55% |
$370K - $429K
|
11K
$1.38M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.18K+ 8.31% |
$340K - $394K
|
54.5K
$6.87M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.63K+ 23.52% |
$295K - $343K
|
19.1K
$2.4M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
3.59KNew |
$292K - $339K
|
3.59K
$453K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.49K+ 121.9% |
$284K - $329K
|
6.35K
$801K
|
|
|
Jan 24, 2023
Q4 2022
|
Milestone Advisory Partners
|
BUY
|
- |
3.23KNew |
$262K - $304K
|
3.23K
$407K
|
|
|
Feb 06, 2023
Q4 2022
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
3.15KNew |
$256K - $297K
|
3.15K
$397K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.1KNew |
$252K - $292K
|
3.1K
$390K
|
|
|
Feb 13, 2023
Q4 2022
|
Gunderson Capital Management Inc.
|
BUY
|
- |
2.66KNew |
$216K - $251K
|
2.66K
$335K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.63K+ 120.17% |
$214K - $248K
|
4.82K
$608K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.52KNew |
$205K - $237K
|
2.52K
$317K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.38KNew |
$194K - $225K
|
2.38K
$300K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.38KNew |
$194K - $225K
|
2.38K
$300K
|
|
|
Jan 13, 2023
Q4 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
2.36KNew |
$192K - $223K
|
2.36K
$297K
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.24KNew |
$182K - $211K
|
2.24K
$282K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.72K+ 1.35% |
$140K - $162K
|
129K
$16.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.67KNew |
$136K - $158K
|
1.67K
$211K
|