Purchases and Sales Made in Q3 2022 in Ishares Tr (IFRA)
This table provides information about the institutional ownership of Ishares Tr (IFRA) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.86M+ 1862.13% |
$60.1M - $73.2M
|
1.96M
$90.8M
|
|
|
Oct 31, 2022
Q3 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
486KNew |
$15.7M - $19.1M
|
486K
$22.5M
|
|
|
Oct 13, 2022
Q3 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
205K+ 256.49% |
$6.62M - $8.06M
|
286K
$13.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
194K+ 65.81% |
$6.27M - $7.63M
|
490K
$22.6M
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
126KNew |
$4.08M - $4.96M
|
126K
$5.84M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
120K+ 56.77% |
$3.88M - $4.73M
|
333K
$15.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
80.8K+ 230.58% |
$2.6M - $3.17M
|
116K
$5.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
78.6K+ 345.64% |
$2.53M - $3.08M
|
101K
$4.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
77.3KNew |
$2.49M - $3.03M
|
77.3K
$3.57M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
74.5KNew |
$2.4M - $2.92M
|
74.5K
$3.44M
|
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
56.4KNew |
$1.82M - $2.21M
|
56.4K
$2.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
49.6KNew |
$1.6M - $1.95M
|
49.6K
$2.29M
|
|
|
Oct 11, 2022
Q3 2022
|
Stewardship Advisors, LLC
|
BUY
|
- |
45.2K+ 218.84% |
$1.46M - $1.77M
|
65.8K
$3.04M
|
|
|
Nov 07, 2022
Q3 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
44.3K+ 293.51% |
$1.43M - $1.74M
|
59.4K
$2.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
44K+ 18.67% |
$1.42M - $1.73M
|
280K
$12.9M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
37.8K+ 4.92% |
$1.22M - $1.48M
|
805K
$37.2M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
37.4K+ 54.43% |
$1.21M - $1.47M
|
106K
$4.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
34.5K+ 359.37% |
$1.11M - $1.36M
|
44.2K
$2.04M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
33.6K+ 17.07% |
$1.08M - $1.32M
|
231K
$10.7M
|
|
|
Nov 04, 2022
Q3 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
30.7KNew |
$990K - $1.21M
|
30.7K
$1.42M
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
29.1KNew |
$937K - $1.14M
|
29.1K
$1.34M
|
|
|
Oct 06, 2022
Q3 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
28.4K+ 6.36% |
$915K - $1.11M
|
475K
$21.9M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
27.2K+ 53.65% |
$878K - $1.07M
|
78K
$3.61M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
27.2K+ 53.65% |
$878K - $1.07M
|
78K
$3.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
27.2K+ 27.26% |
$877K - $1.07M
|
127K
$5.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
25.9KNew |
$834K - $1.01M
|
25.9K
$1.2M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
25.8K+ 26.22% |
$831K - $1.01M
|
124K
$5.73M
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
25.3KNew |
$817K - $994K
|
25.3K
$1.17M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
21.9K+ 11.03% |
$704K - $857K
|
220K
$10.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
21.5K+ 24.83% |
$692K - $843K
|
108K
$4.99M
|
|
|
Nov 03, 2022
Q3 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
19.5KNew |
$628K - $764K
|
19.5K
$900K
|
|
|
Nov 16, 2022
Q3 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
18KNew |
$582K - $708K
|
18K
$834K
|
|
|
Oct 27, 2022
Q3 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
15.6KNew |
$504K - $614K
|
15.6K
$723K
|
|
|
Nov 16, 2022
Q3 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
14.9KNew |
$480K - $584K
|
14.9K
$688K
|
|
|
Nov 10, 2022
Q3 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
14.5K+ 96.11% |
$469K - $570K
|
29.7K
$1.37M
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
12.7KNew |
$410K - $499K
|
12.7K
$588K
|
|
|
Oct 17, 2022
Q3 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
12KNew |
$388K - $472K
|
12K
$556K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11.9KNew |
$383K - $466K
|
11.9K
$549K
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
11.3KNew |
$365K - $445K
|
11.3K
$524K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.3K+ 6.21% |
$364K - $444K
|
193K
$8.93M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11K+ 15.08% |
$353K - $430K
|
83.6K
$3.86M
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
10.5K+ 78.46% |
$340K - $413K
|
24K
$1.11M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.4K+ 5.51% |
$336K - $409K
|
199K
$9.21M
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.2KNew |
$329K - $400K
|
10.2K
$471K
|
|
|
Nov 14, 2022
Q3 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
10.1KNew |
$327K - $397K
|
10.1K
$468K
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
10.1K+ 40.77% |
$326K - $397K
|
34.9K
$1.61M
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9.9K+ 42.58% |
$319K - $389K
|
33.2K
$1.53M
|
|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
9.66KNew |
$311K - $379K
|
9.66K
$447K
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.13K+ 27.2% |
$294K - $358K
|
42.7K
$1.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
8.93K+ 5.63% |
$288K - $350K
|
168K
$7.75M
|