Purchases and Sales Made in Q4 2022 in Ishares Tr (IFRA)
This table provides information about the institutional ownership of Ishares Tr (IFRA) 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 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
646K+ 2936431.75% |
$21M - $24.7M
|
646K
$31.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
298K+ 20.11% |
$9.65M - $11.4M
|
1.78M
$87.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
246K+ 111.68% |
$7.96M - $9.37M
|
465K
$22.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
235K+ 3.45% |
$7.61M - $8.96M
|
7.04M
$347M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
202KNew |
$6.56M - $7.72M
|
202K
$9.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
192K+ 57.75% |
$6.23M - $7.33M
|
525K
$25.9M
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
- |
180KNew |
$5.83M - $6.86M
|
180K
$8.86M
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
179KNew |
$5.8M - $6.82M
|
179K
$8.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
154K+ 342.03% |
$5.01M - $5.89M
|
200K
$9.84M
|
|
|
Jan 12, 2023
Q4 2022
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
102KNew |
$3.32M - $3.91M
|
102K
$5.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
94.1K+ 50.24% |
$3.05M - $3.59M
|
281K
$13.9M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
68K+ 283.92% |
$2.21M - $2.6M
|
92K
$4.53M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
63.3K+ 249.94% |
$2.05M - $2.42M
|
88.6K
$4.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
60K+ 47.26% |
$1.95M - $2.29M
|
187K
$9.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
50.7K+ 11.27% |
$1.64M - $1.93M
|
501K
$24.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
49.6KNew |
$1.61M - $1.89M
|
49.6K
$2.44M
|
|
|
Jan 27, 2023
Q4 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
45.7K+ 9.63% |
$1.48M - $1.74M
|
520K
$25.6M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
44.8KNew |
$1.45M - $1.71M
|
44.8K
$2.21M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
44K+ 431.42% |
$1.43M - $1.68M
|
54.2K
$2.67M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
43.8K+ 41.29% |
$1.42M - $1.67M
|
150K
$7.39M
|
|
|
Feb 10, 2023
Q4 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
37.8K+ 86.15% |
$1.23M - $1.44M
|
81.7K
$4.03M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
34.4KNew |
$1.12M - $1.31M
|
34.4K
$1.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
30.9K+ 139.3% |
$1M - $1.18M
|
53K
$2.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
30.6KNew |
$991K - $1.17M
|
30.6K
$1.51M
|
|
|
Feb 13, 2023
Q4 2022
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
30.4KNew |
$987K - $1.16M
|
30.4K
$1.5M
|
|
|
Sep 15, 2023
Q4 2022
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
30.4KNew |
$987K - $1.16M
|
30.4K
$1.5M
|
|
|
Jan 26, 2023
Q4 2022
|
Legacy Financial Group LLC
|
BUY
|
- |
30KNew |
$974K - $1.15M
|
30K
$1.48M
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
29.7KNew |
$963K - $1.13M
|
29.7K
$1.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
29.6K+ 58.87% |
$961K - $1.13M
|
80K
$3.94M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
28.6K+ 190.64% |
$928K - $1.09M
|
43.6K
$2.15M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
28.5K+ 26.36% |
$923K - $1.09M
|
136K
$6.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28.4K+ 108.01% |
$920K - $1.08M
|
54.7K
$2.69M
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
28.2KNew |
$914K - $1.08M
|
28.2K
$1.39M
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
26.6K+ 27.2% |
$863K - $1.02M
|
124K
$6.13M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
26.2KNew |
$850K - $1M
|
26.2K
$1.29M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
25K+ 85.89% |
$809K - $952K
|
54K
$2.66M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
22K+ 28.14% |
$712K - $838K
|
100K
$4.93M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
22K+ 28.14% |
$712K - $838K
|
100K
$4.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
19.8KNew |
$643K - $757K
|
19.8K
$978K
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
19.8KNew |
$643K - $756K
|
19.8K
$977K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
19.5KNew |
$631K - $743K
|
19.5K
$960K
|
|
|
Mar 28, 2023
Q4 2022
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
19KNew |
$617K - $726K
|
19K
$938K
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17.5KNew |
$567K - $667K
|
17.5K
$861K
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
15.3KNew |
$496K - $583K
|
15.3K
$753K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
15.1KNew |
$491K - $577K
|
15.1K
$746K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14.7K+ 9.08% |
$476K - $560K
|
176K
$8.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.7K+ 1.2% |
$475K - $559K
|
1.23M
$60.9M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
14.6K+ 134.27% |
$475K - $559K
|
25.6K
$1.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
14.6K+ 1.25% |
$474K - $558K
|
1.18M
$58.3M
|
|
|
May 11, 2023
Q4 2022
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
14.4KNew |
$466K - $549K
|
14.4K
$708K
|