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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3+ 0.97% |
$97.3 - $114
|
313
$15.4K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2+ 0.66% |
$64.9 - $76.3
|
304
$15K
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.01% |
$64.9 - $76.3
|
13.6K
$671K
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
BUY
|
- |
2+ 0.97% |
$64.9 - $76.3
|
208
$10.3K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1New |
$32.4 - $38.2
|
1
$49.3
|
|
|
Feb 06, 2023
Q4 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.49% |
$32.4 - $38.2
|
204
$10.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 1.15% |
$32.4 - $38.2
|
88
$4.34K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 0.84% |
$32.4 - $38.2
|
120
$5.91K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-14- 77.78% |
$454 - $534
|
4
$197
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-31- 49.21% |
$1.01K - $1.18K
|
32
$1.58K
|
|
|
Feb 10, 2023
Q4 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-32- 0.32% |
$1.04K - $1.22K
|
10.1K
$498K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-44- 6.4% |
$1.43K - $1.68K
|
643
$31.7K
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-45- 0.18% |
$1.46K - $1.72K
|
24.3K
$1.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Keystone Financial Services
|
SELL
|
- |
-48- 0.11% |
$1.56K - $1.83K
|
42K
$2.07M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-49- 0.91% |
$1.59K - $1.87K
|
5.32K
$262K
|
|
|
Jan 17, 2023
Q4 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-50- 0.36% |
$1.62K - $1.91K
|
14K
$689K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-92- 47.18% |
$2.98K - $3.51K
|
103
$5.08K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-153- 2.29% |
$4.96K - $5.84K
|
6.52K
$321K
|
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
SELL
|
- |
-159- 1.27% |
$5.16K - $6.07K
|
12.4K
$609K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-174- 1.4% |
$5.64K - $6.64K
|
12.3K
$606K
|
|
|
Feb 13, 2023
Q4 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-192- 0.99% |
$6.23K - $7.33K
|
19.3K
$950K
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-200- 14.01% |
$6.49K - $7.63K
|
1.23K
$60.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-222- 6.25% |
$7.2K - $8.47K
|
3.33K
$164K
|
|
|
Jan 27, 2023
Q4 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-247- 2.83% |
$8.01K - $9.43K
|
8.47K
$417K
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-250- 39.37% |
$8.11K - $9.54K
|
385
$19K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-258- 26.43% |
$8.37K - $9.85K
|
718
$35.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-260- 1.13% |
$8.43K - $9.92K
|
22.7K
$1.12M
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-268- 4.16% |
$8.69K - $10.2K
|
6.18K
$304K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-289- 2.43% |
$9.37K - $11K
|
11.6K
$571K
|
|
|
Feb 15, 2023
Q4 2022
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-301- 1.67% |
$9.76K - $11.5K
|
17.7K
$874K
|
|
|
Jan 23, 2023
Q4 2022
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-317- 0.73% |
$10.3K - $12.1K
|
43.2K
$2.13M
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-330- 63.34% |
$10.7K - $12.6K
|
191
$9.41K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-342- 2.79% |
$11.1K - $13.1K
|
11.9K
$588K
|
|
|
Jan 18, 2023
Q4 2022
|
Atlas Private Wealth Management
|
SELL
|
- |
-396- 2.02% |
$12.8K - $15.1K
|
19.2K
$946K
|
|
|
Jan 18, 2023
Q4 2022
|
Tri Star Advisors Inc.
|
SELL
|
- |
-418- 1.29% |
$13.6K - $16K
|
31.9K
$1.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-447- 20.15% |
$14.5K - $17.1K
|
1.77K
$87.3K
|
|
|
Jan 20, 2023
Q4 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-482- 5.0% |
$15.6K - $18.4K
|
9.16K
$451K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-522- 2.26% |
$16.9K - $19.9K
|
22.5K
$1.11M
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-533- 6.5% |
$17.3K - $20.3K
|
7.67K
$378K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-540- 8.02% |
$17.5K - $20.6K
|
6.19K
$305K
|
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-594- 3.02% |
$19.3K - $22.7K
|
19.1K
$939K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-630- 4.71% |
$20.4K - $24K
|
12.8K
$628K
|
|
|
Feb 14, 2023
Q4 2022
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-639- 9.32% |
$20.7K - $24.4K
|
6.22K
$306K
|
|
|
Jan 20, 2023
Q4 2022
|
Stone House Investment Management, LLC
|
SELL
|
- |
-707- 2.68% |
$22.9K - $27K
|
25.6K
$1.26M
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-730- 5.85% |
$23.7K - $27.9K
|
11.7K
$579K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-755- 3.37% |
$24.5K - $28.8K
|
21.7K
$1.07M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-761- 3.61% |
$24.7K - $29K
|
20.3K
$1M
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-777- 37.59% |
$25.2K - $29.7K
|
1.29K
$63.6K
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-847- 8.19% |
$27.5K - $32.3K
|
9.5K
$468K
|
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-884- 1.51% |
$28.7K - $33.7K
|
57.8K
$2.85M
|