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 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-897- 2.04% |
$29.1K - $34.2K
|
43.2K
$2.13M
|
|
|
Feb 02, 2023
Q4 2022
|
Provence Wealth Management Group
|
SELL
|
- |
-920- 5.82% |
$29.8K - $35.1K
|
14.9K
$734K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-1.03K- 10.61% |
$33.4K - $39.3K
|
8.67K
$427K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.06K- 4.48% |
$34.3K - $40.4K
|
22.6K
$1.11M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-1.07K- 1.88% |
$34.6K - $40.7K
|
55.6K
$2.74M
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.08K- 2.3% |
$35K - $41.2K
|
45.9K
$2.26M
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.2K- 10.19% |
$38.9K - $45.8K
|
10.6K
$520K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.24K- 8.59% |
$40.2K - $47.3K
|
13.2K
$650K
|
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.36K- 4.17% |
$44.1K - $51.9K
|
31.3K
$1.54M
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.37K- 15.69% |
$44.5K - $52.4K
|
7.37K
$363K
|
|
|
Jan 19, 2023
Q4 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-1.41K- 10.73% |
$45.6K - $53.7K
|
11.7K
$576K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.46K- 16.67% |
$47.3K - $55.6K
|
7.29K
$359K
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.65K- 62.74% |
$53.4K - $62.8K
|
978
$48.2K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.81K- 1.46% |
$58.7K - $69.1K
|
122K
$6.02M
|
|
|
Feb 01, 2023
Q4 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.83K- 4.18% |
$59.4K - $69.9K
|
42K
$2.07M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.06K- 17.31% |
$66.8K - $78.6K
|
9.84K
$485K
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-2.11K- 3.73% |
$68.3K - $80.4K
|
54.3K
$2.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-2.13K- 1.15% |
$69.2K - $81.4K
|
183K
$9.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.32K- 62.06% |
$75.3K - $88.6K
|
1.42K
$70K
|
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-2.37K- 8.0% |
$76.9K - $90.5K
|
27.3K
$1.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-3.12K- 5.11% |
$101K - $119K
|
57.8K
$2.85M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.12K- 1.89% |
$101K - $119K
|
162K
$7.97M
|
|
|
Jan 26, 2023
Q4 2022
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-3.23K- 27.2% |
$105K - $123K
|
8.64K
$426K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.47K- 14.42% |
$112K - $132K
|
20.6K
$1.01M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.65K- 3.43% |
$118K - $139K
|
103K
$5.07M
|
|
|
Jan 23, 2023
Q4 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-4.07K- 6.5% |
$132K - $155K
|
58.4K
$2.88M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.3K- 11.99% |
$139K - $164K
|
31.5K
$1.55M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.41K- 8.57% |
$175K - $206K
|
57.8K
$2.85M
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-5.73K- 34.15% |
$186K - $219K
|
11.1K
$545K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.51K- 36.73% |
$211K - $248K
|
11.2K
$552K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-6.85K- 4.08% |
$222K - $261K
|
161K
$7.92M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.5K- 22.51% |
$243K - $286K
|
25.8K
$1.27M
|
|
|
Feb 10, 2023
Q4 2022
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-7.64K- 18.89% |
$248K - $292K
|
32.8K
$1.62M
|
|
|
Jan 25, 2023
Q4 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-7.65KClosed |
$248K - $292K
|
0
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-8.29K- 82.15% |
$269K - $316K
|
1.8K
$88.7K
|
|
|
Jan 30, 2023
Q4 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-10K- 17.64% |
$326K - $383K
|
46.9K
$2.31M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.7K- 3.81% |
$346K - $407K
|
269K
$13.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-13.6K- 1.69% |
$442K - $520K
|
791K
$39M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-14.1K- 7.98% |
$456K - $537K
|
162K
$7.99M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-14.4K- 8.09% |
$466K - $548K
|
163K
$8.04M
|
|
|
Jan 12, 2023
Q4 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-16.5K- 18.17% |
$536K - $631K
|
74.5K
$3.67M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-17.2K- 20.59% |
$558K - $657K
|
66.4K
$3.27M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-17.2K- 3.72% |
$559K - $658K
|
446K
$22M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-21.5K- 27.84% |
$698K - $821K
|
55.8K
$2.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-22.3K- 44.03% |
$722K - $850K
|
28.3K
$1.39M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-24.1K- 10.45% |
$782K - $921K
|
207K
$10.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-26.8K- 62.86% |
$870K - $1.02M
|
15.9K
$781K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-27K- 13.56% |
$877K - $1.03M
|
172K
$8.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-33.6K- 29.04% |
$1.09M - $1.28M
|
82.2K
$4.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
SELL
|
- |
-38K- 76.54% |
$1.23M - $1.45M
|
11.6K
$574K
|