Purchases and Sales Made in Q4 2022 in Ishares Tr (INTF)
This table provides information about the institutional ownership of Ishares Tr (INTF) 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 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.4MNew |
$50.2M - $60.9M
|
2.4M
$70.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
1.11MNew |
$23.2M - $28.1M
|
1.11M
$32.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
793K+ 80.55% |
$16.6M - $20.1M
|
1.78M
$52.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
465K+ 7.22% |
$9.7M - $11.8M
|
6.9M
$202M
|
|
|
Jan 25, 2023
Q4 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
294KNew |
$6.13M - $7.44M
|
294K
$8.61M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
259KNew |
$5.4M - $6.55M
|
259K
$7.58M
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
228K+ 53.12% |
$4.75M - $5.77M
|
656K
$19.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
221K+ 92.76% |
$4.61M - $5.6M
|
459K
$13.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
104K+ 7.11% |
$2.16M - $2.63M
|
1.56M
$45.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
104K+ 33.69% |
$2.16M - $2.63M
|
411K
$12.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
88.8KNew |
$1.86M - $2.25M
|
88.8K
$2.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
79.8K+ 7.03% |
$1.67M - $2.02M
|
1.22M
$35.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
59.9K+ 124.22% |
$1.25M - $1.52M
|
108K
$3.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
53.8KNew |
$1.12M - $1.36M
|
53.8K
$1.58M
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
53.4KNew |
$1.11M - $1.35M
|
53.4K
$1.56M
|
|
|
Feb 10, 2023
Q4 2022
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
52.6K+ 14.6% |
$1.1M - $1.33M
|
413K
$12.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
48.5K+ 13.14% |
$1.01M - $1.23M
|
418K
$12.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
44.5K+ 5.77% |
$930K - $1.13M
|
816K
$23.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
41.7K+ 129.35% |
$870K - $1.06M
|
73.9K
$2.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
30.2KNew |
$630K - $765K
|
30.2K
$885K
|
|
|
Jun 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
29.3K+ 2.93% |
$611K - $742K
|
1.03M
$30.2M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
28.3KNew |
$590K - $716K
|
28.3K
$829K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
26.5K+ 1191.15% |
$553K - $671K
|
28.7K
$842K
|
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
19.7K+ 17.18% |
$410K - $498K
|
134K
$3.93M
|
|
|
Jan 19, 2023
Q4 2022
|
Lincoln Capital Corp
|
BUY
|
- |
17.3K+ 13.71% |
$361K - $438K
|
144K
$4.21M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
16.6K+ 5638.1% |
$346K - $420K
|
16.9K
$494K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.3K+ 31.55% |
$340K - $412K
|
67.9K
$1.99M
|
|
|
Feb 02, 2023
Q4 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
16.1KNew |
$336K - $407K
|
16.1K
$471K
|
|
|
Feb 09, 2023
Q4 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
13.8K+ 69.0% |
$288K - $350K
|
33.8K
$991K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
12.5KNew |
$261K - $317K
|
12.5K
$366K
|
|
|
Apr 14, 2023
Q4 2022
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
10.4KNew |
$217K - $263K
|
10.4K
$305K
|
|
|
Jul 20, 2023
Q4 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
10KNew |
$209K - $253K
|
10K
$293K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
8.66KNew |
$181K - $219K
|
8.66K
$254K
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
8.35KNew |
$174K - $211K
|
8.35K
$245K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.28KNew |
$173K - $210K
|
8.28K
$243K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.15KNew |
$170K - $206K
|
8.15K
$239K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.15KNew |
$170K - $206K
|
8.15K
$239K
|
|
|
Feb 08, 2023
Q4 2022
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
8.13K+ 7.68% |
$170K - $206K
|
114K
$3.34M
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
4.05K+ 1.1% |
$84.5K - $102K
|
371K
$10.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
3.92K+ 8.11% |
$81.9K - $99.3K
|
52.3K
$1.53M
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.38K+ 0.89% |
$70.6K - $85.6K
|
382K
$11.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.47K+ 6.33% |
$51.5K - $62.5K
|
41.4K
$1.21M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.43K+ 5.46% |
$50.8K - $61.7K
|
47K
$1.38M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
2.2K+ 10.94% |
$45.9K - $55.7K
|
22.3K
$653K
|
|
|
Jan 31, 2023
Q4 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.18K+ 8.9% |
$45.5K - $55.1K
|
26.6K
$781K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.11K+ 21.6% |
$44K - $53.3K
|
11.9K
$347K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2.04KNew |
$42.7K - $51.7K
|
2.04K
$59.9K
|
|
|
Jan 12, 2023
Q4 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
1.82K+ 0.59% |
$38.1K - $46.2K
|
310K
$9.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.33K+ 5.49% |
$27.9K - $33.8K
|
25.7K
$752K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.26K+ 1.65% |
$26.3K - $31.9K
|
77.8K
$2.28M
|