Purchases and Sales Made in Q1 2022 in Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
260K+ 13.3% |
$20.4M - $23.7M
|
2.21M
$247M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
130K+ 1924.01% |
$10.2M - $11.9M
|
137K
$15.2M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
129K+ 64.13% |
$10.2M - $11.8M
|
331K
$36.9M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
125K+ 9.47% |
$9.84M - $11.4M
|
1.45M
$161M
|
|
|
Mar 23, 2023
Q1 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
123KNew |
$9.71M - $11.3M
|
123K
$13.8M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
104K+ 238.62% |
$8.21M - $9.54M
|
148K
$16.5M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
75.9K+ 14.22% |
$5.97M - $6.94M
|
610K
$68.1M
|
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
60.2K+ 8.77% |
$4.73M - $5.5M
|
747K
$83.3M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
56.9K+ 14.58% |
$4.47M - $5.2M
|
447K
$49.9M
|
|
|
May 13, 2022
Q1 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
53.7KNew |
$4.22M - $4.91M
|
53.7K
$5.99M
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
49K+ 84.39% |
$3.85M - $4.47M
|
107K
$11.9M
|
|
|
May 16, 2022
Q1 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
47.6K+ 305.59% |
$3.74M - $4.35M
|
63.2K
$7.05M
|
|
|
Apr 21, 2022
Q1 2022
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
35.8K+ 20.54% |
$2.81M - $3.27M
|
210K
$23.4M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
30.8K+ 14.4% |
$2.42M - $2.81M
|
244K
$27.3M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
29.5K+ 16.68% |
$2.32M - $2.69M
|
206K
$23M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
28.7K+ 34.06% |
$2.25M - $2.62M
|
113K
$12.6M
|
|
|
May 02, 2022
Q1 2022
|
Xml Financial, LLC
|
BUY
|
- |
25.8K+ 44.64% |
$2.03M - $2.36M
|
83.6K
$9.33M
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
21.5KNew |
$1.69M - $1.96M
|
21.5K
$2.4M
|
|
|
Apr 20, 2022
Q1 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
19.4K+ 54.95% |
$1.53M - $1.77M
|
54.8K
$6.11M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17.2K+ 57.97% |
$1.35M - $1.57M
|
46.9K
$5.24M
|
|
|
Apr 18, 2022
Q1 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
16.5KNew |
$1.3M - $1.51M
|
16.5K
$1.84M
|
|
|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
15.1KNew |
$1.19M - $1.38M
|
15.1K
$1.69M
|
|
|
May 13, 2022
Q1 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
15KNew |
$1.18M - $1.37M
|
15K
$1.67M
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
14.2K+ 43.9% |
$1.11M - $1.29M
|
46.4K
$5.18M
|
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
13.1K+ 7.65% |
$1.03M - $1.2M
|
184K
$20.6M
|
|
|
Apr 25, 2022
Q1 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
12.6K+ 10.33% |
$992K - $1.15M
|
135K
$15M
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
12.5KNew |
$986K - $1.15M
|
12.5K
$1.4M
|
|
|
Aug 02, 2022
Q1 2022
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
12.1K+ 220.88% |
$952K - $1.11M
|
17.6K
$1.96M
|
|
|
Apr 14, 2022
Q1 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
10.7K+ 120.61% |
$840K - $975K
|
19.5K
$2.18M
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10.6K+ 9317.54% |
$835K - $970K
|
10.7K
$1.2M
|
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
9.59KNew |
$754K - $876K
|
9.59K
$1.07M
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.07K+ 7.78% |
$713K - $829K
|
126K
$14M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.42K+ 4.12% |
$662K - $769K
|
213K
$23.7M
|
|
|
May 04, 2022
Q1 2022
|
Rollins Financial
|
BUY
|
- |
8.13K+ 83.34% |
$639K - $742K
|
17.9K
$2M
|
|
|
Apr 28, 2022
Q1 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
6.96K+ 18.94% |
$547K - $636K
|
43.7K
$4.88M
|
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
6.87K+ 62.35% |
$540K - $627K
|
17.9K
$2M
|
|
|
Apr 19, 2022
Q1 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
6.8KNew |
$535K - $621K
|
6.8K
$759K
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.69K+ 18.44% |
$447K - $520K
|
36.5K
$4.08M
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.63K+ 235.49% |
$443K - $514K
|
8.03K
$895K
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.53K+ 67.03% |
$434K - $505K
|
13.8K
$1.54M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
5.36K+ 1.65% |
$421K - $489K
|
329K
$36.7M
|
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
5.34KNew |
$419K - $487K
|
5.34K
$595K
|
|
|
May 12, 2022
Q1 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
4.91K+ 13.12% |
$386K - $448K
|
42.3K
$4.72M
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
4.76KNew |
$374K - $435K
|
4.76K
$531K
|
|
|
Aug 05, 2022
Q1 2022
|
Gds Wealth Management
|
BUY
|
- |
4.54K+ 4.29% |
$357K - $414K
|
110K
$12.3M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.37KNew |
$344K - $399K
|
4.37K
$488K
|
|
|
Apr 19, 2022
Q1 2022
|
Graypoint LLC
|
BUY
|
- |
4.24KNew |
$334K - $388K
|
4.24K
$473K
|
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
BUY
|
- |
3.95KNew |
$310K - $360K
|
3.95K
$440K
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.08K+ 3.94% |
$242K - $281K
|
81.1K
$9.05M
|
|
|
Apr 18, 2022
Q1 2022
|
First Citizens Financial Corp
|
BUY
|
- |
2.97K+ 5.0% |
$233K - $271K
|
62.3K
$6.95M
|