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
Apr 11, 2022 Q1 2022	N.E.W. Advisory Services LLC	BUY	-	2.91K New	$229K - $266K	2.91K $322K
May 13, 2022 Q1 2022	Fort Point Capital Partners LLC San Francisco, CA	BUY	-	2.83K New	$222K - $258K	2.83K $313K
Apr 18, 2022 Q1 2022	Zimmermann Investment Management & Planning LLC	BUY	-	2.44K + 6.24%	$192K - $223K	41.5K $4.59M
Apr 22, 2022 Q1 2022	Sweet Financial Partners, LLC	BUY	-	2.4K New	$189K - $219K	2.4K $265K
May 16, 2022 Q1 2022	Kovack Advisors, Inc.	BUY	-	2.34K + 8.0%	$184K - $213K	31.5K $3.48M
May 13, 2022 Q1 2022	Nomura Asset Management CO LTD Tokyo, M0	BUY	-	2.24K + 64.79%	$176K - $205K	5.71K $630K
May 16, 2022 Q1 2022	United Capital Financial Advisers, LLC Newport Beach, CA	BUY	-	2.21K + 2.25%	$173K - $201K	100K $11.1M
May 10, 2022 Q1 2022	Mercer Global Advisors Inc Denver, CO	BUY	-	2.14K + 38.31%	$168K - $195K	7.71K $852K
Apr 13, 2022 Q1 2022	Wealth Management Partners, LLC	BUY	-	2K + 33.33%	$157K - $183K	8K $884K
May 16, 2022 Q1 2022	Captrust Financial Advisors Raleigh, NC	BUY	-	1.98K + 27.3%	$155K - $180K	9.21K $1.02M
May 04, 2022 Q1 2022	Stephens Inc	BUY	-	1.91K + 19.06%	$150K - $175K	12K $1.32M
May 13, 2022 Q1 2022	Money Concepts Capital Corp	BUY	-	1.84K + 114.22%	$145K - $168K	3.45K $381K
May 20, 2022 Q1 2022	Ep Wealth Advisors, LLC Torrance, CA	BUY	-	1.68K New	$132K - $153K	1.68K $185K
Apr 26, 2022 Q1 2022	Beam Wealth Advisors, Inc.	BUY	-	1.58K + 6.03%	$124K - $144K	27.8K $3.07M
May 13, 2022 Q1 2022	Wj Wealth Management, LLC	BUY	-	1.58K + 30.41%	$124K - $144K	6.76K $746K
May 12, 2022 Q1 2022	Laidlaw Wealth Management LLC New York City, NY	BUY	-	1.55K + 39.47%	$122K - $142K	5.48K $605K
May 09, 2022 Q1 2022	R Pg Family Wealth Advisory, LLC Burlington, MA	BUY	-	1.5K + 21.12%	$118K - $137K	8.6K $950K
Apr 24, 2024 Q1 2022	Bulltick Wealth Management, LLC Miami, FL	BUY	-	1.49K + 38.86%	$117K - $136K	5.34K $590K
Feb 21, 2023 Q1 2022	Prio Wealth Limited Partnership Boston, MA	BUY	-	1.46K + 30.37%	$115K - $133K	6.27K $692K
May 16, 2022 Q1 2022	Creative Planning Overland Park, KS	BUY	-	1.46K + 10.3%	$115K - $133K	15.6K $1.72M
May 12, 2022 Q1 2022	Bison Wealth, LLC	BUY	-	1.42K + 1266.96%	$112K - $130K	1.53K $169K
May 02, 2022 Q1 2022	Davenport & CO LLC	BUY	-	1.29K + 6.19%	$101K - $118K	22.1K $2.44M
May 09, 2022 Q1 2022	Lincoln National Corp	BUY	-	1.27K + 20.78%	$99.9K - $116K	7.39K $816K
Apr 29, 2022 Q1 2022	Financial Partners Group, Inc Overland Park, KS	BUY	-	1.26K + 17.55%	$99.1K - $115K	8.44K $932K
May 20, 2022 Q1 2022	Chicago Partners Investment Group LLC	BUY	-	1.22K + 22.7%	$95.6K - $111K	6.57K $726K
May 05, 2022 Q1 2022	True Wealth Advisors, LLC	BUY	-	1.19K + 15.21%	$93.3K - $108K	8.99K $993K
Apr 29, 2022 Q1 2022	Pinnacle Private Wealth, LLC	BUY	-	1.08K + 21.92%	$84.8K - $98.5K	6K $663K
Mar 21, 2023 Q1 2022	American Portfolios Advisors Holbrook, NY	BUY	-	999 + 15.06%	$78.5K - $91.2K	7.63K $843K
May 10, 2022 Q1 2022	Aft, Forsyth & Company, Inc.	BUY	-	912 + 4.95%	$71.7K - $83.3K	19.3K $2.14M
May 12, 2022 Q1 2022	Raymond James Trust N.A.	BUY	-	896 + 16.39%	$70.4K - $81.8K	6.36K $703K
May 12, 2022 Q1 2022	Synovus Financial Corp Columbus, GA	BUY	-	889 + 2.75%	$69.9K - $81.2K	33.2K $3.67M
May 12, 2022 Q1 2022	Tyler Stone Wealth Management Beachwood, OH	BUY	-	855 + 51.44%	$67.2K - $78.1K	2.52K $278K
May 12, 2022 Q1 2022	Citigroup Inc	BUY	-	843 + 7.14%	$66.3K - $77K	12.7K $1.4M
May 02, 2022 Q1 2022	Arkadios Wealth Advisors	BUY	-	840 + 34.5%	$66K - $76.7K	3.28K $362K
May 13, 2022 Q1 2022	Baird Financial Group, Inc. Milwaukee, WI	BUY	-	834 + 2.96%	$65.6K - $76.2K	29K $3.2M
May 16, 2022 Q1 2022	Snowden Capital Advisors LLC New York, NY	BUY	-	829 + 22.39%	$65.2K - $75.7K	4.53K $500K
Apr 20, 2022 Q1 2022	Hfg Advisors, Inc.	BUY	-	794 + 14.89%	$62.4K - $72.5K	6.13K $677K
Apr 18, 2022 Q1 2022	Eagle Capital Management, LLC	BUY	-	764 + 7.01%	$60.1K - $69.8K	11.7K $1.29M
Apr 20, 2022 Q1 2022	Sigma Planning Corp Ann Arbor, MI	BUY	-	762 + 4.32%	$59.9K - $69.6K	18.4K $2.03M
May 10, 2022 Q1 2022	Strategic Wealth Advisors Group, LLC Sacramento, CA	BUY	-	712 + 5.59%	$56K - $65K	13.5K $1.49M
May 02, 2022 Q1 2022	Signaturefd, LLC Atlanta, GA	BUY	-	603 + 25.76%	$47.4K - $55.1K	2.94K $325K
May 28, 2024 Q1 2022	Rockbridge Investment Management, Lcc Syracuse, NY	BUY	-	602 New	$47.3K - $55K	602 $66.5K
May 02, 2022 Q1 2022	Jfs Wealth Advisors, LLC	BUY	-	600 New	$47.2K - $54.8K	600 $66.3K
Apr 26, 2022 Q1 2022	Landmark Wealth Management, LLC	BUY	-	599 New	$47.1K - $54.7K	599 $66.2K
May 05, 2022 Q1 2022	Pacific Sun Financial Corp	BUY	-	598 + 14.77%	$47K - $54.6K	4.65K $513K
May 09, 2022 Q1 2022	Mutual Advisors, LLC Casper, WY	BUY	-	573 + 4.9%	$45K - $52.3K	12.3K $1.35M
May 17, 2022 Q1 2022	Lido Advisors, LLC Los Angeles, CA	BUY	-	573 + 10.15%	$45K - $52.3K	6.22K $687K
Apr 19, 2022 Q1 2022	Joseph P. Lucia & Associates, LLC	BUY	-	570 New	$44.8K - $52.1K	570 $63K
May 06, 2022 Q1 2022	Gam Holding Ag	BUY	-	560 + 15.11%	$44K - $51.1K	4.27K $471K
May 05, 2022 Q1 2022	North Rock Partners, LLC	BUY	-	550 + 16.19%	$43.2K - $50.2K	3.95K $436K

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Account

Purchases and Sales Made in Q1 2022 in Ishares Tr (IYF)

2.91K

2.83K

2.44K

2.4K

2.34K

2.24K

2.21K

2.14K

2K

1.98K

1.91K

1.84K

1.68K

1.58K

1.58K

1.55K

1.5K

1.49K

1.46K

1.46K

1.42K

1.29K

1.27K

1.26K

1.22K

1.19K

1.08K

999

912

896

889

855

843

840

834

829

794

764

762

712

603

602

600

599

598

573

573

570

560

550

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