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 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
528+ 12.29% |
$41.5K - $48.2K
|
4.83K
$533K
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
506+ 19.69% |
$39.8K - $46.2K
|
3.08K
$340K
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
468+ 197.47% |
$36.8K - $42.7K
|
705
$77.9K
|
|
|
Apr 18, 2022
Q1 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
460+ 12.28% |
$36.2K - $42K
|
4.21K
$465K
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
443+ 51.51% |
$34.8K - $40.5K
|
1.3K
$144K
|
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
439+ 8.74% |
$34.5K - $40.1K
|
5.46K
$604K
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
434+ 12.98% |
$34.1K - $39.6K
|
3.78K
$417K
|
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
BUY
|
- |
400New |
$31.4K - $36.5K
|
400
$44.2K
|
|
|
May 06, 2022
Q1 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
393+ 5.92% |
$30.9K - $35.9K
|
7.03K
$776K
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
373+ 5.98% |
$29.3K - $34.1K
|
6.61K
$731K
|
|
|
Jan 25, 2023
Q1 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
338+ 0.44% |
$26.6K - $30.9K
|
76.9K
$8.5M
|
|
|
May 12, 2022
Q1 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
320+ 7.78% |
$25.2K - $29.2K
|
4.44K
$490K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
291New |
$22.9K - $26.6K
|
291
$32.1K
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
284+ 2.07% |
$22.3K - $25.9K
|
14K
$1.55M
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
283+ 3.49% |
$22.2K - $25.8K
|
8.39K
$927K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
275+ 4.57% |
$21.6K - $25.1K
|
6.29K
$695K
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
273+ 2.79% |
$21.5K - $24.9K
|
10.1K
$1.11M
|
|
|
Apr 25, 2022
Q1 2022
|
Scott Capital Advisors, LLC
|
BUY
|
- |
271+ 9.91% |
$21.3K - $24.7K
|
3.01K
$332K
|
|
|
May 06, 2022
Q1 2022
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
269+ 6.71% |
$21.1K - $24.6K
|
4.28K
$473K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
250+ 0.75% |
$19.7K - $22.8K
|
33.4K
$3.69M
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
245+ 157.05% |
$19.3K - $22.4K
|
401
$44.3K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
224+ 4.31% |
$17.6K - $20.5K
|
5.42K
$599K
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
200+ 6.19% |
$15.7K - $18.3K
|
3.43K
$379K
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
167+ 10.37% |
$13.1K - $15.3K
|
1.78K
$196K
|
|
|
May 06, 2022
Q1 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
160+ 2.09% |
$12.6K - $14.6K
|
7.8K
$862K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
146+ 1.9% |
$11.5K - $13.3K
|
7.83K
$865K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
132New |
$10.4K - $12.1K
|
132
$14.6K
|
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
109New |
$8.57K - $9.95K
|
109
$12K
|
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
107+ 37.81% |
$8.41K - $9.77K
|
390
$43.1K
|
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
100New |
$7.86K - $9.13K
|
100
$11K
|
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
100+ 34.48% |
$7.86K - $9.13K
|
390
$43.1K
|
|
|
May 06, 2022
Q1 2022
|
Concentrum Wealth Management
|
BUY
|
- |
82+ 1.02% |
$6.45K - $7.49K
|
8.09K
$893K
|
|
|
Apr 14, 2022
Q1 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
66New |
$5.19K - $6.03K
|
66
$7.29K
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
62+ 2.59% |
$4.87K - $5.66K
|
2.46K
$271K
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
50New |
$3.93K - $4.57K
|
50
$5.52K
|
|
|
Apr 14, 2022
Q1 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
50+ 1.69% |
$3.93K - $4.57K
|
3.01K
$332K
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
48+ 1.52% |
$3.77K - $4.38K
|
3.22K
$355K
|
|
|
May 13, 2022
Q1 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
43+ 0.4% |
$3.38K - $3.93K
|
10.7K
$1.19M
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
41+ 0.23% |
$3.22K - $3.74K
|
18K
$1.99M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
36New |
$2.83K - $3.29K
|
36
$3.98K
|
|
|
Apr 21, 2022
Q1 2022
|
Dagco, Inc.
|
BUY
|
- |
31+ 0.35% |
$2.44K - $2.83K
|
9K
$995K
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
30New |
$2.36K - $2.74K
|
30
$3.31K
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
27+ 0.14% |
$2.12K - $2.47K
|
19.7K
$2.17M
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
25+ 20.83% |
$1.97K - $2.28K
|
145
$16K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
18+ 0.41% |
$1.42K - $1.64K
|
4.44K
$490K
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
17New |
$1.34K - $1.55K
|
17
$1.88K
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
14+ 0.44% |
$1.1K - $1.28K
|
3.19K
$353K
|
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
14+ 0.29% |
$1.1K - $1.28K
|
4.77K
$527K
|
|
|
Apr 25, 2022
Q1 2022
|
Wp Advisors, LLC
|
BUY
|
- |
11+ 0.39% |
$865 - $1K
|
2.84K
$313K
|
|
|
May 06, 2022
Q1 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
10+ 0.42% |
$786 - $913
|
2.39K
$264K
|