Purchases and Sales Made in Q2 2022 in Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
730New |
$49.6K - $61.6K
|
730
$86.6K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
704New |
$47.8K - $59.4K
|
704
$83.5K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
616+ 77.0% |
$41.9K - $52K
|
1.42K
$168K
|
|
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
BUY
|
- |
575+ 20.76% |
$39.1K - $48.5K
|
3.35K
$397K
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
546+ 17.09% |
$37.1K - $46.1K
|
3.74K
$444K
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
511+ 3.22% |
$34.7K - $43.1K
|
16.4K
$1.94M
|
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
462+ 10.2% |
$31.4K - $39K
|
4.99K
$593K
|
|
|
Aug 01, 2022
Q2 2022
|
Asset Management Corp
|
BUY
|
- |
444+ 2.84% |
$30.2K - $37.5K
|
16.1K
$1.91M
|
|
|
Jul 28, 2022
Q2 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
440+ 9.47% |
$29.9K - $37.1K
|
5.09K
$604K
|
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
411+ 10.88% |
$27.9K - $34.7K
|
4.19K
$497K
|
|
|
Aug 15, 2022
Q2 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
320+ 7.22% |
$21.7K - $27K
|
4.76K
$564K
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
301+ 1.03% |
$20.5K - $25.4K
|
29.4K
$3.49M
|
|
|
Jul 06, 2022
Q2 2022
|
Adirondack Trust CO
|
BUY
|
- |
300New |
$20.4K - $25.3K
|
300
$35.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
300+ 10.6% |
$20.4K - $25.3K
|
3.13K
$371K
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
275New |
$18.7K - $23.2K
|
275
$32.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
254+ 43.94% |
$17.3K - $21.4K
|
832
$98.7K
|
|
|
Jan 25, 2023
Q2 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
191+ 0.25% |
$13K - $16.1K
|
77.1K
$9.15M
|
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
181+ 3.31% |
$12.3K - $15.3K
|
5.65K
$670K
|
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
178+ 3.25% |
$12.1K - $15K
|
5.66K
$672K
|
|
|
Jul 08, 2022
Q2 2022
|
First Citizens Financial Corp
|
BUY
|
- |
154+ 0.25% |
$10.5K - $13K
|
62.5K
$7.41M
|
|
|
Aug 04, 2022
Q2 2022
|
North Rock Partners, LLC
|
BUY
|
- |
153+ 3.88% |
$10.4K - $12.9K
|
4.1K
$487K
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
145+ 4.51% |
$9.85K - $12.2K
|
3.36K
$399K
|
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
142New |
$9.65K - $12K
|
142
$16.9K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
112New |
$7.61K - $9.45K
|
112
$13.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
104+ 2.16% |
$7.07K - $8.77K
|
4.93K
$585K
|
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
101+ 25.9% |
$6.86K - $8.52K
|
491
$58.3K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
91+ 0.27% |
$6.18K - $7.68K
|
33.5K
$3.98M
|
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
BUY
|
- |
89+ 1.87% |
$6.05K - $7.51K
|
4.85K
$576K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
87New |
$5.91K - $7.34K
|
87
$10.3K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
85New |
$5.78K - $7.17K
|
85
$10.1K
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
77+ 1.44% |
$5.23K - $6.5K
|
5.41K
$642K
|
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
75+ 2.98% |
$5.1K - $6.33K
|
2.59K
$308K
|
|
|
Aug 10, 2022
Q2 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
67+ 0.95% |
$4.55K - $5.65K
|
7.1K
$842K
|
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
56New |
$3.81K - $4.72K
|
56
$6.65K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
50+ 0.54% |
$3.4K - $4.22K
|
9.26K
$1.1M
|
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
49+ 0.97% |
$3.33K - $4.13K
|
5.09K
$604K
|
|
|
Aug 09, 2022
Q2 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
45+ 0.42% |
$3.06K - $3.8K
|
10.8K
$1.28M
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
39+ 0.65% |
$2.65K - $3.29K
|
6.04K
$717K
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
25+ 2.38% |
$1.7K - $2.11K
|
1.08K
$128K
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
25New |
$1.7K - $2.11K
|
25
$2.97K
|
|
|
Aug 12, 2022
Q2 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
17+ 0.31% |
$1.16K - $1.43K
|
5.47K
$649K
|
|
|
Aug 02, 2022
Q2 2022
|
Eagle Capital Management, LLC
|
BUY
|
- |
12+ 0.1% |
$816 - $1.01K
|
11.7K
$1.39M
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
10+ 0.07% |
$680 - $844
|
14.8K
$1.76M
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
10+ 0.13% |
$680 - $844
|
7.84K
$930K
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
9+ 0.14% |
$612 - $759
|
6.45K
$765K
|
|
|
Aug 12, 2022
Q2 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
8+ 0.11% |
$544 - $675
|
7.27K
$862K
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.45% |
$204 - $253
|
677
$80.3K
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
3+ 0.41% |
$204 - $253
|
742
$88.1K
|
|
|
Aug 01, 2022
Q2 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
3+ 0.58% |
$204 - $253
|
522
$61.9K
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
3+ 0.05% |
$204 - $253
|
5.9K
$700K
|