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 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.28% |
$136 - $169
|
729
$86.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2+ 0.65% |
$136 - $169
|
311
$36.9K
|
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
2+ 0.37% |
$136 - $169
|
540
$64.1K
|
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$68 - $84.4
|
3.93K
$467K
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.08% |
$68 - $84.4
|
1.3K
$155K
|
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.03% |
$68 - $84.4
|
3.82K
$454K
|
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 0.38% |
$68 - $84.4
|
261
$31K
|
|
|
Jul 19, 2022
Q2 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2- 0.06% |
$136 - $169
|
3.14K
$373K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-6- 2.91% |
$408 - $506
|
200
$23.7K
|
|
|
Jul 19, 2022
Q2 2022
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-6- 0.14% |
$408 - $506
|
4.2K
$498K
|
|
|
Aug 10, 2022
Q2 2022
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-10- 0.03% |
$680 - $844
|
33K
$3.92M
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-20- 0.09% |
$1.36K - $1.69K
|
21K
$2.5M
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-23- 0.35% |
$1.56K - $1.94K
|
6.61K
$784K
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-28- 0.63% |
$1.9K - $2.36K
|
4.41K
$523K
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-33- 0.96% |
$2.24K - $2.78K
|
3.41K
$404K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-36- 94.74% |
$2.45K - $3.04K
|
2
$237
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-39- 0.28% |
$2.65K - $3.29K
|
14K
$1.66M
|
|
|
Jul 18, 2022
Q2 2022
|
Gables Capital Management Inc.
|
SELL
|
- |
-40- 0.6% |
$2.72K - $3.37K
|
6.58K
$781K
|
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-42Closed |
$2.85K - $3.54K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-44- 0.36% |
$2.99K - $3.71K
|
12.2K
$1.45M
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-48Closed |
$3.26K - $4.05K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-50Closed |
$3.4K - $4.22K
|
0
$0
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-50- 0.54% |
$3.4K - $4.22K
|
9.21K
$1.09M
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-66Closed |
$4.49K - $5.57K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-77- 0.23% |
$5.23K - $6.5K
|
33.2K
$3.93M
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-93- 1.4% |
$6.32K - $7.85K
|
6.54K
$776K
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-93- 1.87% |
$6.32K - $7.85K
|
4.88K
$579K
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-95- 1.18% |
$6.46K - $8.02K
|
7.93K
$941K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-95- 3.09% |
$6.46K - $8.02K
|
2.98K
$354K
|
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-95- 19.59% |
$6.46K - $8.02K
|
390
$46.3K
|
|
|
Jul 28, 2022
Q2 2022
|
Dagco, Inc.
|
SELL
|
- |
-100- 1.11% |
$6.8K - $8.44K
|
8.9K
$1.06M
|
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
SELL
|
- |
-100Closed |
$6.8K - $8.44K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-100- 1.56% |
$6.8K - $8.44K
|
6.3K
$748K
|
|
|
Aug 16, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-100Closed |
$6.8K - $8.44K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-100- 7.13% |
$6.8K - $8.44K
|
1.3K
$155K
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-106- 0.68% |
$7.2K - $8.94K
|
15.5K
$1.84M
|
|
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-109Closed |
$7.41K - $9.2K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-109- 8.57% |
$7.41K - $9.2K
|
1.16K
$138K
|
|
|
Jul 20, 2022
Q2 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-117- 1.72% |
$7.95K - $9.87K
|
6.69K
$793K
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-131- 1.99% |
$8.9K - $11.1K
|
6.44K
$764K
|
|
|
Aug 15, 2022
Q2 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-133- 0.8% |
$9.04K - $11.2K
|
16.4K
$1.95M
|
|
|
Jul 28, 2022
Q2 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-151- 0.78% |
$10.3K - $12.7K
|
19.2K
$2.28M
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-155- 4.73% |
$10.5K - $13.1K
|
3.12K
$370K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-158- 3.75% |
$10.7K - $13.3K
|
4.05K
$481K
|
|
|
Aug 08, 2022
Q2 2022
|
Rollins Financial
|
SELL
|
- |
-170- 0.95% |
$11.6K - $14.3K
|
17.7K
$2.1M
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-172- 6.16% |
$11.7K - $14.5K
|
2.62K
$311K
|
|
|
Jul 22, 2022
Q2 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-192- 3.21% |
$13K - $16.2K
|
5.8K
$688K
|
|
|
Aug 10, 2022
Q2 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-211Closed |
$14.3K - $17.8K
|
0
$0
|