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 |
---|---|---|---|---|---|---|---|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.15K- 62.19% |
$146K - $181K
|
1.3K
$152K
|
|
Jul 18, 2022
Q2 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-2.16K- 39.85% |
$147K - $182K
|
3.26K
$379K
|
|
Aug 10, 2022
Q2 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-2.29K- 23.16% |
$156K - $193K
|
7.6K
$885K
|
|
Jul 08, 2022
Q2 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-2.39KClosed |
$162K - $202K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-2.4KClosed |
$163K - $202K
|
0
$0
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.4KClosed |
$163K - $203K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-2.55KClosed |
$173K - $215K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-2.61KClosed |
$177K - $220K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.67K- 14.51% |
$182K - $225K
|
15.7K
$1.83M
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.68KClosed |
$182K - $226K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-2.69KClosed |
$183K - $227K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.72KClosed |
$185K - $229K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-2.75K- 6.3% |
$187K - $232K
|
41K
$4.77M
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.76KClosed |
$188K - $233K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-2.77KClosed |
$188K - $233K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.79K- 2.78% |
$189K - $235K
|
97.4K
$11.3M
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-2.79KClosed |
$190K - $235K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Investment Advisory Group, LLC
|
SELL
|
- |
-2.81KClosed |
$191K - $237K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.81K- 31.21% |
$191K - $237K
|
6.19K
$720K
|
|
Jul 12, 2022
Q2 2022
|
Wp Advisors, LLC
|
SELL
|
- |
-2.84KClosed |
$193K - $239K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.86K- 48.21% |
$194K - $241K
|
3.07K
$358K
|
|
Aug 01, 2022
Q2 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-2.91KClosed |
$198K - $246K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-3K- 16.9% |
$204K - $253K
|
14.8K
$1.72M
|
|
Jul 13, 2022
Q2 2022
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-3.01KClosed |
$204K - $254K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-3.04KClosed |
$207K - $257K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-3.19KClosed |
$217K - $269K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-3.24KClosed |
$220K - $274K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.47K- 10.45% |
$236K - $292K
|
29.7K
$3.46M
|
|
Aug 03, 2022
Q2 2022
|
F3 Logic, LLC
|
SELL
|
- |
-3.51KClosed |
$239K - $296K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Gam Holding Ag
|
SELL
|
- |
-3.64K- 85.33% |
$247K - $307K
|
626
$72.9K
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.78K- 62.05% |
$257K - $319K
|
2.31K
$269K
|
|
Aug 05, 2022
Q2 2022
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-3.8K- 48.72% |
$258K - $321K
|
4K
$466K
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.88K- 24.4% |
$264K - $327K
|
12K
$1.4M
|
|
Nov 14, 2022
Q2 2022
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-3.95KClosed |
$269K - $333K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Graypoint LLC
|
SELL
|
- |
-4.24KClosed |
$288K - $358K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.37KClosed |
$297K - $369K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.38K- 15.01% |
$298K - $370K
|
24.8K
$2.89M
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.01K- 40.88% |
$341K - $423K
|
7.25K
$844K
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-5.2KClosed |
$353K - $439K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-5.27K- 61.38% |
$358K - $445K
|
3.32K
$386K
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.27K- 38.29% |
$358K - $445K
|
8.5K
$989K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.76K- 4.04% |
$392K - $486K
|
137K
$15.9M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.45K- 35.82% |
$438K - $544K
|
11.6K
$1.35M
|
|
Aug 05, 2022
Q2 2022
|
Wj Wealth Management, LLC
|
SELL
|
- |
-6.76KClosed |
$459K - $570K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-7.38K- 22.81% |
$502K - $623K
|
25K
$2.91M
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.47K- 25.38% |
$508K - $631K
|
22K
$2.56M
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.55K- 14.35% |
$513K - $637K
|
45.1K
$5.24M
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.57K- 48.49% |
$515K - $639K
|
8.04K
$936K
|
|
Aug 04, 2022
Q2 2022
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-7.75KClosed |
$526K - $653K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.99K- 17.02% |
$543K - $674K
|
39K
$4.53M
|