Purchases and Sales Made in Q3 2022 in Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
462+ 1.48% |
$31.2K - $36.9K
|
31.6K
$3.75M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
461+ 9.35% |
$31.1K - $36.8K
|
5.39K
$640K
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
373+ 11.96% |
$25.2K - $29.8K
|
3.49K
$415K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
316+ 1.66% |
$21.3K - $25.2K
|
19.4K
$2.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
300+ 9.58% |
$20.3K - $23.9K
|
3.43K
$407K
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
300+ 4.54% |
$20.3K - $23.9K
|
6.91K
$820K
|
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
300New |
$20.3K - $23.9K
|
300
$35.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
300+ 8.93% |
$20.3K - $23.9K
|
3.66K
$434K
|
|
|
Oct 17, 2022
Q3 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
257+ 4.2% |
$17.4K - $20.5K
|
6.38K
$757K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
214+ 4.55% |
$14.5K - $17.1K
|
4.92K
$584K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
205+ 10.18% |
$13.8K - $16.4K
|
2.22K
$263K
|
|
|
Nov 14, 2022
Q3 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
199+ 4.19% |
$13.4K - $15.9K
|
4.95K
$588K
|
|
|
Oct 20, 2022
Q3 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
191+ 2.69% |
$12.9K - $15.2K
|
7.29K
$865K
|
|
|
Oct 13, 2022
Q3 2022
|
Adirondack Trust CO
|
BUY
|
- |
170+ 56.67% |
$11.5K - $13.6K
|
470
$55.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
140New |
$9.46K - $11.2K
|
140
$16.6K
|
|
|
Oct 12, 2022
Q3 2022
|
First Citizens Financial Corp
|
BUY
|
- |
138+ 0.22% |
$9.32K - $11K
|
62.6K
$7.43M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
137+ 103.79% |
$9.25K - $10.9K
|
269
$31.9K
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
136+ 0.88% |
$9.19K - $10.9K
|
15.6K
$1.85M
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
- |
100New |
$6.76K - $7.98K
|
100
$11.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
100+ 1.77% |
$6.76K - $7.98K
|
5.76K
$683K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
97+ 2.52% |
$6.55K - $7.74K
|
3.95K
$469K
|
|
|
Nov 14, 2022
Q3 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
90+ 1.77% |
$6.08K - $7.18K
|
5.18K
$614K
|
|
|
Nov 14, 2022
Q3 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
66+ 0.56% |
$4.46K - $5.27K
|
11.8K
$1.4M
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
60+ 1.53% |
$4.05K - $4.79K
|
3.99K
$474K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
57+ 0.66% |
$3.85K - $4.55K
|
8.76K
$1.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
50+ 1.3% |
$3.38K - $3.99K
|
3.9K
$463K
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
50+ 1.0% |
$3.38K - $3.99K
|
5.04K
$598K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
36+ 1800.0% |
$2.43K - $2.87K
|
38
$4.51K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
29+ 2.22% |
$1.96K - $2.32K
|
1.33K
$158K
|
|
|
Nov 02, 2022
Q3 2022
|
North Rock Partners, LLC
|
BUY
|
- |
19+ 0.46% |
$1.28K - $1.52K
|
4.12K
$489K
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
19+ 0.29% |
$1.28K - $1.52K
|
6.46K
$767K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
12+ 0.19% |
$811 - $958
|
6.46K
$766K
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
12+ 0.15% |
$811 - $958
|
7.85K
$932K
|
|
|
Nov 10, 2022
Q3 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
11+ 0.15% |
$743 - $878
|
7.28K
$864K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
9+ 0.41% |
$608 - $718
|
2.23K
$265K
|
|
|
Nov 07, 2022
Q3 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
6+ 0.19% |
$405 - $479
|
3.13K
$372K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
2+ 0.43% |
$135 - $160
|
464
$55.1K
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 0.51% |
$135 - $160
|
392
$46.5K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2+ 0.04% |
$135 - $160
|
5.65K
$670K
|
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
2+ 0.38% |
$135 - $160
|
524
$62.2K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.14% |
$135 - $160
|
1.4K
$166K
|
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.03% |
$67.6 - $79.8
|
3.82K
$454K
|
|
|
Nov 09, 2022
Q3 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-6- 0.19% |
$405 - $479
|
3.13K
$372K
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-6- 0.06% |
$405 - $479
|
10.2K
$1.21M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-12- 0.05% |
$811 - $958
|
22K
$2.61M
|
|
|
Oct 31, 2022
Q3 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-14- 0.16% |
$946 - $1.12K
|
8.59K
$1.02M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-18- 0.44% |
$1.22K - $1.44K
|
4.03K
$479K
|
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-23- 16.2% |
$1.55K - $1.84K
|
119
$14.1K
|
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-33- 58.93% |
$2.23K - $2.63K
|
23
$2.73K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-36- 2.41% |
$2.43K - $2.87K
|
1.46K
$173K
|