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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-1.36K- 5.76% |
$92K - $109K
|
22.3K
$2.65M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.47K- 24.44% |
$99.1K - $117K
|
4.54K
$538K
|
|
|
Feb 27, 2023
Q3 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-1.5K- 23.78% |
$101K - $120K
|
4.81K
$570K
|
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.93K- 31.18% |
$130K - $154K
|
4.26K
$505K
|
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.95K- 11.35% |
$131K - $155K
|
15.2K
$1.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-2K- 27.69% |
$135K - $159K
|
5.22K
$619K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.13K- 5.47% |
$144K - $170K
|
36.8K
$4.37M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.19K- 25.64% |
$148K - $175K
|
6.34K
$753K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.36K- 4.11% |
$159K - $188K
|
55.1K
$6.54M
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-2.57K- 10.81% |
$174K - $205K
|
21.2K
$2.52M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.7K- 27.61% |
$183K - $216K
|
7.09K
$841K
|
|
|
Oct 19, 2022
Q3 2022
|
Patten & Patten Inc
|
SELL
|
- |
-2.83K- 2.05% |
$191K - $226K
|
135K
$16M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.03K- 35.67% |
$205K - $242K
|
5.47K
$649K
|
|
|
Nov 10, 2022
Q3 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-3.19K- 20.37% |
$216K - $255K
|
12.5K
$1.48M
|
|
|
Nov 09, 2022
Q3 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-3.24K- 33.34% |
$219K - $259K
|
6.48K
$769K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-3.62K- 50.17% |
$245K - $289K
|
3.6K
$427K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.72K- 32.18% |
$251K - $297K
|
7.84K
$930K
|
|
|
Nov 10, 2022
Q3 2022
|
Concentrum Wealth Management
|
SELL
|
- |
-4.21K- 56.98% |
$284K - $336K
|
3.18K
$377K
|
|
|
Oct 25, 2022
Q3 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-4.6K- 11.23% |
$311K - $367K
|
36.4K
$4.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-4.82K- 85.65% |
$326K - $385K
|
808
$95.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-5K- 33.9% |
$338K - $399K
|
9.75K
$1.16M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.46K- 14.23% |
$369K - $436K
|
32.9K
$3.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-5.9K- 14.47% |
$398K - $471K
|
34.9K
$4.14M
|
|
|
Dec 06, 2022
Q3 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-6.99K- 51.72% |
$472K - $558K
|
6.53K
$775K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.27K- 3.8% |
$491K - $580K
|
184K
$21.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.51K- 26.24% |
$575K - $679K
|
23.9K
$2.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8.8K- 26.24% |
$594K - $702K
|
24.7K
$2.93M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-9.72K- 18.24% |
$657K - $776K
|
43.6K
$5.17M
|
|
|
Oct 14, 2022
Q3 2022
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-13.1K- 6.08% |
$882K - $1.04M
|
202K
$23.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.7K- 12.45% |
$995K - $1.18M
|
104K
$12.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-15.5K- 7.93% |
$1.05M - $1.24M
|
180K
$21.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-18.5K- 40.77% |
$1.25M - $1.47M
|
26.8K
$3.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-18.8K- 3.74% |
$1.27M - $1.5M
|
483K
$57.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-27.3K- 12.19% |
$1.85M - $2.18M
|
197K
$23.4M
|
|
|
Nov 01, 2022
Q3 2022
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-28.9K- 65.66% |
$1.95M - $2.3M
|
15.1K
$1.79M
|
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-30.3K- 79.9% |
$2.05M - $2.42M
|
7.62K
$905K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-41.4K- 76.15% |
$2.8M - $3.31M
|
13K
$1.54M
|
|
|
Nov 02, 2022
Q3 2022
|
Cim, LLC
|
SELL
|
- |
-43.7K- 46.97% |
$2.95M - $3.49M
|
49.3K
$5.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-47.2K- 30.29% |
$3.19M - $3.77M
|
109K
$12.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-54.3K- 11.24% |
$3.67M - $4.34M
|
429K
$50.9M
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-120K- 64.09% |
$8.13M - $9.61M
|
67.5K
$8.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-192K- 8.92% |
$13M - $15.4M
|
1.96M
$233M
|