Purchases and Sales Made in Q4 2022 in Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
227KNew |
$15.4M - $18.2M
|
227K
$25.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
187K+ 14.28% |
$12.7M - $15M
|
1.5M
$166M
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
99.8K+ 227.98% |
$6.75M - $8.02M
|
144K
$15.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
96.4KNew |
$6.52M - $7.75M
|
96.4K
$10.6M
|
|
|
Sep 06, 2024
Q4 2022
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
71.2KNew |
$4.81M - $5.72M
|
71.2K
$7.86M
|
|
|
Feb 09, 2023
Q4 2022
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
70.2KNew |
$4.75M - $5.64M
|
70.2K
$7.76M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
46.9KNew |
$3.17M - $3.77M
|
46.9K
$5.18M
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
43.8K+ 36829.41% |
$2.96M - $3.52M
|
43.9K
$4.85M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
43.4K+ 23.58% |
$2.94M - $3.49M
|
227K
$25.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
39.9KNew |
$2.7M - $3.21M
|
39.9K
$4.41M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
35.5K+ 161.67% |
$2.4M - $2.85M
|
57.5K
$6.35M
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
35.3KNew |
$2.39M - $2.84M
|
35.3K
$3.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.5K+ 227.74% |
$1.93M - $2.29M
|
41K
$4.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
26.9K+ 9.27% |
$1.82M - $2.16M
|
317K
$35M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
22.7KNew |
$1.54M - $1.83M
|
22.7K
$2.51M
|
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
18K+ 9.86% |
$1.22M - $1.44M
|
200K
$22.1M
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
16KNew |
$1.08M - $1.28M
|
16K
$1.76M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
15.3K+ 241.39% |
$1.04M - $1.23M
|
21.7K
$2.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
15.2K+ 220.83% |
$1.03M - $1.22M
|
22.1K
$2.44M
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
15.2KNew |
$1.02M - $1.22M
|
15.2K
$1.67M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
14.7K+ 291.41% |
$994K - $1.18M
|
19.7K
$2.18M
|
|
|
Jan 13, 2023
Q4 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
12.6KNew |
$855K - $1.02M
|
12.6K
$1.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
12.4KNew |
$836K - $994K
|
12.4K
$1.37M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.6K+ 1.61% |
$783K - $930K
|
732K
$80.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.6K+ 1.61% |
$783K - $930K
|
732K
$80.8M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
11.5KNew |
$780K - $927K
|
11.5K
$1.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.2KNew |
$759K - $901K
|
11.2K
$1.24M
|
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
- |
9.99KNew |
$676K - $803K
|
9.99K
$1.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
9.63K+ 224.99% |
$651K - $774K
|
13.9K
$1.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
9.6KNew |
$649K - $772K
|
9.6K
$1.06M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.21K+ 47.56% |
$623K - $740K
|
28.6K
$3.15M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
9.07K+ 11.49% |
$614K - $729K
|
88.1K
$9.73M
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
8.62K+ 115.16% |
$583K - $693K
|
16.1K
$1.78M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
8.36K+ 7.75% |
$566K - $672K
|
116K
$12.8M
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
8.07KNew |
$546K - $649K
|
8.07K
$892K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
7.34K+ 28.46% |
$496K - $590K
|
33.1K
$3.66M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.33KNew |
$496K - $589K
|
7.33K
$809K
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.47KNew |
$438K - $520K
|
6.47K
$715K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
6.26KNew |
$423K - $503K
|
6.26K
$691K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.97K+ 9.94% |
$404K - $480K
|
66K
$7.29M
|
|
|
Jan 26, 2023
Q4 2022
|
Gds Wealth Management
|
BUY
|
- |
5.85K+ 4.63% |
$395K - $470K
|
132K
$14.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
5.46K+ 18.7% |
$369K - $438K
|
34.6K
$3.82M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5.28K+ 22.24% |
$357K - $424K
|
29K
$3.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
4.79KNew |
$324K - $385K
|
4.79K
$529K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.68KNew |
$317K - $376K
|
4.68K
$517K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
4.58K+ 79.49% |
$310K - $368K
|
10.3K
$1.14M
|
|
|
Feb 07, 2023
Q4 2022
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
4.29KNew |
$290K - $345K
|
4.29K
$473K
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
4.09K+ 133.14% |
$277K - $329K
|
7.16K
$791K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.81KNew |
$258K - $306K
|
3.81K
$421K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
3.76KNew |
$254K - $302K
|
3.76K
$415K
|