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 |
|---|---|---|---|---|---|---|---|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.7KNew |
$250K - $297K
|
3.7K
$410K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
3.59KNew |
$243K - $289K
|
3.59K
$399K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.2K+ 40.78% |
$216K - $257K
|
11K
$1.22M
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
3.15KNew |
$213K - $253K
|
3.15K
$350K
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
3KNew |
$203K - $241K
|
3K
$333K
|
|
|
Jan 25, 2023
Q4 2022
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
3KNew |
$203K - $241K
|
3K
$333K
|
|
|
Jan 20, 2023
Q4 2022
|
Wp Advisors, LLC
|
BUY
|
- |
2.88KNew |
$195K - $231K
|
2.88K
$320K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
2.86KNew |
$193K - $230K
|
2.86K
$317K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.86K+ 8.68% |
$193K - $229K
|
35.8K
$3.97M
|
|
|
Jan 19, 2023
Q4 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.81KNew |
$190K - $226K
|
2.81K
$312K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.76KNew |
$187K - $222K
|
2.76K
$306K
|
|
|
Jan 18, 2023
Q4 2022
|
Scott Capital Advisors, LLC
|
BUY
|
- |
2.74KNew |
$185K - $220K
|
2.74K
$304K
|
|
|
Jan 05, 2023
Q4 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
2.69KNew |
$182K - $217K
|
2.69K
$299K
|
|
|
Jan 17, 2023
Q4 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
2.53K+ 39.71% |
$171K - $204K
|
8.92K
$989K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
2.44K+ 31.24% |
$165K - $196K
|
10.3K
$1.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.33K+ 10.02% |
$158K - $187K
|
25.6K
$2.84M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.2KNew |
$148K - $176K
|
2.2K
$244K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.13K+ 27.56% |
$144K - $171K
|
9.86K
$1.09M
|
|
|
Jan 12, 2023
Q4 2022
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
2.08K+ 1.03% |
$141K - $167K
|
204K
$22.6M
|
|
|
Jan 18, 2023
Q4 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
2.07K+ 24.03% |
$140K - $166K
|
10.7K
$1.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.86K+ 139.83% |
$126K - $150K
|
3.2K
$355K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.74K+ 375.43% |
$118K - $140K
|
2.21K
$245K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.63K+ 65.95% |
$110K - $131K
|
4.09K
$454K
|
|
|
Feb 10, 2023
Q4 2022
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
1.36K+ 31.87% |
$92.3K - $110K
|
5.64K
$626K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.32KNew |
$89.4K - $106K
|
1.32K
$147K
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
1.29KNew |
$86.9K - $103K
|
1.29K
$143K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.24KNew |
$84.1K - $100K
|
1.24K
$138K
|
|
|
Jan 25, 2023
Q4 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
1.21K+ 1.5% |
$82K - $97.5K
|
81.9K
$9.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.21KNew |
$81.6K - $97K
|
1.21K
$134K
|
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
1.21K+ 10.25% |
$81.6K - $96.9K
|
13K
$1.44M
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
1.15KNew |
$77.8K - $92.4K
|
1.15K
$128K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1K+ 66.67% |
$67.6K - $80.4K
|
2.5K
$277K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1K+ 136.99% |
$67.6K - $80.4K
|
1.73K
$192K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
925New |
$62.6K - $74.4K
|
925
$103K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
855+ 38.55% |
$57.8K - $68.7K
|
3.07K
$341K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
684+ 13.32% |
$46.3K - $55K
|
5.82K
$646K
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
641New |
$43.4K - $51.5K
|
641
$71.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
630+ 0.35% |
$42.6K - $50.6K
|
181K
$20.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Hc Advisors, LLC
|
BUY
|
- |
555+ 0.69% |
$37.5K - $44.6K
|
80.9K
$8.98M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
548+ 3.55% |
$37.1K - $44K
|
16K
$1.78M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
511+ 22.93% |
$34.6K - $41.1K
|
2.74K
$304K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
500New |
$33.8K - $40.2K
|
500
$55.5K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
480New |
$32.5K - $38.6K
|
480
$53.3K
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
468+ 197.47% |
$31.7K - $37.6K
|
705
$78.2K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
464+ 4.09% |
$31.4K - $37.3K
|
11.8K
$1.31M
|
|
|
Feb 06, 2023
Q4 2022
|
Concentrum Wealth Management
|
BUY
|
- |
463+ 14.57% |
$31.3K - $37.2K
|
3.64K
$404K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
427New |
$28.9K - $34.3K
|
427
$47.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
374New |
$25.3K - $30.1K
|
374
$41.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
356+ 4.49% |
$24.1K - $28.6K
|
8.29K
$920K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
322New |
$21.8K - $25.9K
|
322
$35.7K
|