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 01, 2023
Q4 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-13- 0.18% |
$879 - $1.04K
|
7.27K
$807K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-14- 0.2% |
$947 - $1.13K
|
7.08K
$785K
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-25- 0.5% |
$1.69K - $2.01K
|
4.93K
$547K
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-32- 0.19% |
$2.16K - $2.57K
|
17.1K
$1.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-33- 0.51% |
$2.23K - $2.65K
|
6.43K
$713K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-53- 6.37% |
$3.58K - $4.26K
|
779
$86.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
SELL
|
- |
-59- 1.9% |
$3.99K - $4.74K
|
3.05K
$339K
|
|
|
Jan 10, 2023
Q4 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-60- 1.67% |
$4.06K - $4.82K
|
3.53K
$392K
|
|
|
Jan 17, 2023
Q4 2022
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-61- 2.06% |
$4.13K - $4.9K
|
2.9K
$322K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-66- 3.39% |
$4.46K - $5.31K
|
1.88K
$209K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-66- 0.35% |
$4.46K - $5.31K
|
18.6K
$2.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-67- 2.14% |
$4.53K - $5.39K
|
3.07K
$340K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-88- 2.23% |
$5.95K - $7.07K
|
3.86K
$429K
|
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-90- 23.08% |
$6.09K - $7.23K
|
300
$33.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-100- 1.74% |
$6.76K - $8.04K
|
5.65K
$627K
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-100- 2.92% |
$6.76K - $8.04K
|
3.33K
$370K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-103- 1.82% |
$6.97K - $8.28K
|
5.54K
$615K
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-106- 1.77% |
$7.17K - $8.52K
|
5.9K
$654K
|
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
SELL
|
- |
-109- 0.4% |
$7.37K - $8.76K
|
26.9K
$2.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-140- 3.74% |
$9.47K - $11.3K
|
3.6K
$400K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-142- 1.62% |
$9.6K - $11.4K
|
8.61K
$956K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-153- 4.34% |
$10.3K - $12.3K
|
3.37K
$374K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-154- 2.34% |
$10.4K - $12.4K
|
6.43K
$713K
|
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-160- 5.32% |
$10.8K - $12.9K
|
2.85K
$316K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-169- 4.47% |
$11.4K - $13.6K
|
3.61K
$401K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-245- 61.1% |
$16.6K - $19.7K
|
156
$17.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
SELL
|
- |
-250- 4.0% |
$16.9K - $20.1K
|
6K
$666K
|
|
|
Feb 10, 2023
Q4 2022
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-263- 0.8% |
$17.8K - $21.1K
|
32.7K
$3.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-268- 6.81% |
$18.1K - $21.5K
|
3.67K
$407K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-296- 6.02% |
$20K - $23.8K
|
4.62K
$513K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-301- 1.35% |
$20.4K - $24.2K
|
22K
$2.44M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-334- 23.93% |
$22.6K - $26.8K
|
1.06K
$118K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-340- 15.06% |
$23K - $27.3K
|
1.92K
$213K
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-354- 11.66% |
$23.9K - $28.5K
|
2.68K
$298K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-365- 8.99% |
$24.7K - $29.3K
|
3.7K
$410K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-372- 11.87% |
$25.2K - $29.9K
|
2.76K
$307K
|
|
|
Feb 08, 2023
Q4 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-383- 6.91% |
$25.9K - $30.8K
|
5.16K
$573K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-397- 3.88% |
$26.9K - $31.9K
|
9.84K
$1.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-408- 10.91% |
$27.6K - $32.8K
|
3.33K
$370K
|
|
|
Jan 11, 2023
Q4 2022
|
First Citizens Financial Corp
|
SELL
|
- |
-455- 0.73% |
$30.8K - $36.6K
|
62.1K
$6.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-519- 2.48% |
$35.1K - $41.7K
|
20.4K
$2.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-540- 11.8% |
$36.5K - $43.4K
|
4.04K
$448K
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-569- 13.81% |
$38.5K - $45.7K
|
3.55K
$394K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-580- 11.86% |
$39.2K - $46.6K
|
4.31K
$478K
|
|
|
Feb 09, 2023
Q4 2022
|
Dagco, Inc.
|
SELL
|
- |
-634- 7.16% |
$42.9K - $51K
|
8.22K
$912K
|
|
|
Feb 01, 2023
Q4 2022
|
Patten & Patten Inc
|
SELL
|
- |
-645- 0.48% |
$43.6K - $51.8K
|
134K
$14.9M
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-729- 17.12% |
$49.3K - $58.6K
|
3.53K
$392K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-778- 96.29% |
$52.6K - $62.5K
|
30
$3.33K
|
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-797- 12.21% |
$53.9K - $64.1K
|
5.73K
$636K
|
|
|
Feb 07, 2023
Q4 2022
|
Wulff, Hansen & Co.
|
SELL
|
- |
-825- 20.07% |
$55.8K - $66.3K
|
3.29K
$365K
|