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 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-896- 16.39% |
$60.6K - $72K
|
4.57K
$507K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-922- 0.89% |
$62.4K - $74.1K
|
103K
$11.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-987- 2.98% |
$66.8K - $79.3K
|
32.2K
$3.57M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.04K- 16.36% |
$70.4K - $83.7K
|
5.32K
$591K
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.04K- 6.85% |
$70.5K - $83.8K
|
14.2K
$1.57M
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-1.1K- 15.85% |
$74.1K - $88.1K
|
5.82K
$646K
|
|
|
Feb 06, 2023
Q4 2022
|
Rollins Financial
|
SELL
|
- |
-1.4K- 8.55% |
$94.7K - $113K
|
15K
$1.66M
|
|
|
Feb 13, 2023
Q4 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-1.4K- 22.59% |
$94.9K - $113K
|
4.81K
$533K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.44K- 3.31% |
$97.5K - $116K
|
42.2K
$4.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.52K- 2.71% |
$103K - $122K
|
54.7K
$6.07M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-1.63K- 12.52% |
$110K - $131K
|
11.4K
$1.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.67K- 31.98% |
$113K - $134K
|
3.55K
$394K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-1.7K- 10.94% |
$115K - $137K
|
13.9K
$1.54M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.02K- 1.49% |
$137K - $162K
|
134K
$14.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.11K- 33.39% |
$143K - $169K
|
4.2K
$466K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.28K- 1.89% |
$154K - $183K
|
118K
$13.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-2.66K- 17.65% |
$180K - $214K
|
12.4K
$1.38M
|
|
|
Jan 24, 2023
Q4 2022
|
Asset Management Corp
|
SELL
|
- |
-2.72K- 17.04% |
$184K - $218K
|
13.2K
$1.47M
|
|
|
Feb 10, 2023
Q4 2022
|
Cim, LLC
|
SELL
|
- |
-2.99K- 6.06% |
$202K - $240K
|
46.3K
$5.14M
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
SELL
|
- |
-4.01K- 4.17% |
$271K - $322K
|
92.2K
$10.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.03K- 10.95% |
$273K - $324K
|
32.8K
$3.64M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-4.2K- 55.05% |
$284K - $337K
|
3.43K
$380K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-4.27K- 94.22% |
$289K - $344K
|
262
$29.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-5.14K- 3.37% |
$348K - $413K
|
147K
$16.3M
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-5.21K- 16.47% |
$352K - $418K
|
26.4K
$2.93M
|
|
|
Apr 24, 2024
Q4 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-5.34KClosed |
$361K - $429K
|
0
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-5.58K- 16.0% |
$377K - $448K
|
29.3K
$3.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-6.07K- 49.65% |
$411K - $488K
|
6.16K
$684K
|
|
|
Jan 19, 2023
Q4 2022
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-6.1K- 28.69% |
$412K - $490K
|
15.2K
$1.68M
|
|
|
Jan 27, 2023
Q4 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-6.42K- 17.65% |
$434K - $516K
|
30K
$3.32M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-7.24K- 17.39% |
$490K - $582K
|
34.4K
$3.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-7.99K- 50.74% |
$540K - $642K
|
7.76K
$861K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.27K- 10.64% |
$559K - $665K
|
69.5K
$7.71M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.57K- 19.57% |
$580K - $689K
|
35.2K
$3.91M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-9.58K- 40.04% |
$648K - $770K
|
14.3K
$1.59M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-10.2K- 18.5% |
$689K - $819K
|
44.9K
$4.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10.3K- 28.83% |
$694K - $824K
|
25.3K
$2.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.1K- 2.74% |
$754K - $896K
|
396K
$43.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-13K- 7.33% |
$877K - $1.04M
|
164K
$18.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-15.2K- 23.92% |
$1.03M - $1.22M
|
48.5K
$5.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-17.3K- 15.95% |
$1.17M - $1.39M
|
91.3K
$10.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-27.1K- 2.04% |
$1.83M - $2.18M
|
1.3M
$144M
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-36.4K- 74.3% |
$2.46M - $2.93M
|
12.6K
$1.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-41.9K- 8.67% |
$2.83M - $3.37M
|
441K
$48.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-43.5K- 2.22% |
$2.94M - $3.5M
|
1.92M
$213M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
SELL
|
- |
-44.1K- 65.37% |
$2.99M - $3.55M
|
23.4K
$2.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-45.9K- 10.71% |
$3.11M - $3.69M
|
383K
$42.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-53.9K- 27.37% |
$3.64M - $4.33M
|
143K
$15.9M
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-60.9K- 98.02% |
$4.12M - $4.89M
|
1.23K
$137K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-66.3K- 15.67% |
$4.48M - $5.33M
|
356K
$39.6M
|