Purchases and Sales Made in Q4 2022 in Impact Shs Tr I Affordable Hsg (OWNS)
This table provides information about the institutional ownership of Impact Shs Tr I Affordable Hsg (OWNS) during Q4 2022. The information is specifically focused on institutions that hold shares of IMPACT SHS TR I AFFORDABLE HSG.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
108K+ 34.17% |
$1.76M - $1.9M
|
423K
$7.22M
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
BUY
|
- |
29.8K+ 22.65% |
$487K - $527K
|
161K
$2.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
23.6KNew |
$385K - $417K
|
23.6K
$402K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
2.95K+ 147350.0% |
$48.1K - $52.1K
|
2.95K
$50.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
463New |
$7.56K - $8.19K
|
463
$7.9K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|