Purchases and Sales Made in Q3 2022 in Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-46- 0.3% |
$3.11K - $3.67K
|
15.5K
$1.76M
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-46- 3.25% |
$3.11K - $3.67K
|
1.37K
$156K
|
|
|
Nov 01, 2022
Q3 2022
|
Dagco, Inc.
|
SELL
|
- |
-50- 0.56% |
$3.38K - $3.99K
|
8.85K
$1.01M
|
|
|
Nov 10, 2022
Q3 2022
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-55- 0.17% |
$3.72K - $4.39K
|
33K
$3.76M
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-56- 2.42% |
$3.78K - $4.47K
|
2.26K
$257K
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-57- 1.5% |
$3.85K - $4.55K
|
3.74K
$427K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-69- 4.44% |
$4.66K - $5.51K
|
1.49K
$169K
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
SELL
|
- |
-76- 1.67% |
$5.13K - $6.07K
|
4.48K
$511K
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-91- 13.44% |
$6.15K - $7.26K
|
586
$66.8K
|
|
|
Nov 07, 2022
Q3 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-100- 2.14% |
$6.76K - $7.98K
|
4.58K
$522K
|
|
|
Oct 11, 2022
Q3 2022
|
Eagle Capital Management, LLC
|
SELL
|
- |
-114- 0.98% |
$7.7K - $9.1K
|
11.6K
$1.32M
|
|
|
Nov 04, 2022
Q3 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-116- 1.53% |
$7.84K - $9.26K
|
7.49K
$854K
|
|
|
Oct 21, 2022
Q3 2022
|
Asset Management Corp
|
SELL
|
- |
-130- 0.81% |
$8.78K - $10.4K
|
15.9K
$1.82M
|
|
|
Nov 07, 2022
Q3 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-130- 3.2% |
$8.78K - $10.4K
|
3.94K
$449K
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-150- 4.19% |
$10.1K - $12K
|
3.43K
$392K
|
|
|
Nov 14, 2022
Q3 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-166- 0.87% |
$11.2K - $13.3K
|
19K
$2.17M
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-178- 4.25% |
$12K - $14.2K
|
4.01K
$457K
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
SELL
|
- |
-185- 4.98% |
$12.5K - $14.8K
|
3.53K
$402K
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-200- 3.93% |
$13.5K - $16K
|
4.89K
$558K
|
|
|
Oct 06, 2022
Q3 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-208- 17.88% |
$14.1K - $16.6K
|
955
$109K
|
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-222- 30.08% |
$15K - $17.7K
|
516
$58.8K
|
|
|
Oct 19, 2022
Q3 2022
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-228- 3.93% |
$15.4K - $18.2K
|
5.57K
$635K
|
|
|
Oct 28, 2022
Q3 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-254- 2.07% |
$17.2K - $20.3K
|
12K
$1.37M
|
|
|
Oct 11, 2022
Q3 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-270- 6.99% |
$18.2K - $21.6K
|
3.59K
$409K
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-276- 5.1% |
$18.6K - $22K
|
5.14K
$586K
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-303- 6.21% |
$20.5K - $24.2K
|
4.57K
$521K
|
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-323- 0.21% |
$21.8K - $25.8K
|
152K
$17.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-358- 6.07% |
$24.2K - $28.6K
|
5.54K
$632K
|
|
|
Nov 10, 2022
Q3 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-400- 4.15% |
$27K - $31.9K
|
9.23K
$1.05M
|
|
|
Nov 07, 2022
Q3 2022
|
Essex LLC
|
SELL
|
- |
-415- 1.51% |
$28K - $33.1K
|
27K
$3.08M
|
|
|
Oct 26, 2022
Q3 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-416- 0.73% |
$28.1K - $33.2K
|
56.2K
$6.41M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-425- 4.61% |
$28.7K - $33.9K
|
8.79K
$1M
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-426- 9.66% |
$28.8K - $34K
|
3.98K
$454K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-442- 2.81% |
$29.9K - $35.3K
|
15.3K
$1.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-444- 2.7% |
$30K - $35.4K
|
16K
$1.82M
|
|
|
Oct 28, 2022
Q3 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-495- 1.16% |
$33.4K - $39.5K
|
42.3K
$4.82M
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-613- 7.28% |
$41.4K - $48.9K
|
7.81K
$891K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-678- 5.64% |
$45.8K - $54.1K
|
11.3K
$1.29M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-720- 5.63% |
$48.6K - $57.5K
|
12.1K
$1.38M
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-825- 63.32% |
$55.7K - $65.9K
|
478
$54.5K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.05K- 0.77% |
$70.7K - $83.6K
|
136K
$15.5M
|
|
|
Oct 27, 2022
Q3 2022
|
Simmons Bank
|
SELL
|
- |
-1.06K- 14.5% |
$71.6K - $84.6K
|
6.25K
$713K
|
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.1K- 15.49% |
$74.3K - $87.8K
|
6K
$684K
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.17K- 1.46% |
$79K - $93.3K
|
79K
$9.01M
|
|
|
Oct 12, 2022
Q3 2022
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-1.24K- 29.48% |
$83.6K - $98.8K
|
2.96K
$338K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.25K- 5.0% |
$84.4K - $99.8K
|
23.7K
$2.71M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.26K- 2.8% |
$85.1K - $101K
|
43.8K
$4.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.3K- 5.3% |
$88K - $104K
|
23.2K
$2.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.35K- 23.53% |
$91.1K - $108K
|
4.38K
$500K
|
|
|
Nov 09, 2022
Q3 2022
|
Rollins Financial
|
SELL
|
- |
-1.35K- 7.62% |
$91.2K - $108K
|
16.4K
$1.87M
|