Purchases and Sales Made in Q1 2022 in Ishares Tr (IEZ)
This table provides information about the institutional ownership of Ishares Tr (IEZ) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.54M+ 671.86% |
$21.1M - $30.8M
|
1.77M
$37.2M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
518KNew |
$7.1M - $10.4M
|
518K
$10.9M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
456KNew |
$6.25M - $9.12M
|
456K
$9.58M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
429K+ 917.99% |
$5.88M - $8.57M
|
475K
$9.98M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
307K+ 2153.12% |
$4.21M - $6.15M
|
322K
$6.75M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
304K+ 205.61% |
$4.17M - $6.08M
|
452K
$9.49M
|
|
|
May 06, 2022
Q1 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
261KNew |
$3.58M - $5.22M
|
261K
$5.48M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
184K+ 791.97% |
$2.52M - $3.67M
|
207K
$4.34M
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
172KNew |
$2.36M - $3.44M
|
172K
$3.61M
|
|
|
Apr 20, 2022
Q1 2022
|
Well Done, LLC
|
BUY
|
- |
169KNew |
$2.32M - $3.38M
|
169K
$3.55M
|
|
|
May 10, 2022
Q1 2022
|
Milestone Advisory Partners
|
BUY
|
- |
130KNew |
$1.79M - $2.61M
|
130K
$2.74M
|
|
|
Apr 26, 2022
Q1 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
109KNew |
$1.5M - $2.19M
|
109K
$2.3M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
109KNew |
$1.49M - $2.17M
|
109K
$2.28M
|
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
105KNew |
$1.45M - $2.11M
|
105K
$2.22M
|
|
|
May 06, 2022
Q1 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
87.9K+ 47.94% |
$1.21M - $1.76M
|
271K
$5.7M
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
86.4K+ 176.72% |
$1.18M - $1.73M
|
135K
$2.84M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
69.1KNew |
$948K - $1.38M
|
69.1K
$1.45M
|
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
66.5KNew |
$912K - $1.33M
|
66.5K
$1.4M
|
|
|
May 12, 2022
Q1 2022
|
Financial Services Advisory Inc
|
BUY
|
- |
47KNew |
$645K - $941K
|
47K
$988K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
45.4KNew |
$622K - $907K
|
45.4K
$953K
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
42.9K+ 2.29% |
$588K - $857K
|
1.92M
$40.2M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
40.1K+ 151.97% |
$549K - $801K
|
66.4K
$1.39M
|
|
|
May 04, 2022
Q1 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
33.1KNew |
$454K - $662K
|
33.1K
$695K
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
31.8KNew |
$435K - $635K
|
31.8K
$667K
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
31KNew |
$425K - $620K
|
31K
$651K
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
29.9K+ 108.74% |
$411K - $599K
|
57.5K
$1.21M
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
24.7K+ 24706.0% |
$339K - $494K
|
24.8K
$521K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
21KNew |
$288K - $421K
|
21K
$442K
|
|
|
May 16, 2022
Q1 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
16.1KNew |
$221K - $322K
|
16.1K
$338K
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.7K+ 70.35% |
$175K - $255K
|
30.8K
$648K
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.3KNew |
$155K - $226K
|
11.3K
$237K
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
8.25K+ 258.18% |
$113K - $165K
|
11.4K
$240K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
7.9K+ 47.78% |
$108K - $158K
|
24.4K
$513K
|
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
7.08K+ 2844.58% |
$97.1K - $142K
|
7.33K
$154K
|
|
|
May 13, 2022
Q1 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
6.61K+ 55.89% |
$90.6K - $132K
|
18.4K
$387K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.69K+ 31.47% |
$50.6K - $73.8K
|
15.4K
$324K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.2KNew |
$43.8K - $63.9K
|
3.2K
$67.1K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
2.93KNew |
$40.2K - $58.6K
|
2.93K
$61.6K
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.24K+ 53.64% |
$17K - $24.8K
|
3.55K
$74.5K
|
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
1.23K+ 1.04% |
$16.9K - $24.6K
|
120K
$2.51M
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
710+ 244.83% |
$9.73K - $14.2K
|
1K
$21K
|
|
|
Apr 14, 2022
Q1 2022
|
Cutler Group LP
|
BUY
|
- |
600+ 85.71% |
$8.23K - $12K
|
1.3K
$27.3K
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
550New |
$7.54K - $11K
|
550
$11.6K
|
|
|
Apr 25, 2022
Q1 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
150New |
$2.06K - $3K
|
150
$3.15K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
31New |
$425 - $620
|
31
$651
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1+ 0.59% |
$13.7 - $20
|
171
$3.59K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-110Closed |
$1.51K - $2.2K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-200- 66.67% |
$2.74K - $4K
|
100
$2.1K
|
|
|
May 16, 2022
Q1 2022
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-470- 0.32% |
$6.44K - $9.4K
|
148K
$3.11M
|