Purchases and Sales Made in Q3 2022 in Ishares Tr (IEZ)
This table provides information about the institutional ownership of Ishares Tr (IEZ) 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
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
553K+ 139.47% |
$7.53M - $9.68M
|
950K
$20M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
54.7KNew |
$743K - $956K
|
54.7K
$1.15M
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
42.4K+ 107.47% |
$576K - $741K
|
81.8K
$1.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
31.6K+ 91.34% |
$430K - $553K
|
66.3K
$1.39M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
16.5KNew |
$225K - $289K
|
16.5K
$347K
|
|
|
Nov 02, 2022
Q3 2022
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
15.7KNew |
$213K - $274K
|
15.7K
$329K
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13.9K+ 38.54% |
$190K - $244K
|
50.1K
$1.05M
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
9.69K+ 84.0% |
$132K - $169K
|
21.2K
$446K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.9KNew |
$107K - $138K
|
7.9K
$166K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
3.62KNew |
$49.2K - $63.3K
|
3.62K
$76K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.98K+ 30.76% |
$40.5K - $52.1K
|
12.7K
$266K
|
|
|
Oct 26, 2022
Q3 2022
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
2.41K+ 7.06% |
$32.7K - $42.1K
|
36.5K
$766K
|
|
|
Oct 12, 2022
Q3 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
1.97K+ 6.52% |
$26.8K - $34.5K
|
32.2K
$676K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
1.1K+ 183.33% |
$15K - $19.2K
|
1.7K
$35.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
265New |
$3.6K - $4.63K
|
265
$5.57K
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
4+ 1.72% |
$54.4 - $70
|
237
$4.98K
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.09% |
$13.6 - $17.5
|
1.07K
$22.4K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
SELL
|
- |
-100- 20.0% |
$1.36K - $1.75K
|
400
$8.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-1.15K- 0.79% |
$15.6K - $20.1K
|
145K
$3.04M
|
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-1.8K- 72.43% |
$24.5K - $31.5K
|
685
$14.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.75K- 11.45% |
$37.3K - $48K
|
21.2K
$446K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.76K- 19.64% |
$37.6K - $48.3K
|
11.3K
$237K
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-2.87K- 21.01% |
$39.1K - $50.3K
|
10.8K
$227K
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-3.23K- 11.68% |
$43.9K - $56.4K
|
24.4K
$512K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.45K- 99.94% |
$46.9K - $60.4K
|
2
$42
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.84K- 31.07% |
$65.8K - $84.6K
|
10.7K
$225K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.38K- 9.38% |
$73.2K - $94.1K
|
52K
$1.09M
|
|
|
Nov 01, 2022
Q3 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-5.89K- 6.75% |
$80.1K - $103K
|
81.4K
$1.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-6.1K- 18.43% |
$83K - $107K
|
27K
$567K
|
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-6.24K- 30.85% |
$84.9K - $109K
|
14K
$294K
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-9.32K- 54.03% |
$127K - $163K
|
7.93K
$166K
|
|
|
Nov 10, 2022
Q3 2022
|
Executive Wealth Management, LLC
|
SELL
|
- |
-16.2K- 98.58% |
$221K - $284K
|
234
$4.91K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-19.9K- 24.94% |
$270K - $347K
|
59.8K
$1.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-36.4K- 99.86% |
$494K - $636K
|
50
$1.05K
|
|
|
Nov 10, 2022
Q3 2022
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-47.5K- 29.54% |
$647K - $832K
|
113K
$2.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-77.4K- 70.78% |
$1.05M - $1.35M
|
32K
$671K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-82K- 40.2% |
$1.12M - $1.43M
|
122K
$2.56M
|
|
|
Oct 12, 2022
Q3 2022
|
Milestone Advisory Partners
|
SELL
|
- |
-82.4K- 74.49% |
$1.12M - $1.44M
|
28.2K
$592K
|
|
|
Nov 14, 2022
Q3 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-99.3K- 70.57% |
$1.35M - $1.74M
|
41.4K
$870K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-132K- 73.7% |
$1.79M - $2.3M
|
47K
$987K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-135K- 65.37% |
$1.84M - $2.36M
|
71.5K
$1.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-147K- 70.42% |
$2M - $2.57M
|
61.6K
$1.29M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-156K- 63.89% |
$2.12M - $2.72M
|
88K
$1.85M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-156K- 63.89% |
$2.12M - $2.72M
|
88K
$1.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-219K- 85.82% |
$2.97M - $3.82M
|
36.1K
$758K
|
|
|
Nov 07, 2022
Q3 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-237K- 92.25% |
$3.22M - $4.14M
|
19.9K
$418K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-388K- 91.89% |
$5.27M - $6.78M
|
34.2K
$719K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-474K- 83.73% |
$6.45M - $8.3M
|
92.2K
$1.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-585K- 60.45% |
$7.95M - $10.2M
|
383K
$8.03M
|