Purchases and Sales Made in Q2 2022 in Ishares Tr (IHE)
This table provides information about the institutional ownership of Ishares Tr (IHE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2022
Q2 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
33.2KNew |
$5.92M - $6.69M
|
33.2K
$2.18M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
27.3K+ 65.37% |
$4.87M - $5.51M
|
69.1K
$4.55M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
27.3K+ 65.37% |
$4.87M - $5.51M
|
69.1K
$4.55M
|
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
21.3K+ 255.74% |
$3.8M - $4.29M
|
29.6K
$1.95M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
19K+ 676.09% |
$3.39M - $3.83M
|
21.8K
$1.43M
|
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
18.6KNew |
$3.32M - $3.75M
|
18.6K
$1.22M
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
16.1K+ 119.51% |
$2.88M - $3.25M
|
29.6K
$1.95M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14.7K+ 34.55% |
$2.63M - $2.97M
|
57.4K
$3.78M
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
14.2K+ 748.16% |
$2.53M - $2.87M
|
16.1K
$1.06M
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.7K+ 752.93% |
$1.9M - $2.15M
|
12.1K
$795K
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.03K+ 14.47% |
$1.61M - $1.82M
|
71.4K
$4.71M
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4.96KNew |
$885K - $1M
|
4.96K
$327K
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
BUY
|
- |
4.96KNew |
$884K - $1M
|
4.96K
$327K
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
4.37K+ 45.67% |
$779K - $881K
|
13.9K
$918K
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.96K+ 1321.0% |
$707K - $800K
|
4.26K
$281K
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.63K+ 158.04% |
$468K - $530K
|
4.29K
$282K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.23K+ 7.36% |
$398K - $450K
|
32.5K
$2.14M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.13K+ 59.9% |
$380K - $430K
|
5.68K
$374K
|
|
|
Jul 20, 2022
Q2 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
1.93KNew |
$344K - $389K
|
1.93K
$127K
|
|
|
Jan 12, 2023
Q2 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.39K+ 89.39% |
$248K - $281K
|
2.95K
$194K
|
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.2KNew |
$214K - $242K
|
1.2K
$79K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.14KNew |
$204K - $231K
|
1.14K
$75.3K
|
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.07KNew |
$190K - $215K
|
1.07K
$70.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
980+ 3.91% |
$175K - $198K
|
26K
$1.71M
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
478+ 30.78% |
$85.3K - $96.5K
|
2.03K
$134K
|
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
432+ 18.0% |
$77.1K - $87.2K
|
2.83K
$187K
|
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
300New |
$53.5K - $60.5K
|
300
$19.8K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
275New |
$49.1K - $55.5K
|
275
$18.1K
|
|
|
Jul 27, 2022
Q2 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
250+ 14.29% |
$44.6K - $50.5K
|
2K
$132K
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
201+ 2.4% |
$35.9K - $40.6K
|
8.57K
$565K
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
156+ 4.98% |
$27.8K - $31.5K
|
3.29K
$216K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
86+ 5.51% |
$15.3K - $17.4K
|
1.65K
$109K
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
77+ 4.38% |
$13.7K - $15.5K
|
1.84K
$121K
|
|
|
Dec 01, 2022
Q2 2022
|
Family Firm, Inc.
|
BUY
|
- |
55+ 1.43% |
$9.82K - $11.1K
|
3.91K
$258K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
41+ 455.56% |
$7.32K - $8.27K
|
50
$3.29K
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
37New |
$6.6K - $7.47K
|
37
$2.44K
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
32+ 0.77% |
$5.71K - $6.46K
|
4.2K
$277K
|
|
|
Aug 15, 2022
Q2 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
16+ 0.4% |
$2.86K - $3.23K
|
4.04K
$266K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15+ 0.7% |
$2.68K - $3.03K
|
2.16K
$142K
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
15New |
$2.68K - $3.03K
|
15
$988
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
15+ 1.35% |
$2.68K - $3.03K
|
1.12K
$74K
|
|
|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
5+ 0.07% |
$892 - $1.01K
|
7.11K
$468K
|
|
|
Jul 28, 2022
Q2 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
3+ 0.22% |
$535 - $605
|
1.34K
$88.5K
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
2+ 0.18% |
$357 - $404
|
1.14K
$75.2K
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
2+ 0.36% |
$357 - $404
|
553
$36.4K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1+ 0.04% |
$178 - $202
|
2.56K
$168K
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$178 - $202
|
1
$65.9
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.46% |
$178 - $202
|
219
$14.4K
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1+ 0.06% |
$178 - $202
|
1.78K
$118K
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
1+ 0.07% |
$178 - $202
|
1.37K
$90.4K
|