Purchases and Sales Made in Q1 2022 in Ishares Tr (IYE)
This table provides information about the institutional ownership of Ishares Tr (IYE) 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 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.65M+ 3746.84% |
$113M - $154M
|
3.75M
$167M
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.48M+ 34.36% |
$45.8M - $62.2M
|
5.78M
$257M
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
589K+ 19.98% |
$18.3M - $24.8M
|
3.54M
$157M
|
|
May 16, 2022
Q1 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
583KNew |
$18.1M - $24.5M
|
583K
$25.9M
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
550K+ 991.92% |
$17.1M - $23.2M
|
605K
$26.9M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
545K+ 10.42% |
$16.9M - $23M
|
5.78M
$257M
|
|
May 02, 2022
Q1 2022
|
Spc Financial, Inc.
|
BUY
|
- |
496KNew |
$15.4M - $20.9M
|
496K
$22M
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
417K+ 14.91% |
$12.9M - $17.6M
|
3.21M
$143M
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
381K+ 31.47% |
$11.8M - $16.1M
|
1.59M
$70.8M
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
381K+ 45.75% |
$11.8M - $16M
|
1.21M
$53.9M
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
289K+ 375.49% |
$8.96M - $12.2M
|
366K
$16.3M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
236KNew |
$7.3M - $9.92M
|
236K
$10.5M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
200K+ 94.42% |
$6.21M - $8.44M
|
412K
$18.3M
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
190K+ 40.52% |
$5.9M - $8.01M
|
660K
$29.3M
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
167KNew |
$5.19M - $7.05M
|
167K
$7.43M
|
|
Oct 04, 2022
Q1 2022
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
155KNew |
$4.81M - $6.53M
|
155K
$6.89M
|
|
Apr 14, 2022
Q1 2022
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
150K+ 653.07% |
$4.66M - $6.33M
|
173K
$7.69M
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
132K+ 445.58% |
$4.09M - $5.55M
|
161K
$7.17M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
128K+ 42.36% |
$3.98M - $5.4M
|
431K
$19.2M
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
126K+ 14.62% |
$3.91M - $5.31M
|
988K
$43.9M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
118K+ 3.08% |
$3.64M - $4.95M
|
3.94M
$175M
|
|
May 13, 2022
Q1 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
112KNew |
$3.47M - $4.72M
|
112K
$4.98M
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
112KNew |
$3.46M - $4.71M
|
112K
$4.96M
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
107K+ 13.62% |
$3.31M - $4.49M
|
890K
$39.5M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
106K+ 451.12% |
$3.3M - $4.49M
|
130K
$5.78M
|
|
May 18, 2022
Q1 2022
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
101KNew |
$3.13M - $4.25M
|
101K
$4.48M
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
96.8KNew |
$3M - $4.08M
|
96.8K
$4.3M
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
96.6K+ 64.64% |
$2.99M - $4.07M
|
246K
$10.9M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
80.4K+ 65.24% |
$2.49M - $3.39M
|
204K
$9.04M
|
|
May 16, 2022
Q1 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
69.2KNew |
$2.15M - $2.92M
|
69.2K
$3.07M
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
58.2K+ 48.01% |
$1.8M - $2.45M
|
179K
$7.96M
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
57K+ 39.59% |
$1.77M - $2.4M
|
201K
$8.92M
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
51.1KNew |
$1.58M - $2.15M
|
51.1K
$2.27M
|
|
Oct 03, 2022
Q1 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
49.6KNew |
$1.54M - $2.09M
|
49.6K
$2.2M
|
|
May 13, 2022
Q1 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
45.6KNew |
$1.41M - $1.92M
|
45.6K
$2.02M
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
43.9KNew |
$1.36M - $1.85M
|
43.9K
$1.95M
|
|
May 13, 2022
Q1 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
40.9K+ 63.3% |
$1.27M - $1.72M
|
105K
$4.68M
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
36.9K+ 7.27% |
$1.15M - $1.56M
|
545K
$24.2M
|
|
Apr 18, 2022
Q1 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
36.6KNew |
$1.13M - $1.54M
|
36.6K
$1.62M
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
35.3KNew |
$1.09M - $1.49M
|
35.3K
$1.57M
|
|
Apr 29, 2022
Q1 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
33.9KNew |
$1.05M - $1.43M
|
33.9K
$1.51M
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
31.2K+ 448.28% |
$967K - $1.31M
|
38.1K
$1.69M
|
|
May 13, 2022
Q1 2022
|
Barings LLC
|
BUY
|
- |
31KNew |
$960K - $1.3M
|
31K
$1.38M
|
|
Apr 08, 2022
Q1 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
26KNew |
$805K - $1.09M
|
26K
$1.15M
|
|
Apr 19, 2022
Q1 2022
|
Jb Capital LLC
|
BUY
|
- |
24.7K+ 6.43% |
$767K - $1.04M
|
410K
$18.2M
|
|
Apr 22, 2022
Q1 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
21.3K+ 44.43% |
$661K - $898K
|
69.3K
$3.08M
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
20.8K+ 52.46% |
$645K - $876K
|
60.4K
$2.68M
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20.7K+ 285.32% |
$643K - $874K
|
28K
$1.24M
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
20.6K+ 99.12% |
$640K - $869K
|
41.5K
$1.84M
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
18.9KNew |
$585K - $794K
|
18.9K
$838K
|