Purchases and Sales Made in Q2 2022 in Ishares Tr (IYE)
This table provides information about the institutional ownership of Ishares Tr (IYE) 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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.61K+ 34.41% |
$136K - $176K
|
14.1K
$635K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.45K+ 143.25% |
$130K - $169K
|
5.86K
$264K
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3.12K+ 211.11% |
$117K - $152K
|
4.59K
$207K
|
|
Aug 15, 2022
Q2 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
3.11K+ 7.8% |
$117K - $152K
|
42.9K
$1.93M
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.05K+ 1.82% |
$115K - $149K
|
170K
$7.68M
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
2.6KNew |
$98K - $127K
|
2.6K
$117K
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.43K+ 715.93% |
$91.4K - $119K
|
2.77K
$125K
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
2.31KNew |
$86.8K - $113K
|
2.31K
$104K
|
|
Aug 12, 2022
Q2 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
2.13K+ 3.03% |
$80.1K - $104K
|
72.4K
$3.26M
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.73K+ 26.36% |
$65K - $84.3K
|
8.28K
$373K
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.61K+ 8.86% |
$60.4K - $78.4K
|
19.7K
$890K
|
|
Oct 11, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.42K+ 3.68% |
$53.4K - $69.3K
|
40K
$1.8M
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.41K+ 57.45% |
$53.1K - $68.9K
|
3.87K
$174K
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.38K+ 17.81% |
$51.9K - $67.3K
|
9.12K
$411K
|
|
Aug 12, 2022
Q2 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.28K+ 13.16% |
$48.2K - $62.6K
|
11K
$496K
|
|
Aug 11, 2022
Q2 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.25K+ 3.3% |
$46.9K - $60.8K
|
39K
$1.76M
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.23K+ 4.05% |
$46.2K - $60K
|
31.5K
$1.42M
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.12K+ 11.7% |
$42.1K - $54.6K
|
10.7K
$481K
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1K+ 22.37% |
$37.6K - $48.8K
|
5.47K
$246K
|
|
Jul 21, 2022
Q2 2022
|
Hollencrest Capital Management
|
BUY
|
- |
1K+ 14.33% |
$37.6K - $48.8K
|
7.98K
$359K
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
963+ 0.88% |
$36.2K - $47K
|
111K
$5M
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
943+ 1.83% |
$35.5K - $46K
|
52.5K
$2.37M
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
939+ 6.85% |
$35.3K - $45.9K
|
14.6K
$660K
|
|
Aug 01, 2022
Q2 2022
|
Montecito Bank & Trust
|
BUY
|
- |
750+ 3.89% |
$28.2K - $36.6K
|
20K
$902K
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
726+ 1452.0% |
$27.3K - $35.5K
|
776
$35K
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
700New |
$26.3K - $34.2K
|
700
$31.5K
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
610+ 143.53% |
$23K - $29.8K
|
1.04K
$46.6K
|
|
Nov 16, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
598+ 35.03% |
$22.5K - $29.2K
|
2.31K
$104K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
590+ 58.94% |
$22.2K - $28.8K
|
1.59K
$71.7K
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
575+ 5.35% |
$21.6K - $28.1K
|
11.3K
$510K
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
571+ 8.06% |
$21.5K - $27.9K
|
7.65K
$345K
|
|
Jul 27, 2022
Q2 2022
|
Flc Capital Advisors
|
BUY
|
- |
546+ 3.4% |
$20.6K - $26.7K
|
16.6K
$748K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
400New |
$15.1K - $19.5K
|
400
$18K
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
342+ 3.53% |
$12.9K - $16.7K
|
10K
$452K
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
269New |
$10.1K - $13.1K
|
269
$12.1K
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
266New |
$10K - $13K
|
266
$12K
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
239New |
$9K - $11.7K
|
239
$10.8K
|
|
Jul 25, 2022
Q2 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
233+ 1.02% |
$8.77K - $11.4K
|
23.1K
$1.04M
|
|
Dec 01, 2022
Q2 2022
|
Family Firm, Inc.
|
BUY
|
- |
230+ 1.5% |
$8.66K - $11.2K
|
15.6K
$701K
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
223New |
$8.39K - $10.9K
|
223
$10K
|
|
Jul 29, 2022
Q2 2022
|
Integrity Financial Corp
|
BUY
|
- |
222+ 156.34% |
$8.36K - $10.8K
|
364
$16.4K
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
209New |
$7.87K - $10.2K
|
209
$9.42K
|
|
Aug 17, 2022
Q2 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
192+ 1.24% |
$7.23K - $9.38K
|
15.7K
$706K
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
180+ 128.57% |
$6.78K - $8.79K
|
320
$14.4K
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
171+ 2.39% |
$6.44K - $8.35K
|
7.32K
$330K
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
161+ 0.38% |
$6.06K - $7.86K
|
42K
$1.89M
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
152New |
$5.72K - $7.42K
|
152
$6.85K
|
|
Jul 08, 2022
Q2 2022
|
First Citizens Financial Corp
|
BUY
|
- |
131+ 0.29% |
$4.93K - $6.4K
|
44.6K
$2.01M
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
122New |
$4.59K - $5.96K
|
122
$5.5K
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
110+ 122.22% |
$4.14K - $5.37K
|
200
$9.01K
|