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 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
108+ 5.02% |
$4.07K - $5.27K
|
2.26K
$112K
|
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
101+ 10.61% |
$3.8K - $4.93K
|
1.05K
$52.4K
|
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
97+ 0.95% |
$3.65K - $4.74K
|
10.3K
$512K
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
85New |
$3.2K - $4.15K
|
85
$4.23K
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
80+ 0.65% |
$3.01K - $3.91K
|
12.4K
$616K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
77New |
$2.9K - $3.76K
|
77
$3.83K
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
58New |
$2.18K - $2.83K
|
58
$2.89K
|
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
BUY
|
- |
55New |
$2.07K - $2.69K
|
55
$2.74K
|
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
50New |
$1.88K - $2.44K
|
50
$2.49K
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
44+ 0.81% |
$1.66K - $2.15K
|
5.44K
$271K
|
|
|
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
34+ 0.29% |
$1.28K - $1.66K
|
12K
$595K
|
|
|
Oct 13, 2022
Q2 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
25New |
$941 - $1.22K
|
25
$1.24K
|
|
|
Aug 10, 2022
Q2 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
21+ 0.34% |
$790 - $1.03K
|
6.28K
$312K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
19New |
$715 - $928
|
19
$945
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
18+ 0.66% |
$678 - $879
|
2.75K
$137K
|
|
|
Aug 11, 2022
Q2 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
11+ 0.09% |
$414 - $537
|
12.7K
$630K
|
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
11+ 20.0% |
$414 - $537
|
66
$3.28K
|
|
|
Aug 12, 2022
Q2 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
6+ 0.22% |
$226 - $293
|
2.71K
$135K
|
|
|
Aug 15, 2022
Q2 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
6+ 0.1% |
$226 - $293
|
6.21K
$309K
|
|
|
Jul 26, 2022
Q2 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
3+ 0.01% |
$113 - $146
|
35.3K
$1.76M
|
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3+ 0.94% |
$113 - $146
|
322
$16K
|
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2+ 0.02% |
$75.3 - $97.7
|
9.53K
$474K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2+ 0.93% |
$75.3 - $97.7
|
217
$10.8K
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2+ 0.27% |
$75.3 - $97.7
|
749
$37.3K
|
|
|
Jul 18, 2022
Q2 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1+ 0.53% |
$37.6 - $48.8
|
191
$9.5K
|
|
|
Jul 19, 2022
Q2 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-8Closed |
$301 - $391
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-38- 18.01% |
$1.43K - $1.86K
|
173
$8.61K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-39- 13.04% |
$1.47K - $1.9K
|
260
$12.9K
|
|
|
Jul 19, 2022
Q2 2022
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-44- 0.62% |
$1.66K - $2.15K
|
7.03K
$350K
|
|
|
Aug 17, 2022
Q2 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-68- 1.21% |
$2.56K - $3.32K
|
5.55K
$276K
|
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
SELL
|
- |
-69Closed |
$2.6K - $3.37K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-89Closed |
$3.35K - $4.35K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-100- 1.42% |
$3.76K - $4.88K
|
6.92K
$344K
|
|
|
Jul 08, 2022
Q2 2022
|
Appleton Partners Inc
|
SELL
|
- |
-100- 1.6% |
$3.76K - $4.88K
|
6.16K
$307K
|
|
|
Jul 26, 2022
Q2 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-115- 0.13% |
$4.33K - $5.62K
|
86.2K
$4.29M
|
|
|
Aug 03, 2022
Q2 2022
|
Norwood Financial Corp
|
SELL
|
- |
-120- 6.09% |
$4.52K - $5.86K
|
1.85K
$92K
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-125- 1.3% |
$4.71K - $6.1K
|
9.48K
$472K
|
|
|
Jul 26, 2022
Q2 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-125- 0.56% |
$4.71K - $6.1K
|
22.4K
$1.11M
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-138- 1.57% |
$5.19K - $6.74K
|
8.65K
$430K
|
|
|
Aug 01, 2022
Q2 2022
|
Essex LLC
|
SELL
|
- |
-150- 2.34% |
$5.65K - $7.32K
|
6.25K
$311K
|
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-152- 1.13% |
$5.72K - $7.42K
|
13.3K
$659K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-155- 39.64% |
$5.83K - $7.57K
|
236
$11.7K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-180Closed |
$6.78K - $8.79K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-191- 2.62% |
$7.19K - $9.33K
|
7.11K
$354K
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-200- 1.59% |
$7.53K - $9.77K
|
12.4K
$614K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-233- 50.0% |
$8.77K - $11.4K
|
233
$11.6K
|
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-286- 2.59% |
$10.8K - $14K
|
10.8K
$535K
|
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-291Closed |
$11K - $14.2K
|
0
$0
|