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 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-292- 0.02% |
$11K - $14.3K
|
1.59M
$79.3M
|
|
|
Jul 26, 2022
Q2 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-303- 6.77% |
$11.4K - $14.8K
|
4.17K
$208K
|
|
|
Aug 11, 2022
Q2 2022
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-331- 2.71% |
$12.5K - $16.2K
|
11.9K
$590K
|
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-404- 12.52% |
$15.2K - $19.7K
|
2.82K
$140K
|
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-453Closed |
$17.1K - $22.1K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-458- 15.43% |
$17.2K - $22.4K
|
2.51K
$125K
|
|
|
Jul 19, 2022
Q2 2022
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-523- 6.48% |
$19.7K - $25.5K
|
7.55K
$376K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-542- 6.6% |
$20.4K - $26.5K
|
7.67K
$381K
|
|
|
Aug 11, 2022
Q2 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-545Closed |
$20.5K - $26.6K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-555- 75.51% |
$20.9K - $27.1K
|
180
$8.96K
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-580- 8.77% |
$21.8K - $28.3K
|
6.03K
$300K
|
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-693- 11.62% |
$26.1K - $33.8K
|
5.27K
$262K
|
|
|
Aug 15, 2022
Q2 2022
|
U S Global Investors Inc
San Antonio, TX |
SELL
|
- |
-700Closed |
$26.3K - $34.2K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-766- 8.16% |
$28.8K - $37.4K
|
8.62K
$429K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-808- 3.15% |
$30.4K - $39.5K
|
24.8K
$1.24M
|
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-822- 9.79% |
$30.9K - $40.1K
|
7.58K
$377K
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-839Closed |
$31.6K - $41K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-855- 76.82% |
$32.2K - $41.7K
|
258
$12.8K
|
|
|
Jul 29, 2022
Q2 2022
|
Simmons Bank
|
SELL
|
- |
-926- 8.14% |
$34.9K - $45.2K
|
10.4K
$520K
|
|
|
Aug 12, 2022
Q2 2022
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-958- 2.38% |
$36.1K - $46.8K
|
39.3K
$1.96M
|
|
|
Aug 05, 2022
Q2 2022
|
Amg National Trust Bank
|
SELL
|
- |
-986- 0.91% |
$37.1K - $48.1K
|
107K
$5.33M
|
|
|
Jul 15, 2022
Q2 2022
|
Wealth Management Partners, LLC
|
SELL
|
- |
-1K- 5.56% |
$37.6K - $48.8K
|
17K
$846K
|
|
|
Jul 19, 2022
Q2 2022
|
Sym Financial Corp
|
SELL
|
- |
-1.15KClosed |
$43.4K - $56.3K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-1.19K- 6.55% |
$44.8K - $58.2K
|
17K
$845K
|
|
|
Jul 22, 2022
Q2 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.22K- 5.75% |
$46K - $59.7K
|
20K
$996K
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.25K- 2.42% |
$47.1K - $61K
|
50.4K
$2.51M
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.31K- 15.1% |
$49.4K - $64.1K
|
7.37K
$367K
|
|
|
Aug 12, 2022
Q2 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.36K- 12.1% |
$51K - $66.2K
|
9.84K
$490K
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.44K- 23.2% |
$54.1K - $70.2K
|
4.76K
$237K
|
|
|
Jul 26, 2022
Q2 2022
|
Ballew Advisors, Inc
|
SELL
|
- |
-1.57K- 4.98% |
$59.2K - $76.9K
|
30K
$1.49M
|
|
|
Jul 11, 2022
Q2 2022
|
Prosperity Planning, Inc.
|
SELL
|
- |
-1.63KClosed |
$61.3K - $79.5K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.65K- 4.52% |
$62.2K - $80.7K
|
34.9K
$1.74M
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.8K- 8.79% |
$67.6K - $87.7K
|
18.7K
$928K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-2KClosed |
$75.3K - $97.7K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.08K- 30.76% |
$78.1K - $101K
|
4.67K
$232K
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.09K- 32.12% |
$78.6K - $102K
|
4.41K
$220K
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-2.11K- 10.22% |
$79.3K - $103K
|
18.5K
$921K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.26K- 36.95% |
$85.1K - $110K
|
3.86K
$192K
|
|
|
Aug 09, 2022
Q2 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-2.37K- 12.59% |
$89.2K - $116K
|
16.4K
$818K
|
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.79K- 33.35% |
$105K - $136K
|
5.57K
$277K
|
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-2.81K- 56.07% |
$106K - $137K
|
2.2K
$109K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.81K- 6.19% |
$106K - $137K
|
42.6K
$2.12M
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2.9K- 48.46% |
$109K - $142K
|
3.09K
$154K
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.91K- 29.89% |
$110K - $142K
|
6.83K
$340K
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-2.96KClosed |
$111K - $145K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-2.98KClosed |
$112K - $146K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-3.04K- 43.75% |
$115K - $149K
|
3.91K
$195K
|
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
SELL
|
- |
-3.22K- 37.87% |
$121K - $157K
|
5.28K
$263K
|
|
|
Aug 08, 2022
Q2 2022
|
Tevis Investment Management
|
SELL
|
- |
-3.35K- 85.93% |
$126K - $163K
|
548
$27.3K
|
|
|
Aug 09, 2022
Q2 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-3.36K- 28.23% |
$126K - $164K
|
8.53K
$424K
|