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 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-3.7K- 15.46% |
$139K - $181K
|
20.2K
$912K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.86KClosed |
$145K - $188K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-3.97K- 40.64% |
$150K - $194K
|
5.81K
$262K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.11K- 2.21% |
$155K - $201K
|
182K
$8.21M
|
|
|
Aug 15, 2022
Q2 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-4.34K- 39.21% |
$163K - $212K
|
6.73K
$303K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-4.36K- 11.44% |
$164K - $213K
|
33.8K
$1.52M
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-4.47K- 21.69% |
$168K - $218K
|
16.1K
$727K
|
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-4.5K- 39.63% |
$169K - $220K
|
6.86K
$309K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.61K- 44.34% |
$173K - $225K
|
5.78K
$261K
|
|
|
Jul 29, 2022
Q2 2022
|
Lantz Financial LLC
|
SELL
|
- |
-4.92K- 19.97% |
$185K - $240K
|
19.7K
$887K
|
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-4.96K- 92.51% |
$187K - $242K
|
402
$18.1K
|
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-5.01KClosed |
$189K - $245K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.03KClosed |
$189K - $246K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-5.06KClosed |
$190K - $247K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-5.12K- 30.04% |
$193K - $250K
|
11.9K
$538K
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.15K- 21.53% |
$194K - $251K
|
18.8K
$845K
|
|
|
Aug 08, 2022
Q2 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-5.17KClosed |
$195K - $252K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Rockland Trust CO
|
SELL
|
- |
-5.25K- 13.16% |
$198K - $256K
|
34.7K
$1.56M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-5.51K- 16.82% |
$207K - $269K
|
27.2K
$1.23M
|
|
|
Jul 19, 2022
Q2 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-5.72K- 50.0% |
$215K - $279K
|
5.72K
$258K
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.87K- 31.11% |
$221K - $287K
|
13K
$585K
|
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.94KClosed |
$224K - $290K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-5.96K- 27.33% |
$224K - $291K
|
15.8K
$714K
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
SELL
|
- |
-6.14K- 41.22% |
$231K - $300K
|
8.75K
$394K
|
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-6.42K- 41.09% |
$242K - $314K
|
9.21K
$415K
|
|
|
Aug 26, 2022
Q2 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-6.46K- 35.58% |
$243K - $315K
|
11.7K
$527K
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-6.68K- 43.79% |
$251K - $326K
|
8.57K
$386K
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-6.73K- 39.29% |
$253K - $329K
|
10.4K
$469K
|
|
|
Jul 28, 2022
Q2 2022
|
Royal Fund Management, LLC
|
SELL
|
- |
-6.86K- 54.51% |
$258K - $335K
|
5.73K
$258K
|
|
|
Aug 04, 2022
Q2 2022
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-6.91KClosed |
$260K - $337K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-7.28K- 1.99% |
$274K - $355K
|
359K
$16.2M
|
|
|
Aug 04, 2022
Q2 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-7.37KClosed |
$277K - $360K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Mcia Inc
|
SELL
|
- |
-7.44K- 24.84% |
$280K - $363K
|
22.5K
$1.01M
|
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-7.49KClosed |
$282K - $366K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-8.02K- 14.41% |
$302K - $392K
|
47.6K
$2.15M
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-8.22K- 58.8% |
$309K - $401K
|
5.76K
$260K
|
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-8.34KClosed |
$314K - $407K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-8.43K- 47.02% |
$317K - $412K
|
9.5K
$428K
|
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-8.43K- 47.03% |
$317K - $412K
|
9.5K
$428K
|
|
|
Jul 22, 2022
Q2 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-8.48KClosed |
$319K - $414K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.78K- 14.53% |
$331K - $429K
|
51.7K
$2.33M
|
|
|
Jul 14, 2022
Q2 2022
|
Ma Private Wealth
|
SELL
|
- |
-8.84KClosed |
$333K - $432K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-8.94K- 27.62% |
$336K - $436K
|
23.4K
$1.06M
|
|
|
Jul 13, 2022
Q2 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-8.99K- 27.16% |
$338K - $439K
|
24.1K
$1.09M
|
|
|
Jul 28, 2022
Q2 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-9.21K- 59.22% |
$347K - $450K
|
6.34K
$286K
|
|
|
Jul 27, 2022
Q2 2022
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-9.22KClosed |
$347K - $450K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-9.27K- 21.63% |
$349K - $453K
|
33.6K
$1.51M
|
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-9.4K- 50.97% |
$354K - $459K
|
9.04K
$407K
|
|
|
Aug 15, 2022
Q2 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-9.6K- 28.31% |
$361K - $469K
|
24.3K
$1.1M
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-9.64K- 17.57% |
$363K - $471K
|
45.2K
$2.04M
|