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 |
---|---|---|---|---|---|---|---|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.66K- 13.96% |
$363K - $471K
|
59.5K
$2.68M
|
|
Aug 03, 2022
Q2 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-9.68K- 53.2% |
$364K - $473K
|
8.51K
$384K
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-9.9K- 52.86% |
$373K - $484K
|
8.83K
$398K
|
|
Aug 16, 2022
Q2 2022
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-10.1K- 11.96% |
$379K - $492K
|
74.1K
$3.34M
|
|
Aug 05, 2022
Q2 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-10.4K- 42.54% |
$393K - $510K
|
14.1K
$635K
|
|
Aug 05, 2022
Q2 2022
|
Imc Chicago, LLC
|
SELL
|
- |
-10.5KClosed |
$394K - $512K
|
0
$0
|
|
Nov 17, 2023
Q2 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-10.6KClosed |
$398K - $516K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-10.8KClosed |
$406K - $527K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-11.3K- 43.44% |
$427K - $554K
|
14.8K
$665K
|
|
Jul 19, 2022
Q2 2022
|
Nikulski Financial, Inc.
|
SELL
|
- |
-11.6K- 44.7% |
$437K - $567K
|
14.4K
$647K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-11.8K- 18.2% |
$445K - $577K
|
53.1K
$2.39M
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-11.9K- 21.23% |
$448K - $582K
|
44.2K
$1.99M
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-12.7K- 98.43% |
$479K - $622K
|
203
$9.15K
|
|
Aug 02, 2022
Q2 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-13K- 42.93% |
$491K - $636K
|
17.3K
$781K
|
|
Aug 11, 2022
Q2 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-13.1KClosed |
$492K - $638K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-14.4K- 36.89% |
$543K - $704K
|
24.7K
$1.11M
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-14.5K- 61.24% |
$545K - $707K
|
9.16K
$413K
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-14.6K- 42.71% |
$548K - $711K
|
19.5K
$881K
|
|
Jul 18, 2022
Q2 2022
|
Provence Wealth Management Group
|
SELL
|
- |
-14.7K- 38.3% |
$553K - $718K
|
23.7K
$1.07M
|
|
Aug 04, 2022
Q2 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-14.7K- 35.46% |
$553K - $718K
|
26.8K
$1.21M
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-15.1K- 69.64% |
$570K - $739K
|
6.6K
$297K
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-15.8K- 55.53% |
$594K - $771K
|
12.6K
$569K
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-16.4K- 23.59% |
$616K - $799K
|
53K
$2.39M
|
|
Aug 01, 2022
Q2 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-16.6KClosed |
$625K - $811K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-16.8KClosed |
$631K - $819K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-17K- 33.96% |
$638K - $828K
|
33K
$1.49M
|
|
Aug 11, 2022
Q2 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-17.1K- 46.28% |
$645K - $837K
|
19.9K
$897K
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-17.4K- 28.05% |
$656K - $851K
|
44.7K
$2.02M
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-17.6K- 33.8% |
$662K - $858K
|
34.4K
$1.55M
|
|
Aug 10, 2022
Q2 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-18K- 39.9% |
$677K - $878K
|
27.1K
$1.22M
|
|
Jul 25, 2022
Q2 2022
|
Tnf LLC
|
SELL
|
- |
-18.6K- 36.39% |
$701K - $909K
|
32.6K
$1.47M
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-18.7K- 24.49% |
$705K - $914K
|
57.7K
$2.6M
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-18.8K- 47.92% |
$708K - $918K
|
20.4K
$921K
|
|
Aug 12, 2022
Q2 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-22.6K- 46.95% |
$850K - $1.1M
|
25.5K
$1.15M
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-22.9KClosed |
$861K - $1.12M
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-23K- 50.44% |
$865K - $1.12M
|
22.6K
$1.02M
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-24.1K- 40.52% |
$909K - $1.18M
|
35.5K
$1.6M
|
|
Jul 29, 2022
Q2 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-25.5K- 17.45% |
$960K - $1.25M
|
121K
$5.44M
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-27.1K- 41.27% |
$1.02M - $1.32M
|
38.6K
$1.74M
|
|
Aug 05, 2022
Q2 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-27.9K- 48.81% |
$1.05M - $1.36M
|
29.2K
$1.32M
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-29.5K- 32.84% |
$1.11M - $1.44M
|
60.3K
$2.72M
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-34.4K- 62.13% |
$1.29M - $1.68M
|
20.9K
$944K
|
|
Aug 03, 2022
Q2 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-35.1K- 7.08% |
$1.32M - $1.71M
|
461K
$20.8M
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-36.9K- 20.59% |
$1.39M - $1.8M
|
142K
$6.42M
|
|
Jul 25, 2022
Q2 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-38.5K- 49.91% |
$1.45M - $1.88M
|
38.7K
$1.74M
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-39.7K- 6.55% |
$1.49M - $1.94M
|
566K
$25.5M
|
|
Jul 20, 2022
Q2 2022
|
Next Capital Management LLC
|
SELL
|
- |
-40.2K- 87.95% |
$1.51M - $1.96M
|
5.5K
$248K
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-40.3K- 36.69% |
$1.52M - $1.97M
|
69.6K
$3.14M
|
|
Aug 05, 2022
Q2 2022
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-40.7K- 40.35% |
$1.53M - $1.99M
|
60.2K
$2.71M
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-42.3K- 85.06% |
$1.59M - $2.07M
|
7.43K
$335K
|