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 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-43.9K- 35.44% |
$1.65M - $2.14M
|
80K
$3.61M
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-44.8K- 10.87% |
$1.69M - $2.19M
|
368K
$16.6M
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-44.9K- 90.55% |
$1.69M - $2.19M
|
4.68K
$211K
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-47.7K- 68.93% |
$1.8M - $2.33M
|
21.5K
$969K
|
|
Aug 15, 2022
Q2 2022
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-48.4K- 42.67% |
$1.82M - $2.36M
|
65.1K
$2.93M
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-49.6K- 55.59% |
$1.87M - $2.42M
|
39.6K
$1.78M
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-50.3K- 3.53% |
$1.89M - $2.46M
|
1.37M
$61.9M
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-51.4K- 75.38% |
$1.93M - $2.51M
|
16.8K
$756K
|
|
Aug 11, 2022
Q2 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-54.4K- 66.24% |
$2.05M - $2.66M
|
27.7K
$1.25M
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-56.1K- 54.37% |
$2.11M - $2.74M
|
47.1K
$2.12M
|
|
Jul 26, 2022
Q2 2022
|
Tri Star Advisors Inc.
|
SELL
|
- |
-56.5K- 53.24% |
$2.13M - $2.76M
|
49.7K
$2.24M
|
|
Aug 10, 2022
Q2 2022
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-58.1K- 47.38% |
$2.19M - $2.83M
|
64.5K
$2.91M
|
|
Jul 27, 2022
Q2 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-60.5K- 40.9% |
$2.28M - $2.95M
|
87.4K
$3.94M
|
|
Aug 09, 2022
Q2 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-63K- 46.73% |
$2.37M - $3.08M
|
71.8K
$3.24M
|
|
Mar 11, 2024
Q2 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-65K- 51.15% |
$2.44M - $3.17M
|
62K
$2.8M
|
|
Jul 21, 2022
Q2 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-67.3K- 37.48% |
$2.53M - $3.29M
|
112K
$5.06M
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-68.5K- 29.06% |
$2.58M - $3.34M
|
167K
$7.53M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-68.5K- 53.36% |
$2.58M - $3.35M
|
59.9K
$2.7M
|
|
Aug 04, 2022
Q2 2022
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-68.6K- 39.59% |
$2.58M - $3.35M
|
105K
$4.71M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-69.9K- 16.2% |
$2.63M - $3.41M
|
361K
$16.3M
|
|
Jul 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-71.2K- 46.11% |
$2.68M - $3.48M
|
83.2K
$3.75M
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-71.8K- 5.92% |
$2.7M - $3.51M
|
1.14M
$51.4M
|
|
Aug 15, 2022
Q2 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-71.9K- 43.88% |
$2.71M - $3.51M
|
92K
$4.14M
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-76.1K- 53.37% |
$2.87M - $3.72M
|
66.5K
$3M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-81.7K- 18.26% |
$3.08M - $3.99M
|
366K
$16.5M
|
|
Jul 29, 2022
Q2 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-83.3K- 49.96% |
$3.14M - $4.07M
|
83.5K
$3.76M
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-88.5K- 41.78% |
$3.33M - $4.32M
|
123K
$5.56M
|
|
Aug 03, 2022
Q2 2022
|
Keystone Financial Services
|
SELL
|
- |
-93.1K- 80.78% |
$3.5M - $4.54M
|
22.1K
$998K
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-99.9K- 15.15% |
$3.76M - $4.88M
|
560K
$25.2M
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-102K- 33.39% |
$3.83M - $4.97M
|
203K
$9.14M
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-103K- 40.67% |
$3.88M - $5.03M
|
150K
$6.77M
|
|
Jul 19, 2022
Q2 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-107K- 48.45% |
$4.02M - $5.22M
|
114K
$5.13M
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-108K- 31.8% |
$4.05M - $5.26M
|
231K
$10.4M
|
|
Aug 05, 2022
Q2 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-110K- 43.64% |
$4.13M - $5.36M
|
142K
$6.39M
|
|
Aug 08, 2022
Q2 2022
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-112KClosed |
$4.22M - $5.47M
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-115K- 50.02% |
$4.31M - $5.59M
|
114K
$5.15M
|
|
Oct 04, 2022
Q2 2022
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-116K- 74.8% |
$4.37M - $5.66M
|
39.1K
$1.76M
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-125K- 48.2% |
$4.7M - $6.1M
|
134K
$6.05M
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-128K- 98.58% |
$4.83M - $6.26M
|
1.85K
$83.2K
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-132K- 50.2% |
$4.97M - $6.45M
|
131K
$5.91M
|
|
Jul 28, 2022
Q2 2022
|
Jb Capital LLC
|
SELL
|
- |
-148K- 36.14% |
$5.57M - $7.23M
|
262K
$11.8M
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-182K- 45.51% |
$6.85M - $8.89M
|
218K
$9.82M
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-200K- 28.17% |
$7.53M - $9.76M
|
510K
$23M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-245K- 27.52% |
$9.22M - $12M
|
645K
$29.1M
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-252K- 52.92% |
$9.49M - $12.3M
|
224K
$10.1M
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-254K- 46.62% |
$9.56M - $12.4M
|
291K
$13.1M
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-428K- 41.14% |
$16.1M - $20.9M
|
613K
$27.6M
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-445K- 36.65% |
$16.8M - $21.7M
|
769K
$34.7M
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-618K- 17.48% |
$23.3M - $30.2M
|
2.92M
$132M
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-768K- 36.36% |
$28.9M - $37.5M
|
1.34M
$60.6M
|