Purchases and Sales Made in Q3 2022 in Ishares Tr (IYE)
This table provides information about the institutional ownership of Ishares Tr (IYE) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
241K+ 23.86% |
$8.7M - $11M
|
1.25M
$55.6M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
165K+ 29.42% |
$5.94M - $7.52M
|
725K
$32.2M
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
73.2K+ 519.23% |
$2.64M - $3.34M
|
87.3K
$3.88M
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
64.6KNew |
$2.33M - $2.95M
|
64.6K
$2.87M
|
|
Nov 14, 2022
Q3 2022
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
63.7KNew |
$2.3M - $2.91M
|
63.7K
$2.83M
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
46.9KNew |
$1.69M - $2.14M
|
46.9K
$2.08M
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
38.4K+ 22.35% |
$1.38M - $1.75M
|
210K
$9.33M
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
35.7KNew |
$1.29M - $1.63M
|
35.7K
$1.59M
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
35.6K+ 73.88% |
$1.29M - $1.63M
|
83.9K
$3.72M
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
33.3K+ 504.75% |
$1.2M - $1.52M
|
39.9K
$1.77M
|
|
Nov 04, 2022
Q3 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
32.8KNew |
$1.18M - $1.5M
|
32.8K
$1.46M
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
32.8K+ 54.38% |
$1.18M - $1.5M
|
93.1K
$4.13M
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
32.3KNew |
$1.16M - $1.47M
|
32.3K
$1.43M
|
|
Oct 21, 2022
Q3 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
32.3KNew |
$1.16M - $1.47M
|
32.3K
$1.43M
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
26.9K+ 971.4% |
$969K - $1.23M
|
29.6K
$1.32M
|
|
Nov 10, 2022
Q3 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
26KNew |
$937K - $1.19M
|
26K
$1.15M
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
19.9KNew |
$718K - $909K
|
19.9K
$884K
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
16.4K+ 87.36% |
$591K - $748K
|
35.1K
$1.56M
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
16.2KNew |
$585K - $741K
|
16.2K
$721K
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
15.7K+ 84.32% |
$567K - $718K
|
34.4K
$1.53M
|
|
Nov 08, 2022
Q3 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
13.8K+ 9.98% |
$499K - $632K
|
153K
$6.78M
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
11.8K+ 26.61% |
$424K - $537K
|
55.9K
$2.48M
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
11.7KNew |
$423K - $536K
|
11.7K
$521K
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
11.2KNew |
$404K - $511K
|
11.2K
$497K
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
10.8KNew |
$391K - $495K
|
10.8K
$481K
|
|
Nov 09, 2022
Q3 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
10.8K+ 47.79% |
$389K - $493K
|
33.4K
$1.48M
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8.46K+ 3.77% |
$305K - $386K
|
233K
$10.3M
|
|
Nov 14, 2022
Q3 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.99K+ 37.14% |
$288K - $365K
|
29.5K
$1.31M
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.58K+ 5.39% |
$273K - $346K
|
148K
$6.58M
|
|
Nov 14, 2022
Q3 2022
|
Apexium Financial, LP
|
BUY
|
- |
7.37KNew |
$266K - $336K
|
7.37K
$327K
|
|
Nov 16, 2022
Q3 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
6.95KNew |
$251K - $317K
|
6.95K
$309K
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.84K+ 17.65% |
$247K - $312K
|
45.6K
$2.02M
|
|
Nov 14, 2022
Q3 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
6.68KNew |
$241K - $305K
|
6.68K
$297K
|
|
Mar 23, 2023
Q3 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
6.62K+ 32.1% |
$239K - $302K
|
27.2K
$1.21M
|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.23KNew |
$225K - $284K
|
6.23K
$276K
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
6.16K+ 91.07% |
$222K - $281K
|
12.9K
$574K
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
6.1KNew |
$220K - $278K
|
6.1K
$271K
|
|
Nov 14, 2022
Q3 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
5.8KNew |
$209K - $265K
|
5.8K
$257K
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.56K+ 9.63% |
$201K - $254K
|
63.3K
$2.81M
|
|
Oct 21, 2022
Q3 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
5.32KNew |
$192K - $243K
|
5.32K
$236K
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
5.27KNew |
$190K - $241K
|
5.27K
$234K
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.23K+ 10.38% |
$189K - $239K
|
55.6K
$2.47M
|
|
Nov 14, 2022
Q3 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
5.2KNew |
$188K - $237K
|
5.2K
$231K
|
|
Nov 14, 2022
Q3 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
5.19KNew |
$187K - $237K
|
5.19K
$230K
|
|
Nov 07, 2022
Q3 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
4.54K+ 82.91% |
$164K - $207K
|
10K
$444K
|
|
Oct 12, 2022
Q3 2022
|
Dentgroup LLC
|
BUY
|
- |
3.99K+ 4.71% |
$144K - $182K
|
88.6K
$3.94M
|
|
Nov 01, 2022
Q3 2022
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
3.4K+ 12.35% |
$123K - $155K
|
30.9K
$1.37M
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
3.28K+ 1327.53% |
$118K - $150K
|
3.53K
$157K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.07K+ 2.36% |
$111K - $140K
|
133K
$5.91M
|
|
Oct 24, 2022
Q3 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
2.96K+ 25.33% |
$107K - $135K
|
14.7K
$651K
|