Purchases and Sales Made in Q4 2022 in Ishares Tr (IYE)
This table provides information about the institutional ownership of Ishares Tr (IYE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.35M+ 3079.4% |
$55.8M - $68M
|
1.39M
$61.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
335K+ 5414.91% |
$13.9M - $16.9M
|
341K
$15.1M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
184K+ 33.98% |
$7.62M - $9.28M
|
725K
$32.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
165K+ 8.25% |
$6.84M - $8.34M
|
2.17M
$96.3M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
121K+ 8038.89% |
$5.02M - $6.12M
|
123K
$5.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
112KNew |
$4.65M - $5.67M
|
112K
$4.98M
|
|
|
Jan 23, 2023
Q4 2022
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
97.3KNew |
$4.03M - $4.91M
|
97.3K
$4.32M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
88.6K+ 402.03% |
$3.67M - $4.47M
|
111K
$4.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
88KNew |
$3.65M - $4.44M
|
88K
$3.91M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
87.6K+ 7.59% |
$3.63M - $4.42M
|
1.24M
$55.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
78.8K+ 30.71% |
$3.26M - $3.98M
|
335K
$14.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
59.2KNew |
$2.45M - $2.99M
|
59.2K
$2.63M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
54.2K+ 6.51% |
$2.24M - $2.73M
|
886K
$39.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
51.5K+ 152.17% |
$2.13M - $2.6M
|
85.4K
$3.79M
|
|
|
Jan 19, 2023
Q4 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
50.9KNew |
$2.11M - $2.57M
|
50.9K
$2.26M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
49.6K+ 49.63% |
$2.05M - $2.5M
|
150K
$6.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
49.3KNew |
$2.04M - $2.49M
|
49.3K
$2.19M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
45.3K+ 15.62% |
$1.88M - $2.29M
|
335K
$14.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
42.1KNew |
$1.74M - $2.13M
|
42.1K
$1.87M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
39.3K+ 34.55% |
$1.63M - $1.98M
|
153K
$6.79M
|
|
|
Feb 21, 2023
Q4 2022
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
34.3KNew |
$1.42M - $1.73M
|
34.3K
$1.53M
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
33.7KNew |
$1.39M - $1.7M
|
33.7K
$1.49M
|
|
|
Jan 17, 2023
Q4 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
33.2KNew |
$1.38M - $1.68M
|
33.2K
$1.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
31.1K+ 39.13% |
$1.29M - $1.57M
|
111K
$4.91M
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
28.3K+ 67.28% |
$1.17M - $1.43M
|
70.4K
$3.13M
|
|
|
Jan 17, 2023
Q4 2022
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
26.9KNew |
$1.11M - $1.36M
|
26.9K
$1.19M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
24.3KNew |
$1.01M - $1.23M
|
24.3K
$1.08M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
24.1K+ 59.3% |
$999K - $1.22M
|
64.8K
$2.88M
|
|
|
Jan 26, 2023
Q4 2022
|
Legacy Financial Group LLC
|
BUY
|
- |
23.8KNew |
$987K - $1.2M
|
23.8K
$1.06M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
22.2K+ 9.55% |
$920K - $1.12M
|
255K
$11.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
19.4K+ 178.93% |
$802K - $978K
|
30.2K
$1.34M
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
17.9K+ 237.2% |
$743K - $906K
|
25.5K
$1.13M
|
|
|
Apr 21, 2023
Q4 2022
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
16.9KNew |
$701K - $854K
|
16.9K
$751K
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
16.3K+ 159.43% |
$675K - $823K
|
26.5K
$1.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
16KNew |
$662K - $807K
|
16K
$709K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
14.6K+ 299.4% |
$603K - $735K
|
19.4K
$862K
|
|
|
Jan 17, 2023
Q4 2022
|
Forte Asset Management LLC
|
BUY
|
- |
14.1K+ 31.93% |
$583K - $710K
|
58.1K
$2.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
14KNew |
$580K - $708K
|
14K
$622K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.7KNew |
$567K - $692K
|
13.7K
$608K
|
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
11.5K+ 19.04% |
$475K - $580K
|
71.8K
$3.19M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.4KNew |
$474K - $577K
|
11.4K
$508K
|
|
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
10.2KNew |
$424K - $517K
|
10.2K
$455K
|
|
|
Feb 10, 2023
Q4 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
10.2KNew |
$421K - $513K
|
10.2K
$451K
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.61KNew |
$398K - $485K
|
9.61K
$427K
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.56K+ 176.56% |
$396K - $483K
|
15K
$665K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.43K+ 29.14% |
$391K - $476K
|
41.8K
$1.86M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
8.63KNew |
$357K - $436K
|
8.63K
$383K
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
8.61KNew |
$357K - $435K
|
8.61K
$382K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.43K+ 2.56% |
$308K - $375K
|
298K
$13.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.39K+ 1.02% |
$306K - $373K
|
732K
$32.5M
|