Purchases and Sales Made in Q3 2022 in Ishares Tr (IYG)
This table provides information about the institutional ownership of Ishares Tr (IYG) 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 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-50- 40.0% |
$2.35K - $2.86K
|
75
$5.62K
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-55- 1.88% |
$2.59K - $3.14K
|
2.87K
$215K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-65- 2.67% |
$3.06K - $3.72K
|
2.37K
$177K
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-66- 0.54% |
$3.11K - $3.77K
|
12.2K
$917K
|
|
|
Oct 19, 2022
Q3 2022
|
Patten & Patten Inc
|
SELL
|
- |
-70- 0.81% |
$3.3K - $4K
|
8.57K
$642K
|
|
|
Oct 25, 2022
Q3 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-100- 5.42% |
$4.71K - $5.72K
|
1.74K
$131K
|
|
|
Oct 24, 2022
Q3 2022
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-116- 0.54% |
$5.46K - $6.63K
|
21.5K
$1.61M
|
|
|
Nov 01, 2022
Q3 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-119- 1.74% |
$5.6K - $6.8K
|
6.71K
$503K
|
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-131- 75.72% |
$6.17K - $7.49K
|
42
$3.15K
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
SELL
|
- |
-136- 2.47% |
$6.4K - $7.77K
|
5.37K
$402K
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-174- 27.8% |
$8.19K - $9.95K
|
452
$33.9K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-192- 4.99% |
$9.04K - $11K
|
3.66K
$274K
|
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-212- 56.84% |
$9.98K - $12.1K
|
161
$12.1K
|
|
|
Nov 15, 2022
Q3 2022
|
Family Firm, Inc.
|
SELL
|
- |
-216- 1.6% |
$10.2K - $12.3K
|
13.3K
$994K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-218- 14.12% |
$10.3K - $12.5K
|
1.33K
$99.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-250- 20.24% |
$11.8K - $14.3K
|
985
$73.8K
|
|
|
Oct 17, 2022
Q3 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-309- 0.66% |
$14.5K - $17.7K
|
46.5K
$3.48M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-309- 6.94% |
$14.5K - $17.7K
|
4.15K
$311K
|
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-339- 1.11% |
$16K - $19.4K
|
30.3K
$2.27M
|
|
|
Oct 26, 2022
Q3 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-343- 16.4% |
$16.1K - $19.6K
|
1.75K
$131K
|
|
|
Oct 21, 2022
Q3 2022
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-360- 0.98% |
$16.9K - $20.6K
|
36.6K
$2.74M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-421- 19.07% |
$19.8K - $24.1K
|
1.79K
$134K
|
|
|
Nov 08, 2022
Q3 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-432- 6.69% |
$20.3K - $24.7K
|
6.03K
$451K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-433- 21.17% |
$20.4K - $24.8K
|
1.61K
$121K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-449- 8.75% |
$21.1K - $25.7K
|
4.69K
$351K
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-571- 2.37% |
$26.9K - $32.6K
|
23.5K
$1.76M
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-677- 8.76% |
$31.9K - $38.7K
|
7.05K
$528K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-745- 9.24% |
$35.1K - $42.6K
|
7.32K
$548K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-880- 7.78% |
$41.4K - $50.3K
|
10.4K
$781K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-968- 1.43% |
$45.6K - $55.3K
|
66.6K
$4.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-1.09K- 5.72% |
$51.1K - $62.1K
|
17.9K
$1.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.1K- 5.8% |
$51.9K - $63K
|
17.9K
$1.34M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.41K- 6.94% |
$66.3K - $80.5K
|
18.9K
$1.41M
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-1.65KClosed |
$77.8K - $94.4K
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-2.08K- 34.75% |
$97.8K - $119K
|
3.9K
$292K
|
|
|
Nov 14, 2022
Q3 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-2.12K- 15.86% |
$99.9K - $121K
|
11.3K
$843K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.14K- 29.74% |
$101K - $122K
|
5.06K
$379K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.2K- 2.93% |
$104K - $126K
|
72.9K
$5.46M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-2.27K- 29.13% |
$107K - $130K
|
5.51K
$413K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.35K- 50.01% |
$111K - $135K
|
2.35K
$176K
|
|
|
Nov 14, 2022
Q3 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-2.63K- 4.19% |
$124K - $150K
|
60.1K
$4.5M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.35K- 18.6% |
$158K - $192K
|
14.7K
$1.1M
|
|
|
Oct 25, 2022
Q3 2022
|
Diversified, LLC
|
SELL
|
- |
-4.11K- 18.69% |
$193K - $235K
|
17.9K
$1.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.39K- 14.74% |
$206K - $251K
|
25.4K
$1.9M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.44K- 43.98% |
$209K - $254K
|
5.66K
$424K
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.6K- 16.16% |
$217K - $263K
|
23.9K
$1.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.86K- 13.55% |
$229K - $278K
|
31K
$2.32M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-4.86K- 46.11% |
$229K - $278K
|
5.68K
$425K
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.12K- 1.11% |
$241K - $293K
|
456K
$34.2M
|
|
|
Nov 10, 2022
Q3 2022
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-5.23K- 0.93% |
$246K - $299K
|
559K
$41.8M
|