Purchases and Sales Made in Q4 2022 in Ishares Tr (IYG)
This table provides information about the institutional ownership of Ishares Tr (IYG) 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 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
466New |
$21.9K - $78.8K
|
466
$38.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
375New |
$17.6K - $63.4K
|
375
$31.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
326+ 13.27% |
$15.3K - $55.2K
|
2.78K
$232K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
280+ 9.99% |
$13.1K - $47.4K
|
3.08K
$257K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
217+ 9.21% |
$10.2K - $36.7K
|
2.57K
$215K
|
|
|
Jan 25, 2023
Q4 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
210+ 5.34% |
$9.85K - $35.5K
|
4.14K
$345K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
200New |
$9.38K - $33.8K
|
200
$16.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
177+ 0.41% |
$8.3K - $29.9K
|
43.2K
$3.6M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
167New |
$7.84K - $28.3K
|
167
$13.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
134+ 558.33% |
$6.29K - $22.7K
|
158
$13.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
120New |
$5.63K - $20.3K
|
120
$10K
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
110New |
$5.16K - $18.6K
|
110
$9.17K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
107New |
$5.02K - $18.1K
|
107
$8.92K
|
|
|
Jan 20, 2023
Q4 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
100+ 11.6% |
$4.69K - $16.9K
|
962
$80.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
97+ 2.35% |
$4.55K - $16.4K
|
4.22K
$352K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
86+ 1.6% |
$4.04K - $14.6K
|
5.45K
$454K
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
84+ 5.74% |
$3.94K - $14.2K
|
1.55K
$129K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
79+ 5.21% |
$3.71K - $13.4K
|
1.59K
$133K
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
76+ 4.08% |
$3.57K - $12.9K
|
1.94K
$162K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
74+ 1.46% |
$3.47K - $12.5K
|
5.13K
$428K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
60New |
$2.82K - $10.2K
|
60
$5K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
55New |
$2.58K - $9.31K
|
55
$4.58K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
52+ 0.5% |
$2.44K - $8.8K
|
10.5K
$874K
|
|
|
Feb 10, 2023
Q4 2022
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
44+ 0.15% |
$2.06K - $7.44K
|
30.4K
$2.53M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
42New |
$1.97K - $7.11K
|
42
$3.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
40+ 0.95% |
$1.88K - $6.77K
|
4.25K
$354K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
35New |
$1.64K - $5.92K
|
35
$2.92K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
34+ 0.8% |
$1.6K - $5.75K
|
4.27K
$356K
|
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
33+ 78.57% |
$1.55K - $5.58K
|
75
$6.25K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
33New |
$1.55K - $5.58K
|
33
$2.75K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
32+ 1.15% |
$1.5K - $5.41K
|
2.82K
$235K
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
20New |
$938 - $3.38K
|
20
$1.67K
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
17New |
$798 - $2.88K
|
17
$1.42K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13+ 0.23% |
$610 - $2.2K
|
5.67K
$473K
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
12+ 0.61% |
$563 - $2.03K
|
1.98K
$165K
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
12+ 0.27% |
$563 - $2.03K
|
4.52K
$376K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9+ 0.85% |
$422 - $1.52K
|
1.07K
$89.1K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
7+ 0.7% |
$328 - $1.18K
|
1K
$83.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Wealthgate Family Office, LLC
|
BUY
|
- |
6+ 0.03% |
$282 - $1.02K
|
21.9K
$1.83M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4+ 0.25% |
$188 - $677
|
1.62K
$135K
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
BUY
|
- |
3+ 0.1% |
$141 - $508
|
3.16K
$263K
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
3+ 0.08% |
$141 - $508
|
3.59K
$299K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2+ 0.58% |
$93.8 - $338
|
345
$28.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
2+ 1.63% |
$93.8 - $338
|
125
$10.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2+ 0.63% |
$93.8 - $338
|
321
$26.8K
|
|
|
Feb 27, 2023
Q4 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
1+ 0.05% |
$46.9 - $169
|
2.17K
$181K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 0.13% |
$46.9 - $169
|
769
$64.1K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.93% |
$46.9 - $169
|
109
$9.09K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.6% |
$46.9 - $169
|
167
$13.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 2.38% |
$46.9 - $169
|
43
$3.58K
|