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 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-4- 3.25% |
$188 - $677
|
119
$9.92K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-5- 0.38% |
$235 - $846
|
1.32K
$110K
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
SELL
|
- |
-10- 16.67% |
$469 - $1.69K
|
50
$4.17K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-20- 0.34% |
$938 - $3.38K
|
5.94K
$495K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-32- 2.46% |
$1.5K - $5.41K
|
1.27K
$106K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-34- 2.19% |
$1.6K - $5.75K
|
1.52K
$126K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-35- 3.16% |
$1.64K - $5.92K
|
1.07K
$89.3K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-36- 1.43% |
$1.69K - $6.09K
|
2.48K
$207K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-45- 14.29% |
$2.11K - $7.61K
|
270
$22.5K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-47- 14.42% |
$2.21K - $7.95K
|
279
$23.3K
|
|
|
Jan 25, 2023
Q4 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-50- 2.87% |
$2.35K - $8.46K
|
1.69K
$141K
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-55- 27.36% |
$2.58K - $9.31K
|
146
$12.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-57- 0.85% |
$2.67K - $9.64K
|
6.66K
$555K
|
|
|
Jan 18, 2023
Q4 2022
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-62- 2.33% |
$2.91K - $10.5K
|
2.6K
$217K
|
|
|
Feb 01, 2023
Q4 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-65- 1.35% |
$3.05K - $11K
|
4.75K
$396K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-73- 3.09% |
$3.43K - $12.4K
|
2.29K
$191K
|
|
|
Feb 01, 2023
Q4 2022
|
Patten & Patten Inc
|
SELL
|
- |
-75- 0.88% |
$3.52K - $12.7K
|
8.49K
$708K
|
|
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-76- 0.42% |
$3.57K - $12.9K
|
17.8K
$1.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-89- 0.22% |
$4.18K - $15.1K
|
40.2K
$3.35M
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-101- 2.3% |
$4.74K - $17.1K
|
4.29K
$358K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-140- 2.46% |
$6.57K - $23.7K
|
5.54K
$462K
|
|
|
Feb 13, 2023
Q4 2022
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-174- 0.65% |
$8.16K - $29.4K
|
26.4K
$2.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-185- 4.07% |
$8.68K - $31.3K
|
4.36K
$363K
|
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
SELL
|
- |
-187- 1.41% |
$8.77K - $31.6K
|
13.1K
$1.09M
|
|
|
Jan 05, 2023
Q4 2022
|
Spence Asset Management
|
SELL
|
- |
-214- 2.72% |
$10K - $36.2K
|
7.67K
$639K
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-225- 22.84% |
$10.6K - $38.1K
|
760
$63.3K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-253- 11.09% |
$11.9K - $42.8K
|
2.03K
$169K
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-265- 1.58% |
$12.4K - $44.8K
|
16.5K
$1.37M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-269- 3.05% |
$12.6K - $45.5K
|
8.56K
$713K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-281- 1.11% |
$13.2K - $47.5K
|
25.1K
$2.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-288- 16.12% |
$13.5K - $48.7K
|
1.5K
$125K
|
|
|
Nov 26, 2024
Q4 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-299Closed |
$14K - $50.6K
|
0
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-362- 93.78% |
$17K - $61.2K
|
24
$2K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-442- 5.09% |
$20.7K - $74.8K
|
8.24K
$686K
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-453- 1.49% |
$21.3K - $76.6K
|
29.9K
$2.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-502- 19.23% |
$23.6K - $84.9K
|
2.11K
$176K
|
|
|
Jan 26, 2023
Q4 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-529- 8.78% |
$24.8K - $89.5K
|
5.5K
$458K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-545- 20.45% |
$25.6K - $92.2K
|
2.12K
$177K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-552- 2.97% |
$25.9K - $93.4K
|
18K
$1.5M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-569- 2.54% |
$26.7K - $96.3K
|
21.8K
$1.82M
|
|
|
Feb 10, 2023
Q4 2022
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-574- 1.83% |
$26.9K - $97.1K
|
30.7K
$2.56M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-586- 26.98% |
$27.5K - $99.1K
|
1.59K
$132K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-599- 12.45% |
$28.1K - $101K
|
4.21K
$351K
|
|
|
Jan 17, 2023
Q4 2022
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-623- 1.7% |
$29.2K - $105K
|
35.9K
$2.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-628- 13.4% |
$29.5K - $106K
|
4.06K
$338K
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-665- 23.21% |
$31.2K - $113K
|
2.2K
$183K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-676- 38.85% |
$31.7K - $114K
|
1.06K
$88.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-676- 5.52% |
$31.7K - $114K
|
11.6K
$964K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-707- 34.54% |
$33.2K - $120K
|
1.34K
$112K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-756- 11.64% |
$35.5K - $128K
|
5.74K
$478K
|