Purchases and Sales Made in Q1 2022 in Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 20, 2022
Q1 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
1.6M+ 628.8% |
$426M - $477M
|
1.86M
$111M
|
|
|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
387K+ 37356.41% |
$103M - $115M
|
388K
$23.3M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
179K+ 7269.75% |
$47.7M - $53.3M
|
182K
$10.9M
|
|
|
Aug 11, 2023
Q1 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
146K+ 363.13% |
$38.9M - $43.5M
|
187K
$11.2M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
69.5K+ 30.38% |
$18.5M - $20.7M
|
298K
$17.9M
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
25.5K+ 167.71% |
$6.79M - $7.59M
|
40.7K
$2.44M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
18.3K+ 43.87% |
$4.88M - $5.46M
|
60.2K
$3.61M
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
17.7K+ 394.36% |
$4.7M - $5.26M
|
22.2K
$1.33M
|
|
|
May 06, 2022
Q1 2022
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
16.1K+ 293.8% |
$4.29M - $4.8M
|
21.6K
$1.3M
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12K+ 8.26% |
$3.2M - $3.58M
|
158K
$9.47M
|
|
|
Apr 26, 2022
Q1 2022
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
10.6KNew |
$2.82M - $3.15M
|
10.6K
$636K
|
|
|
May 13, 2022
Q1 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
10.3K+ 333.87% |
$2.74M - $3.06M
|
13.4K
$803K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
8.85K+ 3.24% |
$2.35M - $2.63M
|
282K
$16.9M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.63KNew |
$2.03M - $2.27M
|
7.63K
$458K
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
5.43K+ 61.34% |
$1.44M - $1.62M
|
14.3K
$857K
|
|
|
Apr 25, 2022
Q1 2022
|
Transform Wealth, LLC
|
BUY
|
- |
4.5KNew |
$1.2M - $1.34M
|
4.5K
$270K
|
|
|
Apr 11, 2022
Q1 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
4.02K+ 5.2% |
$1.07M - $1.2M
|
81.2K
$4.88M
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
3.48K+ 215.69% |
$926K - $1.04M
|
5.09K
$306K
|
|
|
Apr 19, 2022
Q1 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
3.35KNew |
$892K - $998K
|
3.35K
$201K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.12KNew |
$829K - $927K
|
3.12K
$187K
|
|
|
May 13, 2022
Q1 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
2.91K+ 16.61% |
$773K - $865K
|
20.4K
$1.22M
|
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
2.84K+ 127.53% |
$757K - $846K
|
5.07K
$305K
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
2.76K+ 7082.05% |
$735K - $822K
|
2.8K
$168K
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.45K+ 68.57% |
$651K - $729K
|
6.02K
$361K
|
|
|
May 16, 2022
Q1 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.39KNew |
$635K - $710K
|
2.39K
$143K
|
|
|
Feb 13, 2025
Q1 2022
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
2.36KNew |
$629K - $703K
|
2.36K
$142K
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.05K+ 8.49% |
$547K - $611K
|
26.2K
$1.57M
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
1.7K+ 38.93% |
$453K - $507K
|
6.08K
$365K
|
|
|
Apr 25, 2022
Q1 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.7K+ 64.39% |
$452K - $506K
|
4.34K
$260K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.67K+ 7.44% |
$443K - $496K
|
24K
$1.44M
|
|
|
May 02, 2022
Q1 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1.56KNew |
$414K - $463K
|
1.56K
$93.4K
|
|
|
May 05, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.53K+ 19.0% |
$408K - $457K
|
9.61K
$577K
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.35K+ 3.25% |
$358K - $401K
|
42.7K
$2.57M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.2K+ 165.61% |
$320K - $358K
|
1.93K
$116K
|
|
|
May 13, 2022
Q1 2022
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
1.17KNew |
$311K - $348K
|
1.17K
$70.2K
|
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.17KNew |
$311K - $348K
|
1.17K
$70.2K
|
|
|
May 12, 2022
Q1 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.14KNew |
$303K - $338K
|
1.14K
$68.2K
|
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
1.13KNew |
$300K - $335K
|
1.13K
$67.6K
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.11KNew |
$296K - $331K
|
1.11K
$66.8K
|
|
|
May 03, 2022
Q1 2022
|
Sierra Capital LLC
|
BUY
|
- |
1.1K+ 525.24% |
$294K - $328K
|
1.31K
$78.8K
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
1.08K+ 13.21% |
$288K - $322K
|
9.28K
$557K
|
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.01K+ 14.83% |
$269K - $301K
|
7.82K
$469K
|
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
BUY
|
- |
967New |
$257K - $288K
|
967
$58K
|
|
|
May 05, 2022
Q1 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
952New |
$253K - $283K
|
952
$57.1K
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
906New |
$241K - $270K
|
906
$54.4K
|
|
|
Apr 28, 2022
Q1 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
900New |
$240K - $268K
|
900
$54K
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
883+ 27.93% |
$235K - $263K
|
4.05K
$243K
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
876+ 84.97% |
$233K - $261K
|
1.91K
$114K
|
|
|
May 12, 2022
Q1 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
868New |
$231K - $258K
|
868
$52.1K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
827+ 24.54% |
$220K - $246K
|
4.2K
$252K
|