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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
827New |
$220K - $246K
|
827
$49.6K
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
811New |
$216K - $241K
|
811
$48.7K
|
|
|
May 02, 2022
Q1 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
800+ 14.41% |
$213K - $238K
|
6.35K
$381K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
796+ 21.69% |
$212K - $237K
|
4.47K
$268K
|
|
|
May 16, 2022
Q1 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
780New |
$208K - $232K
|
780
$46.8K
|
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
775New |
$206K - $231K
|
775
$46.5K
|
|
|
May 04, 2022
Q1 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
767New |
$204K - $228K
|
767
$46K
|
|
|
May 16, 2022
Q1 2022
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
730New |
$194K - $217K
|
730
$43.8K
|
|
|
May 05, 2022
Q1 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
700New |
$186K - $208K
|
700
$42K
|
|
|
May 16, 2022
Q1 2022
|
Alpha Square Group S, LLC
New York, NY |
BUY
|
- |
698New |
$186K - $208K
|
698
$41.9K
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
670New |
$178K - $199K
|
670
$40.2K
|
|
|
Jan 25, 2023
Q1 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
612+ 3.78% |
$163K - $182K
|
16.8K
$1.01M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
543+ 18.72% |
$145K - $162K
|
3.44K
$207K
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
535+ 18.07% |
$142K - $159K
|
3.5K
$210K
|
|
|
Aug 05, 2022
Q1 2022
|
Tevis Investment Management
|
BUY
|
- |
523New |
$139K - $156K
|
523
$31.4K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
474+ 0.75% |
$126K - $141K
|
63.5K
$3.81M
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
422+ 4.0% |
$112K - $126K
|
11K
$659K
|
|
|
May 04, 2022
Q1 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
419+ 6.66% |
$112K - $125K
|
6.72K
$403K
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
378New |
$101K - $112K
|
378
$22.7K
|
|
|
Apr 19, 2022
Q1 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
371+ 11.33% |
$98.7K - $110K
|
3.65K
$219K
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
360+ 7.17% |
$95.8K - $107K
|
5.38K
$323K
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
360+ 7.17% |
$95.8K - $107K
|
5.38K
$323K
|
|
|
Apr 18, 2022
Q1 2022
|
First Citizens Financial Corp
|
BUY
|
- |
358+ 1.96% |
$95.3K - $107K
|
18.7K
$1.12M
|
|
|
May 10, 2022
Q1 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
337+ 10.9% |
$89.7K - $100K
|
3.43K
$206K
|
|
|
May 13, 2022
Q1 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
320+ 22.21% |
$85.2K - $95.2K
|
1.76K
$106K
|
|
|
May 19, 2022
Q1 2022
|
Planning Directions Inc
|
BUY
|
- |
315+ 9.36% |
$83.8K - $93.7K
|
3.68K
$221K
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
301+ 2.27% |
$80.1K - $89.6K
|
13.5K
$813K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
301+ 5.1% |
$80.1K - $89.6K
|
6.2K
$372K
|
|
|
May 06, 2022
Q1 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
293+ 20.1% |
$78K - $87.2K
|
1.75K
$105K
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
266+ 4.39% |
$70.8K - $79.2K
|
6.33K
$380K
|
|
|
May 05, 2022
Q1 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
239+ 4.42% |
$63.6K - $71.1K
|
5.65K
$339K
|
|
|
Apr 28, 2022
Q1 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
230+ 0.7% |
$61.2K - $68.4K
|
33.2K
$1.99M
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
226+ 10.93% |
$60.1K - $67.3K
|
2.29K
$138K
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
225+ 6.59% |
$59.9K - $67K
|
3.64K
$218K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
225+ 6.59% |
$59.9K - $67K
|
3.64K
$218K
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
221+ 10.84% |
$58.8K - $65.8K
|
2.26K
$136K
|
|
|
Apr 11, 2022
Q1 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
220+ 15.56% |
$58.5K - $65.5K
|
1.63K
$98.1K
|
|
|
Apr 29, 2022
Q1 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
215+ 10.0% |
$57.2K - $64K
|
2.37K
$142K
|
|
|
May 12, 2022
Q1 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
198+ 1.41% |
$52.7K - $58.9K
|
14.2K
$852K
|
|
|
Apr 20, 2022
Q1 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
194+ 6.93% |
$51.6K - $57.7K
|
2.99K
$180K
|
|
|
May 02, 2022
Q1 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
190+ 7.39% |
$50.6K - $56.5K
|
2.76K
$166K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
180+ 12.31% |
$47.9K - $53.6K
|
1.64K
$98.6K
|
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
179+ 14.61% |
$47.6K - $53.3K
|
1.4K
$84.3K
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
176+ 10.65% |
$46.8K - $52.4K
|
1.83K
$110K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
175New |
$46.6K - $52.1K
|
175
$10.5K
|
|
|
May 10, 2022
Q1 2022
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
172+ 4.28% |
$45.8K - $51.2K
|
4.19K
$252K
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
163+ 13.13% |
$43.4K - $48.5K
|
1.4K
$84.3K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
154New |
$41K - $45.8K
|
154
$9.24K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
140+ 5.73% |
$37.3K - $41.7K
|
2.58K
$155K
|
|
|
Apr 20, 2022
Q1 2022
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
133+ 6.48% |
$35.4K - $39.6K
|
2.18K
$131K
|