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 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4+ 0.26% |
$1.06K - $1.19K
|
1.56K
$96.5K
|
|
|
Apr 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3+ 0.27% |
$798 - $893
|
1.1K
$68.1K
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
3New |
$798 - $893
|
3
$185
|
|
|
Apr 27, 2022
Q1 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
3+ 0.24% |
$798 - $893
|
1.23K
$76.1K
|
|
|
Apr 12, 2022
Q1 2022
|
Hya Advisors, Inc
|
BUY
|
- |
3+ 0.18% |
$798 - $893
|
1.71K
$106K
|
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2+ 0.14% |
$532 - $595
|
1.38K
$85.6K
|
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2+ 0.11% |
$532 - $595
|
1.82K
$113K
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2+ 0.03% |
$532 - $595
|
6.69K
$413K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.3% |
$532 - $595
|
662
$40.9K
|
|
|
Jan 03, 2023
Q1 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
2+ 0.09% |
$532 - $595
|
2.32K
$143K
|
|
|
May 03, 2022
Q1 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
2+ 0.22% |
$532 - $595
|
930
$57.5K
|
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2+ 0.19% |
$532 - $595
|
1.04K
$64.2K
|
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1+ 0.02% |
$266 - $298
|
5.12K
$316K
|
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1+ 0.05% |
$266 - $298
|
2.08K
$129K
|
|
|
May 12, 2022
Q1 2022
|
X Square Capital, LLC
|
BUY
|
- |
1+ 0.11% |
$266 - $298
|
875
$54.1K
|
|
|
May 10, 2022
Q1 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1+ 0.06% |
$266 - $298
|
1.7K
$105K
|
|
|
Apr 14, 2022
Q1 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1+ 0.11% |
$266 - $298
|
883
$54.6K
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1+ 0.12% |
$266 - $298
|
826
$51.1K
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2- 9.52% |
$532 - $595
|
19
$1.17K
|
|
|
Nov 30, 2022
Q1 2022
|
Family Firm, Inc.
|
SELL
|
- |
-2- 0.25% |
$532 - $595
|
809
$50K
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-3- 0.33% |
$798 - $893
|
911
$56.3K
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4- 0.19% |
$1.06K - $1.19K
|
2.05K
$127K
|
|
|
Apr 14, 2022
Q1 2022
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-5- 0.31% |
$1.33K - $1.49K
|
1.59K
$98.5K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-7- 0.52% |
$1.86K - $2.08K
|
1.33K
$82.2K
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-7- 24.14% |
$1.86K - $2.08K
|
22
$1.36K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-11- 0.54% |
$2.93K - $3.27K
|
2.02K
$125K
|
|
|
Apr 07, 2022
Q1 2022
|
Bremer Bank National Association
|
SELL
|
- |
-12- 1.56% |
$3.19K - $3.57K
|
759
$46.9K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-13- 0.23% |
$3.46K - $3.87K
|
5.57K
$344K
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-15- 19.74% |
$3.99K - $4.46K
|
61
$3.77K
|
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-15Closed |
$3.99K - $4.46K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-17- 1.44% |
$4.52K - $5.06K
|
1.16K
$71.7K
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-20- 1.09% |
$5.32K - $5.95K
|
1.81K
$112K
|
|
|
Apr 28, 2022
Q1 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-20- 2.39% |
$5.32K - $5.95K
|
817
$50.5K
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-20- 0.97% |
$5.32K - $5.95K
|
2.05K
$126K
|
|
|
May 16, 2022
Q1 2022
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-23- 1.7% |
$6.12K - $6.84K
|
1.33K
$82K
|
|
|
May 12, 2022
Q1 2022
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-23- 0.53% |
$6.12K - $6.84K
|
4.29K
$265K
|
|
|
Jul 28, 2022
Q1 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-29- 1.19% |
$7.72K - $8.63K
|
2.4K
$149K
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-30Closed |
$7.98K - $8.93K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-32Closed |
$8.52K - $9.52K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-33Closed |
$8.78K - $9.82K
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-36- 1.23% |
$9.58K - $10.7K
|
2.9K
$179K
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-40- 1.33% |
$10.6K - $11.9K
|
2.97K
$183K
|
|
|
May 02, 2022
Q1 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-40- 2.19% |
$10.6K - $11.9K
|
1.78K
$110K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-43- 6.78% |
$11.4K - $12.8K
|
591
$36.5K
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-43- 1.02% |
$11.4K - $12.8K
|
4.18K
$258K
|
|
|
May 13, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-47- 5.64% |
$12.5K - $14K
|
786
$48.6K
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-50Closed |
$13.3K - $14.9K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-50- 6.14% |
$13.3K - $14.9K
|
764
$47.2K
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
SELL
|
- |
-53Closed |
$14.1K - $15.8K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-56- 0.95% |
$14.9K - $16.7K
|
5.86K
$362K
|