Purchases and Sales Made in Q2 2022 in Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.28K+ 23.64% |
$320K - $384K
|
6.7K
$412K
|
|
|
Aug 12, 2022
Q2 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.23KNew |
$308K - $370K
|
1.23K
$75.9K
|
|
|
Aug 01, 2022
Q2 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
1.2KNew |
$300K - $360K
|
1.2K
$73.8K
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
1.13K+ 52.02% |
$283K - $340K
|
3.31K
$204K
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
1.12KNew |
$281K - $337K
|
1.12K
$69.1K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.12K+ 11.62% |
$279K - $335K
|
10.7K
$661K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
1.09KNew |
$273K - $328K
|
1.09K
$67.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.08K+ 94.3% |
$269K - $323K
|
2.22K
$136K
|
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
1.08KNew |
$269K - $323K
|
1.08K
$66.2K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.03K+ 29.89% |
$257K - $309K
|
4.47K
$275K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
965+ 25.83% |
$241K - $290K
|
4.7K
$289K
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
919+ 82.57% |
$230K - $276K
|
2.03K
$125K
|
|
|
Aug 05, 2022
Q2 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
892+ 1.1% |
$223K - $268K
|
82.1K
$5.05M
|
|
|
Oct 11, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
889New |
$222K - $267K
|
889
$54.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
860New |
$215K - $258K
|
860
$52.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
819New |
$205K - $246K
|
819
$50.4K
|
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
797+ 102.44% |
$199K - $239K
|
1.58K
$96.9K
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
765New |
$191K - $230K
|
765
$47.1K
|
|
|
Sep 20, 2022
Q2 2022
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
747New |
$187K - $224K
|
747
$45.9K
|
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
704+ 9.0% |
$176K - $211K
|
8.52K
$524K
|
|
|
Aug 08, 2022
Q2 2022
|
Hc Advisors, LLC
|
BUY
|
- |
670+ 6.44% |
$167K - $201K
|
11.1K
$681K
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
655+ 11.76% |
$164K - $197K
|
6.22K
$383K
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
615+ 6.63% |
$154K - $185K
|
9.89K
$608K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
579+ 20.34% |
$145K - $174K
|
3.43K
$211K
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
575+ 79.31% |
$144K - $173K
|
1.3K
$80K
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
570+ 28.85% |
$142K - $171K
|
2.55K
$157K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
505+ 2.86% |
$126K - $152K
|
18.2K
$1.12M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
488+ 6.39% |
$122K - $146K
|
8.12K
$500K
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
482+ 3.56% |
$120K - $145K
|
14K
$863K
|
|
|
Jul 13, 2022
Q2 2022
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
470+ 5.63% |
$117K - $141K
|
8.82K
$542K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
435+ 16.83% |
$109K - $131K
|
3.02K
$186K
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
419+ 10.03% |
$105K - $126K
|
4.6K
$283K
|
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
408+ 21.66% |
$102K - $122K
|
2.29K
$141K
|
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
400New |
$99.9K - $120K
|
400
$24.6K
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
400+ 13.49% |
$99.9K - $120K
|
3.37K
$207K
|
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
371+ 23.81% |
$92.7K - $111K
|
1.93K
$119K
|
|
|
Aug 11, 2022
Q2 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
356+ 5.3% |
$88.9K - $107K
|
7.07K
$435K
|
|
|
Aug 12, 2022
Q2 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
354+ 5.57% |
$88.4K - $106K
|
6.71K
$412K
|
|
|
Aug 10, 2022
Q2 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
350+ 6.2% |
$87.4K - $105K
|
6K
$369K
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
348+ 5.2% |
$86.9K - $104K
|
7.04K
$433K
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
346+ 38.36% |
$86.4K - $104K
|
1.25K
$76.8K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
345New |
$86.2K - $104K
|
345
$21.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
336+ 32.46% |
$83.9K - $101K
|
1.37K
$84.3K
|
|
|
Aug 03, 2022
Q2 2022
|
Planning Directions Inc
|
BUY
|
- |
331+ 8.99% |
$82.7K - $99.3K
|
4.01K
$247K
|
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
327New |
$81.7K - $98.1K
|
327
$20.1K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
322+ 117.52% |
$80.4K - $96.6K
|
596
$36.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
319+ 6.26% |
$79.7K - $95.7K
|
5.41K
$333K
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
292+ 13.52% |
$72.9K - $87.6K
|
2.45K
$151K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
290+ 13.37% |
$72.4K - $87K
|
2.46K
$151K
|
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
282+ 15.33% |
$70.4K - $84.6K
|
2.12K
$131K
|