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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2022
Q2 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
6+ 0.17% |
$1.5K - $1.8K
|
3.44K
$212K
|
|
|
Aug 05, 2022
Q2 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
6+ 0.14% |
$1.5K - $1.8K
|
4.2K
$260K
|
|
|
Aug 10, 2022
Q2 2022
|
Telemus Capital, LLC
|
BUY
|
- |
5+ 0.17% |
$1.25K - $1.5K
|
2.99K
$185K
|
|
|
Jul 28, 2022
Q2 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
4+ 0.21% |
$999 - $1.2K
|
1.87K
$115K
|
|
|
Aug 01, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
3+ 0.27% |
$749 - $900
|
1.12K
$68.9K
|
|
|
Jul 20, 2022
Q2 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
3+ 0.32% |
$749 - $900
|
955
$59K
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
BUY
|
- |
3+ 0.18% |
$749 - $900
|
1.72K
$106K
|
|
|
Aug 10, 2022
Q2 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
3+ 0.24% |
$749 - $900
|
1.23K
$76.3K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3+ 0.18% |
$749 - $900
|
1.65K
$102K
|
|
|
Jul 25, 2022
Q2 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
2+ 0.26% |
$500 - $600
|
782
$48.3K
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.42% |
$500 - $600
|
483
$29.9K
|
|
|
Aug 04, 2022
Q2 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
1+ 0.02% |
$250 - $300
|
4.83K
$299K
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.05% |
$250 - $300
|
2.06K
$127K
|
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1+ 0.04% |
$250 - $300
|
2.27K
$140K
|
|
|
Aug 08, 2022
Q2 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1+ 0.06% |
$250 - $300
|
1.71K
$105K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.15% |
$250 - $300
|
663
$41K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1+ 0.12% |
$250 - $300
|
812
$50.2K
|
|
|
Aug 05, 2022
Q2 2022
|
X Square Capital, LLC
|
BUY
|
- |
1+ 0.11% |
$250 - $300
|
876
$54.2K
|
|
|
Jul 18, 2022
Q2 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 0.09% |
$250 - $300
|
1.1K
$68.1K
|
|
|
Jul 12, 2022
Q2 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
1+ 0.66% |
$250 - $300
|
152
$9.4K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1+ 0.13% |
$250 - $300
|
776
$48K
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1+ 0.04% |
$250 - $300
|
2.66K
$164K
|
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1+ 0.05% |
$250 - $300
|
1.83K
$113K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1+ 0.03% |
$250 - $300
|
3.92K
$242K
|
|
|
Jul 19, 2022
Q2 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 1.72% |
$250 - $300
|
59
$3.65K
|
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.1% |
$250 - $300
|
1.04K
$64.2K
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1+ 0.12% |
$250 - $300
|
827
$51.1K
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1- 0.06% |
$250 - $300
|
1.65K
$102K
|
|
|
Jul 18, 2022
Q2 2022
|
First United Bank & Trust
|
SELL
|
- |
-5- 0.3% |
$1.25K - $1.5K
|
1.69K
$104K
|
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-6- 0.21% |
$1.5K - $1.8K
|
2.9K
$179K
|
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-6- 0.55% |
$1.5K - $1.8K
|
1.09K
$67.6K
|
|
|
Jul 08, 2022
Q2 2022
|
Bremer Bank National Association
|
SELL
|
- |
-7- 0.92% |
$1.75K - $2.1K
|
752
$46.5K
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-8- 0.09% |
$2K - $2.4K
|
8.84K
$546K
|
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-9- 40.91% |
$2.25K - $2.7K
|
13
$804
|
|
|
Jul 18, 2022
Q2 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-9- 0.42% |
$2.25K - $2.7K
|
2.13K
$132K
|
|
|
Aug 05, 2022
Q2 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-10- 1.08% |
$2.5K - $3K
|
920
$56.9K
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-10- 0.76% |
$2.5K - $3K
|
1.31K
$80.8K
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-10- 0.99% |
$2.5K - $3K
|
1K
$61.8K
|
|
|
Aug 10, 2022
Q2 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-10- 0.92% |
$2.5K - $3K
|
1.08K
$66.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-11- 0.08% |
$2.75K - $3.3K
|
13.4K
$826K
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-19Closed |
$4.75K - $5.7K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-20- 2.51% |
$5K - $6K
|
778
$48.1K
|
|
|
Jul 18, 2022
Q2 2022
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-25- 43.86% |
$6.24K - $7.5K
|
32
$1.98K
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-33Closed |
$8.24K - $9.9K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-34- 4.08% |
$8.49K - $10.2K
|
799
$49.4K
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-34- 2.19% |
$8.49K - $10.2K
|
1.52K
$93.9K
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
SELL
|
- |
-35- 3.18% |
$8.74K - $10.5K
|
1.07K
$65.8K
|
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-39- 3.75% |
$9.74K - $11.7K
|
1K
$61.9K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-40Closed |
$9.99K - $12K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-40Closed |
$9.99K - $12K
|
0
$0
|