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 11, 2022
Q2 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-228Closed |
$56.9K - $68.4K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-229- 5.13% |
$57.2K - $68.7K
|
4.24K
$262K
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-244- 4.54% |
$60.9K - $73.2K
|
5.14K
$317K
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-244- 4.54% |
$60.9K - $73.2K
|
5.14K
$317K
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-250Closed |
$62.4K - $75K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-265Closed |
$66.2K - $79.5K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-276- 13.5% |
$68.9K - $82.8K
|
1.77K
$109K
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-306- 0.72% |
$76.4K - $91.8K
|
42.4K
$2.62M
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-316- 1.58% |
$78.9K - $94.8K
|
19.7K
$1.22M
|
|
Aug 15, 2022
Q2 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-335- 19.02% |
$83.7K - $101K
|
1.43K
$88.2K
|
|
Jul 29, 2022
Q2 2022
|
Simmons Bank
|
SELL
|
- |
-352- 5.91% |
$87.9K - $106K
|
5.61K
$347K
|
|
Jul 26, 2022
Q2 2022
|
First Merchants Corp
|
SELL
|
- |
-385- 19.2% |
$96.2K - $116K
|
1.62K
$100K
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-388- 11.1% |
$96.9K - $116K
|
3.11K
$192K
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-389- 4.47% |
$97.2K - $117K
|
8.32K
$514K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-391- 6.3% |
$97.7K - $117K
|
5.81K
$359K
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-409- 1.33% |
$102K - $123K
|
30.3K
$1.87M
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-440- 18.53% |
$110K - $132K
|
1.94K
$120K
|
|
Aug 03, 2022
Q2 2022
|
F3 Logic, LLC
|
SELL
|
- |
-448- 9.55% |
$112K - $134K
|
4.24K
$262K
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-450- 76.14% |
$112K - $135K
|
141
$8.72K
|
|
Aug 08, 2022
Q2 2022
|
Tevis Investment Management
|
SELL
|
- |
-454- 86.81% |
$113K - $136K
|
69
$4.27K
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-474Closed |
$118K - $142K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-530- 8.38% |
$132K - $159K
|
5.8K
$358K
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-534- 1.31% |
$133K - $160K
|
40.2K
$2.48M
|
|
Aug 01, 2022
Q2 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-620- 37.94% |
$155K - $186K
|
1.01K
$62.7K
|
|
Sep 22, 2022
Q2 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-629- 35.92% |
$157K - $189K
|
1.12K
$69.4K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-639- 31.67% |
$160K - $192K
|
1.38K
$85.2K
|
|
Aug 15, 2022
Q2 2022
|
Alpha Square Group S, LLC
New York, NY |
SELL
|
- |
-698Closed |
$174K - $209K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-700Closed |
$175K - $210K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Amg National Trust Bank
|
SELL
|
- |
-701Closed |
$175K - $210K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-716- 34.0% |
$179K - $215K
|
1.39K
$85.9K
|
|
Aug 12, 2022
Q2 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-718Closed |
$179K - $215K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-720Closed |
$180K - $216K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-726Closed |
$181K - $218K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-730Closed |
$182K - $219K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-734- 47.02% |
$183K - $220K
|
827
$51.1K
|
|
Feb 24, 2023
Q2 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-736Closed |
$184K - $221K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-743Closed |
$186K - $223K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-764Closed |
$191K - $229K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-767Closed |
$192K - $230K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-794- 6.32% |
$198K - $238K
|
11.8K
$728K
|
|
Aug 08, 2022
Q2 2022
|
Rollins Financial
|
SELL
|
- |
-809- 9.69% |
$202K - $243K
|
7.54K
$466K
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-809- 12.15% |
$202K - $243K
|
5.85K
$362K
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-827Closed |
$207K - $248K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-849- 33.91% |
$212K - $255K
|
1.66K
$102K
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.01KClosed |
$251K - $302K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Veracity Capital LLC
|
SELL
|
- |
-1.01KClosed |
$253K - $303K
|
0
$0
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.02K- 21.59% |
$254K - $305K
|
3.69K
$228K
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
SELL
|
- |
-1.04K- 20.52% |
$260K - $312K
|
4.03K
$249K
|
|
Jul 21, 2022
Q2 2022
|
Derbend Asset Management
|
SELL
|
- |
-1.11KClosed |
$277K - $333K
|
0
$0
|
|
Aug 19, 2022
Q2 2022
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-1.17KClosed |
$292K - $351K
|
0
$0
|