Purchases and Sales Made in Q3 2022 in Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
93+ 5.26% |
$4.7K - $26.2K
|
1.86K
$112K
|
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
90+ 12.0% |
$4.55K - $25.4K
|
840
$50.4K
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
90+ 90.0% |
$4.55K - $25.4K
|
190
$11.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
88+ 3.58% |
$4.45K - $24.8K
|
2.55K
$153K
|
|
|
Nov 14, 2022
Q3 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
88+ 10.77% |
$4.45K - $24.8K
|
905
$54.3K
|
|
|
Nov 08, 2022
Q3 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
87+ 4.06% |
$4.4K - $24.5K
|
2.23K
$134K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
77+ 2.29% |
$3.89K - $21.7K
|
3.44K
$207K
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
74+ 0.75% |
$3.74K - $20.9K
|
9.96K
$598K
|
|
|
Oct 12, 2022
Q3 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
68+ 4.44% |
$3.44K - $19.2K
|
1.6K
$95.9K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
66New |
$3.34K - $18.6K
|
66
$3.96K
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
65+ 3.93% |
$3.29K - $18.3K
|
1.72K
$103K
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
64+ 3.09% |
$3.23K - $18K
|
2.14K
$128K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
60+ 1.33% |
$3.03K - $16.9K
|
4.57K
$274K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
56+ 54.37% |
$2.83K - $15.8K
|
159
$9.54K
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
55+ 0.51% |
$2.78K - $15.5K
|
10.9K
$652K
|
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
48+ 1.83% |
$2.43K - $13.5K
|
2.66K
$160K
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
44+ 95.65% |
$2.22K - $12.4K
|
90
$5.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
40+ 4.44% |
$2.02K - $11.3K
|
940
$56.4K
|
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
40New |
$2.02K - $11.3K
|
40
$2.4K
|
|
|
Nov 07, 2022
Q3 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
40+ 3.01% |
$2.02K - $11.3K
|
1.37K
$82.2K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
35+ 1.81% |
$1.77K - $9.87K
|
1.97K
$118K
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
35+ 83.33% |
$1.77K - $9.87K
|
77
$4.62K
|
|
|
Oct 31, 2022
Q3 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
33+ 0.04% |
$1.67K - $9.3K
|
82.2K
$4.93M
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
33+ 1.53% |
$1.67K - $9.3K
|
2.19K
$131K
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
30+ 3.48% |
$1.52K - $8.46K
|
891
$53.5K
|
|
|
Oct 20, 2022
Q3 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
29+ 1.6% |
$1.47K - $8.17K
|
1.85K
$111K
|
|
|
Oct 12, 2022
Q3 2022
|
Dentgroup LLC
|
BUY
|
- |
28+ 0.5% |
$1.42K - $7.89K
|
5.58K
$335K
|
|
|
Oct 27, 2022
Q3 2022
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
25+ 0.3% |
$1.26K - $7.05K
|
8.34K
$500K
|
|
|
Nov 14, 2022
Q3 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
24+ 0.4% |
$1.21K - $6.77K
|
6.02K
$361K
|
|
|
Oct 13, 2022
Q3 2022
|
Adirondack Trust CO
|
BUY
|
- |
20New |
$1.01K - $5.64K
|
20
$1.2K
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
19+ 0.77% |
$960 - $5.36K
|
2.47K
$148K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18+ 0.15% |
$910 - $5.07K
|
11.8K
$708K
|
|
|
Oct 14, 2022
Q3 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
17+ 0.91% |
$859 - $4.79K
|
1.88K
$113K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
17+ 1.03% |
$859 - $4.79K
|
1.66K
$99.8K
|
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
BUY
|
- |
15+ 0.07% |
$758 - $4.23K
|
22K
$1.32M
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
15New |
$758 - $4.23K
|
15
$900
|
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
13+ 0.57% |
$657 - $3.66K
|
2.31K
$138K
|
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
11+ 0.26% |
$556 - $3.1K
|
4.22K
$253K
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
9+ 0.18% |
$455 - $2.54K
|
5.14K
$309K
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
9+ 0.18% |
$455 - $2.54K
|
5.14K
$309K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
8New |
$404 - $2.26K
|
8
$480
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
8+ 0.4% |
$404 - $2.26K
|
2.01K
$121K
|
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
8+ 0.38% |
$404 - $2.26K
|
2.13K
$128K
|
|
|
Oct 28, 2022
Q3 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
5+ 0.41% |
$253 - $1.41K
|
1.24K
$74.4K
|
|
|
Nov 15, 2022
Q3 2022
|
Family Firm, Inc.
|
BUY
|
- |
4+ 0.5% |
$202 - $1.13K
|
811
$48.7K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.45% |
$152 - $846
|
666
$40K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3+ 0.27% |
$152 - $846
|
1.11K
$66.3K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
3+ 0.31% |
$152 - $846
|
958
$57.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3+ 0.29% |
$152 - $846
|
1.04K
$62.5K
|
|
|
Feb 27, 2023
Q3 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
2+ 0.15% |
$101 - $564
|
1.32K
$78.9K
|