Purchases and Sales Made in Q4 2022 in Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
224+ 2.09% |
$11.4K - $65.2K
|
10.9K
$675K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
223+ 25.37% |
$11.4K - $64.9K
|
1.1K
$68.1K
|
|
|
Jan 12, 2023
Q4 2022
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
222+ 1.06% |
$11.3K - $64.6K
|
21.1K
$1.3M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
214+ 9.73% |
$10.9K - $62.3K
|
2.41K
$149K
|
|
|
Jan 26, 2023
Q4 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
209+ 3.72% |
$10.6K - $60.9K
|
5.82K
$360K
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
207+ 0.72% |
$10.5K - $60.3K
|
28.9K
$1.79M
|
|
|
Feb 08, 2023
Q4 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
205New |
$10.4K - $59.7K
|
205
$12.7K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
200New |
$10.2K - $58.2K
|
200
$12.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
200New |
$10.2K - $58.2K
|
200
$12.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
200New |
$10.2K - $58.2K
|
200
$12.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
194+ 16.78% |
$9.87K - $56.5K
|
1.35K
$83.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
193+ 106.63% |
$9.82K - $56.2K
|
374
$23.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
190New |
$9.67K - $55.3K
|
190
$11.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
181+ 1.28% |
$9.21K - $52.7K
|
14.3K
$885K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
179+ 5.86% |
$9.11K - $52.1K
|
3.24K
$200K
|
|
|
Jan 24, 2023
Q4 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
173+ 5.38% |
$8.81K - $50.4K
|
3.39K
$210K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
170+ 8.27% |
$8.65K - $49.5K
|
2.23K
$138K
|
|
|
Jan 25, 2023
Q4 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
167+ 2.33% |
$8.5K - $48.6K
|
7.34K
$454K
|
|
|
Feb 13, 2023
Q4 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
157+ 4.57% |
$7.99K - $45.7K
|
3.59K
$222K
|
|
|
Jan 10, 2023
Q4 2022
|
Thomasville National Bank
|
BUY
|
- |
156+ 11.23% |
$7.94K - $45.4K
|
1.55K
$95.5K
|
|
|
Jan 19, 2023
Q4 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
149+ 8.08% |
$7.58K - $43.4K
|
1.99K
$123K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
149+ 11.44% |
$7.58K - $43.4K
|
1.45K
$89.7K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
148+ 15.24% |
$7.53K - $43.1K
|
1.12K
$69.2K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
141+ 6.6% |
$7.18K - $41.1K
|
2.28K
$141K
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
134+ 5.83% |
$6.82K - $39K
|
2.43K
$150K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
128+ 15.24% |
$6.52K - $37.3K
|
968
$59.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
126+ 4.51% |
$6.41K - $36.7K
|
2.92K
$180K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
122+ 80.79% |
$6.21K - $35.5K
|
273
$16.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
122New |
$6.21K - $35.5K
|
122
$7.54K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
115New |
$5.85K - $33.5K
|
115
$7.11K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
114+ 1.57% |
$5.8K - $33.2K
|
7.38K
$456K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
113+ 5.26% |
$5.75K - $32.9K
|
2.26K
$140K
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
100+ 9.6% |
$5.09K - $29.1K
|
1.14K
$70.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
100+ 100.0% |
$5.09K - $29.1K
|
200
$12.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
100New |
$5.09K - $29.1K
|
100
$6.18K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
98+ 0.98% |
$4.99K - $28.5K
|
10.1K
$622K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
98+ 2.01% |
$4.99K - $28.5K
|
4.96K
$307K
|
|
|
Jan 19, 2023
Q4 2022
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
89+ 1.02% |
$4.53K - $25.9K
|
8.86K
$547K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
82+ 1.26% |
$4.17K - $23.9K
|
6.59K
$407K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
82+ 2.95% |
$4.17K - $23.9K
|
2.86K
$177K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
79New |
$4.02K - $23K
|
79
$4.88K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
79+ 3.2% |
$4.02K - $23K
|
2.55K
$158K
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
74+ 2.93% |
$3.77K - $21.5K
|
2.6K
$161K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
70New |
$3.56K - $20.4K
|
70
$4.33K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
68New |
$3.46K - $19.8K
|
68
$4.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
66+ 1.1% |
$3.36K - $19.2K
|
6.09K
$376K
|
|
|
Feb 08, 2023
Q4 2022
|
Hc Advisors, LLC
|
BUY
|
- |
65+ 0.52% |
$3.31K - $18.9K
|
12.6K
$776K
|
|
|
Feb 14, 2023
Q4 2022
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
63+ 0.28% |
$3.21K - $18.3K
|
22.6K
$1.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
62+ 6.26% |
$3.16K - $18.1K
|
1.05K
$65.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
61New |
$3.1K - $17.8K
|
61
$3.77K
|