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 14, 2023
Q4 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
55+ 0.85% |
$2.8K - $16K
|
6.55K
$406K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
55New |
$2.8K - $16K
|
55
$3.41K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
52New |
$2.65K - $15.1K
|
52
$3.23K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
51New |
$2.6K - $14.9K
|
51
$3.16K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
50New |
$2.55K - $14.6K
|
50
$3.1K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
50New |
$2.55K - $14.6K
|
50
$3.1K
|
|
|
Feb 03, 2023
Q4 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
49+ 0.54% |
$2.49K - $14.3K
|
9.09K
$564K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
48New |
$2.44K - $14K
|
48
$2.98K
|
|
|
Feb 10, 2023
Q4 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
48+ 2.15% |
$2.44K - $14K
|
2.28K
$141K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
45+ 27.11% |
$2.29K - $13.1K
|
211
$13.1K
|
|
|
Jan 25, 2023
Q4 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
40+ 0.2% |
$2.04K - $11.6K
|
19.9K
$1.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
40+ 266.67% |
$2.04K - $11.6K
|
55
$3.41K
|
|
|
Feb 01, 2023
Q4 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
40+ 3.92% |
$2.04K - $11.6K
|
1.06K
$65.8K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
39+ 1.48% |
$1.99K - $11.4K
|
2.68K
$166K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
37New |
$1.88K - $10.8K
|
37
$2.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
31New |
$1.58K - $9.03K
|
31
$1.92K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
28+ 0.67% |
$1.43K - $8.15K
|
4.21K
$261K
|
|
|
Jan 17, 2023
Q4 2022
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
28+ 0.42% |
$1.43K - $8.15K
|
6.71K
$416K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
27+ 1.34% |
$1.37K - $7.86K
|
2.04K
$127K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
27+ 3.03% |
$1.37K - $7.86K
|
918
$57K
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
25+ 16.03% |
$1.27K - $7.28K
|
181
$11.2K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
24+ 1.13% |
$1.22K - $6.99K
|
2.15K
$134K
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
23New |
$1.17K - $6.7K
|
23
$1.43K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
23New |
$1.17K - $6.7K
|
23
$1.43K
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
23+ 37.7% |
$1.17K - $6.7K
|
84
$5.21K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
20New |
$1.02K - $5.82K
|
20
$1.24K
|
|
|
Jan 13, 2023
Q4 2022
|
Savior LLC
|
BUY
|
- |
19New |
$967 - $5.53K
|
19
$1.18K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
18+ 1.37% |
$916 - $5.24K
|
1.33K
$82.8K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
17+ 1.38% |
$865 - $4.95K
|
1.25K
$77.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
14+ 1.13% |
$713 - $4.08K
|
1.25K
$77.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
14+ 0.68% |
$713 - $4.08K
|
2.07K
$129K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
12+ 0.16% |
$611 - $3.49K
|
7.34K
$456K
|
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
10+ 1.1% |
$509 - $2.91K
|
915
$56.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
10+ 0.63% |
$509 - $2.91K
|
1.61K
$99.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
10New |
$509 - $2.91K
|
10
$621
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
10New |
$509 - $2.91K
|
10
$621
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
8+ 0.81% |
$407 - $2.33K
|
996
$61.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
8+ 0.89% |
$407 - $2.33K
|
908
$56.3K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
7+ 0.42% |
$356 - $2.04K
|
1.67K
$104K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
7+ 0.17% |
$356 - $2.04K
|
4.22K
$262K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7+ 0.33% |
$356 - $2.04K
|
2.12K
$132K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7+ 9.09% |
$356 - $2.04K
|
84
$5.21K
|
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
BUY
|
- |
6+ 0.74% |
$305 - $1.75K
|
817
$50.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
5New |
$255 - $1.46K
|
5
$310
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
4New |
$204 - $1.16K
|
4
$248
|
|
|
Jan 13, 2023
Q4 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
4+ 0.45% |
$204 - $1.16K
|
889
$55.2K
|
|
|
Jan 18, 2023
Q4 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
4+ 0.21% |
$204 - $1.16K
|
1.89K
$117K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
4New |
$204 - $1.16K
|
4
$248
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
4+ 0.42% |
$204 - $1.16K
|
962
$59.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
4+ 0.18% |
$204 - $1.16K
|
2.28K
$141K
|