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 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-76- 0.52% |
$3.87K - $22.1K
|
14.4K
$865K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-81- 4.65% |
$4.12K - $23.6K
|
1.66K
$99.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-83- 5.97% |
$4.22K - $24.2K
|
1.31K
$78.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-91- 5.46% |
$4.63K - $26.5K
|
1.58K
$94.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-96- 3.22% |
$4.89K - $28K
|
2.88K
$173K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-96- 0.5% |
$4.89K - $28K
|
19.2K
$1.15M
|
|
|
Jan 19, 2023
Q4 2022
|
First United Bank & Trust
|
SELL
|
- |
-97- 5.93% |
$4.94K - $28.2K
|
1.54K
$92.4K
|
|
|
Feb 01, 2023
Q4 2022
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-99- 1.19% |
$5.04K - $28.8K
|
8.24K
$494K
|
|
|
Oct 01, 2025
Q4 2022
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-100- 9.44% |
$5.09K - $29.1K
|
959
$57.6K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-112- 7.37% |
$5.7K - $32.6K
|
1.41K
$84.4K
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-125- 4.31% |
$6.36K - $36.4K
|
2.77K
$166K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-126- 1.93% |
$6.41K - $36.7K
|
6.41K
$385K
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-127- 3.83% |
$6.46K - $37K
|
3.19K
$191K
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-130- 58.04% |
$6.62K - $37.9K
|
94
$5.64K
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-140- 15.05% |
$7.13K - $40.8K
|
790
$47.4K
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-144- 3.06% |
$7.33K - $41.9K
|
4.56K
$274K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-150- 5.18% |
$7.64K - $43.7K
|
2.75K
$165K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-151- 3.73% |
$7.69K - $44K
|
3.9K
$234K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-167- 17.43% |
$8.5K - $48.6K
|
791
$47.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
SELL
|
- |
-175- 16.43% |
$8.91K - $51K
|
890
$53.4K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-179- 0.75% |
$9.11K - $52.1K
|
23.7K
$1.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-186- 2.79% |
$9.47K - $54.2K
|
6.49K
$389K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-198- 4.17% |
$10.1K - $57.7K
|
4.55K
$273K
|
|
|
Jan 11, 2023
Q4 2022
|
First Citizens Financial Corp
|
SELL
|
- |
-209- 1.15% |
$10.6K - $60.9K
|
18K
$1.08M
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
SELL
|
- |
-210- 15.99% |
$10.7K - $61.1K
|
1.1K
$66.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Hudock, Inc.
|
SELL
|
- |
-211- 6.14% |
$10.7K - $61.4K
|
3.22K
$193K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-216- 8.98% |
$11K - $62.9K
|
2.19K
$131K
|
|
|
Jan 10, 2023
Q4 2022
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-216- 16.34% |
$11K - $62.9K
|
1.11K
$66.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-230- 3.84% |
$11.7K - $67K
|
5.75K
$345K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-231- 7.86% |
$11.8K - $67.3K
|
2.71K
$163K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-233- 5.13% |
$11.9K - $67.8K
|
4.31K
$259K
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-238- 5.65% |
$12.1K - $69.3K
|
3.97K
$238K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-283- 14.59% |
$14.4K - $82.4K
|
1.66K
$99.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-303- 4.15% |
$15.4K - $88.2K
|
7K
$420K
|
|
|
Feb 13, 2023
Q4 2022
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-306- 7.89% |
$15.6K - $89.1K
|
3.57K
$214K
|
|
|
Jan 18, 2023
Q4 2022
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-445- 2.12% |
$22.7K - $130K
|
20.6K
$1.23M
|
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-455- 0.55% |
$23.2K - $132K
|
81.7K
$4.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-460- 13.23% |
$23.4K - $134K
|
3.02K
$181K
|
|
|
Feb 06, 2023
Q4 2022
|
Park National Corp
|
SELL
|
- |
-500- 25.0% |
$25.5K - $146K
|
1.5K
$90K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-525- 96.69% |
$26.7K - $153K
|
18
$1.08K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-584- 24.6% |
$29.7K - $170K
|
1.79K
$107K
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
SELL
|
- |
-616- 11.04% |
$31.4K - $179K
|
4.97K
$298K
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-619- 7.87% |
$31.5K - $180K
|
7.24K
$435K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-657- 1.46% |
$33.4K - $191K
|
44.3K
$2.66M
|
|
|
Feb 09, 2023
Q4 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-668- 2.52% |
$34K - $195K
|
25.9K
$1.55M
|
|
|
Feb 02, 2023
Q4 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-711- 3.69% |
$36.2K - $207K
|
18.5K
$1.11M
|
|
|
Jan 31, 2023
Q4 2022
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-745- 7.94% |
$37.9K - $217K
|
8.64K
$518K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-750- 0.99% |
$38.2K - $218K
|
75.3K
$4.52M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-771- 39.22% |
$39.2K - $224K
|
1.2K
$71.7K
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-800- 50.79% |
$40.7K - $233K
|
775
$46.5K
|