Purchases and Sales Made in Q2 2022 in Ishares Tr (IYJ)
This table provides information about the institutional ownership of Ishares Tr (IYJ) 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 |
|---|---|---|---|---|---|---|---|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
150+ 2.96% |
$12.9K - $15.9K
|
5.21K
$729K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
128+ 30.12% |
$11K - $13.5K
|
553
$77.4K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
120New |
$10.3K - $12.7K
|
120
$16.8K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
90New |
$7.75K - $9.52K
|
90
$12.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
69+ 15.97% |
$5.94K - $7.3K
|
501
$70.1K
|
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
BUY
|
- |
56+ 0.35% |
$4.82K - $5.93K
|
16K
$2.23M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
50+ 0.43% |
$4.31K - $5.29K
|
11.5K
$1.62M
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
50+ 1.23% |
$4.31K - $5.29K
|
4.13K
$578K
|
|
|
Jul 22, 2022
Q2 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
48+ 0.25% |
$4.14K - $5.08K
|
19K
$2.66M
|
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
12+ 0.16% |
$1.03K - $1.27K
|
7.36K
$1.03M
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
9+ 0.34% |
$775 - $952
|
2.64K
$369K
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
5+ 0.18% |
$431 - $529
|
2.85K
$398K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5+ 0.27% |
$431 - $529
|
1.84K
$257K
|
|
|
Aug 12, 2022
Q2 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
5+ 0.11% |
$431 - $529
|
4.41K
$617K
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
4+ 3.2% |
$345 - $423
|
129
$18K
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
4+ 0.12% |
$345 - $423
|
3.3K
$461K
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4+ 0.06% |
$345 - $423
|
7.27K
$1.02M
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 0.24% |
$258 - $317
|
1.26K
$176K
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3+ 0.09% |
$258 - $317
|
3.37K
$472K
|
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.85% |
$86.2 - $106
|
118
$16.5K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1+ 0.26% |
$86.2 - $106
|
390
$54.6K
|
|
|
Jul 28, 2022
Q2 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
1+ 0.02% |
$86.2 - $106
|
6.49K
$908K
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.16% |
$86.2 - $106
|
610
$85.4K
|
|
|
Jul 26, 2022
Q2 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1+ 0.03% |
$86.2 - $106
|
2.94K
$411K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.43% |
$86.2 - $106
|
233
$32.6K
|
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
1+ 0.01% |
$86.2 - $106
|
7.35K
$1.03M
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 1.11% |
$86.2 - $106
|
91
$12.7K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-1- 0.02% |
$86.2 - $106
|
6.44K
$901K
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1- 0.02% |
$86.2 - $106
|
6.44K
$901K
|
|
|
Jul 21, 2022
Q2 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-22- 0.93% |
$1.9K - $2.33K
|
2.34K
$327K
|
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-36Closed |
$3.1K - $3.81K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-47- 1.71% |
$4.05K - $4.97K
|
2.7K
$378K
|
|
|
Aug 12, 2022
Q2 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-50Closed |
$4.31K - $5.29K
|
0
$0
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-50- 0.43% |
$4.31K - $5.29K
|
11.5K
$1.61M
|
|
|
Aug 11, 2022
Q2 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-50- 5.55% |
$4.31K - $5.29K
|
851
$119K
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-50- 5.29% |
$4.31K - $5.29K
|
895
$125K
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-51- 0.59% |
$4.39K - $5.4K
|
8.55K
$1.2M
|
|
|
Jul 06, 2022
Q2 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-67Closed |
$5.77K - $7.09K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-109- 0.26% |
$9.39K - $11.5K
|
41.3K
$5.78M
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-145- 2.64% |
$12.5K - $15.3K
|
5.35K
$748K
|
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-165- 5.88% |
$14.2K - $17.5K
|
2.64K
$370K
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-170- 2.54% |
$14.6K - $18K
|
6.52K
$912K
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-200- 1.49% |
$17.2K - $21.2K
|
13.2K
$1.85M
|
|
|
Aug 12, 2022
Q2 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-202Closed |
$17.4K - $21.4K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-222- 8.48% |
$19.1K - $23.5K
|
2.4K
$335K
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-226- 0.8% |
$19.5K - $23.9K
|
28K
$3.91M
|
|
|
Aug 10, 2022
Q2 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-242- 4.64% |
$20.8K - $25.6K
|
4.97K
$695K
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-250- 39.37% |
$21.5K - $26.5K
|
385
$53.9K
|
|
|
Aug 03, 2022
Q2 2022
|
Norwood Financial Corp
|
SELL
|
- |
-260- 14.61% |
$22.4K - $27.5K
|
1.52K
$213K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-265- 3.51% |
$22.8K - $28K
|
7.29K
$1.02M
|